- Bank of America (New York, NY)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we ... with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop… more
- Citigroup (Greenburgh, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver… more
- Citigroup (New York, NY)
- …field since 1979, a regulated fiduciary providing personalized acquisition and selling strategies , as well as collection management services. The Art Advisor ... Sr. Lead is a strategic professional who closely follows the latest trends in the art world and adapts them for application to serve clients' needs and the business; typically, a small number of people within the business provide the same level of expertise.… more
- KeyBank (Tarrytown, NY)
- …Regional Planning Strategist in building client financial plans + Co-facilitates the Family Wealth Legacy Day's and develops custom strategies to prepare the ... tracking tools to document progress on implementation of client strategies . + Responsible for the execution of the client...Establish a level of trust and confidence with Family Wealth clients while navigating into the trusted advisor… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...their most pressing challenges. Our unparalleled experience generating digital strategies , defining client user journeys, creating operational efficiencies, and… more
- BlackRock (New York, NY)
- …versions of research materials **Requirements:** + CFA, CFP, JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth management, ... theory + Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning +… more
- JPMorgan Chase (New York, NY)
- …client service to our investors. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team to support client acquisition and ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of… more
- JPMorgan Chase (New York, NY)
- …action plans to execute effective book management and client engagement strategies . Other advisor coaching topics include incorporating goals-based financial ... growing center of influence (COI) networks, implementing effective digital marketing strategies on LinkedIn, and enacting strategies for engaging next-gen/legacy… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... As a Practice Management Consultant within the JP Morgan Wealth Management team, you will be responsible for supporting...advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be… more
- JPMorgan Chase (West Harrison, NY)
- …the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you will create a culture of ... those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our...performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote… more
- Citigroup (Bronxville, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- JPMorgan Chase (New York, NY)
- …action plans to execute effective book management and client engagement strategies . Other advisor coaching topics include incorporating goals-based financial ... CRM, LinkedIn, business development, marketing, book segmentation, client engagement strategies , client-reporting tools and advisor teaming relationships +… more
- Citigroup (Greenwich, CT)
- …the business through making decisions that determine technical approaches and strategies for the area. **Responsibilities:** + Actively identify prospects and ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Neuberger Berman (New York, NY)
- **Summary:** The Marketing Coordinator will provide marketing and administrative support to three Wealth Advisor teams in the New York office. Candidate should ... the individual with a perspective on Neuberger Berman's Private Wealth Management business. **Responsibilities:** Marketing Responsibilities: + Dynamically maintain… more
- Bank of America (New York, NY)
- Merrill Team Financial Advisor NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... is culture driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management Team… more
- JPMorgan Chase (New York, NY)
- … strategies for increasing business with current clients; professional advisor cultivation. Educational/Administrative: + The specialized and ever changing nature ... other advisors (attorney, accountant); highly respected by external professional advisor community. + Develop, retain and deepen trust account relationships.… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... profile. + Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with… more
- Bank of America (Greenwich, CT)
- Merrill Financial Solutions Advisor - Southern CT Market Greenwich, Connecticut;New Canaan, Connecticut; Stamford, Connecticut **Job Description:** Merrill Wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (New York, NY)
- …Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California;...Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more