Senior Private Banker & Wealth Advisor
JPMorgan Chase & Co.
JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, credit and banking expertise to guide current clients and attract new assets, becoming a trusted partner within a local Private Bank team. You will collaborate with specialists across markets and functions to deliver holistic, goals-based planning and exceptional client experiences while adhering to risk and regulatory #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/10/2026 Bonus Type Formula Based Summary We're building a culture at BOK Financial where amazing people...Senior
- ...Wealth Advisor OKC-Gaillardia - Oklahoma City, OK 73142 Overview Position Type: Full Time Job Shift: Day Education Level: 4 Year Degree Travel Percentage: Negligible Category: Banking Description The Wealth Advisor is responsible for fostering new and existing...SuggestedFull timeShift work
- Wisepath Group is seeking an experienced Financial Advisor to transition their practice into an independent business-owner model and join a premier wealth management team. You will inherit a strong local brand, advanced financial modeling tools, and direct mentorship to...SuggestedLocal area
$72.2k - $101.98k
...them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Wealth Advisor is an essential member of a dedicated client practice team servicing Empower Personal Strategy clients who reside in the Boston...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Wisepath Group, has been exclusively retained to recruit for a premier wealth management practice aligned with OneAmerica Financial®. This... ...active client cases, contribute to strategy design, and join senior partners in planning meetings. #J-18808-Ljbffr Wisepath Financial...SuggestedLocal area
- TwinThread is seeking a Private Banker in Oklahoma City, OK, responsible for advising families on wealth management. The role demands strong sales skills, industry experience, and a focus on delivering exceptional client service. Qualified candidates should possess a Bachelor...
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...our careers, now and in the future.As a Senior Manager, you'll work as part of a team of... ...complex problems- Serve as a strategic advisor, leveraging specialized knowledge and...SeniorFull timeH1bLocal areaOverseas$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...implement creative tax solutions. As a Senior Associate you will analyze complex... ...Being successful as tax technical business advisor- Demonstrating familiarity with CRM systems...SeniorFull timeH1b$100k - $250k
...Financial Advisor OpportunityWisepath Recruiting (a specialized recruiting division of Wisepath Group) is exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized...Work at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at office- ...Join to apply for the Financial Advisor role at First Command Financial Services, Inc.... ...that includes: Savings/banking Investments/wealth management Insurance/risk management... ...since 1958. To learn more about us, visit . Seniority level: Internship Employment type: Full‑...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- ...Company Description FrontPoint Wealth Management, LLC provides comprehensive wealth management services to individuals and families,... ...Advisory services are delivered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, ensuring regulatory...Full time
- ...the business. This position ensures that Private Wealth accounts will be administered... ...closely with clients, their professional advisors, and their account’s portfolio manager.... ...client relationships Works with other bankers and professionals, in the legal and accounting...Senior
- Santander is hiring a Relationship Banker in Massachusetts to act as a trusted advisor, building long-term customer relationships while promoting banking, lending and investment products. The role emphasizes cross-selling, proactive prospecting, and delivering an exceptional...
$50k - $100k
...About Strategic People Advisors Strategic People Advisors is a boutique recruitment agency... ...sector. On behalf of our client—a prominent wealth management team appointed with the... ...and joint-planning meetings alongside a Senior Partner. Key Responsibilities Support Senior...Local area- Join to apply for the Financial Advisor role at First Command Financial Services, Inc.... ...includes: Savings/banking Investments/wealth management Insurance/risk management What... ...1958. To learn more about us, visit . Seniority level: Internship Employment type: Full...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- ...Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Starkweather & Shepley Insurance Brokerage Inc. is seeking an Employee Benefits Risk Advisor to drive new business growth by developing a strategic sales pipeline focused on employee benefits solutions. The role requires a hunter mentality with proven success in selling...Senior
- BOK Financial Corporation is seeking a Senior Private Wealth Banker in Oklahoma City. The role involves making and servicing a variety of complex loans and providing a range of financial services to high net worth clients. The ideal candidate should have a Bachelor's in...Senior
- Position Summary The Employee Benefits Risk Advisor is responsible for driving new business growth by developing and executing a strategic sales pipeline focused on employee benefits solutions. This individual is a true hunter with a proven ability to identify, prospect...Senior
$91k - $321.5k
...regulations and optimise their tax positions.In private tax at PwC, you will focus on providing... ...-owned businesses.Growing as a strategic advisor, you leverage your influence, expertise,... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects...SeniorFull timeH1bRemote work- ...Investment Advisor Provide investment advice, portfolio analysis, and trade execution. Recommend investment plans aligned with client goals. Conduct periodic client reviews and adjust portfolios as needed. Prioritize client interests and cross-sell bank products...Work at office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible... ...building, preserving and managing their wealth. You will use your knowledge of...Temporary workWork experience placementLocal area
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning...Temporary workWork experience placementLocal area
- This position will be fully remote and can be hired anywhere in the continental U.S.The Principal AI Advisor, Center of Excellence plays a critical role in serving as a trusted partner to Optiv’s clients. By combining advanced business and security practitioner knowledge...Full timeLocal areaRemote workWork from home
- # Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary Range$79,261.88 - $89,174.09 Salary## DescriptionThis is a Full-time in person Position located in West Tisbury, Ma **Position Summary:** Responsible for developing new and maintaining...Full timeWork at office
$61k - $119k
Northwestern Mutual is seeking a financial advisor in Oklahoma City, OK. This unique opportunity allows you to help clients achieve their financial goals through personalized planning. Responsibilities include client acquisition, developing financial plans, and providing...- Thrivent, located in Massachusetts, is seeking a dedicated financial advisor to help clients navigate their financial journeys. This role offers the opportunity to empower clients through purpose-based advice while building long-term relationships in the community. As part...
$61k - $119k
Northwestern Mutual is seeking a Financial Advisor in Massachusetts. As a key player, you will help clients achieve their financial goals through personalized plans and strong relationship building. With unmatched training and licensing support, this role offers a performance...
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