- Bank of America (Stamford, CT)
- Business Solutions Advisor - High Ridge Financial Center Stamford, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose ... client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial...: + Has demonstrated experience and proven success with business -to- business sales, or small business … more
- Bank of America (Stamford, CT)
- Merrill Financial Solutions Advisor - Southern CT Market Greenwich, Connecticut;New Canaan, Connecticut; Stamford, Connecticut **Job Description:** Merrill ... During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you...to:** + A strong referral network from across the business to increase opportunities for affluent and high… more
- Bank of America (New Haven, CT)
- Advisor Development Program - Financial Solutions Advisor Trainee: New Haven Green Financial Center New Haven, Connecticut **Job Description:** Merrill ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...culture driven, resilient, results focused and effective. As an Advisor Development Program Financial Solutions Advisor… more
- Edward Jones (Brookfield, CT)
- …systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a ... If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to… more
- The Cigna Group (Bloomfield, CT)
- As a **National Competitive Business Analytics Senior Advisor ** , this highly technical and analytical resource's main focus is to deliver robust competitive ... unit cost data solutions & insights to be leveraged in negotiations, with...and exhibiting behaviors, attitudes and actions that demonstrate a high level of teamwork. **MAIN DUTIES AND RESPONSIBILITIES** +… more
- Citizens (West Hartford, CT)
- Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the ... Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management...in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The… more
- Covr Financial Technologies (Hartford, CT)
- …as business partners to achieve business goals. + Strong advisor and customer-facing skills; high impact communicator in a sales-oriented environment + ... OVERVIEW: Covr Technologies is a leading provider of insurance solutions using technology to simplify the buying process for...Advisor , which has over 30,000 addressable advisors. The business is growing 20% per year and needs a… more
- Pearson (Hartford, CT)
- …Position:** The Strategic Advisor , K-12 Assessments, serves as a high -impact consultant and business strategist, accelerating growth within priority accounts ... to shape and execute go-to-market strategies, with a focus on non-incumbent accounts and high -potential opportunities. The advisor will be a key voice at the… more
- Truist (Greenwich, CT)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net worth wealth ... clients. Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of the full suite of… more
- Edward Jones (Middletown, CT)
- …options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
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