- Edward Jones (Danbury, CT)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...investment firm, serving over eight million clients.** **Our financial advisors are valued partners, and we credit much… more
- JPMorgan Chase (Greenwich, CT)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... policies and procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Wells Fargo (Greenwich, CT)
- …of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Bank of America (Greenwich, CT)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Registered Wealth Management Client Associate Greenwich, Connecticut **Job Description:** At Bank of...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- US Bank (Greenwich, CT)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. Working within delegated authority and/or standard… more