- HSBC (New York, NY)
- …customers, our people, our investors, our communities and the planet we all share. As a Senior Wealth Planner , you will work closely with high and ultra-high ... our Senior Wealth Planneryou will: + Commitment to Excellence. The Senior Wealth Planner must be both a technician and also have very strong client… more
- Citigroup (New York, NY)
- The Wealth Planner Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- Deloitte (New York, NY)
- Senior Consultant, Industry Solutions, Wealth Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, and ... up to 50% + Limited immigration sponsorship available Preferred Qualifications + Wealth management industry certification (eg, Certified Financial Planner , CFA)… more
- Deloitte (New York, NY)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST,… more
- JPMorgan Chase (New York, NY)
- …qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) or Wealth Management Certified Planner (WMCP) certification is preferred + ... solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you... management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients. **Job… more