- HSBC (New York, NY)
- …customers, our people, our investors, our communities and the planet we all share. As a Senior Wealth Planner , you will work closely with high and ultra-high ... our Senior Wealth Planneryou will: + Commitment to Excellence. The Senior Wealth Planner must be both a technician and also have very strong client… more
- JPMorgan Chase (New York, NY)
- Wealth Planning & Advice (WP&A) is a group of experts in trusts & estates, tax planning, financial planning, and planning in related areas for individuals and their ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple and complex. We provide intellectual capital to clients… more
- Deloitte (New York, NY)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST,… more
- TD Bank (New York, NY)
- …dedicated to the Market who report on a Matrix basis to other leaders within Wealth + Works collaboratively with Senior Leaders across Wealth in areas ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** **Depth & Scope:** + Provides people...across segments and channels + Partners successfully with other Senior Leaders in TD AMCB and TDS to effectively… more