- Parexel (Hartford, CT)
- …Lead, Master/Senior Medical Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug development to join Parexel's ... with the assigned Project Assistant to ensure accurate financial management and for general project support + Provides guidance...profitability and client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent… more
- US Bank (Greenwich, CT)
- …we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- JPMorgan Chase (Avon, CT)
- …the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a… more
- KeyBank (Norwalk, CT)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the… more
- M&T Bank (Fairfield, CT)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for...net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:**… more
- TD Bank (Greenwich, CT)
- …+ Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA)...will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their… more
- Citizens (Branford, CT)
- …identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth ... and engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships through partnership… more
- Bank of America (Greenwich, CT)
- …prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Private Client Advisor II Greenwich, Connecticut **To proceed with your...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- Kestra Financial (Hartford, CT)
- …for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage ... new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent...in the independent market while learning from a high-quality advisor with 20 years of experience in the industry.… more
- Bank of America (Stamford, CT)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Stamford/Merrill-Market-Client-Relationship-Manager\_25046369-1) **Job Description:** Merrill Wealth Management ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- Stanley Black and Decker (New Britain, CT)
- **Senior Identity & Access Management (IAM) Analyst** **Come build something that matters.** It takes great people to achieve greatness. People with a sense of ... HUSTLER(R). **The Job:** As a **Senior Identity & Access Management (IAM) Analyst** , you'll be part of our...our Cybersecurity team, you will serve as a strategic advisor and technical expert, helping to drive governance, strategy,… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... + Execute various administrative functions for the PF Financial Advisor (s) and Branch Management including, but not...for the PF Financial Advisor (s) and Branch Management including, but not limited to, tracking referrals, coordinating,… more
- Citigroup (Greenwich, CT)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Robert Half Finance & Accounting (Fairfield, CT)
- …Alex.Muzaurieta@roberthalf. Requirements . 1+ years of experience in financial services, asset management , wealth management , or fintech. . Strong analytical ... of this position will include: . Maintain and segment CRM data to enhance advisor engagement and inform sales strategy. . Build dashboards and reporting tools that… more
