- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships ... a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans… more
- Neuberger Berman (New York, NY)
- …of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of trust ... with complex client relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and external experts… more
- City National Bank (New York, NY)
- …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24… more
- M&T Bank (Paramus, NJ)
- …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
- Citigroup (New York, NY)
- …the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide these ... solutions to our clients.** **Responsibilities:** **Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans** **Work… more