Senior Wealth Management Associate — Client Experience
Morgan-Stanley
Morgan-Stanley is seeking a Wealth Management Associate in Town of Islip to deliver exceptional service to clients and support Financial Advisors. The ideal candidate will cultivate relationships, assist in enhancing client experiences, and participate in business development. Qualified applicants will have over 5 years of relevant experience, a bachelor’s degree, and necessary certifications. This position offers a competitive salary, strong professional growth opportunities, and comprehensive employee benefits. #J-18808-Ljbffr Morgan-Stanley
- Mohr Talent is seeking a Wealth Management Associate in Islip, NY to support a busy advisory team at a... ...years in wealth management support and a client-focused mindset. This role offers a... ...service to ensure a high-touch experience. Benefits include a comprehensive package...Suggested
$100k
...build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and... ...Compensation: $100,000+ OTE Responsibilities: Partner with clients to build comprehensive financial profiles that support...SuggestedPermanent employmentTemporary workWork at officeLocal areaRemote work$80k - $110k
Wealth Management Associate (RIA) Islip, NY $80,000-$110,000 base + bonus Schedule: 100% Onsite | Monday-Friday About the Opportunity We’... ...-quality work, stay organized, and be a key part of the client experience. You’ll work directly with advisors and clients, helping...SuggestedWork at officeLocal areaMonday to Friday$145k - $248.2k
...working with extraordinary clients spanning every... ...education, immersive experiences, and invaluable mentorship... ...! The Role Senior Managers in our Private Client... ...and evaluate Intern, Associate and Senior Associates... ...legislative changes, wealth transfer techniques,...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...New York is seeking a Financial Advisor Associate. This role involves attracting and retaining clients by addressing their wealth management needs and providing tailored investment... ..., financial analysis, and sales experience is crucial. The position includes a competitive...Suggested
- ...institution in Hauppauge, New York, seeks a Financial Advisor Associate to attract and retain clients. The role involves analyzing clients' financial... ...Candidates should have a Bachelor's degree, relevant experience, and necessary certifications. This full-time position...Full time
$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full time... ...providing advice and guidance to clients on tax planning,... ...the skills, knowledge, and experiences you need to lead and deliver... ...increased efficiencies. As a Senior Associate you shall analyze complex...SeniorFull timeH1b$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...- Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international... ...At least 6 years of experience At least one of the following...SeniorFull timeH1bLocal area$225k
...banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including... ...Stanley & Co. LLC is seeking an Associate, Banking in New York, New York... ...studyRequires three (3) years of experience in the position offered or three...Temporary workWorldwide$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...the opportunity to help our clients meet their tax obligations... ...and in the future. As a Senior Manager, you'll work as part... ...in Accounting ~5 years of experience ~ CPA, Member of the Bar...SeniorFull timeH1bLocal areaOverseas$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full time... ...providing advice and guidance to clients on tax planning,... ...the skills, knowledge, and experiences you need to lead and deliver... ...creative tax solutions. As a Senior Associate you will analyze complex...SeniorFull timeH1b$150k - $225k
...Stanley Investment Management (MSIM) is one of... ...solutions to a diverse client base, which... ...hand-in-hand with senior individuals across... ...is looking for an Associate/Analyst to work directly... ...+ years’ previous experience in growth equity,... ...the Firm in Wealth Management and Investment...Temporary workWorldwide$80k - $100k
...securities, investment management and wealth management services.... ...'s employees serve clients worldwide including corporations... ...Plan services and Senior MS Management.... ...SUMMARYAs an EFS UHNW Associate, you will be... ...candidate must have proven experience speaking to senior level...Temporary workImmediate startWorldwideHome office$150k - $200k
...the pricing and risk management of complex derivatives... ...investment management and wealth management services.As... ....At least 3 years of experience in quantitative... ...allocate capital for our clients - helping them reach their... ...$200,000 per year for Associate and between $225,000 -...Temporary work$80k - $100k
...securities, investment management and wealth management services.... ...'s employees serve clients worldwide including corporations... ...Rule 10b5-1 Strategy Associate, this person will be... ...should have proven experience with providing a... ...and vision to senior leaders.Qualifications...Temporary workWork at officeImmediate startWorldwide- ...professional, the EisnerAmper experience is one-of-a-kind. You can... ...goals. We are seeking a Senior Associate to join the Financial Services... ...growing environment and providing clients with exceptional services.... ...have the flexibility to manage your days in support of our...SeniorLocal area
- ...dedicated to representing clients in various legal... ...wrongful death cases, managing them from inception through... ...are currently seeking Senior Trial Attorney and entry/mid-level level Associates to join our growing... ...should have significant experience in handling all...Senior
- ...next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love... ...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic...SeniorTemporary workPrivate practiceWork at officeLocal area
$100k - $160k
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates... ...management solutions to a diverse client base, which includes governments, institutions... ..., CFA, or CPA a plusAt least 5 years of experience in valuation services, equity research,...SeniorTemporary workWorldwide- ...Job Description We are seeking a dynamic and experienced Senior Commercial Lines Account Manager, up to 110k, but negotiable. Must have experience remarketing accounts. The book is comprised of clients from these industries: Construction, Real Estate, Restaurants....Senior
$150k - $200k
...firm in Islip, NY, is seeking an experienced Tax Manager or Director. In this leadership role, you will... ...team of professionals, and provide exceptional client service. Candidates should have at least 7 years of tax experience in public accounting, a Bachelor's degree in...Senior- Vanasse Hangen Brustlin, Inc. is hiring a Senior Project Manager for its Civil Engineering Department... ...oversee project delivery, and develop client relationships. A Bachelor’s degree in... ...required, along with 11-15+ years of experience. Join a company committed to impactful...Senior
$77k - $202k
...Operations Consultant, Sr. Associate, you will engage with clients to optimize their... ...strategic objectives. As a Senior Associate, you will focus... ...connections and learning how to manage and inspire others. You... ...At least 2 years of experience What Sets You Apart...SeniorFull timeH1b- ...Hauppauge, New York, seeks a leader to manage a high-performing inside customer service... ...communication skills, along with extensive experience in supervising sales and customer... ...excellent service to both domestic and international clients. #J-18808-Ljbffr Narda-MITEQSenior
- PeopleSharp is seeking a talented Senior Sales Engineer to support our sales and account management teams in creating IT solutions for clients. This role involves designing proposals... ...Fortinet. The ideal candidate must have experience in sales engineering, excellent...Senior
- ...in Suffolk County, NY, seeks a Clinical Manager (RN) for adult and geriatric home care.... ...Ideal candidates will have an RN license, experience in home care or case management, and... ...position with responsibilities including client assessments and training staff, providing...SeniorFull time
- ...seeking an experienced Environmental Project Manager/Scientist in New York to oversee site... ...requires 10+ years of environmental experience and strong project management skills. The... ...candidate will manage project teams, engage clients, and produce technical documents. Ideal...SeniorFull time
$77k - $202k
...in cloud operations at PwC will focus on managing and optimising cloud infrastructure and... ...seamless operations and high availability for clients. You will be responsible for monitoring,... ...Examples of the skills, knowledge, and experiences you need to lead and deliver value at...SeniorFull timeH1b$80k - $90k
...Family Office Accounting Manager Fast-paced and rapidly growing wealth management firm with... ...our high-net-worth family clients. The successful candidate... ...this environment, the Senior Family Office Accountant... ...to expand hands on experience in the wealth management...SeniorWork at office- ...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...compensation decisions including skill sets; experience and training; licensure and... ...the applicable geographic differential associated with the location at which the position...Contract workPart timeFor contractorsWork experience placementLocal areaAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Management Associate — Client Experience. Be the first to apply!
- family law associate Central Islip, NY
- call center associate Central Islip, NY
- mental health associate Central Islip, NY
- private equity associate Central Islip, NY
- purchasing associate Central Islip, NY
- utility associate Central Islip, NY
- associate Central Islip, NY
- delivery associate Central Islip, NY
- care management associate Central Islip, NY
- media associate Central Islip, NY




