- US Bank (Greenwich, CT)
- …PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, ... excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify...A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and… more
- JPMorgan Chase (Nanuet, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Bank of America (White Plains, NY)
- …will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Wealth ... address issues, develop new business opportunities, and/or provide trust, estate, and wealth transfer planning insight. + Partner with a Trust Senior Associate (TSA)… more
- Citigroup (Stamford, CT)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... and Citigold(R) Private Client segments. Senior Wealth Advisors have...the center of everything we do. As a Senior Wealth Advisor , you will partner closely with… more
- M&T Bank (Norwalk, CT)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... families. Serves as mentor for a small group of Private Client Advisors and exercises general guidance in the...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) +… more
- Deloitte (Stamford, CT)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our ... Private Wealth Tax practice, you will perform...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Stamford, CT)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our ... Private Wealth Tax practice, you will perform...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- JPMorgan Chase (West Harrison, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- Citizens (White Plains, NY)
- …lending and investing, helping them with short- and long-term financial goals. Citizens Wealth Management is honored to be a high-quality provider in the investment ... industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell... Client Financial Advisors are their clients' primary trusted advisor . In this role, they will meet with existing… more
- Citigroup (Bronxville, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Mirador (Stamford, CT)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, ... Wealth and Asset Managers, and Foundations throughout the United...of Alternative Investments including cash flow planning, pacing models, private equity fund structures * Familiarity with portfolio construction… more
- JPMorgan Chase (West Harrison, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- KPMG (Stamford, CT)
- … to financial services clients with a focus on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors + ... Assist with business development for the expansion of services at new and existing clients and work collaboratively with other practice groups within tax, the firm, and non-U.S. KPMG member firms to bring the right services and experience to address and… more