- JPMorgan Chase (Philadelphia, PA)
- …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 (Pittsburgh, PA)
- Description The Private Client Wealth Advisor (PCWA) thrives in a culture defined by a shared vision of always placing client interests first while ... coaching and developing self and others. The Private Client Wealth Advisor understands financial planning strategies and wealth management practices.… more
- Citizens (Pittsburgh, PA)
- …provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad ... array of investment, insurance, and bank products. Private Client Financial Advisors are their clients'...Client Financial Advisors are their clients' primary trusted advisor . In this role, they will meet with existing… more
- Citizens (Zelienople, PA)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , ... stands and grows with its clients. Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice… more
- Morgan Stanley (Philadelphia, PA)
- …opportunities * Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities ... by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions. *DUTIES… more
- Veterans Leadership Program (Erie, PA)
- Veteran Career Advisor - HVRP Erie Erie, PA Full Time Mid Level Share (https://veteransleadershipprogram.applytojob.com/app/share/mjM41BzWnF) Veterans Leadership ... to assisting any and every Veteran. Overview of Position The Veteran Career Advisor will assist Veterans in obtaining competitive employment that aligns with their… more
- Public Consulting Group (Harrisburg, PA)
- …quality services with constrained resources to promote improved client outcomes. To learn more, visit http://www.publicconsultinggroup.com/health/ . ... expectations + Develop and deliver progress reports, project management artifacts, and client presentations + Plan, monitor, and manage ongoing tasks + Contribute to… more
- KPMG (Harrisburg, PA)
- **Business Title:** Senior Manager, Business Tax Services - Private Company **Requisition Number:** 112097 - 76 **Function:** Tax Services **Area of Interest:** ... high quality tax service and play a key role in growing KPMG's Private Enterprise Group, which focuses on early, middle, and late-stage growth companies backed… more
- KPMG (Pittsburgh, PA)
- **Business Title:** Tax Manager / Senior Manager Private Markets **Requisition Number:** 112099 - 78 **Function:** Tax Services **Area of Interest:** **State:** PA ... KPMG is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice.… more
- Deloitte (Pittsburgh, PA)
- …"Yes!" 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, 2024 What you'll ... do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Pittsburgh, PA)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Deloitte (Philadelphia, PA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Harrisburg, PA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (Harrisburg, PA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- PNC (Pittsburgh, PA)
- …drive the growth of the Asset Management Group (AMG) division, inclusive of Private Bank and Institutional and Asset Management businesses. We are seeking a highly ... the company's success. Position Summary: As the Head of Private Bank and Asset Management Marketing, you will lead...while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership… more
- Jacobs (Harrisburg, PA)
- …& Places Solutions Line of Business has global reach to serve its diverse client base with specialized project delivery. We create and deliver solutions in the ... and business strategies. Reporting to the Navy Portfolio Sales Director, this Client Account Manager (CAM) position has the principal focus of participating in… more
- Morgan Stanley (Philadelphia, PA)
- …assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through ... regularly with the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and… more
- The Hartford (Wayne, PA)
- …sales role is responsible for supporting the client facing Registered Investment Advisor (RIA), Bank Trust and Private Wealth Teams. Reporting into the ... relationships and conduct research to support the team and client relationships. The role requires accountability to the RIA...cover this focused and specialized RIA, Bank Trust & Private Wealth Landscape. Responsibilities of the role: + Identify… more
- Bank of America (Pittsburgh, PA)
- …Sponsor Group ("MMFSG"). MMFSG providesfull service banking needsto.middle market private equity firms and their portfolio companies.The Coverage Banker reports ... to the MMFSG group head and willidentify 15-20 middle market private equity firms that provide responsible growth opportunities across commercial and investment… more
- Bank of America (Pittsburgh, PA)
- …the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any ... to make a difference. Join us! **Job Description:** **This role will support the Irick Group- Merrill Private Wealth Management.** The Relationship Manager supports… more