- AIG (New York, NY)
- …You will be part of the a Business Partner team to the High Net Worth underwriting team with financial planning activities, quarterly closings, business ... The High Net Worth business...The High Net Worth business is a key...Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to make a bigger business impact… more
- JPMorgan Chase (New York, NY)
- …credit analysis, and portfolio management. + Advanced knowledge of the high net worth industry and financial markets. + Superior understanding of ... writing, and communication skills. **Preferred qualifications, capabilities, and skills:** + Experience with high net worth lending and capital markets. +… more
- Citigroup (New York, NY)
- …deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and ... profiling skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Bank of America (New York, NY)
- …* 7+ years of successful experience in managing relationships with high - net - worth clients or equivalent financial services/business experience * ... Attention to Detail + Collaboration + Decision Making + Financial Analysis **Minimum Education Requirement:** High School...Making + Financial Analysis **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Citigroup (New York, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Citigroup (Bronxville, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Citigroup (New York, NY)
- The Advanced Financial Planning Strategist is a financial ...of wallet and win a greater percentage of their high net worth prospects through ... strategy. **Responsibilities:** The Citi Personal Wealth Management (CPWM) Advanced Financial Planning Strategist will report to the Head of...with high - net - worth and ultra- high net worth clients on… more
- Bank of America (Paramus, NJ)
- … advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Short Hills, NJ)
- … advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice throughclient...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Truist (New York, NY)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...a broad range of wealth products and services to high net worth individuals. **ESSENTIAL… more
- Bank of America (New York, NY)
- …related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra- high net ... are guided by a common purpose to help make financial lives better through the power of every connection....advisors acquire new assets with high - or ultra- high net worth clients and… more
- Citigroup (New York, NY)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive...accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated ... a plus; JD preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- Description Highly successful and established wealth management firm seeks an experienced high net worth tax accountant/preparer to join their organization. ... proper tax handling of various items. Strong experience with HIGH NET WORTH 1040's, understanding...all source documents, prior experience with preparing Schedule C financial statements for smaller companies as well as ability… more
- City National Bank (New York, NY)
- …banking/credit, personal trust, and brokerage services. * Minimum of 8 years of experience working with high net worth clients * FINRA Series 7 and 63 and 65 ... newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial... services and 8 years of experience working with high net worth clients. *… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high - net - worth families and private business owners. Seeking ... Description** **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client… more
- Bank of America (Englewood, NJ)
- … center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... Financial Solutions Advisor Stage I - Registration Candidate...* Causation Analysis * Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Bank of America (Dover, NJ)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... Advisor Development Program - Financial Solutions Advisor Trainee: Dover Main Financial Center - Bilingual Spanish Dover, New Jersey **Job Description:** Merrill… more
- Citizens (Newark, NJ)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Citigroup (Paramus, NJ)
- …a dedicated Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R)… more