Wealth Advisor for Private Clients
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and advised solutions for individual clients and families. You will build trusted relationships, educate clients on digital tools, and coordinate with Chase partners to deepen client engagement. The role emphasizes a holistic, goal-based approach, strong market knowledge, and maintaining high ethical standards in all client interactions. #J-18808-Ljbffr JPMorgan Chase & Co.
$70k
Citi Global Wealth brings together the full power of Citi to serve... ...entire continuum of wealth clients. The unified business supports... ...family offices through Citi Private Bank, operates in the affluent... ...Wealth at Work. The Senior Wealth Advisor will offer comprehensive...Private clientFull timeWork at office$105.38k - $215.38k
...individuals, families, and their advisors? Do you bring strong... ...involving gifts, trusts, or wealth transfer? If so, this Tax Manager... ...specialists when needed.Build strong client relationships through clear,... ...-net-worth individuals or private clients.Strong client...Private clientWork at officeLocal area$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say,... ...our clients to aid in building, protecting and preserving their wealth and to meet their financial goals.This is a national practice....Private clientFull timeSummer workH1bWork at officeLocal areaFlexible hours$88.4k - $132.6k
...United StatesSalary: $88,400.00 - $132,600.00Category: Private Client CoverageCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a... ...but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)...Private clientFull timeWork at office$115k - $140k
...Compensation: $115,000–$140,000 About the Company A multidisciplinary engineering consulting firm serving public and private clients is seeking a Bridge / Structural Engineer. The firm provides planning, design, and engineering services for transportation,...Private client- ...We are seeking a Tax Planning Associate to join our client, a boutique Wealth Management firm on Long Island. This is an excellent opportunity... ...returns, and an interest in working collaboratively with wealth advisors and other professionals to develop thoughtful tax...Full timeWork at office
- Home Smart Tutoring is a tutoring company based in Long Island, NY that offers individualized private tutoring sessions in the clients home in all subjects and grades K-12 and college level courses. We match up our experienced and professional tutoring staff based on our...Private clientMonday to FridayWeekend work
$94.54k - $143.02k
...Capital Markets.Works with other departments, team members and clients to assure a timely and efficient funding process. Ensure team workload... ...skills.Ability to communicate with management as well as Private Client Groups throughout the Bank.Proficiency with industry...Private clientFull timeLocal areaWork from home- ...Job Title SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and...Work at officeImmediate start
$60k - $90k
...Pay: $60,000-$90,000 base plus commission (client AUM / advisory fees). SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently...Base plus commission$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to... ...degree with 7+ years' experience in the wealth management industry as either a Financial...- Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate in Jericho, NY to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal...Private client
- ...,000k (DOE)+ excellent benefits! Our client, an established Top 50 P&C insurance broker... .... Collaborate with producers, risk advisors, carrier underwriters, and service teams... ...premier carriers such as Chubb, PURE, AIG Private Client Group, Berkley One, Cincinnati, Travelers...Private clientWork at office
- Citi, a global financial services leader, seeks a Senior Wealth Advisor for Citi Private Bank/Citigold segments in East Meadow, NY. You will deliver... ...financial and investment guidance to affluent clients, partnering with Wealth teams to tailor solutions and manage...
$85k - $120k
...Engineer Founded in 1889, LKB Engineering is a multi-discipline consulting firm based in Bethpage, NY, serving municipal and private clients throughout the tri-state region. While our history is long, our mindset is firmly forward-looking. We deliver integrated...Private clientWork at office$17 - $24.23 per hour
...NY 11598 Job Summary A Financial Center Teller provides clients with high quality, prompt, and professional financial services.... ...and job-related training within established deadlines. Support Private Client Group and other internal business partners with client...Private clientLocal area$17 - $24.23 per hour
...11570 Job Summary Teller provides excellent service to clients by assisting them with processing routine financial transactions... ...as required Compliance, HR, etc. Provide support for the Private Client Groups as needed. ADDITIONAL ACCOUNTABILITIES Performs...Private clientLocal areaNight shift$66.3k - $70k
Jovia Financial Credit Union is seeking a Wealth Advisor to deliver comprehensive financial services within a fast-paced environment. Candidates... ..., and proficient in Microsoft Office. This role emphasizes client experience and requires strong communication and organization...Work at office$66.3k - $70k
Wealth Advisor - Partnering with Jovia Credit Union. This job posting is one of our business partners, LPL Financial, in their search for... ...comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Jovia Credit Union invites...Work at officeLocal area$120k - $140k
...buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers. Plan and manage due... ...CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services...Private clientTemporary work- ...StatesSchedule: Full timePosted: 2026-09-22Closes: 2027-09-22Job Summary:Private Client Services at BDO is a boutique practice within our firm.... ...opportunitiesWorks directly with clients and their advisors to gather information needed to prepare tax returnsDevelops understanding...Private clientPrivate practiceWork at office
- ...bottom – we give you the tools you need to succeed and the autonomy to reach your goals.We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment...Private clientWork experience placementPrivate practiceLocal area
$100.35k - $201.5k
...functional coordination to ensure high-quality delivery to our clients. At Deloitte, we provide services using an approach... ...internal contacts across Deloitte businesses.Be an advisor to newly public and private clients to assist with accounting and financial reporting...Private clientWork at officeLocal areaVisa sponsorship- ...-14Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...income, estate and gift tax and wealth retention strategies, as well as taxation... ...findingsInteracts directly with clients and their advisors Communicates with supervisors,...Private clientWork at office
- ...Full timePosted: 2026-07-07Closes: 2027-07-07Job Summary:The Private Client Services Senior Manager is responsible for providing tax and... ...Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages...Private clientWork at office
- ...consulting services to our Pass-Through clients.Job Duties:Performs tax planning, preparation... ...current software toolsActs as a Career Advisor to associates and senior... ...public accounting experience working in the private client area, i.e. working on individual,...Private clientWork at office
- ...- we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and...Private clientWork experience placementPrivate practiceLocal area
- ...Westchester, and Rockland County. The company focuses on aligning with client requirements to deliver value on every project. J.S.K. provides... ...solutions and has successfully served both public and private sector clients for more than 13 years. The firm’s experience spans...Private clientFull timeFor subcontractor
$150k - $260k
...will be responsible for providing excellent client service. Our firm provides excellent... ...side financial due diligence on behalf of private equity clients and corporate acquirers/sellersPlan... ...attest services and Citrin Cooperman Advisors LLC, which provides business advisory and...Private clientTemporary workRemote workFlexible hours$77.11k - $126.68k
Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're seeking driven and enthusiastic professionals to join our team, empower lives, fuel businesses...Temporary workLocal area
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