- Citizens (New York, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Citizens (Valley Stream, NY)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth ... of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning...Advisor , and Certified Financial Planners(R), create the Citizens Private … more
- JPMorgan Chase (New York, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- JPMorgan Chase (New York, NY)
- …and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- JPMorgan Chase (New York, NY)
- …sponsors and participants. As a Defined Contribution Investment Solution - National Account Client Advisor , you will be responsible for managing the firm's ... Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and… more
- World Insurance Associates, LLC. (New York, NY)
- …any challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions....us. New York Pay Transparency As a World Insurance Client Advisor , your compensation is tied to… more
- Bank of America (New York, NY)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... Merrill Private Wealth Market Client Relationship Manager...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates… more
- Bloomberg (New York, NY)
- …support to our business partners by providing insight on business performance, financial oversight and thought leadership. In today's corporate landscape, cyber risk ... and prospects are concerned about the potential for their private data to be exposed, and they're apprehensive of...possible disruptions to their key operations. The Business and Client Risk Engagement team brings transparency to Bloomberg's risk… more
- Citigroup (Merrick, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… more
- Morgan Stanley (New York, NY)
- …enhanced their lending, and cash management capabilities, by combining the lending financial services business with private banking products built specifically ... Morgan Stanley is a global financial services leader with three core businesses -...suite of world-class banking and lending solutions for International Client Advisors ("ICA") and their clients. In addition to… more
- Bank of America (New York, NY)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver… more
- Raymond James Financial, Inc. (New York, NY)
- …leads a team that sources direct investments and collaborates with other teams in Private Client Group ("PCG") and Capital Markets that source and underwrite ... with financial advisors to drive sales objectives and to increase financial advisor utilization * Identifies and executes on opportunities to evolve… more
- Citigroup (New York, NY)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (New York, NY)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- JPMorgan Chase (New York, NY)
- …do in the Private Bank** Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading ... **Global Private Bank - Summer Associate Program - LatAm**...in North America" by Global Finance magazine. **Build long-term client relationships** For more than 200 years, we have… more
- Morgan Stanley (New York, NY)
- …in the private debt space, spanning the full lifecycle of client needs: capital raising, financing, hedging, capital markets, and advisory. PDC clients invest ... and a dedicated team charged with strategic and day-to-day client coverage responsibilities. *_Key Responsibilities - Coverage Team Vice.... 4 years or more experience at a premier financial institution in the private credit, investment… more
- JPMorgan Chase (New York, NY)
- …outcomes. Our products, tools, and thought leadership are designed to help strengthen our client 's financial health and achieve peace of mind in retirement by ... Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based...preferred or equivalent work experience + Relevant years within financial services the Private Bank preferably and… more
- Bloomberg (New York, NY)
- …products - the facts and figures which ultimately move the financial markets. We apply problem-solving skills to identify innovative workflow efficiencies, ... style=font-weight: normal;font size=2br/font/span/divpfont size=2Whether a fund investor, manager or advisor , Bloomberg has the data, expertise and industry network… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- JPMorgan Chase (New York, NY)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more