Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Mass Affluent Private Client Advisor | Investment Planning

$62.4k

Keybank, National Association

A prominent financial institution in Pearl River seeks a Private Client Advisor to serve their Mass Affluent clients. The role requires fostering strong relationships, growing client portfolios, and providing tailored investment solutions. Ideal candidates will possess a strong sales background, effective communication skills, and relevant financial licenses. Moreover, this position offers a base salary of $62,400 annually with additional compensation opportunities based on performance and commission. Flexibility is provided depending on the performance of tasks in different environments. #J-18808-Ljbffr KeyBank

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Mass Affluent Private Client Advisor | Investment Planning in Pearl River, NY vacancy
  • $62.4k

    A leading financial institution in Pearl River, NY is seeking a Private Client Advisor to focus on their Mass Affluent client base. The role involves providing investment solutions while establishing strong partnerships with branch teams. Responsibilities include growing... 
    Private client

    KeyCorp

    Pearl River, NY
    5 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Nanuet, NY. The role focuses on building client relationships and offering personalized investment solutions, requiring at least 2 years of relevant financial services experience. Candidates must hold active Series... 
    Private client

    TwinThread

    Nanuet, NY
    2 days ago
  • $62.4k

     ...Rd, Pearl River New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their...  ...The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients... 
    Private client
    Temporary work
    Bank staff
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Pearl River, NY
    1 day ago
  •  ...passionate about helping our clients, supporting our employees,...  ...inclusion. Using a broad investment product platform and cutting...  ...meet their financial needs. A Private Client Advisor in Chase Wealth Management...  ...comprehensive financial planning and advice to individuals and... 
    Private client

    JPMorganChase

    Paramus, NJ
    3 days ago
  •  ...Senior Wealth Advisor Safe Act - North Jersey...  ...continuum of wealth clients. The unified business...  ...through Citi Private Bank, operates in the affluent and high-net worth...  ...comprehensive financial and investment advice to our...  ...the use of financial planning and excellent discovery... 
    Private client
    Work at office

    Citi

    Paramus, NJ
    1 day ago
  • A leading global financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to clients in New York, NY. The ideal candidate will have at least two years of experience as a Financial Advisor, strong skills... 
    Private client

    JPMorgan Chase & Co.

    Pearl River, NY
    1 day ago
  • $88.4k - $132.6k

     ...wallet share of the affluent and High Net Worth...  ...use of financial planning and excellent...  ...financial needs of the client and offer...  ...banking, credit and investment needs and goals in...  ...Consultants and Financial Advisor, Small Business...  ...Job Family Group:**Private Client Coverage---... 
    Private client
    Full time
    Work at office

    Citibank (Switzerland) AG

    Paramus, NJ
    2 days ago
  •  ...enthusiasm for helping our clients, taking care of our employees...  ...inclusion. Using a broad investment product and thought leadership...  ...needs.  As a Private Client Advisor in Chase Wealth Management,...  ...offer comprehensive financial planning and advice to individuals and... 
    Private client

    JPMorgan Chase & Co.

    Nanuet, NY
    more than 2 months ago
  • A leading financial services firm seeks a Private Client Advisor to offer personalized financial planning and investment solutions. You will build relationships and manage a book of business, demonstrating integrity and a deep understanding of financial markets. Successful... 
    Private client

    JPMorgan Chase & Co.

    Paramus, NJ
    1 day ago
  •  ...TD**Job Description:**The Private Client Specialist I acts as sales...  ...Relationship Managers and Investment Advisors who serves clients in the high...  ...participate in basic financial planning discussions and client...  ...services and with working with affluent clients is required.... 
    Private client

    TD Bank

    Ramsey, NJ
    2 days ago
  • $150k - $200k

     ...complex tax work, direct client interaction, and a...  ...closely with financial advisors, tax specialists, and estate planning teams to deliver a true...  ...family groups, trusts, and investment entities. What You’...  ...background in High Net Worth / Private Client tax ~... 
    Private client
    Work at office
    Flexible hours
    2 days per week
    1 day per week

    Levelociti

    Oradell, NJ
    11 days ago
  • JPMorganChase is seeking a Private Client Advisor in Paramus, New Jersey. The role involves delivering personalized investment solutions and building client relationships with a commitment to diversity and inclusion. Ideal candidates will have a minimum of 2 years in a... 
    Private client

    JPMorganChase

    Paramus, NJ
    3 days ago
  • $100k - $275k

     ...and delivering for our clients, teammates,...  ...to the full array of Private Bank and the bank\'s capabilities...  ...prospects as their trusted advisor, providing integrated...  ...segment ($3MM++ investable assets) Present to clients...  ...Prospecting Wealth Planning Analytical Thinking... 
    Private client
    Work at office
    Shift work
    Day shift

    Bank of America

    Paramus, NJ
    1 day ago
  •  ...includes expanding business presence with state agencies and private clients, developing client capture strategies, and collaborating with...  ...position promotes a collaborative work environment and requires strong networking and strategic planning skills. #J-18808-Ljbffr KCI
    Private client

    KCI

    Woodcliff Lake, NJ
    5 days ago
  • $28.85 - $39.9 per hour

    J.P. Morgan Wealth Management - Private Client Investment Associate - Ramsey, NJ Job Information Job...  ...support to Private Client Advisors within Wealth Management. Job responsibilities...  ...assisting the Advisors with ongoing wealth planning for clients and referral source... 
    Private client
    Full time

    JPMorgan Chase & Co.

    Ramsey, NJ
    5 days ago
  •  ...world-class solutions, so we invest deeply in supporting and developing...  ...construction firm serving clients throughout the United States....  ..., and shapes strategic planning. KCI is currently ranked #...  ...authorities, municipalities, and private-sector infrastructure clients... 
    Private client
    Full time

    KCI Technologies

    Woodcliff Lake, NJ
    1 day ago
  • Une institution financière de premier plan recherche un(e) gestionnaire de relations clients pour servir les clients ayant des soldes plus faibles dans la segmentation HNW. Le candidat idéal aura de solides compétences en service à la clientèle et en communication, et... 
    Private client

    TD Bank

    Ramsey, NJ
    3 days ago
  •  ...personnels permettant l’identification.* Experience selling investments and providing financial plans* Demonstrates a commitment to being customer-centric by...  ...to maximize retention and growth* Ensures all NEW clients receive the complete on-boarding experience, which includes... 
    Work at office

    TD Bank

    Montvale, NJ
    4 days ago
  •  ...Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian...  ...business and better serve your clients. What You’ll Do Manage and...  ...Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions... 
    Local area
    Flexible hours

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    4 days ago
  • $150k - $200k

     ...reputation seeks a Trusts & Estates Attorney to join its growing private client practice. This is a long‑term growth role with meaningful...  ...begin to scale back their practices. Practice Focus Estate planning (wills, trusts, tax‑efficient structures) Estate and trust administration... 
    Private client
    Private practice
    Local area
    Flexible hours

    Jobot

    Hackensack, NJ
    4 days ago
  •  ...is seeking an experienced professional to lead client acquisition and deepen relationships. The role...  ...to meet the needs of clients with significant investable assets. Candidates must have extensive experience in private banking and be able to influence business outcomes... 
    Private client

    Bank of America

    Paramus, NJ
    1 day ago
  •  ...a well-establishedlaw firm with a strong reputation in private client services, estate planning, and tax law. Our clients include high-net-worth individuals...  ...1041). Coordinate with clients accountants, financial advisors, and other professionals to ensure cohesive planning.... 
    Private client
    Work at office

    MBC Talent Connections

    Hackensack, NJ
    4 days ago
  •  ...comprehensive solutions that span waste planning, remediation, engineering and implementation. You’ll collaborate closely with clients and communities to design sustainable, cost...  ...while directly involved with marketing private and public sector clients. Ensure that all... 
    Private client
    Work at office
    Local area
    Flexible hours

    HDR

    Woodcliff Lake, NJ
    2 days ago
  •  ...patrimoine TD**Job Description:**The Associate Private Client Relationship Manager (ARM) is a high-...  ...Wealth Strategists and Wealth Lending Advisors. The job will also be responsible for...  ..., are provided with a Private Client Planning Experience* Effectively implements a... 
    Private client

    TD Bank

    Ramsey, NJ
    3 days ago
  • $50k - $75k

    A leading financial services firm in Hackensack, NJ is seeking a Private Client Associate to support financial advisors in managing client relationships and providing financial planning support. The ideal candidate will have excellent customer service skills, be detail... 
    Private client

    Janney Montgomery Scott LLC

    Hackensack, NJ
    1 day ago
  • Citigroup Inc. is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice to Citigold® and Citigold® Private Client segments. With a focus on building client relationships and delivering tailored investment solutions, the Senior Wealth... 
    Private client

    Citigroup Inc.

    Paramus, NJ
    4 days ago
  • JPMorganChase is seeking a Private Client Investment Associate in Ramsey, NJ to assist Advisors with client service and operational support. Key responsibilities include...  ...along with various benefits like health care and retirement plans. #J-18808-Ljbffr JPMorganChase
    Private client

    JPMorganChase

    Ramsey, NJ
    4 days ago
  •  ...level of technical tax knowledge, strong client communication skills, and the ability to...  ...improvements, and assist with tax planning strategies. Responsibilities Tax Preparation...  ...(high-net-worth, multi-state, investment-heavy) Partnerships (1065) Corporations... 
    Local area
    Flexible hours

    Insite US

    Glen Rock, NJ
    2 days ago
  • $80k - $90k

     ...Merrill Advisor Development Program - Financial Advisor Merrill...  ...comprehensive wealth management and investment products and services for...  ...wealth management, including planning for retirement, education,...  ...Advisors and Wealth Management Client Associates help clients... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Paramus, NJ
    5 days ago
  • $129.6k - $194.3k

     ...HR Leader, Private Client Services At MMA Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen...  ...organizational design, role clarity, performance management, career planning and pathing, learning and development, producer development (... 
    Private client
    Minimum wage
    Local area
    Remote work
    Night shift

    Mercer France

    Saddle Brook, NJ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Mass Affluent Private Client Advisor | Investment Planning. Be the first to apply!