- Tiffany & Co. (Greenwich, CT)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
- Bank of America (West Hartford, CT)
- Private Client Advisor II West Hartford, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/West-Hartford/Private- Client - Advisor -II\_25015921) **Job Description:** At Bank of America,… more
- KeyBank (East Haven, CT)
- **Location:** 245 Main Street - East Haven, Connecticut 06512 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- KeyBank (South Windsor, CT)
- …Road - South Windsor, Connecticut 06074 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Citizens (Greenwich, CT)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- Bank of America (Guilford, CT)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Kestra Financial (West Hartford, CT)
- …advisors who develop new business. Essential Duties and Responsibilities + Supports Lead Advisor on book of business, including managing client needs regarding ... reviews + Manage data and plans in financial planning software (eMoney Advisor ) + Responsible for client meeting preparation and follow-up, including assembling… more
- HNTB (Rocky Hill, CT)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level...articles, and white papers. + Serves as a trusted advisor to clients, is sought out for expertise in… more
- Wells Fargo (Danbury, CT)
- …direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part...role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service, and operational related activities such… more
- World Insurance Associates, LLC. (Hamden, CT)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- Raymond James Financial, Inc. (West Hartford, CT)
- …and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... expense reports. Opens new client accounts and researches client and security...advisor . Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with… more
- Bank of America (Guilford, CT)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Stage I - Registration candidate - Consumer...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Waterford, CT)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- GAF (Stamford, CT)
- …under this roof, we protect what matters most. **Team Summary** The Specified Solutions Advisor is a critical member of the Building and Roofing Science Team. This ... into a wide range of construction projects. **Job Summary** The Specified Solutions Advisor will support GAF Commercial and Siplast sales teams. As a Specified… more
- Truist (Greenwich, CT)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... Responsible for developing and deepening client relationships through needs-based, high-level client service...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Edward Jones (Middletown, CT)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- The Cigna Group (Bloomfield, CT)
- …to locations that are identified in this posting.** The Product Management Senior Advisor manages and supports the overall vision, goals, and objectives of programs ... Cigna Healthcare integrated Pharmacy clients and customers. The Product Management Senior Advisor will be responsible for management of existing products within the… more
- Porter and Chester Institute (Bridgeport, CT)
- …live within driving distance of the CT/MA/PA campuses . The Career Service Advisor will be responsible for helping ensure that all assigned programs achieve ... with employment outcomes based on accreditation standards. The Career Service Advisor will assist in identifying, developing, and maintaining employer partnerships… more
- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking ... new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent...your career to focus on providing the most excellent client experience. Requirements . Minimum 3-5 years of experience… more
- The Cigna Group (Bloomfield, CT)
- …and patient support programs. **How you'll make a difference** The Business Analytics Senior Advisor role is a key role to the enterprise and will be supporting a ... market. This role will work closely with the internal Technology, Analytics, and Client Services teams to support and showcase Forsyth data capabilities with both… more