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
- ...TwinThread is looking for an experienced Wealth Strategist - Executive Director to join... ...involves delivering comprehensive wealth planning resources to high-net-worth clients,... ...developing business opportunities with advisors. Candidates must have significant experience...SuggestedBank staff
- 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- ...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
- ...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...Suggested
$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- Swiss Re in Armonk, NY, is seeking an exceptional casualty actuary to join our pricing and analytics team. You will partner with actuaries and underwriters supporting Financial Lines products, and you will influence pricing decisions, portfolio management, and risk assessment...
$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$120k - $200k
Select how often (in days) to receive an alert: 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...Temporary workFlexible hours- ...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
$70k - $140k
...services firm providing a wide range of investment banking, securities, wealth management and investment management... ...of Morgan Stanley. We partner with advisors, institutions, and consultants to... ...business unit’s incentive compensation plan, which also may include a...Temporary workWork experience placementWork at officeLocal areaRemote workWorldwide3 days per week$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$120k - $200k
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, and sustainability...Temporary work- ...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
- 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...
- ...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
- 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...
- ...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
$20.67 - $31.25 per hour
...New York 10549 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (...Hourly payWork experience placementDay shift$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$45k - $100k
...clients and 20,000 financial advisors across the U.S. and Canada, we... ...goals: retirement, building wealth, estate strategies, funding education... ...S. and Canada than any other investment firm, serving over eight... ...adjust the branch business plan to increase branch...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New York; Kingston, New York... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Connecticut Institute for Communities, Inc. Description: CIFC Health a program of the Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our...Hourly payFull timeWork at office
$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- ...firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's... ...with Morgan Stanley Financial Advisors across all channels to offer full... ...clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra...Full timeTemporary workWork at officeWorldwide
$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$50k - $70k
...Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice... ...of our client advisory and planning function—working closely with the... ...client deliverables Execute investment transactions including stocks,...Private practiceWork at officeVisa sponsorship- Job Description Job Description Benefits: ~401(k) ~ Bonus based on performance ~ Competitive salary ~ Flexible schedule ~ Paid time off ~ Parental leave ~ Training & development About the Pantry: The Pantry is the only weekly choice food pantry available...Work experience placementWork at officeLocal areaFlexible hours
$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$65k - $80k
...referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing...Temporary workWork at officeMonday to Friday
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