• Licensed Private Client

    KeyBank (Hartford, CT)
    …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
    KeyBank (05/09/25)
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  • Senior Branch Premier Banker - East…

    Wells Fargo (East Hartford, CT)
    …fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). ... role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
    Wells Fargo (05/16/25)
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  • Private Client Advisor

    KeyBank (South Windsor, CT)
    …Buckland Road - South Windsor, Connecticut 06074 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent ... Be an active member of the Branch team. Engage licensed and non- licensed Branch personnel to identify...investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects… more
    KeyBank (05/08/25)
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  • JP Morgan Wealth Management - Private

    JPMorgan Chase (Avon, CT)
    …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
    JPMorgan Chase (03/04/25)
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  • Licensed Client Service Associate…

    Citigroup (Stamford, CT)
    The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services… more
    Citigroup (03/13/25)
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