Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Advisor — Wealth Planning & Banking

Rkminsurance

KeyCorp's KeyBank Private Client Program seeks a Private Client Banker in East Hartford, CT to manage client relationships and deliver plan-based financial advice. You will assess client data and refer appropriate solutions, collaborating with Investment Services, Mortgage, and Business Banking teams to meet client needs. The candidate should hold FINRA S6, S63, SIE, and Life/Health licenses, with strong prospecting, ethics, and digital literacy to support clients’ financial wellness. #J-18808-Ljbffr Rkminsurance

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor — Wealth Planning & Banking in East Hartford, CT vacancy
  • KeyBank is hiring a Private Client Banker to serve as a trusted advisor and problem solver for clients in the branch network...  ...entire client relationship with plan-based financial guidance and...  ..., insurance, mortgage or business banking solutions for clients with up to $... 
    Private client

    Rkminsurance

    Glastonbury, CT
    4 days ago
  • KeyBank in Hebron, CT is seeking a Private Client Banker to serve as a trusted advisor for clients with up to $2M in investable assets. You will analyze client...  ...and services, coordinating with Retail, Private Bank, and investment teams. The role emphasizes relationship... 
    Private client
    Weekend work
    Afternoon shift

    KeyBank

    Hebron, CT
    3 days ago
  • $25 - $38.46 per hour

     ...Be a problem solver, trusted advisor, and partner to the people and...  ...our KeyBank communities. The Private Client Banker (PCB) is part of the...  ...entire client relationship with a plan-based approach to financial...  ...Investment Services, Private Bank, Mortgage or Business Banking... 
    Private client
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    East Hartford, CT
    4 days ago
  • $80k - $90k

     ...Merrill Wealth Management Financial AdvisorMerrill Wealth...  ...wealth management, including planning for retirement, education,...  ....Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...  ...Merrill coupled with the banking convenience of Bank of America... 
    Suggested
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Hartford, CT
    4 days ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Avon, CT 6 days ago Be among the first 25 applicants Job Description At J.P. Morgan Chase, we...  ...Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... 
    Private client

    JP Morgan Chase

    Avon, CT
    2 days ago
  • $60k - $75k

    About Us Harbor Wealth Planning is a multigenerational private wealth management team within Janney Montgomery Scott...  ...guiding more than $750 million in client assets. Recognized by Forbes as a...  ...Responsibilities include: Supporting Financial Advisors in managing and developing... 
    Private client
    Full time
    Relocation

    Janney

    Hartford, CT
    2 days ago
  • A leading financial services firm in Avon, CT is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role focuses on building lasting client relationships and offering tailored investment solutions. Ideal candidates should possess... 
    Private client

    JP Morgan Chase

    Avon, CT
    2 days ago
  •  ...Confidential Career ConversationsYou help clients plan for their futures. Are you giving your...  ...career the same attention?A successful private client practice depends on meaningful client...  ....Areas Of ExperienceEstate planning and wealth transferTrust and estate... 
    Private client
    Private practice
    Immediate start

    Aligned Talent Acquisition

    Hartford, CT
    3 days ago
  •  ...relationships, solutions to address clients’ unique business goals and...  ...position is rooted within the Private Client Services practice with...  ...together at the local food bank, there are so many ways to find...  ...responsibility for pre-engagement planning, execution, and final... 
    Private client
    Private practice
    Local area
    Flexible hours
    3 days per week

    CohnReznick

    Hartford, CT
    19 hours ago
  •  ..., Foster & Sargent is seeking a detail-oriented Paraplanner/Wealth Planning Associate to join our Hartford team. The role supports wealth advisors with onboarding, plan development, data gathering, and client service. You will work closely with Wealth Advisors, Wealth... 

    Bradley Foster And Sargent Inc

    Hartford, CT
    2 days ago
  • Gottfried & Somberg Wealth Management, LLC seeks a Wealth Management Associate...  ...team delivering comprehensive planning, investment analysis, and client service for high-net-worth individuals...  ..., and operational execution within Advisor Pods, gaining broad exposure to planning... 

    Gottfried & Somberg Wealth Management, LLC

    Glastonbury, CT
    2 days ago
  • $72.28k - $108.16k

     ...Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year...  ...be providing financial planning guidance & selling investment...  ...needs of TD Wealth clients by reviewing financial goals...  ...relationships with TD Bank and refers to Retail and... 
    Full time
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Glastonbury, CT
    19 days ago
  • Bank of America is hiring for a role that engages clients in the lobby to educate and assist with self-service banking options such as mobile, online, and ATM transactions. You will process cash transactions accurately while gaining deep insights into clients' financial... 

    Bank of America Corporation

    East Hartford, CT
    17 hours ago
  •  ...dynamic 30-person holistic financial planning practice serving the needs of...  ...and estate planning, legacy wealth strategies, and tax planning, we help our clients to achieve their retirement goals...  ...service. Working as part of an Advisor Pod, you will help deliver a seamless... 
    Full time
    Work at office

    GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC

    Glastonbury, CT
    1 day ago
  •  ...people? We’re looking for a Client Associate to: keep...  ...accounts and service requests plan team marketing events and...  ...solutions. Our financial advisors deliver a fully...  ...leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide... 
    Full time
    Work at office
    Flexible hours

    UBS

    Hartford, CT
    1 day ago
  • $20 per hour

     ...full range of retail, private wealth management, small business...  ...and investment banking products, consultation...  ...financial success of our clients and financial wellness...  ...executive and trusted advisor for commercial clients...  ...implementation of the proposed plans. Drives financial... 
    Full time
    Work at office
    Flexible hours

    KeyBank

    Hartford, CT
    3 days ago
  • Johnson Brunetti in Wethersfield, CT is seeking a Client Service Specialist to support high-net-worth clients in a wealth management setting. You will handle incoming...  ...and teamwork within a fast-paced office alongside a Financial Advisor. #J-18808-Ljbffr Johnson Brunetti
    Work at office

    Johnson Brunetti

    Wethersfield, CT
    2 days ago
  • $105.38k - $215.38k

     ...individuals, families, and their advisors? Do you bring strong...  ...tax compliance and planning, including complex...  ...involving gifts, trusts, or wealth transfer? If so, this...  ...needed.Build strong client relationships through clear...  ...-worth individuals or private clients.Strong client... 
    Private client
    Work at office
    Local area

    Deloitte

    Hartford, CT
    3 days ago
  •  ...growing investment advisory and wealth management firm. Our culture is based on serving clients well through customized, goal-...  ...intellectually curious Paraplanner / Wealth Planning Associate to join our growing...  ...solving, and supporting advisors in delivering exceptional... 
    Work at office
    Local area

    Bradley Foster And Sargent Inc

    Hartford, CT
    2 days ago
  • $37.5 - $67.31 per hour

     ...comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth,...  ...identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.... 
    Full time
    Work experience placement
    Interim role

    Wells Fargo

    East Hartford, CT
    23 hours ago
  • United States Digital Space LLC is seeking a client-facing associate in Hartford, CT. The role educates customers on self‑service banking options and processes cash transactions accurately while building trust and guiding clients toward suitable financial solutions. You... 

    Bank of America Corporation

    Hartford, CT
    3 days ago
  • KeyBank is seeking a Personal Banker in Glastonbury, CT, to engage clients in meaningful conversations, uncover financial needs, and guide them toward suitable solutions. You will open accounts, build trusted relationships, and partner with colleagues to expand client portfolios... 

    KeyBank

    Glastonbury, CT
    3 days ago
  •  ...Do you love servicing clients and working in a team environment...  ...holistic financial planning practice serving the...  ...planning, legacy wealth strategies, and tax planning...  ...an opportunity for a Private Wealth Relationship Manager...  ...both client-facing and advisor-specific challenges as... 

    GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC

    Glastonbury, CT
    2 days ago
  • $60k - $100k

     ...Manchester New Haven Hamden About Us Banks Valuation is a growing appraisal firm,...  ...relationships with a wide range of clients, which gives our appraisers a consistent...  ...Complete appraisals for direct lenders, AMCs, private clients, and individual consumers.... 
    Private client
    For contractors

    Banks Valuation

    Hartford, CT
    5 days ago
  •  ...changed, our commitment to our people, clients, and communities is stronger than ever....  ...impact. We collaborate with public and private clients to design and deliver innovative...  ...Structures–Rail Project Engineer to support the planning, design, and delivery of rail and... 
    Private client
    Local area
    Remote work
    Flexible hours

    Egis Group

    East Hartford, CT
    29 days ago
  • M&T Bank in Manchester, CT, is seeking an in-branch Teller to deliver exceptional customer service and drive sales through everyday banking needs. You will educate customers on Consumer and Business Banking solutions, promote digital capabilities, and guide customers through... 

    M&T Bank Corporation

    Manchester, CT
    2 days ago
  • $120k

     ...Kelleigh Marquard - ****@*****.*** client, a growing independent wealth advisory firm, is adding a Senior Tax Associate and...  ...contact and the opportunity to work alongside wealth advisors on tax planning for high-net-worth individuals, families, and business... 
    Work at office
    Remote work
    Weekend work
    2 days per week

    Robert Half

    East Hartford, CT
    1 day ago
  • $150k

     ..., families, business owners, fiduciaries, and family advisors on sophisticated estate planning, wealth transfer, probate, and trust administration matters....  ...sophisticated legal matters for national, regional, and local clients while maintaining a culture centered on service,... 
    Work at office
    Local area

    CyberCoders

    Manchester, CT
    4 days ago
  •  ...guides the team in managing major and planned gift work and leads the professional advisor program in sustaining campaign-...  ...individuals, families, private foundations, and corporations toward...  ...prospects through referral networks, wealth screenings and community engagements... 
    Permanent employment
    Work at office
    Remote work
    Shift work
    2 days per week

    Greater Hartford Gives Foundation

    Hartford, CT
    more than 2 months ago
  • $130k - $150k

     ...Massachusetts Bar5+ years of banking, finance, commercial lending,...  ...documentationStrong analytical, drafting, and client counseling skillsAbility to...  ...banks, credit unions, private lenders, developers, and...  ...serving as a strategic advisor, managing sophisticated transactions... 

    CyberCoders

    Manchester, CT
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor — Wealth Planning & Banking. Be the first to apply!