- JPMorgan Chase (Rochester, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and … more
- Tompkins Community Bank (Rochester, NY)
- …Expected to ensure an exceptional client experience with complete wealth management services including planning, investments and trust services; lead ... Advisors (TFA) operations in the assigned market. + Ensure delivery of complete wealth management services (investments, trust , estate, and financial… more
- JPMorgan Chase (Rochester, NY)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Urban League of Rochester (Rochester, NY)
- …adults attain economic self-sufficiency through good jobs, homeownership, entrepreneurship, and wealth accumulation; 3) Ensuring our civil rights by eradicating all ... foster collaboration across various departments, enhancing organizational alignment and implementing solutions to advance the CEO's and the Urban League of… more