- Jobleads-US (Stamford, CT)
- …Associates and Senior Associates and provide review comments Act as a Career Advisor to Associates and Senior Associates Schedule and manage workload of Associates ... BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's… more
- Citigroup (Greenburgh, 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) ... clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning ... with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to… more
- KeyBank (Tarrytown, NY)
- …ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the ... - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank… more
- JPMorgan Chase (Thornwood, NY)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- TD Bank (Greenwich, CT)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program ... to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment...with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves… more
- JPMorgan Chase (Yorktown Heights, NY)
- …financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational marketing and administrative ... support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Bank of America (Greenwich, CT)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Greenwich, Connecticut **To proceed with your...an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business… more
- Citigroup (Yorktown Heights, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Citigroup (Eastchester, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Bank of America (White Plains, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/White-Plains/Merrill-Market-Supervision-Manager\_25018031) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- KeyBank (Nyack, NY)
- …help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next. The Key Investment Services Internship is ... a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... . **In this role, you will:** + Assist Profit Formula (PF)Financial Advisor (s) with sales, service and operational related activities such as providing service… more
- Citigroup (Greenwich, CT)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- HUB International (Stamford, CT)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... HR team! The Human Resources Business Partner will serve as the advisor /business partner for senior level leaders supporting various functions. This role will… more
