• Creative Financial Staffing (New York, NY)
    …is a boutique investment management firm located in Manhattan. They are working with high - net worth individuals and have been in business approximately 20 ... Wealth Management Associate About our client: Our client...will include: Client Services - Manage incoming request from high - net - worth clientele Open Accounts Retirement… more
    JobGet (09/15/24)
    - Save Job - Related Jobs - Block Source
  • Creative Financial Staffing (New York, NY)
    …Tax, Engagement, etc.) Public accounting background is a plus Prior experience working with high - net - worth individuals is a plus Experience with CCH Tax ... planning, advisory and compliance services for wealthy families and generational wealth planning. They host breakfasts, lunches, happy hours, birthday celebrations… more
    JobGet (09/15/24)
    - Save Job - Related Jobs - Block Source
  • Fidelity TalentSource LLC (Greenwich, CT)
    …to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don t ... by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA Series 7… more
    JobGet (09/15/24)
    - Save Job - Related Jobs - Block Source
  • High Net Worth Wealth

    HSBC (New York, NY)
    …our investors, our communities and the planet we all share. The role of the High Net Worth Wealth Supervisor works closely with sales management and with ... and participating in branch promotional activities and special projects as required As our High Net Worth Wealth Supervisor you will: + Ability to… more
    HSBC (08/20/24)
    - Save Job - Related Jobs - Block Source
  • PWM Private Wealth Advisor

    US Bank (New York, NY)
    …10 or more years of experience in high and ultra- high net worth client wealth management activities **Preferred Skills/Experience** - Excellent ... and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and...to business need. Job postings in areas with a high volume of applicants, such as customer service, contact… more
    US Bank (09/05/24)
    - Save Job - Related Jobs - Block Source
  • Senior Wealth Advisor SAFE Act - Rego Park

    Citigroup (New York, NY)
    Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such ... entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, operates… more
    Citigroup (07/27/24)
    - Save Job - Related Jobs - Block Source
  • Senior Wealth Advisor - Safe ACT: Resident…

    Citigroup (Stamford, CT)
    Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such ... entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, operates… more
    Citigroup (08/23/24)
    - Save Job - Related Jobs - Block Source
  • Private Client Relationship Manager

    Citizens (New York, NY)
    …The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial ... Private Client Relationship Manager, you will engage directly with our affluent and high - net - worth clients to exceed their expectations by thinking long… more
    Citizens (09/08/24)
    - Save Job - Related Jobs - Block Source
  • Senior Wealth Client Associate

    M&T Bank (New York, NY)
    Net Worth (HNW) and Ultra- High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. ... Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access...policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves more complex… more
    M&T Bank (07/17/24)
    - Save Job - Related Jobs - Block Source
  • AVP US Banks Business Risk Shared Services…

    Morgan Stanley (New York, NY)
    …products and services to corporations, governments, financial institutions, and ultra- high net worth clients. Wealth Management provides a comprehensive ... positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its...institutional clients as well as high to ultra- high net worth individuals, and… more
    Morgan Stanley (08/03/24)
    - Save Job - Related Jobs - Block Source
  • US Banks Operational Risk Associate Dedicated…

    Morgan Stanley (Purchase, NY)
    …products and services to corporations, governments, financial institutions, and ultra- high net worth clients. Wealth Management provides a comprehensive ... positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its...institutional clients as well as high to ultra- high net worth individuals, and… more
    Morgan Stanley (09/05/24)
    - Save Job - Related Jobs - Block Source
  • Wealth Relationship Manager

    HSBC (Flushing, NY)
    …increasing sales, and building and maintaining valuable relationships with high - net - worth client portfolios + Expert knowledge in wealth planning and ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the ...and the service teams to build meaningful relationships with high value clients.Professionalism client focus, and understanding of the… more
    HSBC (09/03/24)
    - Save Job - Related Jobs - Block Source
  • Wealth Relationship Manager

    HSBC (Brooklyn, NY)
    …sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in wealth planning and wealth ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the ...and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of… more
    HSBC (09/03/24)
    - Save Job - Related Jobs - Block Source
  • Citi Wealth at Work - Investment Counselor…

    Citigroup (New York, NY)
    …the entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, ... Citi Global Wealth brings together the full power of Citi...build relationships with, and service the investment needs of ultra- high net worth clients in… more
    Citigroup (07/26/24)
    - Save Job - Related Jobs - Block Source
  • Head of Wealth & Investment Management…

    Wells Fargo (New York, NY)
    …+ Provide vision and direction for multiple high -impact priorities including strategic growth initiatives, high net worth and ultra- high net ... **Wells Fargo Wealth & Investment Management (WIM)** provides clients access...in mortgage strategy, underwriting, and business initiative execution for high net worth and ultra-… more
    Wells Fargo (09/11/24)
    - Save Job - Related Jobs - Block Source
  • Legal Wealth Advisor III

    Truist (New York, NY)
    …client needs 7. Extensive understanding of wealth management and financial planning considerations for high net worth and ultra- high net worth ... America) **Please review the following job description:** A Legal Wealth Advisor 3 is responsible for origination and on-going...Act 6. Proven success in the acquisition of new high net worth & ultra-… more
    Truist (07/12/24)
    - Save Job - Related Jobs - Block Source
  • Merrill Private Wealth Supervision Manager

    Bank of America (New York, NY)
    … Division provides comprehensive wealth management services to affluent and high - net - worth clients along with retirement and benefit plan services, ... Merrill Private Wealth Supervision Manager New York, New York **Job...and policies while focusing on the needs of Ultra High Net Worth Families. These… more
    Bank of America (09/12/24)
    - Save Job - Related Jobs - Block Source
  • Wealth Private Bank (ex-Trust) Control…

    Citigroup (New York, NY)
    …investments, managed account strategies, world-class research and investment guidance. Our Wealth business serves ultra- high - net - worth individuals ... The Wealth Private Bank (ex-Trust) Control Testing Team is...through Citi Private Bank, operates in the affluent and high - net - worth customer relationship tiers of… more
    Citigroup (09/11/24)
    - Save Job - Related Jobs - Block Source
  • Citi Wealth - Head of Lending - MD

    Citigroup (New York, NY)
    …Organization:** Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients ... its ability to see and seize opportunities for our clients through the wealth continuum. Our Private Bankers, Financial Advisors, and Product Specialists act as… more
    Citigroup (09/12/24)
    - Save Job - Related Jobs - Block Source
  • Citi Wealth - Wealth Relationship…

    Citigroup (New York, NY)
    …the entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, ... Citi Global Wealth brings together the full power of Citi...to gain incremental wallet share of the affluent and High Net Worth segment through...wallet share of the affluent and High Net Worth segment through the use of… more
    Citigroup (08/29/24)
    - Save Job - Related Jobs - Block Source