- JPMorgan Chase (Avon, CT)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Willimantic, CT)
- **Location:** 6 Storrs Road - Willimantic, Connecticut 06226 **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
- Citizens (Branford, 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
- KeyBank (Putnam, CT)
- … advisor , and partner to the people and businesses in our KeyBank 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
- KeyBank (Hebron, 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 or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… 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
- JPMorgan Chase (Greenwich, CT)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… 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
- Acxiom (Hartford, CT)
- We are seeking a Client Solutions Architect - Senior Director who combines deep expertise in cloud data architecture with strong hands-on experience in Databricks ... This role is ideal for a senior leader who can serve as a trusted advisor to enterprise clients, guiding them through the design and delivery of modern, privacy-safe… more
- Lumen (Hartford, CT)
- …and translate complex requirements into tailored solutions. Acting as a trusted advisor , you'll showcase best practices and demonstrate how our offerings enable ... remote from within the continential USA with ocassional travel to team and client meetings. **The Main Responsibilities** + Acts as a customer advocate by… 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
- 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
- Citigroup (New Canaan, CT)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Deloitte (Stamford, CT)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Cognizant (Hartford, CT)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- CBRE (Hartford, CT)
- …** Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… more