- Bank of America (Farmington, CT)
- …personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + ... solutions to clients that are best suited for their financial needs, such as core Banking, and Investment...66) licenses** + Two years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Fairfield, CT)
- …+ Deliver advice through clientreviews/presentationswith confidence, including reviews of financial goals, and recommend investment advisory strategies to ... licenses. + Has two years' experience working in the financial service industry and/or a sales environment...to partner and promote lead generation. + Experience balancing investment management, sales activities and new client… more