- 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 ... 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… 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)
- …Buckland Road - South Windsor, Connecticut 06074 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... 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)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- US Bank (Greenwich, CT)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship… more
- KeyBank (Madison, CT)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- US Bank (Greenwich, CT)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Citigroup (Greenwich, CT)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- EFI Global (Hartford, CT)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... here to learn more about EFI Global. **Seeking an experienced Project Advisor in the Building Sciences Industry with experience in Asbestos, Lead,… more
- Deloitte (Stamford, CT)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- US Bank (Greenwich, CT)
- …within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond ... specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, compliance issues, or fraud… 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 ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Hartford, CT)
- …relationships and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products, ... BRIEF** Serves as the senior account executive and trusted advisor for commercial clients in the healthcare industry. The...and delivery of significant ideas and solutions to meet client needs and is accountable for directing the implementation… more
- Vanguard (Hartford, CT)
- …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 ... funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust...growth and retention of assets that sit within the private wealth hubs of the Wirehouse channel in the… more
- Deloitte (Hartford, CT)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
- Deloitte (Hartford, CT)
- …across a variety of tax services that are relevant for public and private companies, ranging from project management support, analytical support, and tax consulting ... claims, IT, finance and accounting + Coordinating with the client 's tax and finance departments to gather data for...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Cardinal Health (Hartford, CT)
- …positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team ... performance, patient support, and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point / liaison for all… more
- Deloitte (Stamford, CT)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's...Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture… more
- Deloitte (Stamford, CT)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- Deloitte (Stamford, CT)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more