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
- 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
$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$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...SuggestedTemporary workWork at officeWorldwide- ...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 JPMorganChaseSuggested
$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...SuggestedFull timeWork at officeRemote work- ...Citi is hiring a Sr. Analyst in Wealth Relationship Management (Branch) at the Yorktown Heights, NY location. The role develops deep client relationships, identifies financial needs, and offers holistic solutions with product specialists. You will drive high-value wallet...
$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$90k - $150k
We’re looking for someone with an insurance or reinsurance background who brings together technical expertise, process discipline, and a genuine enthusiasm for working with people. If you move easily between details and dialogue, processes and people, independent problem...Full timeContract workTemporary workWork at officeRemote workFlexible hours3 days per week$116k - $216k
...personalized banking, borrowing, and investment solutions. The Sr. KPB... ...acting as the primary client advisor, developing and implementing... ...including trust, investment and planning strategists, based on... ...depth knowledge of financial wealth management services and products...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Citi in Armonk, New York seeks an entry-level Personal Banker to support sales and service activities in coordination with the customer service team. The role builds customer loyalty and drives growth in consumer banking. You will handle basic credit requests, refer larger...
$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$52k - $68k
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. ...Full timeImmediate startAfternoon shift$70k - $140k
...Investment Strategy AnalystSupport the Investment Strategy team in the... ...from clients, Financial Advisors, and internal partners.Assist... ...experience in financial services (wealth management, asset management,... ...'s incentive compensation plan, which also may include a discretionary...Temporary workWork experience placementWork at officeLocal area- ...Director Of Investments The Director of Investments provides exceptional service... ...to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...various client reports or financial plans from firm-approved systems for existing...Work experience placement
- ...development process, acting as a trusted advisor to Business Relationship Managers-... ...strong time management, organizational and planning skillsStrategic thinking skillsPreferred... ...credit cards, mortgages, auto financing, investment advice, small business loans and payment...
- ...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
$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- ...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
- ...managing and leveraging the entire life cycle of project and program investments and initiatives to optimally achieve enterprise goals and... ..., change management, benefits, unplanned work, etc., compares planned versus actual/forecasted, and examines the impact to the...Work at officeFlexible hours
$130k - $160k
...PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of... ...assets and is recognized for its customized wealth management approach, research-driven investment... ...and maintain comprehensive financial plans for high-net-worth and ultra-high-net-...$130k - $160k
...PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of... ...assets and is recognized for its customized wealth management approach, research-driven investment... ...and maintain comprehensive financial plans for high-net-worth and ultra-high-net-...Work at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...their goals through financial planning. On your path to becoming a financial... ...· Education Funding · Investment & Advisory Services · Trust Services... ..., and Northwestern Mutual Wealth Management Company® (NMWMC) (...Full timeContract workFor contractorsWork at office$60k - $75k
...face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity... ...one Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging...Full timeWork at office$155k - $175k
...support the Team Lead with developing the roll-out plan for model portfolios, interact with clients to... ...should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors.ResponsibilitiesAs a member of the Research and...Full timeWork at officeRemote workHome office- Job Description Job Description About the Pantry: The Pantry is the only weekly choice food pantry available to residents of the 21 northern Westchester communities we serve. It provides three in-person food distributions a week and bi-weekly home deliveries. Our staff...Work experience placementWork at officeLocal areaFlexible hours
- ...Type On SiteJob Reference 0000020085Salary Type AnnuallyIndustry Media;Biotechnology;FinTechSelling Points Contribute to impactful investments and societal change in a dynamic environment. Leverage your expertise in transaction services and portfolio management. Enjoy...
- ...risk awareness throughout the organization.Serve as a trusted advisor to senior leadership on emerging risk trends and mitigation strategies... ...compliance within financial services.Expertise in alternative investments and regulatory environments, with a proven track record in...
$50k - $70k
...Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice... ...part of our client advisory and planning function—working closely with... ...and client deliverables Execute investment transactions including stocks, bonds...Private practiceWork at officeVisa sponsorship$115k - $150k
...Company Our client is a leading global investment management firm that applies quantitative... ...The firm serves a broad institutional and wealth management client base through a... ...process. Responsibilities Support estate planning administration and reporting Coordinate...Work at office
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