Wealth Planning & Investment Advisor
Bank of America ATM
A major financial institution in Armonk is seeking a Financial Advisor to help clients achieve financial goals through comprehensive advice and customized solutions. This role involves building financial plans and recommending products while maintaining regulatory compliance. Ideal candidates possess licenses such as Series 7 and 66, along with experience in the financial services industry. Join a team committed to fostering relationships and delivering exceptional service in a dynamic environment. #J-18808-Ljbffr
- ...implementing, and maintaining qualified retirement plans for clients Primary owner of a book of... ...'s retirement plan and workplace to wealth solutions to prospective clients,... ...communication and exceeding expectations Performing investment advisory services for clients, adhering...SuggestedWork at officeLocal area
$100k - $115k
Morgan Stanley is seeking an Associate in Finance for the Wealth Management CFO Support team, focused on the Advisor Channel. The role emphasizes accounting, financial analysis and process transformation to improve performance across WM and firm initiatives. Located in...Suggested$28.85 - $33.65 per hour
Bank of America Merrill Wealth Management seeks a Financial Solutions Advisor in the Advisor Development Program at 360 Hamilton Ave, White Plains, NY. You will start by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then move into licensed advisory...SuggestedHourly payTraineeship$100k - $115k
We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance... ...segment (MSWM), specifically for the Advisor Channel, the largest revenue channel at... ...Experience/ Familiarity with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects,...SuggestedFull timeTemporary workWork at office1 day per week- Citi in Yorktown Heights is seeking a Wealth Relationship Management Sr. Analyst. This seasoned professional role requires strong analytical... ...will identify client needs, offer personalized financial planning solutions, and ensure compliance with all regulatory...Suggested
$115k - $185k
...financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve... ...institutional client relationships, Financial Advisors, plan administration teams, and other subject matter...Temporary workWork at officeWorldwide$100k - $140k
...Assistant Vice President to join the Structured Investments team. The ideal candidate will support... ...experience working for or with wealth management firms, specifically BDs is a plusExcellent... ...includes an employer matched retirement plan, generously subsidized healthcare with 10...Full timeWork at officeRemote work- A leading financial services firm seeks a Private Client Banker in Yorktown Heights, NY. You will be the primary contact for affluent clients, managing their banking relationships and providing tailored financial advice. The ideal candidate has strong relationship management...
- ...experience across various financial aspects. This competitive position comes with a total rewards package including salary and various benefits aimed at meeting employee needs such as healthcare, retirement plans, and mental health support. #J-18808-Ljbffr JPMorganChase
$160k - $220k
...RoleiCapital is seeking two mid-senior level investment professionals for its portfolio... ...registered offerings is a plusExperience in the wealth channel is a plusStrong qualitative and... ...includes an employer matched retirement plan, generously subsidized healthcare with 10...Full timeWork at officeRemote work$120k - $200k
.swissre_footer { position: relative; margin-top: -50px; height: 30px; clear: both; margin-bottom: 20px; line-height: 30px; padding: 0px 10px; font-family: "Arial,Helvetica,sans-serif"; } .swissre_jobtemplate { width: 970px; max-width: 100%; height: auto...Temporary workFlexible hours- ...Development Manager to drive asset growth within the Wealth Management field, supporting Financial Advisors and branch networks. The role focuses on executing... ...collaborate with Product Partners, build strategic plans, and drive training to ensure Advisors are equipped...
- Bank of America in White Plains, NY, is seeking an Advisor Development Program participant to begin a career as a Financial Advisor. You will identify client needs, develop relationships, review goals, and deliver comprehensive recommendations aligned with client objectives...
$200k
...clients’ businesses and sources of wealth generation. Anticipate... .... Serve as a trusted advisor to clients who frequently seek... ...clients achieve broad financial/investment goals related to the creation... ...to achieve objectives. Plan and prioritize daily, weekly,...Full time- ...solutions to help clients achieve their financial goals. Responsibilities include triaging client needs, recommending appropriate investment products, and ensuring compliance with regulatory requirements. Candidates must hold or be willing to obtain the necessary...
- J.P. Morgan Chase is seeking a Private Client Advisor in White Plains, NY. In this role, you will deliver comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management. The ideal candidate...
- Hantz Group, a Michigan-based financial firm, seeks a Financial Advisor to grow and manage client relationships, analyze opportunities... ...holistic financial guidance. The role collaborates with investment specialists, mortgage financing, and insurance experts to deliver...
- ...on building relationships and delivering tailored financial solutions. The role involves assessing client needs and working with investment partners to enhance financial wellness. The ideal candidate should possess strong sales skills, customer relationship experience,...Hourly pay
$120k - $200k
Location: Armonk, NY, US Are you a qualified or nearly qualified Property & Casualty actuary looking to leverage your technical expertise in a role with broad organizational impact? Join our Group Internal Audit team where you'll help protect Swiss Re's assets, reputation...$112k - $210k
...personalized banking, borrowing and investment solutions. The Relationship... ...acting as the primary client advisor developing and implementing... ...trust, investment and planning strategists, based on complexity... ...depth knowledge of financial wealth management services and products...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...connect clients to suitable solutions, while adhering to laws and bank guidelines. The role emphasizes speaking with clients to understand financial goals, managing center traffic, and supporting teams in lending, investments, and small business services. #J-18808-Ljbffr...
£38k per year
A financial advisory firm in Chester is seeking a Paraplanner to join their team. The role involves preparing financial analyses, providing technical support, and maintaining compliance with regulations. Candidates should have 3-4 years of relevant experience or be working...Flexible hours- ...in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will be part of a local team...Temporary workLocal area
$150k - $165k
...Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate...Temporary workWork experience placementLocal area- ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current... ...solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise...Temporary workWork experience placementLocal area
- ...Jobtailor in the United States seeks a client banking advisor to uphold the bank's risk culture while delivering exceptional service. You will engage with clients to understand financial needs, guide them through self-service tools, and ensure compliant, accurate handling...
$86k - $156k
P&C Actuary job at Swiss Re. Armonk, NY. About the Role Are you a highly motivated P&C Actuary looking for an exciting new challenge? Join our Actuarial & Reserving P&C Americas team, where you'll play a pivotal role in supporting our key reserving and financial reporting...Temporary work$70k - $115k
...financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm serves clients... ...internal and external partners, including financial advisors, asset managers, and fund administrators. Compensation...Temporary workWorldwide$110k - $185k
...Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals... ...institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and...Full timeTemporary work$86k - $156k
Swiss Re is hiring a P&C Actuary in Armonk, NY, to support reserving and financial reporting tasks. The successful candidate will play a crucial role in pricing and evaluating commutation agreements, ensuring compliance with regulatory frameworks, and utilizing actuarial...
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