- Bank of America (New York, NY)
- Private Client Advisor New York, New York;Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... investable assets) + Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client -focused individual with… more
- JPMorgan Chase (Rye, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citizens (New York, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- Citizens (Rye, NY)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , ... and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to… more
- JPMorgan Chase (White Plains, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth ... market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive...of various technology issues + Maintain and update Independent Advisor coverage report + Serve as liaison and manage… 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, ... excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve...and deepening client relationships. The PWA uses familiarity with … more
- Morgan Stanley (New York, NY)
- …and insurance objectives with the Financial Advisor / Private Wealth Advisor * Screens new client prospects that are developed through leads and ... The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor ...opportunities * Conducts credit research and develops valuation models * Client Support:* * Supports Financial Advisors / Private… more
- World Insurance Associates, LLC. (Syosset, 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
- Kyndryl (New York, NY)
- …employees, our customers and our communities. **The Role** As a Associate Director, Client Solutions Advisor , you will apply your knowledge of software, systems, ... to guide innovative, market leading cloud managed services for public, hybrid and private clouds. Partnering with Clients on their adoption of modern tech and ways… 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 ... to enjoy an incredible run with us. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We offer… more
- Bloomberg (New York, NY)
- …threat. Bloomberg's clients 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...management and cyber security practices, to gain and keep client trust so they renew and expand their use… more
- Morgan Stanley (Purchase, NY)
- …of the 30-member Alternative Investments Sales Team, is responsible for Financial Advisor and client service strategy. The Alternative Investments Advisor ... segments to ensure a unified approach to relationship management and client service. TheAlternative Investments Advisor Relations Associate//will become a… more
- JPMorgan Chase (New York, NY)
- …management and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of ... Private Client Investment Managers. As a ...Private Client Investment Managers. As a Private ...+ Develop and lead the strategic direction for our Advisor Support team, focusing on key areas such as… more
- Morgan Stanley (New York, NY)
- …appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Private Wealth Management Registered Client Service Associate*… more
- Citigroup (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
- JPMorgan Chase (Mineola, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support… more
- Morgan Stanley (New York, NY)
- …expanded the suite of world-class banking and lending solutions for International Client Advisors ("ICA") and their clients. In addition to the Firm's comprehensive ... cash management capabilities, by combining the lending financial services business with private banking products built specifically to service the needs of ICAs and… 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 ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW… 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 ... Clients Solutions **Primary Location:** US-NY-New York-New York City **Organization** Private Client Group **Schedule** Full-time **Job Shift** Day Job… more