- Pioneer Bank (Albany, NY)
- TITLE: Wealth Consultant LOCATION: Various REPORTS TO: Vice President - Wealth Management CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 55 ($58,459 - ... $85,000) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Wealth Consultant position is responsible for meeting with clients to assess their… more
- TIAA (New York, NY)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client… more
- Guardian Life (New York, NY)
- …FRs identify and parse out Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth ... ** Wealth Management Specialist** Park Avenue Securities strives to...Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients… more
- HUB International (New York, NY)
- …their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things ... the tomorrows for all. The HUB Retirement & Private Wealth (RPW) Business Consulting team presents a unique opportunity...their practice within RPW and throughout HUB. The RPW Consultant role focuses on driving the education and adoption… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (2481) ( PIN\_15024 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- Charles Schwab (New York, NY)
- …supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab ... clients, providing them with wealth management and financial planning advice. Over time, you'll...progress toward achieving their goals. + Openness to manage wealth on behalf of our clients including: Retirement Planning,… more
- HUB International (Woodbury, NY)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in 525+ ... the latest, this seems outdated **About the Position** The **Senior Risk Consultant ** will develop and implement safety, regulatory and best practice risk reduction… more
- Wells Fargo (New York, NY)
- …Fargo Financial Advisors is seeking a Senior Lead Business Growth Strategy Consultant . The candidate will recruit financial advisors within their region. In this ... related to the recruitment process. **Required Qualifications:** + 7+ years of Wealth Channel Development experience, or equivalent demonstrated through one or a… more
- TIAA (New York, NY)
- …the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this ... + Raises capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer,… more
- Scotiabank (New York, NY)
- US HR Governance Consultant **Requisition ID:** 198158 **Salary Range:** 59,400.00 - 98,800.00 _Please note that the Salary Range shown is a guideline only. Salary ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Scotiabank (New York, NY)
- Consultant , US Benefits **Requisition ID:** 197373 **Salary Range:** 59,400.00 - 98,800.00 _Please note that the Salary Range shown is a guideline only. Salary ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Capco, a Wipro Company (New York, NY)
- …advisory, cyber programs, and security operations. **About the Job:** As a Consultant , you will be an active team member on cybersecurity consulting engagements; ... clients across Financial Services, either within Investment Banking, Retail Banking, Wealth and/or Insurance. You'll work alongside industry leaders to gain insight… more
- Capco, a Wipro Company (New York, NY)
- …cyber programs, and security operations. **About the Job:** As a Senior Consultant , you will be an active team member on cybersecurity consulting engagements; ... clients across Financial Services, either within Investment Banking, Retail Banking, Wealth and/or Insurance. You'll work alongside industry leaders to gain insight… more
- S&P Global (NY)
- …information to downstream applications. **Responsibilities and Impact:** A Senior Implementation Consultant is responsible for providing a range of services to ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- Deloitte (New York, NY)
- …Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets ... Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets… more
- Capco, a Wipro Company (New York, NY)
- …digital experiences for our financial services clients in banking, capital markets and wealth . **What You'll Get to Do: ** + Collaborate with small, agile, ... multidisciplinary teams on client projects to create user-centered experiences across both internal and external systems such as loan application systems, consumer banking platforms, and more + Conduct generative user research to identify and define target… more
- City National Bank (New York, NY)
- …May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must ... Must remain in good standing under the Safe Act. ** Wealth Management Division: Private Banking** As a member of...Division: Private Banking** As a member of City National's Wealth Management - Private Banking group, you will help… more
- JPMorgan Chase (New York, NY)
- …conduct. Support coordination of sales effort with Lending Advisors, Trust Officers and Wealth Advisors. Responsible for coverage of UHNW Asian clients in US and ... offered or as Investment Specialist, Global Investment Associate/Officer, Financial Consultant , or related occupation. Skills Required: Requires experience in the… more
- JPMorgan Chase (New York, NY)
- …actively engaged in maintaining and developing relationships with a global investor and consultant base across both institutional and private wealth clients. The ... capital raising matters + Represent IIG at new business presentations, client/ consultant updates, conferences, roadshows, seminars and trainings, etc. + Ongoing… more
- Guardian Life (New York, NY)
- …part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant , this person will be responsible for growing sales of Park Avenue Securities ... through consistent and timely activity tracking. + Closely worth with regional wealth management teams to identify HNW opportunities within each region **You have**… more