- Deloitte (Stamford, CT)
- Retirement and Wealth Provider Solutions Senior Consultant Our Human Capital practice is at the forefront of transforming the nature of work. As ... on 11/28/2025. Work you'll do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service… more
- KeyBank (Norwalk, CT)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build ... insights and solutions to attract, retain and grow UHNW client relationships....is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while… more
- JPMorgan Chase (Lake Grove, NY)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to… more
- JPMorgan Chase (Stamford, CT)
- …range of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised ... interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and… more
- JPMorgan Chase (Danbury, CT)
- …clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit ... the lives of our clients and the well-being of their businesses through financial solutions , education, and advice. You will manage a portfolio of new and existing… more
- Citizens (North Haven, CT)
- …to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen relationships ... skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions , supporting spending,… more
- HUB International (Ridgefield, CT)
- …array of business insurance, employee benefits, risk services, personal insurance, retirement , and private wealth management products and services. With ... We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering...Improve upon existing reporting as requested by management + Provide ad-hoc financial and operational analysis to support business… more