- JPMorgan Chase (Springfield, MA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- NBT Bank (West Hartford, CT)
- …Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover ... additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients. + 20% Develops and executes individual business plan to meet sales goals and maintain… more
- Bank of America (West Hartford, CT)
- Private Client Advisor II West Hartford, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities,… more
- KeyBank (Hartford, CT)
- …+ Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging ... + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and… more
- Vanguard (Hartford, CT)
- …you are responsible for the growth and retention of assets that sit within the private wealth hubs of the Wirehouse channel in the territory. In addition, you ... have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded… more
- Lincoln Financial (Hartford, CT)
- …initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep understanding ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales… more
- KeyBank (Hartford, CT)
- …trusted relationships and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking ... BRIEF** Serves as the senior account executive and trusted advisor for commercial clients in the healthcare industry. The...and industry associations. + Serves as the Trusted Financial Advisor to clients, functions as the senior Healthcare Banking… more