NewCFO Vaco LLCCFOGroton, CT$185,000–$215,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Investments, Assets & Risk Management Work with financial custodians and advisors to monitor endowment performance and ensure compliance with investment policies, spending rules, loan covenants, and related agreements.
Trust & Estates Associate JobotTrust & Estates AssociateGreenwich, CT$150,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.
Charitable Planning Attorney - CT or FL JobotCharitable Planning Attorney - CT or FLStamford, CT$200,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.
NewSr BOA Edward JonesSr BOAFarmington, CTEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewBranch Office Administrator Edward JonesBranch Office AdministratorEssex, CTEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewFinancial Advisor Northwestern MutualFinancial AdvisorWestport, Connecticut$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Alera Group IncFinancial AdvisorWethersfield, CT$80,000–$85,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Merrill Advisor Development Program - Financial Advisor: Southern CT Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Southern CT MarketStamford, CT$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Southern CT Market Stamford, Connecticut; New Canaan, Connecticut; Greenwich, Connecticut; Darien, Connecticut Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Central Shoreline MarketHartford, CT$80,000–$90,000 / yearEffectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients individual goals, risk tolerances and best interests.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteCTRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Alera GroupFinancial AdvisorWethersfield, ConnecticutWhat You'll Do / Your ImpactClient Experience & Advisory SupportMeet one-on-one with prospective clients generated through firm-sponsored marketing activities, including workshops and digital outreach. At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.
Financial Advisor - Stamford, CT Thrivent Financial for LutheransFinancial Advisor - Stamford, CTStamford, CTThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA+ rating from S&P Global Ratings.
Associate Financial Advisor Kestra Financial Independent AdvisorAssociate Financial AdvisorHartford, CT$48,000This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry.
Servicing Financial Advisor - Connecticut Alera Group IncServicing Financial Advisor - ConnecticutWethersfield, CT$80,000–$100,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Responsibilities vary depending on the specific corporate function but may include: Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth.
Financial Advisor Ameriprise Financial IncFinancial AdvisorGlastonbury, CTCoastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
Financial Solutions Advisor - Black Rock Turnpike Financial Center Bank of America CorpFinancial Solutions Advisor - Black Rock Turnpike Financial CenterFairfield, CT$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor - New Canaan Financial Center Bank of America CorpFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, CT$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Advisor Strategies For Wealth Management LlFinancial AdvisorShelton, CTAs a Financial Advisor – Insurance Specialist at Strategies for Wealth Management, you will play a crucial role in helping clients Protect, Preserve, and Grow their wealth by designing insurance-based financial solutions for a secure retirement. Your responsibilities will include: Educate & Advise Clients – Guide pre-retirees and retirees (50+) on insurance strategies that provide long-term financial security, including annuities, life insurance, and long-term care solutions.
Senior Financial Advisor M&T Bank CorpSenior Financial AdvisorCTEducation and Experience Required: Combined minimum of 8 years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
Financial Advisor M&T Bank CorpFinancial AdvisorFairfield, CTThis role offers access to a robust referral network across Retail, Business Banking, and Wealth partners-giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions. About Wilmington Advisors @ M&T: Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity.
Centralized Financial Advisor - M&T Bank LPL Financial Holdings IncCentralized Financial Advisor - M&T BankBridgeport, CTThis position will offer: • The ability to build a strong client base with the Banks exceptional referral system • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
Financial Advisor - M&T Bank LPL Financial Holdings IncFinancial Advisor - M&T BankBridgeport, CTThis position will offer: • The ability to build a strong client base with the Banks exceptional referral system • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
Servicing Financial Advisor - Connecticut Alera GroupServicing Financial Advisor - ConnecticutWethersfield, ConnecticutAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Responsibilities vary depending on the specific corporate function but may include: Supporting strategic initiatives that strengthen client relationships, retention, and long-term practice growth.
Financial Advisor Career Changer Fairfield CountyFinancial Advisor Career ChangerBridgeport, ConnecticutOur passion for community support is evident in our ongoing contributions to these charities: Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools). About the Financial Advisor Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
VP, Financial Advisor Ion BankVP, Financial AdvisorSouthbury, ConnecticutTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Financial Advisor Charter Oak FinancialFinancial AdvisorHamden, CT$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
Senior Financial Advisor Wilmington TrustSenior Financial AdvisorCos Cob, ConnecticutWe’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams. Combined minimum of 8 years’ higher education and/or work experience, including a minimum of 6 years’ investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience.
Financial Advisor Wilmington TrustFinancial AdvisorFairfield, ConnecticutThis role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions. Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the Bridgeport market.
NewFinancial Advisor - Stamford, Connecticut Lenox AdvisorsFinancial Advisor - Stamford, ConnecticutStamford, CT$60,000–$100,000 / yearWith a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.
VP, Financial Advisor ION Financial MHC INCVP, Financial AdvisorSouthbury, CTPart timeTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Financial Solutions Advisor - Pioneer Valley Market Bank of America CorpFinancial Solutions Advisor - Pioneer Valley MarketGlastonbury, CT$65,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Southern CT. Market Bank of America CorpFinancial Solutions Advisor - Southern CT. MarketWestport, CT$65,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - North Haven Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - North Haven Financial CenterNorth Haven, CT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Bloomfield Financial CenterCT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor Registration Candidate - Newington Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Newington Financial CenterNewington, CT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Advisor - Hartford, Connecticut The Toronto-Dominion BankFinancial Advisor - Hartford, ConnecticutHartford, CT$72,280–$108,160 / hourMaximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeHartford, ConnecticutKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Advisor - Hartford, Connecticut TD BankFinancial Advisor - Hartford, ConnecticutHartford, ConnecticutEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor-Stamford, CT (Multiple-Levels) TD BankFinancial Advisor-Stamford, CT (Multiple-Levels)Stamford, ConnecticutEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Wealth Advisor - American Eagle Financial Credit Union LPL Financial Holdings IncWealth Advisor - American Eagle Financial Credit UnionHartford, CT$58,500–$70,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Financial Advisor-Stamford, CT (Multiple-Levels) The Toronto-Dominion BankFinancial Advisor-Stamford, CT (Multiple-Levels)Stamford, CT$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Solutions Advisor Registration Candidate - Eastern Long Island Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Eastern Long Island MarketEast Hampton, VirginiaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Emerging Financial Planner - CT, Stamford (5225) Equitable Financial Life Insurance CompanyEmerging Financial Planner - CT, Stamford (5225)Stamford, CTEquitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc. Our commitment to being a Force for Good is reflected in programs like 1000 Hours of Giving Back sponsored by our Womens Network and Equitable Excellence" which awards 200 college scholarships annually.
Financial Planner Entry Level Greater Hartford Wealth ManagementFinancial Planner Entry LevelWest Hartford, CTUnder the leadership of Jen Vitas, named one of the Top 50 Women Chief Development Officers of 2025 by Women We Admire, our firm is rooted in integrity, bold leadership, and fierce advocacy for our clients, team members, and community. Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.
Director, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningFarmington, CT$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Financial Planner with Athletic Background Northwestern Mutual - Fairfield CountyFinancial Planner with Athletic BackgroundBridgeport, CTWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Business Development, Business Owners, Military Veterans, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Client Advisor with Athletic Background Greater Hartford Wealth ManagementClient Advisor with Athletic BackgroundWest Hartford, CTPassionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.
Wealth Advisor Team Leader M&T Bank CorpWealth Advisor Team LeaderFairfield, CT$204,500–$340,900 / yearOversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients. Manage and participate in deepening existing client relationships, driving new client relationships and ensuring these relationships utilize multiple Wealth Advisory solutions, including planning, fiduciary, investments, private banking, brokerage and insurance to support growth strategies.