- 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 (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
- Nuveen Investments (White Plains, NY)
- …that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client ... a robust array of resources and solutions, The Wealth Advisor is part of a team who...team who partners with clients to identify their financial goals, analyze their financial landscape and… 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
- JPMorgan Chase (White Plains, NY)
- **Job Summary** 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 (Tarrytown, NY)
- …Plymouth Road, Plymouth Meeting Pennsylvania Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of ... 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
- Walmart (Elmsford, NY)
- **Position Summary ** **What you'll do ** Be a Team Member Collaborates with team members to fulfil sales and service requests educating other associates on ... and inspiring others for working in a style that is respectful supportive and team oriented understanding the roadblocks and assisting in training team members.… 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
- SUNY Westchester Community College (Valhalla, NY)
- …or related area. At least one year's prior experience working as a financial aid counselor or advisor preferred. Experience using PeopleSoft is desirable. ... Under the general supervision of the Director of Student Financial Assistance, the P/T Adjunct Financial Aid...confidential information, and be able to work with a team of diverse faculty, staff, and students. All candidates… 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
- Bank of America (White Plains, NY)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes...activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- JPMorgan Chase (West Harrison, NY)
- Join our dynamic team and become a pivotal force in shaping the future of client engagement at JP Morgan Wealth Management. As a leader in our organization, you will ... advance your career in a supportive and inclusive environment. As a Client Service Team Lead within the Private Client Investment Associates team , you will… 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