- Bank of America (Darien, CT)
- Team Financial Advisor Darien, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... community that is culture driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill… more
- Edward Jones (Oxford, CT)
- …and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client ... goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to… more
- Edward Jones (Stamford, CT)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...supported by your branch team , a home-office team and other regional financial advisors. You'll… more
- Bank of America (Ridgefield, CT)
- Market Leader - Advisor Development Program Hartford, Connecticut;Southbury, Connecticut; West Hartford, Connecticut; Springfield, Massachusetts; Ridgefield, ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hartford/Market-Leader Advisor -Development-Program\_25047184) **Job Description:** Merrill Wealth Management is a leading… more
- Tompkins Community Bank (Mount Kisco, NY)
- …with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals ... a seamless and holistic client experience. + Deliver personalized financial planning by uncovering client goals, values, and ...cross-functional client strategy teams. + Act as a key advisor and resource to team members. +… more
- JPMorgan Chase (Danbury, CT)
- **Job Profile** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- US Bank (Greenwich, CT)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- KeyBank (Norwalk, CT)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... As a member of the Family Wealth relationship management team , they proactively collaborate with team members...fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and… more
- KeyBank (Brewster, NY)
- **Location:** 1505 Rt 22, Brewster New York **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank… more
- Bank of America (Greenwich, CT)
- Private Client Advisor II Greenwich, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Greenwich/Private-Client- Advisor -II\_25043562-1) **Job Description:** At Bank of America, we are… more
- Citigroup (Greenwich, CT)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +...where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) +… more
- M&T Bank (Fairfield, CT)
- …owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has access ... Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the … more
- M&T Bank (Bridgeport, CT)
- …develop action plans. + **Consult with Senior Leadership:** Serve as a trusted advisor to the Executive Leadership Team , providing insights that inform strategic ... **Overview:** As the Organizational Capability Advisor , you will lead the design and implementation...ensure the organization continues to evolve as a leading financial institution. **Key Responsibilities:** + **Develop an Enterprise Capability… more
- H&R Block (Southbury, CT)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... You'll have the support of an expert team , dedicated to providing you with advanced tax training...service needs. We assist our clients in reaching their financial goals year-round. It would be even better if… more
- H&R Block (Southbury, CT)
- …play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently exceed ... delivering outstanding customer experiences What you'll bring to the team + Support the Multi-Unit Team Leader,...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (Southbury, CT)
- …clients with diverse tax needs and you'll have the support of an expert team , dedicated to providing you with advanced tax training you'll need to be successful. ... Sales and/or marketing experience What you'll bring to the team + Conduct tax interviews with clients and support...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- KeyBank (Baldwin Place, NY)
- …St - Baldwin Place, New York 10505 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. A ... Financial Wellness Associate (FWA) splits their time between client...efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will… more
- WTW (Stamford, CT)
- **Description** As a Healthcare Financial /Actuarial Associate Director, you will be a key member of the Financial , Actuarial and Analytics (FAA) Community of ... Expertise. You will lead financial and actuarial engagements for a portfolio of clients...employee experience, and guide strategic recommendations to clients. + Team Leadership: Provide direction, coaching, and feedback to junior… more
- Bank of America (Stamford, CT)
- …Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Deloitte (Stamford, CT)
- …Develop and communicate workplace culture and code of conduct. + Be part of a team that assists clients in preparing the financial and reporting aspects of an ... You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting… more