- Citigroup (Huntington, NY)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- M&T Bank (Bridgeport, CT)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Truist (Greenwich, CT)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- JPMorgan Chase (Riverside, CT)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- JPMorgan Chase (Riverside, CT)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- Deloitte (Stamford, CT)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Stamford, CT)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Citigroup (Greenwich, CT)
- … management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. ... Citi Global Wealth brings together the full power of Citi...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Wells Fargo (Woodbury, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more
- Deloitte (Stamford, CT)
- Senior Consultant, Operations & Technology Transformation, Healthcare - Revenue Cycle What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources . Our OTT team… more
- KPMG (Stamford, CT)
- **Business Title:** Manager/ Senior Manager, Asset Management International Tax **Requisition Number:** 119502 - 20 **Function:** Tax Services **Area of Interest:** ... for as a firm KPMG is currently seeking a Manager/ Senior Manager to join our International Tax (https://tax.kpmg.us/services/international-tax.html) practice.… more
- Carrington (Old Greenwich, CT)
- …TPO Process flows, and Loan Operating Systems + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and work remote from home!** **What you'll do:** The Senior Strategy Project Manager supports the development and implementation...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more