- Equitable (Stamford, CT)
- Wealth Management Associate - Retirement Benefits Group CT, Stamford/Shelton/Milford (5097) ( 2400003R ) **Primary Location** : UNITED STATES-CT-Stamford ... your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... for eligible financial professionals, empowering you to establish your career in wealth management + **Commissions and Bonus** : In addition to Stable Pay,… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... various administrative functions for the PF Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing… more
- Robert Half Finance & Accounting (Fairfield, CT)
- …Alex.Muzaurieta@roberthalf. Requirements . 1+ years of experience in financial services, asset management , wealth management , or fintech. . Strong analytical ... strategies through exchange-traded products. Our client is looking for a Client Services Associate to play a key role in expanding their long-term ETF platform. This… more
- Family Dollar (New Britain, CT)
- We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ... pulling, and repetitive lifting + Excellent customer service and relationship management skills are required + Strong organizational and communication skills are… more
- Kestra Financial (Hartford, CT)
- …for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage ... daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial… more
- TIAA (Hamden, CT)
- …Asset Management is an individual client-facing, investment manager opportunity ( wealth management ). Candidates should possess this level of experience for ... further consideration. **Required Qualifications:** + 5+ years working directly with wealth management clients **Preferred Qualifications:** + 7+ years working… more
- UMB Bank (Hartford, CT)
- …will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower ... Office Suite (Word, Excel, PowerPoint, SharePoint). **Bonus points for:** + You have Wealth Management experience. + You have knowledge of real estate/property … more
- UMB Bank (Hartford, CT)
- …guidance and oversight to IT processes, projects, capacity, and risk management functions to ensure appropriate strategies, policies and controls are executed ... you will provide project leadership, primarily supporting our Institutional and Private Wealth lines of business. You will serve as the liaison with project… more
- Capital One (Hartford, CT)
- …that can work under limited supervision who has efficient time management , multitasking, problem solving, and attention to detail skills. **Responsibilities:** + ... & verifying accuracy of documents + Demonstrate excellent organizational skills, time management skills, and attention to detail + Ensure accuracy and highest… more
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