- Bank of America (Southbury, CT)
- Financial Solutions Advisor Registration Candidate - Southern CT Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; Fairfield, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/ Financial - Solutions - Advisor - Registration -Candidate Southern-CT-Market\_25041800-1) **Job… more
- Bank of America (Southbury, CT)
- Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Norwalk, Connecticut; Southbury, Connecticut; Cheshire, Connecticut **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/ Financial - Solutions - Advisor Southern-CT-Market\_25033157) **Job Description:** At… more
- Kestra Financial (Wappingers Falls, NY)
- …account reviews, report generation, and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and ... The Associate/Service Advisor reports to the Lead Advisor ...and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration … more
- JPMorgan Chase (Danbury, CT)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Wells Fargo (Danbury, CT)
- …. **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service and operational related activities ... clients via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information… more
- Citigroup (Yorktown Heights, NY)
- …a client's banking, credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more