- Bank of America (East Setauket, NY)
- Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market Hampton Bays, New York;Northport, New York; East Hampton, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hampton-Bays/ Financial - Solutions - Advisor Consumer -Investments Eastern-Long-Island-Market\_25017954)… more
- KeyBank (Brewster, NY)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... 10509 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- KeyBank (East Haven, CT)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... East Haven, Connecticut 06512 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- KeyBank (Branford, CT)
- …Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and ... Connecticut 06405 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- CVS Health (Riverside, CT)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more
- KeyBank (Norwalk, CT)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... of financial statements and concepts(required) + Demonstrated understanding of consumer credit including loan to value, debt to income and credit… more
- CVS Health (New Canaan, CT)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more