Wealth Management: Private Client Investment Associate
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Long Beach, NY. This role provides client service and supports Private Client Advisors within Wealth Management by processing requests, resolving issues, and facilitating operational tasks. The ideal candidate will hold a valid Series 7 license and be able to establish strong client relationships while ensuring compliance with operational requirements. Candidates can expect a dynamic working environment where teamwork and prioritization are essential. #J-18808-Ljbffr JPMorgan Chase & Co.
- Job Overview At J.P. Morgan Chase, we provide private client investment solutions and support to wealth management advisors. In this role, you will deliver client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management...Suggested
- ...financial services firm is seeking a Financial Advisor Associate to manage and grow client relationships within the Wealth Management division. Candidates should have a... ...client financial needs, developing tailored investment strategies, and retaining clients through...Suggested
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Citigroup Inc. is seeking a Licensed Client Service Associate in East Meadow, NY. This role involves delivering wealth management services and assessing risks to safeguard the interests of clients and the firm. The ideal candidate will have 2-5 years of relevant experience...Suggested
- ...SimpleWEALTH is a growing private wealth advisory firm, based in Garden City... ...who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive... ..., with capabilities spanning investment management, tax-aware planning,...SuggestedWork at officeImmediate start
- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated...Full timeRemote work
- ...SimpleCiti Companies in Garden City, NY seeks an experienced Wealth Advisor to serve high-net-worth clients. You will lead fiduciary advising, develop business relationships, and build comprehensive wealth plans. This role offers the chance to build a family office advisory...Work at office
$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...Full timeWork at office- ...A leading advisory firm is seeking a Tax Manager for their New York office. This role involves delivering tax and business advisory services to private wealth clients, including ultra-high-net-worth families. The ideal candidate will have over 5 years of tax compliance...Work at office
$48.1k - $72.1k
...for a culture that puts its clients and associates first: a culture where... ...may not discuss products or investments beyond a point that the discussion... ...or escalated to the branch manager; including suspicious... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours- ...differential pay or other forms of compensation or benefits. Status : Full Time Regular Shift: DAY SHIFT Department: Risk Management Position Summary Summary: The Clinical Risk Manager is the individual with the skill set to address clinical concerns...Full timeWork at officeImmediate startShift workDay shift
$78.52k - $117.52k
...New York. This pivotal role involves providing tailored financial planning and investment management solutions to clients. The Financial Advisor will serve as the primary contact for TD Wealth clients, managing their financial goals through effective communication and in...- ...will develop customized financial strategies while building a client-focused practice supported by a collaborative network. Ideal... ...interpersonal skills, and an interest in financial services or wealth management. This position offers uncapped growth potential in a...
$85k - $150k
...Uniondale is seeking an entry-level financial advisor to support clients in achieving their financial goals. Ideal candidates will... ...ranging from $85,000 to $150,000. Join us to learn more about wealth management and financial planning while making a difference in clients'...- ...Parkstone Capital is a multifamily investment firm focused on acquiring and... ...Capital Raising to build and manage an investor platform, raise... ...capital for real estate, private equity, alternative investments... ..., accredited investors, or wealth management professionals are...Work at officeImmediate start
- ...A leading financial services firm is seeking candidates for a position focused on managing existing clients and acquiring new ones. The role requires strong communication, organizational, and analytical skills, alongside minimum qualifications of a High School diploma...
- ...applying for any new position. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Shift workDay shift
$97k - $127k
...them to preserve their wealth for future generations... ...NY Overview: Associate Wealth Advisors work with high-net worth clients and advise them in all... ...Allocation Analysis, Investment Recommendations, Estate... ...ultimately client relationship management and independent...Permanent employmentTemporary workWork at officeFlexible hours$88k - $123.74k
...A leading advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting...Flexible hours- ...owners create, protect, and grow wealth through personalized, forward... ...long-term impact and trusted client relationships. Position... ...personalized strategies (retirement, investment, insurance, estate planning)... ...financial services, wealth management, or business development...Flexible hours
- Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective...
- ...gaming culture and want your work to matter, this is a great fit. Tasks & Responsibilities Streamer Outreach & Relationship Management Research and build a prospect list of streamers and creators who align with the Sunrise Streams mission, from micro to mid-...Summer workWork at office
$100k
...Director Risk and Claims Management Part Time Up to $100,000 Directors of Risk Management are responsible for identifying, assessing, and developing strategies to mitigate potential risks that may impact a company's operations, reputation, or profitability....Part time$50 - $60 per hour
...D (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you...Hourly payContract workFor contractorsWork experience placementRemote work- ...Rocket Lab is looking for an Investor Relations Manager based at its Long Beach site. This role is crucial in shaping the company’s engagement with investors, ensuring effective communication of strategic initiatives and financial performance. Key responsibilities include...
$100k - $150k
...Investor Relations Manager As an Investor Relations Manager based at Rocket Lab’s Long Beach site, you will play a pivotal role in... ...communicated effectively, fostering relationships within the investment community. In this role, you will focus on aligning the company...Local areaFlexible hours$100k - $150k
...Finance team are made up of planners, analysts and accountants, and manage our policies, compliance, and reporting. They’re the ones who... ...communicated effectively, fostering relationships within the investment community. In this role, you will focus on aligning the company...Permanent employmentLocal areaFlexible hours- ...A leading aerospace company in Long Beach is seeking an Investor Relations Manager to enhance engagement with investors and analysts. The candidate will communicate financial performance and strategic initiatives while managing investor relations activities. Required qualifications...
$66.32k - $82.9k
...Competitive compensation with paid training Engaged Managers who value your input, are transparent, and provide coaching for... ...with purchases, reconciliations and third-party settlements for investments or wholesale asset products (government guaranteed loans, etc)...Full timeFor contractorsWork at officeWork from homeFlexible hours$75k - $90k
...Senior Registered Private Client Associate Janney is an award-winning full-service financial services... ...' needs and providing advice beyond investments. We are equally committed to building... ...support efficient and effective time management; Able to assist FAs in organizing and...Full timeImmediate startWork from homeHome office
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