Private Client Banker: Wealth Guidance & Service
JPMorganChase
JPMorgan Chase & Co. in Connecticut is seeking a client-focused banker to deepen relationships and advise on the best financial products for clients. You will collaborate with specialists to match services to needs, promoting convenient self‑service options and ensuring compliance with banking regulations. The role requires strong communication, a track record in client acquisition, and the ability to work weekend/evening shifts in a branch environment. #J-18808-Ljbffr JPMorganChase
- ...Fairfield, CT is seeking an experienced Client Advisor to manage relationships... ...financial advice within a full-service branch. You will serve as the main... ...excellent service. Collaborating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers...Private client
- ...Fast-Growing RIA Focused on White-Glove Client Service. Our client is an established and fast-... ...personal attention and thoughtful guidance. Join a firm that is established, growing... ...What We Are Looking For Experience in wealth management, financial planning, client...Suggested
$88.4k - $132.6k
Citi is seeking a seasoned Wealth Relationship Mgmt. Sr. Analyst for its New Canaan, Connecticut branch. This role requires strong financial planning, analytical, and communication skills to deepen client relationships and manage complex financial needs. Candidates should...Suggested$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role... ...advice, counsel and/or facilitating services to others in area of specialization. Work... ...Anticipate the complex financial needs of the client and offer solutions through a wide range...SuggestedFull timeWork at office$25 - $32.69 per hour
...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a... ..., ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client...Private clientImmediate startAfternoon shift- ...Client Advisor As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from...Private client
$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Sikorsky Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated...Work at officeLocal area$25 - $26.77 per hour
Job Overview The Customer Service Associate will engage clients in the lobby, educate them on using self‑service banking resources, process cash transactions, and connect clients to appropriate solutions. Key Responsibilities Execute the bank's risk culture and strive for...Hourly payFlexible hoursShift workWeekend workDay shift- ...established referral networks across Retail, Business Banking, and Wealth partnerships. The ideal candidate will have at least 4 years of... ...or insurance sales experience and a proven ability to grow client relationships. The position offers commission-based compensation...
$90k - $100k
...strategies, estate planning, and wealth preservation. Success in this... ...comes from building lasting client relationships, growing your... ...the wide range of financial services we offer. Client Relationship... ...personalized advice and guidance. Coachable and Open to Feedback...Work at office$204.5k - $340.9k
...responsibility as a manager to a team of Wealth Advisors and also works as a... ...and activities, inclusive of client, prospect, COI (center of... ..., fiduciary, investments, private banking, brokerage and insurance... ...management to ensure Client Service and Wealth Advisor staff have...Work experience placementLocal area- ...Job Description: Merrill Wealth Management is a leading provider... ...management and investment products and services for individuals, companies,... ...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Associate Wealth Advisor Position Overview We are seeking an Associate... ...management and financial planning services to high-net-worth and affluent clients. The role focuses on building client... ...management, financial planning, private banking, or related finance roles,...Ongoing contractFull timeLocal area
- Bankwell is seeking a Private Client Group Support Associate to help manage and grow existing client relationships with urgency and empathy... ...day-to-day client interactions, document workflows, and service delivery through the CRM platform. The role offers exposure to...Private client
- ...helping others. As a Financial Services Representative with Barnum Financial... ...to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful... ...marketing support to help you acquire clients and build your brand Access to a...Work experience placement
$87.4k - $123.4k
...financial plans for Empower Retail clients that are in Brokerage or... ...of our Empower Personal Wealth clients. What You Will Do * Understanding... ...offer Empower products and services where applicable * Initiates... ...; analyzing and presenting guidance to clients * Comprehensive PC...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$150k - $200k
...planning, charitable giving strategies, and wealth transfer initiatives. Assist with... ...related to investments and private transactions. Maintain tax calendars... ...years of relevant experience in Private Client Services, High Net Worth Tax, Family Office, or...Private clientWork at officeLocal area- ...decisions within a portfolio of Private Fundraising Teams. Reporting... ...to improve products or services across the Private Fundraising... ...independently, receives minimal guidance. Acts as a resource for colleagues... ...with high degree of client service. Maintain complete and...Temporary workFor contractorsLocal area
$90k - $100k
...investments, and other methods to help clients achieve financial goals.... ...factors related to wealth management. Training and Development... ...the wide range of financial services we offer. Client Relationship... ...personalized advice and guidance. Coachable and Open to Feedback...Work at office- ...Servicing Financial Advisor Cornerstone Planning Group | Fairfield,... ...meaningful impact in the lives of our clients. As our firm continues to... ...through thoughtful financial guidance and proactive client service.... ...planning strategies and wealth management solutions Advisor...Work at officeFlexible hours
$21 - $23 per hour
...compassion, dedication, and exceptional service. Join us in our modern Shelton office featuring... ...the primary biller for Medicaid Waiver clients utilizing the following systems: AxisCare... ...across various payer sources, including: Private-pay clients, including Long-Term Care...Private clientHourly payFull timeWork at officeMonday to FridayShift work- A financial services recruitment firm in Connecticut is seeking a Financial Advisor. This role involves conducting thorough... ...financial assessments, providing tailored financial guidance, and cultivating long-term client relationships. The ideal candidate will have a minimum...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- Bank of America in Bridgeport, CT is seeking a Client Service Associate to engage clients in the lobby, educate them on transactions via self-service channels, and accurately process cash transactions. The role aims to understand clients’ financial goals and connect them...
$2,764 per week
...Operating Room Location: Bridgeport, CT Agency: Coast Medical Service Pay: $2,764 per week Shift Information: Days - 5 days... ...and was included on the Inc. 5000 list of fastest growing private companies in America, as well as the Los Angeles Business...Daily paidFull timeContract workShift work$2,764 per week
...Operating Room Location: Bridgeport, CT Agency: Coast Medical Service Pay: $2,764 per week Shift Information: Days - 4 days... ...and was included on the Inc. 5000 list of fastest growing private companies in America, as well as the Los Angeles Business...Daily paidFull timeContract workShift work$39.7k - $54.55k
...collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem.... ...for your role and career trajectory. Partner with our team and clients to: Provide excellent service within our call center for our...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours- Cornerstone Planning Group in Fairfield, NJ is seeking a Servicing Financial Advisor to enhance client relationships and support financial planning initiatives. This role focuses on delivering high-quality service without sales-driven pressure. The ideal candidate will...
$1,000 per month
...program at Northwestern Mutual are provided guidance, connection, and a framework for... ...and network to build your business and client base Develop and execute on a business... ...strength and access to the best products and services for our clients. Our Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...CPAs & Business Advisory for Private Equity, Real Estate Development... ...finance, accounting, and CFO services beyond traditional tax... ...experienced professionals, we provide guidance from business launch to sale... ...and Darien, CT, we serve clients in Connecticut and New York....Full timeWork at officeWork from home
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