Wealth Advisor Team Lead: Growth & Coaching
M&T Bank Corporation
M&T Bank Corporation is seeking a Player/Coach Manager in Hartford, Connecticut to lead a team of Wealth Advisors. This role involves overseeing sales activities, enhancing client relationships, and ensuring compliance with regulatory standards. The ideal candidate will have a strong background in wealth management, excellent communication skills, and proven leadership abilities. A Bachelor’s degree and significant managerial experience are required for this position. #J-18808-Ljbffr M&T Bank Corporation
$184.4k - $307.4k
A leading financial services company is seeking a Wealth Advisor Manager to oversee a team in Hartford, Connecticut. The role requires a bachelor's degree and 9 years of relevant experience, with at least 3 years in a leadership capacity. Responsibilities include managing...Suggested$184.4k - $307.4k
Overview This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor. Leads, hires, coaches and develops assigned... ..., brokerage and insurance to support growth strategies. Develop and maintain a...SuggestedWork experience placement$1,000 per month
...platforms Engage in weekly coaching, training, and... ...personal and professional growth in this program. With... ...Financial Representative or Advisor role upon graduation.... ...and industry-leading products to give our clients... ...successes. We strive to create teams that reflect our...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- American Neighborhood Mortgage Acceptance Company seeks a Full Time Non-Originating Branch Manager in Farmington, CT. The role involves supervising branch operations and business development, requiring experience in the mortgage industry. Key responsibilities include establishing...SuggestedFull timeLocal area
- ...is seeking a Branch Manager in Hartford, Connecticut, to lead and motivate the branch team. This role involves delivering on branch goals and... ...relationships while nurturing a high-performing team through coaching and development. The ideal candidate will have a strong...Suggested
$19 - $21 per hour
...Description RESPONSIBILITIES Drive sales by leading the team to meet and exceed daily revenue and... ...team-based KPIs. Provide guidance and coaching to team members in the moment to... ...encouragement to team members, promoting growth and accountability. Customer Experience...Flexible hoursShift workAfternoon shift- JPMorgan Chase & Co. is seeking a Branch Manager in Hartford, Connecticut. This role involves motivating the branch team, delivering on branch goals, and ensuring client satisfaction through exceptional service. The successful candidate will have a minimum of 2 years of...Flexible hours
$1,000 per month
...planning software platforms Engage in weekly coaching, training, and development meetings... ...you experience personal and professional growth in this program. With interest, eligible... ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are...Full timeInternshipLocal areaFlexible hours- TwinThread is looking for a Branch Manager in Hartford, Connecticut, dedicated to building and leading a motivated team. The role involves prioritizing client relationships, coaching team members, and cultivating a high-performing branch environment. The ideal candidate...
- UKG is seeking a Lead Sales Enablement - Renewals Field-Facing Manager in Hartford, Connecticut. You’ll drive the effectiveness of... .... This role requires developing enablement strategies, coaching teams, and optimizing renewal motions. The ideal candidate will bring...Contract work
- ...supervision of Route Sales Representatives. This role is vital for customer retention and involves significant travel for client visits, coaching, and ensuring service excellence. The ideal candidate will have a strong background in service and route-based industries, with...
- UKG is seeking a Lead Sales Enablement - Renewals Field-Facing Manager in Hartford, CT to enhance the effectiveness of its Renewals... ...within a B2B SaaS environment, with a strong focus on coaching teams and driving measurable results. UKG offers a competitive salary...
- ...Financial Solutions Advisor - Pioneer Valley Market West Hartford... ...every connection. Responsible Growth is how we run our company and... ...responsibilities include triaging client leads, making referrals to business... ...center clientele • Provides coaching and feedback to referral...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor... ...: Merrill Wealth Management is a leading provider of comprehensive... ...with their advisory team committed to their needs... ...to promote portfolio growth. The Merrill... ...training and one-on-one coaching from our award-winning...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Lead Advisor is seeking a Private Wealth Advisor in Hartford, Connecticut. The role requires at least 5 years of experience as a financial advisor, focusing on holistic financial planning and investment strategy. The ideal candidate will manage a full sales cycle, create...
- ...the power of every connection. Responsible Growth is how we run our company and how we... ...responsibilities include triaging client leads, making referrals to business partners based... ...referrals or financial center clientele Provides coaching and feedback to referral partners based...Temporary workWork at officeMonday to Friday
$65k - $80k
...responsibilities include triaging client leads, making referrals to business partners based... ...or financial center clientele Provides coaching and feedback to referral partners based... ...employees make a genuine impact and support sustainable growth. #J-18808-Ljbffr Bank of AmericaTemporary workMonday to FridayShift workDay shift$65k - $80k
...responsibilities include triaging client leads, making referrals to business partners based... ...or financial center clientele Provides coaching and feedback to referral partners based... ...impact and contribute to the sustainable growth of our business and the communities we serve...Temporary workMonday to FridayShift workDay shift$120k
...is hiring a key number-two: a lead advisor to own client relationships,... ...founder brings a leadership and coaching background and is actively... ...this person into a partner and team leader. CFP preferred, 3+... ...people and will invest in your growth. If you want to coast, this is...Work at officeRemote work1 day per week$100k - $110k
Nuveen in Connecticut is looking for a Wealth Management Advisor to enhance client relationships and deliver tailored financial solutions. The advisor will utilize a robust array of resources and solutions to support clients in achieving their financial objectives. The...$65k - $80k
...the power of every connection. Responsible Growth is how we run our company and how we... ...responsibilities include triaging client leads, making referrals to business partners based... ...referrals or financial center clientele Provides coaching and feedback to referral partners based...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- A leading alternative investment platform is seeking a Fund Accountant to join its private funds team in a highly visible role supporting complex investment strategies. This is an... ...finance leadership in a collaborative, high-growth environment. Company Information: A...Work at office
- NORTHWESTERN MUTUAL FINANCIAL ADVISOR/WEALTH MANAGEMENT ADVISOR CAREER... ...participants are ready to join our team of elite FAs and WMAs. Before... .... Participate in weekly coaching meetings. Build clientele and... ...Attend accelerated leadership and growth development events at our...Work at officeLocal area
- ...years of experience in financial planning and a strong understanding of client service. The position offers mentorship and supports growth into an advisory capacity. Candidates should have excellent communication skills and preferably experience with eMoney software. #J...
$120k
Forgent is looking for a lead advisor in Fairfield, CT. This key hire will own client relationships and deliver cash-flow-based financial... ...without business development responsibilities. The firm emphasizes coaching and partnership, with competitive compensation, including a $1...$24 - $30 per hour
...achieve their financial goals. As a leading commercial bank, we remain... ...an employer. Come join our team where you can expand your... ...will play a vital role in the coaching of staff to cross sell products... ...initiatives to support Banking Center's growth and profitability objectives....Flexible hoursWeekend work- ...lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our... ...at different paces by different individuals. Opportunities for Growth At AEFCU, your growth matters. We invest in your development with...Full timeLocal areaFlexible hours
- ...weekly aging and dashboard monitoring. Provides leadership to the team regarding management of technical functions, vendors and client... ...and management of individual performance expectations Coaching and developing Employee and professional development Training...For contractorsWork at office
$21.5 - $26 per hour
...achieve their financial goals. As a leading commercial bank, we remain... ...an employer. Come join our team where you can expand your career... .... Ability to supervise and coach fellow relationship Bankers.... ...initiatives to execute Banking Center’s growth and profitability objectives....Flexible hoursWeekend work$18.5 - $23 per hour
...for a customer service role. You will respond to client needs, perform teller transactions, and support bank initiatives to achieve growth and profitability. The ideal candidate should possess strong customer service skills, a high school diploma, and ideally have 3-4...Hourly payFlexible hoursShift workWeekend work
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