- 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
- US Bank (Greenwich, CT)
- …and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively ... a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank.… more
- Truist (Greenwich, CT)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...+ 8 or more years of sales and client management experience in Wealth Management … more
- Truist (Greenwich, CT)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...as determined from time to time by our Risk Management and Governance teams. Works independently and escalates issues… more
- US Bank (Greenwich, CT)
- …management issues, providing counsel and expert advice in all areas of Wealth Management . This position requires National Mortgage Licensing System (NMLS) ... more years of experience in high and ultra-high net worth client wealth management activities **Preferred Skills/Experience** - Excellent relationship … more
- Deloitte (Hartford, CT)
- Senior Consultant, Industry Solutions, Wealth Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, and ... experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership,… more
- Bank of America (Guilford, CT)
- …Advisor Central-Shoreline-CT-Market\_25014739) **Job Description:** Merrill Wealth Management is a leading ... Merrill Financial Solutions Advisor - Central Shoreline CT Market Hartford, Connecticut;Farmington,...provider of comprehensive wealth management and investment products and services for individuals, companies,… more
- Citizens (Greenwich, 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 (West Hartford, CT)
- …prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Private Client Advisor II West Hartford, Connecticut **To proceed with...business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide… 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
- The Hartford (Hartford, CT)
- …solving complex business challenges. + Negotiation experience with Financial Services / Wealth Management vendors. Compensation The listed annualized base pay ... strategies for the Financial Services category, including Asset and Investment Management Services, by collaborating with partners and understanding business and… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... issues + Execute various administrative functions for the Profit Formula Financial Advisor (s) and Branch Management including, but not limited to, tracking… 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...and retention of assets that sit within the private wealth hubs of the Wirehouse channel in the territory.… 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
- KeyBank (Hartford, CT)
- …relationships and deep financial expertise, offering full range of retail, private wealth management , small business, commercial and investment banking products, ... journey. **JOB BRIEF** Serves as the senior account executive and trusted advisor for commercial clients in the healthcare industry. The Senior Healthcare RM… more
- Carrington (Old Greenwich, CT)
- …and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson ... will be part of the Learning & Leader Development management team, this role is responsible for developing and...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Cherry Bekaert (Hartford, CT)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services +… more
- Carrington (Old Greenwich, CT)
- …Process flows, and Loan Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... + Bachelor's Degree or equivalent work experience. + Project Management experience required. + Mortgage Lending or Mortgage Servicing...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more