- JPMorgan Chase (Rochester, NY)
- …advisors + Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors ... Develop, retain and deepen trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing of new trust … more
- Deloitte (Rochester, NY)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June...public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry +… more
- Deloitte (Rochester, NY)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll Do As… more
- M&T Bank (Rochester, NY)
- …activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within...develop deep relationships with clients to best administer their trust accounts, generate solutions , and meet distribution… more
- Bank of America (Pittsford, NY)
- …Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Bankers Life (Rochester, NY)
- …Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services ... your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management . Your growth is our success. Uncover your earning… more
- Bankers Life (Rochester, NY)
- …Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services ... Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management . Uncover your earning potential, build a workday… more
- JPMorgan Chase (Rochester, NY)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Johns Hopkins University (Rochester, NY)
- …levels of federal funding to incubate and implement transformative local solutions to build low-carbon, resilient, and economically thriving communities. Building on ... confront the overlapping crises of climate change and racial wealth inequity, the new initiative will provide deep support...provide deep support to selected cities to pursue transformative solutions . The Civic Designer will play a central role… more
- Johns Hopkins University (Rochester, NY)
- …focused on building prosperous futures through climate action and advancing racial wealth equity. The Director works closely with the mayor and their leadership ... and residents to ensure the i-team is delivering impactful solutions . The Director is an employee of Johns Hopkins...of government, deliver exceptional results for residents, and inspire trust in public service. The Center is committed to… more