- JPMorgan Chase (Avon, CT)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- NBT Bank (West Hartford, CT)
- …Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover ... additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients. + 20% Develops and executes individual business plan to meet sales goals and maintain… more
- Deloitte (Hartford, CT)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our ... Private Wealth Tax practice, you will perform...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Hartford, CT)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our ... Private Wealth Tax practice, you will perform...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's… more
- TD Bank (Hartford, CT)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Portfolio Advisor I is a role within the Centralized Investment ... Managers to provide investment services to HNW clients. The Private Client Portfolio Advisor I will utilize...ensure strong performance, collaboration and enthusiasm that set TD Private Client Wealth apart from our competitors… more
- Bank of America (West Hartford, CT)
- Private Client Advisor II West Hartford, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities,… more
- Cherry Bekaert (Hartford, CT)
- …Our industry-focused teams (Financial Services; Industrial & Consumer Goods; Private Equity; Professional Services; Real Estate, Construction & Hospitality; ... progress. + Build and maintain strong relationships with clients, acting as a trusted advisor and partner. + Contribute to the growth of the CFO Advisory practice by… more