- TD Bank (Hartford, CT)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Portfolio Advisor I is a role within the Centralized ... Managers to provide investment services to HNW clients. The Private Client Portfolio Advisor I will utilize...requirements and guidelines associated with FINRA, SEC, and TD Bank + Ensures only approved products and services are… more
- KeyBank (Guilford, CT)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- Bank of America (West Hartford, CT)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... Private Client Advisor II West Hartford,... Private Client Advisor II West Hartford, Connecticut **Job Description:**...a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused… more
- JPMorgan Chase (Old Field, NY)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Citizens (Branford, 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...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- KeyBank (East Haven, CT)
- …Main Street - East Haven, Connecticut 06512 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client ... to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product delivery within… more
- Wells Fargo (Waterbury, CT)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) non-exempt employee will transition to the...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- NBT Bank (West Hartford, CT)
- …referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: ... significant compliance issues + Has developed a process for client segmentation + Demonstrated team player and high quality...sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent… more
- Bank of America (Hartford, CT)
- …money movement, and account maintenance + Ensures all fiduciary standards and Private Bank /regulatory compliance and risk policies are understood, align with ... control partner requests, and data remediation + Executes against Private Bank strategy, key national fiduciary initiatives,...organizational resources to deliver the full range of the bank 's capabilities to meet client needs and… more
- KeyBank (Milford, CT)
- …and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM ... for both their assigned Retail branch markets and Key Private Bank (KPB) markets. Sets the tone...pull-thru and funding rates, and achieving established benchmarks for client NPS scores. + Serves as a market's residential… more
- The Hartford (Hartford, CT)
- …clients. Our mission is the pursuit of investment excellence centered on each client 's success, and we have developed a culture that fosters debate and collaboration ... through participation in innovative investment and technology solutions for HIMCO's client , market, and regulatory initiatives. This position is within HIMCO… more
- The Hartford (Hartford, CT)
- …and High Yield bonds, Mortgage-Backed securities, CMBS, ABS, Municipals, Emerging Markets, Private Placements, Whole Loans, Bank Loans, Equities (both Public and ... clients. Our mission is the pursuit of investment excellence centered on each client 's success, and we have developed a culture that fosters debate and collaboration… more
- AECOM (Rocky Hill, CT)
- …software + Recommend appropriate actions to ensure compliance with all client , local, state, and federal regulations including AREMA railway standards, the ... Code (IEEE C2), and other applicable US standards + Develop systemwide duct bank drawings by working in close coordination with respective system disciplines. Assist… more
- AECOM (Rocky Hill, CT)
- …software. + Will recommend appropriate actions to ensure compliance with all client , local, state, and federal regulations including AREMA railway standards, the ... C2), and other applicable US standards. + Will develop systemwide duct bank drawings by working in close coordination with respective system disciplines. Assist… more
- Lincoln Financial (Hartford, CT)
- …drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness ... and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their… more
- Cherry Bekaert (Hartford, CT)
- …in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively ... compliance needs and enhance cross-industry initiatives + Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create… more