- Fidelity TalentSource LLC (Roslyn, NY)
- …a key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills You BringExtraordinary ... estate planning, as well as income and retirement planningPartnering with the Advisor and implementing a structured client contact strategy and encouraging annual… more
- JPMorgan Chase (New York, NY)
- …employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required ... by building and maintaining client relationships and assisting the Advisor (s) with ongoing financial planning for clients...with required licenses, hire will move into Private Client Investment Associate title **What you will receive**… more
- Edward Jones (Yonkers, NY)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...investment firm, serving over eight million clients.** **Our financial advisors are valued partners, and we credit much… more
- JPMorgan Chase (Great Neck, NY)
- … solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, ... JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC....not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
- Morgan Stanley (New York, NY)
- …Digital Platforms. The successful candidate will help to drive analyst and financial advisor facing technology platforms, provide creative thinking and ... leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The… more
- Morgan Stanley (New York, NY)
- … financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional combines ... Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to...produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor… more
- Morgan Stanley (New York, NY)
- …fund investments. The Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / ... **Job:** **Asset/ Investment Management* **Title:** *MSIM Valuation Specialist - Senior Associate * **Location:** *New York-New York* **Requisition ID:** *3247643* more
- City National Bank (New York, NY)
- **PORTFOLIO MANAGER ASSOCIATE ** **WHAT IS THE OPPORTUNITY?** Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors ... Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment ...stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors +… more
- JPMorgan Chase (Jersey City, NJ)
- …with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- JPMorgan Chase (New York, NY)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... policies and procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Morgan Stanley (New York, NY)
- …leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The ... government regulators, and also serves as the conduit of financial information to the outside investment community....investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior… more
- Wells Fargo (Greenwich, CT)
- …of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records… more
- Bank of America (New York, NY)
- …regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the CA will often serve as ... Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill...for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The ... Provide customized reporting and analysis to client or Wealth Advisor team on a regular or ad hoc basis....years of client service/support or related experience in the financial services industry. + Proficiency in Microsoft Office including… more
- Equitable (New York, NY)
- …products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor . Annuity and insurance products offered through Equitable ... Wealth Management Associate - NY, New York (2481) ( PIN\_15024...Advisors, LLC (NY, NY ###), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment … more
- JPMorgan Chase (Jersey City, NJ)
- **Organization Description** The Corporate & Investment Bank is a global leader across Investment Banking, Wholesale Payments, Markets and Securities Services. ... works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis… more
- Robert Half Finance & Accounting (New York, NY)
- …recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ ... years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires… more
- AbbVie (Florham Park, NJ)
- …organization within the biopharmaceutical industry. We serve as strategic in-house advisor and pragmatic compass to Marketing, Sales, and Leadership - ensuring ... and Ubrelvy as well as future brands in the AbbVie portfolio. The Associate Director, Marketing Analytics, will develop and deploy analytic solutions based on… more
