Wealth Management: Private Client Investment Associate
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Private Client Investment Associate to provide client service and support operations within Wealth Management. This role involves facilitating operational requests for Advisors and enhancing client relationships through effective communication and service. Successful candidates will be required to obtain various licenses within 60 days, including Series 7 and Series 66. The company offers a comprehensive benefits package including health coverage, retirement plans, and tuition reimbursement. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...an enthusiasm for helping our clients, taking care of our employees,... ...and inclusion. Using a broad investment product and thought leadership... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service...Suggested
- Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available... ...Deposit Services, Brokerage, Investment management, Trust and... ...services to high net worth clients and businesses. Team Culture...Suggested
- ...OKC Areas of Interest: Wealth Management Pay Transparency... ...help our high-net-worth clients grow, preserve, and protect... ...what you’ll do as a Private Banker. We believe... ...Services, Brokerage, Investment management, Trust and... ...Your Client Service Associate will be the direct...Suggested
- ...Financial Corporation is seeking a Senior Investment Manager in Oklahoma City to manage investment portfolios and develop strategies for clients. The ideal candidate will have a... ...management, risk management, and trading. Our wealth management team has a commitment to helping...Suggested
$85k - $145k
...Wealth Advisor (Oklahoma City) Oklahoma Why Work at Mercer Advisors? For... ...lives by integrating financial planning, investment management, business management, tax, estate,... ...fiduciary legally bound to act in our clients' best interests — always. Mercer Advisors...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...financial institution in Massachusetts is seeking a Wealth Management Officer to direct the administration of fiduciary accounts, including investment management and personal trusts. You'll act as an advocate for clients by facilitating their financial dealings with the...
- ...Financial Solutions Advisor for its Merrill Wealth Management team in Oklahoma City. This role... ...establish your credentials while helping clients achieve their financial aspirations... ...skills. This includes providing valuable investment advice and nurturing client...Traineeship
$50 - $60 per hour
A technology company specializing in AI seeks a Wealth Management Advisor to enhance AI understanding of financial principles. This role offers the flexibility of remote work and a schedule that fits various lifestyles. Ideal candidates will have advanced degrees in finance...Remote jobHourly pay$72.2k - $101.98k
...environment, and our associates dedicate thousands of... ...Empower Yourself. The Wealth Advisor is an essential... ...member of a dedicated client practice team servicing... ...focus on relationship management and delivering... ...alongside your advisory team Investment management: recommend,...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking... ...within a sophisticated, client-first advisory platform....
- Bank of America is hiring a Financial Solutions Advisor for its Wealth Management team. This role involves building client relationships and providing comprehensive financial advice by leveraging training and support from the Academy. You’ll be responsible for obtaining...Traineeship
$99k - $266k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40%... ...people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals...Full timeH1b$25 - $26.5 per hour
A leading financial institution is seeking an Investment Assistant II to support Wealth Advisors by acting as a client liaison and managing appointments. This role requires a High School Diploma or GED, strong communication skills, and experience in financial services,...Hourly pay$70k - $76k
Your role support client advisors in delivering exceptional... ...for client meetings, investment proposals and the like collaborate... ...Hyannis, MA. As a client associate, you'll play an important... ...combined efforts help manage, preserve and grow the wealth of our clients, through...Full timeFlexible hours- JPMorgan Chase in Oklahoma City is seeking a Private Client Investment Associate who will provide client service and operational support to Advisors... ...will build client relationships, assist with account management, and engage in risk management procedures. The ideal candidate...
$103.6k - $189.7k
...working side by side with a range of clients from our most venerable institutions... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation,...Summer holidayWork at officeLocal areaFlexible hours- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:... ..., we're passionate about supporting our clients and each other. Join us as a Bilingual Personal...Local area
- ...Senior Investment Manager Oklahoma City, OK, US, 73102 Req ID: 78168 Location... ...; Risk Management; Trading; Wealth Management Pay Transparency... ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA... ...Financial has been helping clients achieve their financial goals...Local areaWorldwide
$25 - $26.5 per hour
...passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities... ...provider, focused on helping clients reach their short- and long-... ...Qualifications Completed Associates and/or Bachelor’s degree in a...Hourly payTemporary workWork at officeLocal areaFlexible hours$62.31k - $90.76k
CREDIT PORTFOLIO MANAGER-OVERLAND PARK, KS OR AURORA, CO As the Credit Portfolio Manager... ...a credit based position, does not have client contact. How you will spend your time: Analyze... ...and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching...Local areaFlexible hours- Investment Manager Location: Oklahoma City - OKC Areas of Interest: Portfolio Management;... ...being apprised of and anticipating the clients’ needs and delivering concierge-... ...Consults with Relationship Manager, Wealth Advisor, Private Banker, Trust Officer and client to...Work at office
- ...Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available... ...limited by solutions that don't always fit my clients' needs? Why am I spending more time... ...What You'll Do Client Relationship Management Develop and maintain long-term client...Remote work
- ...Chief Investment Management Officer (CIMO) About the Company Rapid-growing cryptocurrency investment... ...Investment Management Type Privately Held About the Role The Company... ...in scaling the digital asset and wealth management family office, with a focus...Work at office
$50 - $60 per hour
...creating high-quality AI. We are looking for a Portfolio Management Analyst to join our team to help train the next... ...Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits This...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$122k - $167.75k
...International? Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours. Job Description: The Waste Portfolio Manager supports the Win Against Waste agenda by driving cross-functional coordination, portfolio management, and execution support across...Local areaRelocation package- A financial services company located in Massachusetts seeks a Wealth Advisor to provide excellent client experiences and manage relationships. This role involves delivering financial planning services, coordinating ongoing reviews, and expanding client relationships. The...
- ...financial services company in Oklahoma City is seeking a Private Wealth Banker to act as a trusted advisor. Responsibilities include managing complex loans, delivering financial solutions, and developing client relationships. Candidates should have a Bachelor's degree...
- ...a Financial Advisor to build their independent practice with Fortune-500-level resources. This role offers complete freedom to manage client relationships, utilize advanced planning tools, and pursue uncapped earnings without quotas. Ideal candidates will have financial...Flexible hours
$85k - $145k
Mercer-Advisors is seeking a Wealth Advisor to deepen client relationships and grow their practice through referrals. This role allows advisors to focus on clients, leveraging a dedicated Sales team to meet financial goals using a comprehensive set of solutions. With a...$95k - $120k
...practices. Continuously monitor loan portfolio for potential deterioration in creditworthiness, and make recommendations to senior management with respect to risk grades or other actions. Accompany Loan Officers on customer calls if requested. Participate in weekly...Full timeWork at officeFlexible hours
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