Private Client Relationship Manager, West Hartford, CT

3 days ago


Hartford CT USA, United States Citizens Full time
Job Summary

We are seeking a skilled Private Client Relationship Manager to join our team in West Hartford, CT. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial planning and advice to help them achieve their financial goals.

Key Responsibilities
  • Acquire and deepen relationships with high-net-worth clients through proactive outreach and engagement.
  • Conduct thorough discovery to understand clients' financial situations, goals, and objectives.
  • Collaborate with Certified Financial Planners and Financial Advisors to create and analyze clients' financial plans.
  • Introduce clients to a range of banking, lending, and investment solutions to help them achieve their financial goals.
  • Provide exceptional client service, including regular communication, financial education, and access to a team of experts.
Requirements
  • Bachelor's degree or 3-5 years of relevant experience.
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
  • Excellent written and verbal communication skills.
  • Knowledge of industry regulatory requirements.
Why Work for Us

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. We offer a supportive and collaborative work environment, with access to training and tools to accelerate your potential and maximize your career growth.



  • Hartford, United States Cognizant Full time

    Client Relationship Manager Insurance Location: Hartford, CT About Cognizant Cognizant is one of the world’s leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies...


  • West Hartford, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...


  • West Hartford, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...


  • West Hartford, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...


  • West Hartford, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...


  • West Hartford, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...


  • West Hartford, Connecticut, United States Citizens Full time

    Job SummaryCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client experiences, providing tailored financial solutions,...


  • Hartford, CT , USA, United States Aya Healthcare Full time

    Aya Healthcare is seeking a Licensed Clinical Social Worker (LCSW) to join our team in West Hartford, CT.We offer a unique opportunity for a dedicated and compassionate professional to make a meaningful impact in the lives of children and their families.Key Responsibilities:Provide expert guidance and support to families in navigating the educational system...


  • hartford, United States Gfeller Laurie LLP Full time

    Associate Attorney – Civil Defense – West Hartford, CTGfeller Laurie LLP, a dynamic and growing litigation boutique law firm with a national practice, seeks confident and ambitious associate attorneys with 3-6 years of civil defense litigation experience for the firm’s West Hartford, Connecticut office. Successful candidates will assist in defending...


  • Hartford, CT , USA, United States Aya Healthcare Full time

    Aya Healthcare is seeking a Licensed Clinical Social Worker (LCSW) to join our team in West Hartford, CT.We're committed to helping you build a fulfilling career in social work. Whether you're looking for a job close to home or want to explore new opportunities, we've got you covered.Requirements:State Credentials and/or DoE CredentialsJob...


  • West Hartford, United States Hartford Healthcare (HHC) Full time

    About the OpportunityHartford HealthCare (HHC) is seeking a highly skilled Primary Care Physician to join our esteemed team in West Hartford, Connecticut.Job SummaryWe are looking for a dedicated and compassionate Primary Care Physician to provide high-quality patient care in a dynamic and supportive environment. As a Primary Care Physician with HHC, you...


  • West Hartford, Connecticut, United States Anytime Fitness - West Hartford, CT Full time

    Facilities Management Opportunity at Anytime Fitness - West Hartford, CTWe are seeking a skilled Facilities Manager to oversee the maintenance and upkeep of our clubs in the area. The ideal candidate will have a strong background in painting, general repairs, mechanical skills, and plumbing.Key Responsibilities:Painting and decorating of facilitiesPlumbing...


  • West Hartford, United States Gfeller Laurie LLP Full time

    Associate Attorney – Civil Defense – West Hartford, CTGfeller Laurie LLP, a dynamic and growing litigation boutique law firm with a national practice, seeks confident and ambitious associate attorneys with 3-6 years of civil defense litigation experience for the firm’s West Hartford, Connecticut office. Successful candidates will assist in defending...


  • West Hartford, United States Gfeller Laurie LLP Full time

    Associate Attorney – Civil Defense – West Hartford, CTGfeller Laurie LLP, a dynamic and growing litigation boutique law firm with a national practice, seeks confident and ambitious associate attorneys with 3-6 years of civil defense litigation experience for the firm’s West Hartford, Connecticut office. Successful candidates will assist in defending...


  • West Hartford, Connecticut, United States Brookdale West Hartford Full time

    Unlock Your Potential as a Certified Nursing AssistantAt Brookdale West Hartford, we're committed to providing exceptional care and support to our residents. As a Certified Nursing Assistant, you'll play a vital role in delivering personalized care and enhancing the lives of our seniors.Responsibilities:Provide assistance with activities of daily living,...


  • Hartford, Connecticut, United States Brookdale West Hartford Full time

    Overview:Brookdale West Hartford is proud to be recognized as one of America's Greatest Workplaces for Diversity by Newsweek in 2024. Our commitment to diversity and inclusion creates a welcoming environment for our associates and residents alike. We offer Early Access to Paycheck with Earned Wage Access for our hourly associates (outside of CA), allowing...

  • West Hartford, CT

    1 month ago


    West Hartford, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years special education experience required.A local school district near West Hartford, CTis searching for a full time, licensed Special Education Teacher for the 24/25 school year.If you meet the following requirements, we encourage you to apply.Overview:Full-timeIn PersonElementary CaseloadQualifications:CT Sped...

  • Office Coordinator

    4 weeks ago


    Hartford, Connecticut, United States CertaPro Painters of West Hartford, CT Full time

    About the RoleWe are seeking a highly organized and detail-oriented Office Associate to join our team at CertaPro Painters of West Hartford, CT. As an Office Associate, you will play a critical role in supporting our various functions, including Marketing, Sales, Production, Financial, Administrative, Human Resource, and Business Development.Key...


  • Hartford, CT, United States Hartford HealthCare Full time

    Description Job Schedule: Part Time Standard Hours: 27 Job Shift: Shift 1 Shift Details: Mon-Fri Get MORE from your career with Hartford HealthCare Hartford HealthCare has a new opportunity available for a  Pulmonary/Sleep Medicine Nurse Practitioner or Physician Assistant  to provide outpatient services in Hartford County. Some...


  • Hartford, CT, United States West Hartford Holistic Counseling Center, LLC Full time

    Join Our Team at West Hartford Holistic Counseling CenterWe are seeking a compassionate and skilled therapist to join our team at West Hartford Holistic Counseling Center. As a licensed clinician, you will work with clients in a private practice setting, providing exceptional client care and demonstrating self-awareness and social maturity.Our practice...