Client-Focused Financial Solutions Advisor
Bank of America
Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions to clients, helping them reach their monetary goals through brokerage, banking, and advisory products. The role includes triaging leads, referring to partners, and meeting with clients to review goals and present suitable investments, all while maintaining regulatory compliance and ongoing client service. #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Management Customer and Client Focus Portfolio Management...SuggestedHourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Branding Customer and Client Focus Oral Communications Active...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Jobtailor is seeking a client engagement specialist at our Danbury, CT, facility to educate customers on mobile and online banking, ATM self-service, and related financial tools. You will process cash transactions accurately, build relationships, and help clients identify...Suggested
- ...America in Danbury, CT is hiring to engage clients in the lobby, educate on self-service... ...cash transactions efficiently. This role focuses on understanding clients’ financial goals and connecting them to suitable solutions. You will build relationships, follow procedures...SuggestedWeekend work
- ...seeking a Customer Service Associate to engage clients in the lobby, educate them on self-... ...process cash transactions accurately. The role focuses on building relationships and connecting clients to solutions that meet their financial goals. The ideal candidate is a motivated...SuggestedWeekend work
- Bank of America is seeking a financial professional in Wilton, CT to provide tailored financial advice and planning. You will review client goals, build financial plans, and recommend brokerage and banking products; licenses and required trainings are part of the role....Monday to Friday
- ...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities and... ...and connecting clients to solutions that meet the financial goals... ...work ethic and intense focus on results, acting in the best...Work at officeFlexible hoursShift workWeekend workDay shift
- ...extensions to new and existing commercial clients. They will perform detailed financial analysis for all lending... ...States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.Temporary workInterim role
$25 - $26.77 per hour
...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities and... ...and connecting clients to solutions that meet the financial goals... ...work ethic and intense focus on results, acting in the best...Hourly payFlexible hoursShift workWeekend workDay shift- ...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities, and... ...and connecting clients to solutions that meet the financial goals... ...work ethic and intense focus on results, acting in the best...Flexible hoursWeekend work
- • Engage clients in the lobby and educate them on conducting transactions... ...to understand clients’ financial and life priorities • Connect clients with solutions that meet their financial goals... ...starter with a strong work ethic and focus on results Ability to collaborate...Weekend work
- Bank of America in Danbury, CT is seeking a licensed financial professional to provide comprehensive client advice and customized solutions. You will triage leads, refer to internal partners, review goals, build plans, and recommend brokerage products. You will pursue...
- Financial Advisor Territory: Danbury, CT, Stamford, CT, Norwalk, CT and Westport, CT. This Financial Institution is seeking driven, quality... ...CT area(s). The role of the Financial Advisor is to enhance client relationships by providing holistic, planning advice through...Work at office
- Financial Advisor | New England Market Sound Income Group Redding, Connecticut, United States About... ..., or wondering where your next client will come from. If you’ve been in the... ...built a business that allows advisors to focus on what actually creates value- meeting...Work at office
- ...outstanding service, process daily transactions, and open accounts while strengthening customer relationships. You will work in a team-focused environment, supporting branch goals and ensuring regulatory compliance. Ideal candidates hold a high school diploma or GED with at...
- Osaic is looking for energetic Financial Advisors to join our team in Connecticut. The role involves enhancing client relationships through holistic financial planning and sales of various products including Investment and Insurance. Qualified candidates should have a...
- Raymond James is seeking a dynamic Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires clear communication across phone, email, in person and virtual channels, and the ability...
- Sound Income Group in Redding, Connecticut, is seeking a Financial Advisor for the New England market. The role focuses on helping clients plan for retirement with education-driven guidance and a proven seven-step process. You will work with warm, pre-qualified prospects...
- ...individual serves as a liaison between business clients, Bank Operations, and Digital Banking.... ...to meet deadlines. Use out-of-the-box solution skills to improve both user and customer... ...experience in banking. Understanding of financial institution operating policies and...Work experience placement
- ...winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
$130k - $160k
...2, NIST, and related standards and frameworks. Evaluate current tools and identify opportunities to implement or enhance security solutions. Represent the security function in internal meetings and customer discussions; clearly communicate risk posture, decisions, and rationale...$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...and network to build your business and client base Develop and execute on a... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hours$22.81 - $30.41 per hour
...dental, vision, and life insurance. This role involves gathering client information, including census and group data, applying carrier... ...plans to align with client needs, ensuring appropriate solutions are provided. Generate quotes for multiple states using carrier...Remote jobHourly payFull timeTemporary workWork experience placementWork at officeMonday to FridayWeekend work- ...operations, technology, and strategic leadership. The organization is focused on scalable growth, operational excellence, and data-driven... ...FP&A Analyst will play a key role in budgeting, forecasting, financial modeling, and performance analysis. This position partners...
$112k - $140k
...ledger and ultimately AIG's financial statements as well as all related... ...environment for our team and clients alike.Enjoy benefits that... ...spent at work to offer benefits focused on your health, wellbeing and... ...and personal insurance solutions; we are one of the world’s most...Full timeWork at office- ...commercial lending for a local, community-focused bank! Newtown Savings Bank is seeking a... ...all banking products to all commercial clients. This position requires a high level of... ...Request and review all pertinent credit and financial information.Determine the need for more...Full timeTemporary workLocal area
- ...candidate attributes:· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.· Maintains a database of past clients for marketing purposes.· History of closing at least 3-5 units per month.Loan officer requirements:· An...Remote work
- ...billing functions within a growing, execution-focused operation. This role sits at the... ...business and is critical to maintaining financial accuracy, administrative and operational... ...maintain clean financial reporting * Process client payments and coordinate with financing...Work at officeRemote work
$110k - $125k
Our client is a private equity-backed, multi-site services organization seeking a FP&A Analyst to join its growing finance team. This... ...closely with senior finance leadership and plays a key role in financial planning, budgeting, forecasting, and performance analysis. The...$98k - $122k
...ledger and ultimately AIG's financial statements as well as all related... ...environment for our team and clients alike.Enjoy benefits that... ...spent at work to offer benefits focused on your health, wellbeing and... ...and personal insurance solutions; we are one of the world’s most...Full timeWork at office
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