- Goldman Sachs, Inc. (San Francisco, CA)
- …investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash ... management. IMPACT AND RESPONSIBILITIES Our Impact: The Goldman Sachs Private Family Office is designed to service the firm's most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty… more
- Financial Planner Recruiting, LLC (New York, NY)
- Job Description: Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans ... their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments,… more
- M&T Bank (Boston, MA)
- …Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and ... communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their… more
- Equitable Advisors (San Diego, CA)
- …financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build ... : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors'… more
- Equitable Advisors (Boston, MA)
- …financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build ... : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors'… more
- Conagra Brands, Inc. (Omaha, NE)
- …plans, wellness incentive program, mental wellbeing support and fitness reimbursement Wealth : Great pay, bonus incentive opportunity, matching 401(k) and stock ... purchase plan Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities Our… more
- NPAworldwide (Chatham, NJ)
- Tax Director - Wealth Management / Family Office / UHNW Location: Chatham, NJ (On-site) Industry: Financial Services / Family Office Compensation: Base salary up to ... relationships with outside tax firms Utilize tax software: BNA Tax Planner , UltraTax, TaxAct Accounting & Financial Operations Manage day-to-day accounting functions… more
- Ronald Blue Trust (Bothell, WA)
- …comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states.* * As of 6/30/2024 and subject to ... change. Position Overview: The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates… more
- Union Savings Bank (New Milford, CT)
- …Track Program Manager to foster a goal-based mindset as it relates to wealth management within the Future Track program. Complete new financial plans from referrals ... Track initiative and be a Future Track ambassador when working with wealth management clients and prospects. Perform business development activities as required in… more
- Capital Group (Los Angeles, CA)
- "I can succeed as a Corporate Events Planner at Capital Group." As a Corporate Events Planner , you will lead the design and execution of internally driven ... and executing project plans both individually and collaboratively. You bring a wealth of experience in managing the fluctuations in the event cycle throughout… more
- MassMutual Great Lakes (Southfield, MI)
- Job Description Job Summary: The Culture & Event Planner plays a pivotal role in fostering a connected, engaging, and high-performing workplace culture. This ... advisors to build thriving practices. Our personalized, strategic planning fosters wealth growth, protection, and management for generations. As part of our… more
- Lockheed Martin (Liverpool, NY)
- …Rep to make the associated changes to the BOM. WHY JOIN US Your Health, Your Wealth , Your Life As an employee at Lockheed Martin, your health and well being are ... paramount. From medical insurance, to legal help and tuition reimbursement, we provide benefits to improve your life. Come check out all of the amazing benefits Lockheed Martin has to offer. Learn more about Lockheed Martin's comprehensive benefits package… more
- Frost Bank (Arlington, TX)
- …within 6 months). Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal ... credit training Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and… more
- Brighton Jones (Stamford, CT)
- …as well as national honors for community impact. We lead the industry in aligning wealth , passion, and purpose to help our clients thrive. With over $30 billion in ... relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their… more
- Northwestern Mutual (Atlanta, GA)
- …Series 6, Series 7, Series 63, and more Certified Financial Planner (R) licensing support2 Fully company-funded retirement package and pension plan Competitive ... broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company(R) (NMWMC) (Investment Advisory Services), a federal savings bank.… more
- Allspring (Chicago, IL)
- …client portfolios and enhance Allspring's tax-managed platform sales across the wealth management space. This role requires strong relationship management skills, ... adoption of tax-managed solutions. Strong understanding and experience working in the wealth management / retail brokerage market segment. 5+ years of experience in… more
- WestPac Wealth Partners - San Diego, CA (San Diego, CA)
- Description WestPac Wealth Partners is a wealth management firm committed to assisting clients in every aspect of their financial lives. Our focus centers on the ... their future, on creating a lasting impact on their wealth potential. We help people in all situations -...for success and reach a mastery level as a planner . Education and Experience: *Minimum 4-year degree. *Entrepreneurial minded… more
- UBS (Newport Beach, CA)
- …presentation skills *proactive, critical thinker with a collaborative personality *strong planner focused on organization and details, with no problem delivering ... against tight deadlines *strong understanding of the wealth management business *the National Sales team is geographically...is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global… more
- New York Life Greater Atlanta (Atlanta, GA)
- …financial goals, retirement plans, and additional factors related to wealth management *Provide strategic recommendations for products, plans, investments, and ... the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential *Computer proficiency in Microsoft Office, CRM… more
- Morgan Stanley (Chicago, IL)
- …Financial Planning Specialist designation requirements *Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) ... provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the… more
