Lead Wealth Management Professional

3 weeks ago


Southington, Connecticut, United States WELLS FARGO BANK Full time

Job Description

About Us

We are a leading financial institution, dedicated to providing exceptional banking services to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.

Job Overview

This role offers an exciting opportunity to work in a dynamic environment, where you will have the chance to make a real difference in people's lives. As a Senior Premier Banker, you will be responsible for building strong relationships with our affluent customers, providing personalized banking solutions, and delivering exceptional customer service.

Responsibilities
  • Build and maintain relationships with high net worth individuals, including business owners, executives, and professionals.
  • Develop and implement customized financial plans, tailored to each client's unique needs and goals.
  • Analyze complex financial situations and provide expert advice on investment strategies, credit management, and other financial matters.
  • Maintain up-to-date knowledge of Wells Fargo's products and services, ensuring that clients receive the best possible solutions.
  • Collaborate with colleagues across different departments to deliver comprehensive financial services to our clients.
Requirements

To succeed in this role, you will need:

  • A minimum of 4 years of experience in customer-facing roles, preferably in financial services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial situations and provide expert advice.
  • The ability to work independently and as part of a team, with excellent time management and organizational skills.
  • A bachelor's degree or equivalent experience.
What We Offer

In return for your hard work and dedication, we offer a competitive salary of $33.61 - $59.76 per hour, plus benefits including health insurance, 401(k) plan, paid time off, and opportunities for career growth and professional development.



  • Southington, Connecticut, United States MSCCN Full time

    Job Overview: The Risk Management Team Lead is responsible for ensuring the safety and security of ESPN's employees, visitors, and facilities. This role involves assisting in all main security office functions, communicating with local authorities, and performing core rover duties. Key Responsibilities: • Assist in security enforcement, emergency response,...


  • Southington, Connecticut, United States SysMind Tech Full time

    Join us at SysMind Tech as a highly skilled SailPoint Technology Expert! As part of our team, you will be responsible for designing, implementing, and maintaining access management solutions that meet the highest standards of security and compliance.About the Role:SailPoint Expertise: Leverage your expertise in SailPoint technology to implement user life...

  • Operations Manager

    5 days ago


    Southington, Connecticut, United States Smashburger Full time

    Job TitleOperations Manager at SmashburgerWe are seeking an experienced Operations Manager to oversee the daily operations of our restaurant, driving sales growth and delivering exceptional customer experiences. The ideal candidate will have a strong background in leadership and excellent communication skills.About the Role:Lead front-of-house and...


  • Southington, Connecticut, United States NESCO Inc Full time

    NESCO Inc OverviewNESCO Inc is a leading provider of innovative solutions for the manufacturing industry. Our company has been serving customers for over 20 years, providing them with top-notch products and services that meet their needs and exceed their expectations.Our Mission:At NESCO Inc, our mission is to deliver exceptional customer satisfaction by...


  • Southington, Connecticut, United States Enterprise Medical Recruiting Full time

    Opportunity OverviewA leading healthcare network with a comprehensive provider network and multiple hospital locations seeks an experienced Internal Medicine physician.Total outpatient opportunities are available for this role, offering a competitive $250,000+ salary and the potential for loan repayment assistance.Job ResponsibilitiesProvide high-quality...


  • Southington, Connecticut, United States Staff My Agency Full time

    About the Role:This is an exciting opportunity for a Bilingual Solutions Expert to develop leads, schedule appointments, identify customer needs, and market appropriate products and services. You will establish customer relationships, provide prompt and accurate customer service, and receive hourly pay plus commissions.


  • Southington, Connecticut, United States Hartford Healthcare (HHC) Full time

    DescriptionHartford HealthCare, the largest and most comprehensive healthcare system in Connecticut, has a new opportunity available for an Endocrinology Nurse Practitioner or Physician Assistant to join our well-established and cohesive Endocrinology team, practicing in Southington and Manchester.We are seeking a skilled medical professional to collaborate...


  • Southington, Connecticut, United States The Inline Group Full time

    About Us: Starling Physicians is a leading healthcare provider in Southington, CT. We are seeking a skilled Medical Professional to support our Internal Medicine practices.Job Summary: This full-time opportunity offers an average of 35 hours per week and provides a competitive salary, benefits package, and opportunities for growth and...


  • Southington, Connecticut, United States Trustaff Full time

    About this roleWe are seeking a skilled and adventurous Emergency Room Registered Nurse to join our team. This is a unique opportunity to work in a fast-paced environment, providing critical care to patients in need.Responsibilities:Assess patients' conditions and prioritize their needsAdminister treatment and medication as prescribed by doctorsMaintain...


  • Southington, Connecticut, United States AmTrust Financial Full time

    Job OverviewIn a fast-paced and dynamic environment, AmTrust Financial Services seeks an experienced In-House Workers' Compensation Paralegal to join their team. This role is perfect for a highly organized and motivated individual who can provide top-notch support to attorneys in handling workers' compensation claims.About the RoleThis position involves...


  • Southington, Connecticut, United States SysMind Tech Full time

    We are seeking an experienced Identity and Access Governance Professional to join our team at SysMind Tech. As a highly skilled professional, you will be responsible for designing, implementing, and maintaining access management solutions that meet the highest standards of security and compliance.Key Responsibilities:User Life Cycle Management: Implement...


  • Southington, Connecticut, United States SysMind Tech Full time

    SysMind Tech: SailPoint Access Management ArchitectDesign and implement secure access management solutions to support the organization's growth.Job Responsibilities:Implement and maintain access management solutions for SailPoint, Okta, Active Directory, and Azure AD.Develop user lifecycle management processes, role-based access control (RBAC),...


  • Southington, Connecticut, United States Hartford HealthCare Senior Services at Southington Care Center Full time

    About UsSouthington Care Center is a reputable 130-bed skilled nursing center specializing in rehabilitation services for local community members. As part of Hartford HealthCare, we provide exceptional care and strive to deliver compassionate services.Estimated Salary: $80,000 - $110,000 per yearJob DescriptionAs a Registered Nurse at Southington Care...


  • Southington, Connecticut, United States Nurses at Home Full time

    About UsNurses at Home is a home health agency committed to delivering high-quality care to our clients. We are seeking a per diem RN clinical case manager to join our team, working in a dynamic and intimate setting with direct contact with owners who value your input.We prioritize clinical excellence above all else, ensuring that our patients receive the...


  • Southington, Connecticut, United States AmTrust Financial Full time

    Company OverviewCyber/Tech Team within AmTrust Financial Services is seeking a seasoned Cyber Claims Director to lead our claims management operations. This role involves handling third-party cyber and data privacy claims, managing outside counsel, and providing timely claim trend information to underwriters and actuaries. Our portfolio includes admitted and...


  • Southington, Connecticut, United States ABI Resources LLC Full time

    About ABI Resources LLCA BI Resources LLC is a leading home healthcare employer recognized for high standards of care, consistent scheduling, and strong supportive management. Our mission-driven team provides exceptional support to individuals with disabilities, empowering them to live independently.


  • Southington, Connecticut, United States Summit Health Inc Full time

    About Summit Health IncWe are a leading provider of high-quality healthcare services, committed to delivering connected care experiences that prioritize patient outcomes. Our physician-led network serves millions of patients across various settings, including traditional practices, homes, and virtually through our operating companies.Our team is dedicated to...


  • Southington, Connecticut, United States Frontier Communications Full time

    About This RoleWe are seeking a highly motivated and results-driven Fiber Optic Sales Representative to join our team. As a sales professional, you will be responsible for acquiring new residential customers through door-to-door solicitation, outbound calling, lead follow-up, and grass-root marketing events. With a focus on delivering personalized sales...


  • Southington, Connecticut, United States Ledgecrest Health Care Center Full time

    Ledgecrest Health Care Center is seeking a dedicated Nursing Services Director to lead our team of healthcare professionals.As a Senior Care Coordinator, you will be responsible for planning, overseeing, and executing nursing services for residents while ensuring compliance with local, state, and federal regulations. This role requires a strong background in...

  • Ultrasound Technician

    3 weeks ago


    Southington, Connecticut, United States Aya Healthcare Full time

    Aya Healthcare Ultrasound Tech Job Opening\helpers">We're seeking an experienced General Ultrasound Tech for a 13-week assignment in Southington, CT. This opportunity offers a competitive salary and excellent benefits package.\\The estimated $2681.20-$2874 per week salary reflects the company's commitment to fair compensation.\Our team will work with you to...