- Unknown (Westchester County, NY)
- … Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held About the Role The ... Company is in search of a Senior Wealth Advisor to take on the role of Lead Client...committed to the professional development and advancement of its team members. The role offers a path towards equity… more
- 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
- Stony Brook University (Stony Brook, NY)
- …are seeking a dedicated and knowledgeable Enrollment Success & Financial Wellness Senior Advisor to join our team . The Enrollment Success & Financial ... Enrollment Success & Financial Wellness Senior Advisor **Required Qualifications...identify trends, and support program evaluation and institutional planning. ** Team Collaboration:** + Work closely with financial … 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 (Port Jefferson, NY)
- …highly visible members of the client team , working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a ... describe you? If so, we need you on our team .** At Edward Jones, we're all about making a...making an impact to change lives. You and your financial advisor will complement each other 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
- Stony Brook University (Stony Brook, NY)
- …Description of Duties:** We are seeking a dedicated and knowledgeable Senior Financial Aid Advisor to join our team . The Senior Advisor will play a ... Senior Financial Aid Advisor **Required Qualifications (as...identify trends, and support program evaluation and institutional planning. ** Team Collaboration:** + Work closely with financial … more
- Bank of America (Southbury, 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
- JPMorgan Chase (Milford, 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
- 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
- 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 (West Haven, 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 (West Haven, 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 (West Haven, 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 (North Haven, CT)
- …Avenue - North Haven, Connecticut 06473 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works… 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
