- M&T Bank (Bridgeport, CT)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and… more
- Bank of America (New Haven, CT)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... Merrill Financial Solutions Advisor - Central Shoreline CT Market Hartford, Connecticut;Farmington,...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- Edward Jones (Branford, CT)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- Citizens (Branford, CT)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth … more