Jobs near Stamford: 2,856
RS
Relevance Score ranked on: FINANCIAL ADVISOR
Financial Advisor Trainee
Greenwich
Manage and deepen relationships within an assigned client book of business. Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings. Onboard and build new client relationships that come in via practice acquisitions. P...
Search Terms: Financial Advisor, Financial Planning, Advisor, Trainee, Financial
85
4.9mi
Updated: May 09
Wealth Management Client Associate
Stamford
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Client Associate, Management, Wealth, Financial Advisor, Client Service
83.2
0mi
Updated: May 28
Client Associate
PURCHASE
Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account related information and/or quotes. Schedule and pre...
Search Terms: Client Associate, Financial Advisor, Client Support, Associate, Brokerage
79.2
9.3mi
Updated: May 28
Wealth Management Client Associate
Melville
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Client Associate, Management, Wealth, Financial Advisor, Client Service
77.2
18mi
Updated: May 29
Wealth Management Client Associate
Melville
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Client Associate, Management, Wealth, Financial Advisor, Client Service
77.2
18mi
Updated: May 29
Merrill Financial Solutions Advisor (Partially Licensed)- Long Island East Market
Melville
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Solutions Advisor, Solutions, Financial, Licensed, Financial Advisor
76.3
18mi
Updated: May 21
Wealth Management Client Associate
Greenwich
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Client Associate, Management, Wealth, Financial Advisor, Client Service
75.9
4.9mi
Updated: April 22
Senior Lead Wealth Custom Credit Banker
GREENWICH
Actively market custom lending solutions across the Wells Fargo Platform. Partner with Financial Advisors to deliver Custom Lending solutions to high net worth clients. Structure credit opportunities and negotiate deal terms directly with clients. Present to deals to Independent Risk Management, alon...
Search Terms: Lead, Wealth, Banker, Financial Advisor, Credit
74.7
4.9mi
Updated: April 22
Financial Professional - NY, Melville (5226)
Melville
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ??Equitable? Advisors serves 2.4 million...
Search Terms: Financial, Professional, Leadership, Financial Advisor, Network
72.6
18mi
Updated: May 03
Financial Professional - NY, Melville (5142)
Melville
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ??Equitable? Advisors serves 2.4 million...
Search Terms: Financial, Professional, Leadership, Financial Advisor, Network
72.6
18mi
Updated: May 03
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