- JPMorgan Chase (Riverhead, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (East Haven, CT)
- …245 Main Street - East Haven, Connecticut 06512 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Citizens (Madison, CT)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- KeyBank (Guilford, CT)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- AECOM (Rocky Hill, CT)
- …experience with advanced technologies and innovations to help our public and private clients restore or replace their aging transportation infrastructure, and find ... us the trust of local municipalities, government agencies, commercial clients, and public- private partnerships. Our expertise and global reach enable us to deliver… more
- Quinnipiac University (Hamden, CT)
- …interdisciplinary collaboration that engage and educate students who plan to provide direct patient/ client care as well as those students who wish to work in ... healthcare, and increasing health equity. About Quinnipiac: Quinnipiac University is a private , coeducational institution located 90 minutes north of New York City… more
- Quinnipiac University (Hamden, CT)
- …healthcare, and increasing health equity. About Quinnipiac: Quinnipiac University is a private , coeducational institution located 90 minutes north of New York City ... engage and educate students who plan to provide direct patient/ client care as well as those students who wish...development and evaluation. + Serve as an academic faculty advisor and mentor to students. + Participate in faculty… more