- Citizens (White Plains, 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 (New York, 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
- US Bank (Greenwich, CT)
- …has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve… more
- World Insurance Associates, LLC. (Brewster, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… 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 ... World Insurance Associates ("World") is a unique financial services organization with a global network of...incredible run with us. Compensation 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 (Huntington, 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
- AON (New York, NY)
- …focused on clients in the insurance industry and with a particular focus on Private Equity and other financial sponsors in the insurance vertical. This unique ... sector, especially building strong and sustainable relationships with C-Suite client executives + Successfully grow our private ...the insurance industry and with a particular focus on Private Equity and other financial sponsors in… 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
- Morgan Stanley (Purchase, NY)
- …directly in private companies. This role will help maximize visibility across our Financial Advisor population and in UHNW channels, as well as expand our ... Morgan Stanley is an industry leader in Alternative Investments, with $200Bn in client assets, and our unique Private Markets business is an innovative… more