- 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
- 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)
- …you with the opportunity to take your career to the next level. As a Wealth Advisor in the International Private Bank, you will help ensure that our clients' ... motivated to provide a first-class experience to clients within JP Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to… more
- JPMorgan Chase (New York, NY)
- …projects, with potential for a full-time offer for top performers. As an advisor , you'll help clients achieve their financial goals by delivering tailored ... and excel at crafting innovative solutions to meet diverse client needs, we have an exciting opportunity for you....and Trust & Estates practices. As a 2026 Global Private Bank Advisor in the Global Families… more
- Neuberger Berman (New York, NY)
- …Consultant Associate (ACA) or Client Associate (CA) is to partner with the Advisor Consultant or Client Advisor (external wholesaler) to promote and sell ... Neuberger Berman investment products through financial advisors within a specific geographic region. **Responsibilities:** +...within a specific geographic region. **Responsibilities:** + Partner with Advisor Consultant or Client Advisor … 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
- 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 (New York, NY)
- …procedures **Education:** + Bachelor's/Universitydegree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial ... 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
- Neuberger Berman (New York, NY)
- …Manhattan. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. ... The Advisor Consultant is responsible for creating new relationships...for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and… more
- Morgan Stanley (New York, NY)
- …and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at… 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 JPMorgan ... Wealth Management, you will have the opportunity to provide exceptional client service, operational marketing, and administrative support. You will play a key role… 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
- City National Bank (New York, NY)
- …a variety of investment and financial markets database tools. * Assist Private Banking client teams in performing wealth planning analyses using financial ... BANKING WEALTH ANALYST II* *WHAT IS THE OPPORTUNITY?* Supports Private Banking client teams in delivering investment...Excel and PowerPoint programs as well as Bloomberg, Morningstar Advisor Workstation, or other financial databases *… 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)
- …interpretations of near-term economic and relevant external events that may impact client portfolios. Identify opportunities where our global private markets ... vs. the competition. + Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio… 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)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... motivated to provide a first-class experience to clients within JP Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to… 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