- JPMorgan Chase (Rochester, NY)
- …great team at a leading financial firm. As a Trust Officer VP in Wealth Management Solutions , you will be responsible for overseeing the administration ... counsel to resolve tax issues and partner with Wealth Advisors for new trust business. This... of overdrafts - is a plus JP Morgan Wealth Management Solutions comprises a… more
- JPMorgan Chase (Rochester, NY)
- …certificate, with paralegal experience in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... JP Morgan Asset & Wealth Management , with client assets of...Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors,… more
- Bank of America (Pittsford, NY)
- …or determining solutions . Hasworkingknowledge of the Merrill Lynch Wealth Management business and specializedteamfunctions for which he orsheis ... Wealth Management Specialist -NR Pittsford, New...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Tompkins Community Bank (Pittsford, NY)
- …profitability of accounts, prepare plans of action for those not profitable. + Tailor wealth management solutions as necessary to meet client needs. + ... an exceptional client experience with complete wealth management services including planning, investments and trust ... management services including planning, investments and trust services; lead wealth management … 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
- Bank of America (Pittsford, NY)
- …New York; Pittsford, New York; Williamsville, New York **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... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship… 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