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 Bank of America
Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Wealth Planning & Investment Advisor in Armonk, NY vacancy
- ...of America is hiring a licensed financial advisor in New York with Series 7 and 66 (or 63/65... ...solutions. The role involves building financial plans, triaging client needs, and coordinating with partners to deliver tailored investment products. The position requires a track...Suggested
- ...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$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 weekMorgan Stanley
Harrison, NY14 days ago- 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- 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
$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$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...
- ...About the Company Top-tier global investment bank Industry Financial Services... ...research institutional consulting wealth management and private wealth... ...that strategic initiatives are effectively planned, coordinated, and executed. This role requires...
Confidential
Purchase, NY1 day ago $135.6k - $300k
...net-worth investors to create customized investment strategies. Key responsibilities include... ...financial services firm, most likely in a wealth management, private banking andor trust field... ...participate in the annual discretionary plan. Employees are eligible for an annual...Work experience placementWork at officeFlexible hoursShift workDay shiftBank of America
Greenwich, CT19 hours ago- ...Outsourced Chief Investment Officer (OCIO) GroupMorgan Stanley is a... ...securities, investment management and wealth management services. The Firm... ...Morgan Stanley Financial Advisors across all channels to offer... ...(e.g., Defined Benefit plans, Endowments, Foundations, Ultra...Temporary workWork at officeWorldwide
Morgan Stanley
Purchase, NY4 days ago - ...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...
- ...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
$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 workSwiss Re
Armonk, NY1 day ago$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 timeCiti
Greenwich, CT4 days ago- JPMorgan Chase Bank, N.A. in Thornwood, NY is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, deliver personalized investment solutions, and rely on leadership...
£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$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...Swiss Re
Armonk, NY19 hours ago$70k - $140k
...Investment Strategy Support RoleSupport the Investment Strategy team... ...information from clients, Financial Advisors, and internal partners.Assist... ...in financial services (wealth management, asset management,... ...unit's incentive compensation plan, which also may include a...Temporary workWork experience placementWork at officeLocal areaMorgan Stanley
White Plains, NY2 days ago- ...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...
Bank of America
Armonk, NY1 day ago $146k - $244k
In force Management Actuary – D band Are you a commercially minded actuary who thrives at the intersection of analytics, strategy, and client impact? Do you want to go beyond the numbers and actively shape the financial performance of a global reinsurance portfolio...Temporary workWork at officeWorldwideRelocationVisa sponsorship3 days per weekSwiss Re
Armonk, NY1 day ago- ...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
Fairygodboss
Greenwich, CT2 days ago - Citigroup Inc. in Armonk, NY is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role aims to foster client relationships, build loyalty, and help increase sales to individual consumers. Responsibilities...
Citigroup Inc
Armonk, NY1 day ago - ...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities...Flexible hoursWeekend work
Jobtailor
Armonk, NY2 days ago $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...- ...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...
Jobtailor
Armonk, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planning & Investment Advisor. Be the first to apply!
Related searches
- jde finance consultant Armonk, NY
- estate planning consultant Armonk, NY
- associate corporate finance Armonk, NY
- wealth advisor Armonk, NY
- financial planning associate Armonk, NY
- financial consultant Armonk, NY
- financial planner Armonk, NY
- financial counselor Armonk, NY
- finance associate Armonk, NY
- financial associate Armonk, NY