8 wealth management client associate jobs found in Fairfield, CT

About the Role: Grade Level (for internal use): 12 The Team:     Structured Finance   Esoteric A BS         Credit Ratings is an integral part of the Global Ratings Services team,  comprising  a diverse group of 1,400 analysts spread across key financial hubs worldwide. We are dedicated to delivering high-quality insights and exceptional client service across all industry sectors.        The Esoteric   ABS team   assigns credit ratings to securities   backed by non-traditional   collateral like   corporate securitizations, data   centres , triple-net lease s , transpor tation   assets ,   De-Fi, etc.   by analysing underlying asset performance, structural protections, cash-flow mechanics, and downside stress scenarios .     Analysts produce opinions that help issuers and investors compare complex instruments, bringing market-relevant perspectives on topics such as...

About the Role: Grade Level (for internal use): 12 The Team:   Credit Ratings is an integral part of the Global Ratings Services team,   comprising   a diverse group of 1,400 analysts spread across key financial hubs worldwide. We are dedicated to delivering high-quality insights and exceptional client service across all industry sectors.      S&P Global Rating’s North America infrastructure practice is growing rapidly, supported by a strong pipeline of new financings and refinancing activity funding a wide range of essential infrastructure. The role offers the opportunity to work on complex structures in fast growing   market segments   such as power, midstream,   refining   and   digital infrastructure   while contributing to S&P Global Ratings’ high-profile coverage of the global infrastructure sector.   Analysts will have the opportunity to use their corporate credit and project finance skills to   facilitat e   and...

About the Role: Grade Level (for internal use): 12 The Team:       Credit Ratings is an integral part of the Global Ratings Services team,   comprising   a diverse group of 1,400 analysts spread across key financial hubs worldwide. We are dedicated to delivering high-quality insights and exceptional client service across all industry sectors.        The Infrastructure & Project Finance practice provides credit analysis on essential, long-lived assets and ring-fenced project financings—assessing contractual frameworks, demand and operating risks, sponsor strength, financial flexibility, and resilience under stress. The team’s work supports capital formation for critical infrastructure and helps the market understand fast-evolving subsectors such as data centres and digital infrastructure.        The North America Infrastructure Project Finance Ratings team provides independent credit analysis and ratings on a growing...

About the Role: Grade Level (for internal use): 12 The Team: The Financial Services team within S&P Global Ratings operates as a globally distributed sector team focused on banks, brokers, exchanges, and clearinghouses in Canada and the U.S. Our team values analytical excellence, collaborative relationships, and strategic thinking in delivering high-quality credit research. We foster an environment where diverse perspectives drive innovative solutions and where each team member contributes to maintaining our reputation for integrity and transparency in the financial markets. The Impact: At S&P Global Ratings, your analytical opinion truly matters, and each person who works here plays an essential role in upholding our reputation for integrity, transparency, and ratings excellence. S&P Global Ratings plays a vital role in bringing transparency and comparability to the financial markets, enabling investors and other decision makers to measure and manage...

About the Role: Grade Level (for internal use): 12 About the Role/The Team:   The Structured Finance team is a dynamic group of analytical professionals who specialize in evaluating complex financial instruments and emerging asset classes. We pride ourselves on being at the forefront of credit analysis innovation, working collaboratively to develop new methodologies and provide market-leading insights. Our team values intellectual curiosity, rigorous analysis, and the ability to communicate complex concepts clearly to both internal stakeholders and external clients. The Associate Director is recognized as an expert, frequently advising others on complex matters, and operating with autonomy. Helping to manage effective operational systems and processes, working closely with other teams to deliver sustainable results. What’s in it for you: The opportunity to work in a collegial culture with great potential for professional development and career growth. To succeed,...

Location: 93 N Middletown Rd - Pearl River, New York 10965 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Essential Functions Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass...

Job Description: 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, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: 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, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...