Private Client Investment Associate - Wealth Management
$28.85 - $39.9 per hourJPMorgan Chase Bank, N.A.
JPMorgan Chase Bank, N.A. seeks a Private Client Investment Associate in Huntington, NY, who will provide client service and operational support within Wealth Management. The role includes facilitating account operations and maintaining relationships with clients. Applicants should possess a Series 7 license and strong relationship management skills, as well as a commitment to compliance and team culture. A competitive salary ranging from $28.85 to $39.90 per hour is offered, alongside various employee benefits. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
$28.85 - $39.9 per hour
...an enthusiasm for helping our clients, taking care of our employees,... ...and inclusion. Using a broad investment product and thought leadership... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...Suggested$25 - $44 per hour
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedHourly paySeasonal workWork at officeShift workDay shift- ...Registered Wealth Management Client Associate Smithtown, New York To proceed with your application, you must be at least 18 years of age.... ...leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$115k - $180k
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering... ...complex challenges that extend well beyond managing wealth. As part of clients’ inner... ...to the firm’s vast planning and investing expertise, in a way that is customized...SuggestedFlexible hours$70k
Citi Global Wealth brings together the full power of... ...continuum of wealth clients. The unified business... ...offices through Citi Private Bank, operates in the... ..., and captures wealth management in the workplace through... ...comprehensive financial and investment advice to our Citigold...SuggestedFull timeWork at office- ...provide comprehensive financial planning and investment management solutions. You will leverage your experience in servicing clients, while enhancing their financial strategies... ...necessary licenses. You will support TD Wealth’s mission through strong relationship building...
- Bank of America is seeking a Client Service Support Representative in Smithtown to provide exceptional client service to Financial Advisors and their clients. This role involves assisting with client needs, ensuring compliance with bank policies, and supporting operational...
- ...Client Service Associate The Wealth Alliance is a rapidly growing investment advisory firm based in Melville, New York. Founded in 2019, they currently employ over... ...Financial Planners, public accountants, investment management analysts, and a top-tier team of service...Work at office
$66.56k - $99.32k
...Hicksville, NY, is seeking a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. This role involves analyzing client... ...financial information, educating prospects about investment strategies, and maintaining strong client...- ...Manufacturing Co is seeking a Financial Advisor Associate to strengthen client relationships and address their wealth management advisory needs. You will work with clients... ...financial information, provide personalized investment strategies, and ensure ongoing financial...
- TD in Bethpage, New York is seeking a Financial Advisor Associate to manage relationships with clients in wealth management. The role includes analyzing financial information, providing tailored advice, and growing the client base through advisory services. The ideal candidate...
$66.56k - $99.32k
...in Hicksville, New York, seeks a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. Responsibilities include analyzing financial data, recommending tailored investment strategies, and maintaining relationships. The...$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Bethpage, NY, focused on developing and maintaining client relationships in wealth management. You'll analyze client financials, educate on investment strategies, and ensure tailored solutions for financial goals. The...Full time$150k - $155k
Wealth Advisor (HNW Relationship Manager) Brentwood, NY | $150,000-$155,000 base + incentive Schedule: 100% Onsite... ...that delivers a true white‑glove client experience for high‑net‑worth... ...conversations Deliver proactive advice across investments, retirement, and holistic planning...Local areaImmediate startMonday to Friday- ..., will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise... ...management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients...Local areaOverseas
- TwinThread is seeking a Private Client Banker to manage a select group of affluent clients in Branch Banking. You will be the primary contact for a complete banking relationship, generating growth through a disciplined approach. Responsibilities include connecting clients...
- ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...Work at officeShift workDay shift
$55k - $90k
...Senior Registered Client Associate Join a Forbes Best-in-State advisor team in Jericho,... ...recognized, high-performing group at RBC Wealth Management. This role is perfect for... ...elevate your career with a team that invests in your success, we'd love to hear from...Flexible hours- ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$70k - $120k
Citi is looking for a Wealth Relationship Advisor in Huntington, New York, to build and deepen relationships with clients. This seasoned professional will leverage their expertise to provide investment advice and ensure compliance with regulatory standards. Ideal candidates...$70k - $120k
...information, please review .The Wealth Relationship Advisor... ...with new clients with the goal of bringing... ...recommendations and provide investment advice to clients... ...converting referral leads.* Manage client follow-up and... ...**Job Family Group:**Private Client Coverage-------...Full timeWork at office$70k - $120k
Overview The Wealth Relationship Advisor SAFE Act is a seasoned professional... ...Build relationships with new clients to bring in new bank and... ...recommendations and provide investment advice to clients through a... ...converting referral leads. Manage client follow‑up and adhere...Work at office$70k - $120k
Citibank (Switzerland) AG is seeking a Wealth Relationship Advisor in Town of Huntington, NY. This role involves building relationships with new and existing clients to manage their bank and brokerage assets, ensuring compliance with KYC/AML guidelines. Candidates should...Full time$115k - $180k
Rk-Partners in New York is seeking a Wealth Advisor who will serve as a financial confidante to high-net-worth clients, helping them navigate complex financial challenges while building a sustained client base. This role demands excellent interpersonal skills and strong...$72.28k - $108.16k
TD is seeking a Financial Advisor in Hauppauge, New York, to guide clients in financial planning and investment management. This role focuses on building strong client relationships and delivering tailored financial advice. The ideal candidate must have a strong sales background...$165k - $250k
...role sits within the Private Wealth Public Funds Legal group... ...Design, launch, and manage new and existing registered... ...of various investment structures across multiple... ...licenses required for client‑facing activities or marketing... ...law as a law firm associate or in‑house counsel,...Local area- A leading financial services company is seeking a Private Client Banker in the Town of Huntington. The role entails managing relationships with affluent clients while providing tailored financial advice. Candidates should possess at least a high school degree and a proven...
- ...available with a respected independent wealth management firm that offers true operational control... ...chance to transition their established client book and purchase equity—allowing you... ...strongly preferred. Proficiency with investment products, financial planning software (...Immediate start
$100k - $150k
...About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized... ...unique financial plans and investment management services to over...Full timeTemporary workWork at officeFlexible hours$40k
The West Virginia State Bar is seeking a mid-level Corporate Associate in Huntington, WV. This role requires at least four years... ...admission. Responsibilities include leading deal teams and managing complex client transactions. The position offers a competitive salary, benefits...
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