- M&T Bank (Fairfield, CT)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
- Bank of America (Stamford, CT)
- Merrill Financial Solutions Advisor - Southern CT Market Stamford, Connecticut;New Canaan, Connecticut; Greenwich, Connecticut; Fairfield, Connecticut **Job ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network... teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in… more
- Citizens (White Plains, NY)
- …be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively ... and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role,… more
- Citigroup (Stamford, CT)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... are located within the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net… more
- Truist (New York, NY)
- …of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...the community * Expected to be the expert level " market moving" advisor with ability to handle… more
- JPMorgan Chase (New York, NY)
- …proven experience in financial services including, but not limited to financial planning, Affluent /High Net Worth solutions, working with high net worth ... Director of Family Engagement & Governance, this role will partner with Financial Advisors and other internal stakeholders to provide ultra-high net worth (UHNW)… more