- JPMorgan Chase (Greenwich, CT)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Proactive, takes initiative, ... and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their… more
- Bank of America (Greenwich, CT)
- …if willing to obtain licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA, CTFA, CFM or JD ... a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening… more
- M&T Bank (Fairfield, CT)
- …implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in ... Business Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $159,570.18 - $265,950.31 (USD). The successful candidate's particular combination of… more