- JPMorgan Chase & Co. (New York, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
- JPMorgan Chase & Co. (Jersey City, NJ)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Omnicom Media Group US (New York, NY)
- …and maintain strong relationships with all internal and external stakeholders. Be a trusted advisor for the investment process for internal client teams and the ... savings totaling $250MM+ from inception-to-date. ABOUT THE ROLE: The Investment Senior Associate will be assigned to one of...to one of four team pods within the OMnet Investment Division and will be primarily responsible for stewardship,… more
- Citigroup, Inc. (New York, 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) ... segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- Howden Group Holdings (New York, NY)
- Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About ... Capital Markets & Advisory ("HCMA") is an elite boutique investment banking practice focused exclusively on serving the global...on serving the global insurance industry. HCMA is the investment banking arm of the Howden Group, one of… more
- JPMorgan Chase & Co. (New York, NY)
- …of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them. ... As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel, you...Tax benefit reporting, and representing JP Morgan's suite of investment solutions. As a vital team player, your energy,… more
- Hennion & Walsh, Inc. (Parsippany, NJ)
- …24 licenses required Prior relevant compliance experience with a Broker Dealer or Investment Advisor Knowledge of FINRA, SEC and other regulatory rules and ... Hennion & Walsh, we know individual investors want a personal relationship with their advisor , and we believe in guiding our clients to achieve their financial goals… more
- Thrivent (New York, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: Build a financial practice guiding Christians on their journeys… more
- Houlihan Lokey, Inc. (New York, NY)
- …Industry: Generalist/REVS Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, ... its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the...for the past two years, the No. 1 M&A advisor for the past 10 years in the US,… more
- PIMCO (New York, NY)
- …to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description We are seeking a results-driven Vice ... marketing strategies that drive engagement, growth, and retention within specific financial advisor segments. You will oversee the holistic advisor experience… more
- JPMorgan Chase & Co. (New York, NY)
- …Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business ... Corporate Finance & Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business… more
- Citigroup, Inc. (New York, NY)
- …and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. ... solutions to strengthen relationships with the firm. Help clients achieve broad financial/ investment goals related to the creation and management of wealth. Develop… more
- PrideStaff (Parsippany, NJ)
- Financial Advisor , Morris County, NJ **Summary:** PrideStaff Financial is thrilled to partner with a thriving Financial Services firm in the search for a seasoned ... Financial Advisor to become part of their vibrant team. We're...needs and goals. - Provide tailored financial planning and investment strategies to clients based on their individual situations.… more
- BlackRock, Inc. (New York, NY)
- …sold to external clients and digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses, private ... banks, independent wealth managers, and investment platforms across the globe, as well as BlackRock's...to ensure Aladdin Wealth Tech solutions are integrated with advisor workflows. Contribute innovative ideas to Aladdin's product group… more
- PIMCO (New York, NY)
- …led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Location: New York, NY PIMCO invests in real ... and to ensure decisions are consistent with the overall investment thesis. Key Responsibilities: Assist in the ongoing and...risks as well as proposed solutions associated with the investment Ability to interpret and negotiate loan document terms… more
- PIMCO (New York, NY)
- …led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Role Overview The Client Operations team serves as a ... workflow automation, business intelligence, or other productivity tools. Experience in investment operations or with derivatives. PIMCO follows a total compensation… more
- Citigroup, Inc. (New York, NY)
- …for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for ... clients. Responsibilities: Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues to establish a clear marketing plan with defined priorities, market penetration… more
- ASCAP (New York, NY)
- …organization's investment portfolio in concert with the organization's financial advisor , the board of directors and finance staff; Ensure compliance with all ... federal and state regulations; Manage and proactively oversee all aspects of relations with estates and implementation of bequests; Review and approve contracts with outside organizations and vendors based on legal review and approval; Make day-to-day… more
- LinkedIn (New York, NY)
- …the team. As a Sales Strategy & Operations Associate, you will act as an advisor to leaders in the Customer Success (CS) organization and be responsible for helping ... years of experience in Sales Operations, Business Operations, Management Consulting, Investment Banking, or a related analytical/operational role 2+ years of… more
- Solomon Page (New York, NY)
- …financial reporting support. Oversee logistics for family, philanthropic, and investment -related events or meetings. Track and organize important deadlines, filings, ... and compliance matters. Liaise with accountants, attorneys, vendors, and investment professionals on behalf of the President. Maintain organization of physical and… more
