Private Client Banking Advisor for Affluent Clients
JPMorgan Chase & Co.
JPMorgan Chase & Co. is looking for a Private Client Banker in Roslyn Heights, NY. The role involves managing banking relationships for affluent clients and providing tailored financial advice. Candidates must have at least one year of banking experience, strong communication skills, and compliance qualifications. High school education is required, with preferred qualifications including a college degree. This position requires adherence to regulatory standards, including Dodd Frank compliance. #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorgan Chase & Co. is seeking a Private Client Advisor to join their team in Wantagh, NY. In this role, you will provide comprehensive financial planning and advice to clients, ensuring exceptional service by building strong relationships and offering tailored investment...Private client
$132.1k - $301.6k
...side by side with a range of clients from our most venerable institutions... ...dynamic new entrants across Banking and Capital Markets, Wealth... ...our dynamic FSO team! Private Tax is a growing practice... ...you to develop into a trusted advisor to clients. You will work with...Private clientWork experience placementSummer holidayLocal areaImmediate startFlexible hours$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...Private clientFull time- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...’ success and the goals of the bank, while fostering a culture of diversity...Private client
$16.28 - $25.06 per hour
...Branch Banking Client Consultant II Location: Roslyn, NY 11576 Job Summary: Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients...SuggestedLocal area$17 - $22.55 per hour
...Branch Banking Client Consultant I Location: Roslyn, NY 11576 Job Summary: Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with...Local area$72.65k - $90k
...Preferred Banker - Garden City, NY Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth... ...of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an...Private client$50k - $55k
A local banking institution is seeking an entry-level position to provide exceptional client support at their New York Branch. The role includes answering calls, assisting customers with transactions, and ensuring a welcoming environment. Ideal candidates will have a high...Full timeLocal area- ...and reconcile monthly deposits related to clients' Social Security and SNAP benefits within... ..., transfers between the company bank accounts and client accounts, and rent and... ...Monitor government contract receivables and private pay – accounts including but not limited...Private clientContract workWork at officeFlexible hours
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...’ success and the goals of the bank, while fostering a culture of diversity...Private client
- J.P. Morgan Chase is looking for a Financial Advisor in Wantagh, NY, who will champion team success and manage client relationships. You will build a book of business, deliver personalized investment solutions, and educate clients on utilizing technology for their investments...Private client
- JPMorgan Chase & Co. in Hicksville, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. Responsibilities include building client relationships, advising on financial needs, and embracing digital...Private client
$16.28 - $25.06 per hour
Flagstar Bank is hiring a Branch Banking Client Consultant II-Licensed in Oceanside, NY. This role focuses on delivering exceptional client service by assisting with financial transactions and resolving client inquiries. The ideal candidate will have up to 3 years of customer...Hourly pay$116.2k - $212.9k
...side by side with a range of clients from our most venerable institutions... ...dynamic new entrants across Banking and Capital Markets, Wealth... ...on advising corporate and private equity clients on all aspects... ...clients as trusted business advisors. Your key responsibilities...Private clientWork experience placementSummer holidayFlexible hours- 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...Private client
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify...- ...Commercial Private Banker The Commercial Private Banker is a relationship-focused role responsible for... ...commercial, corporate, and commercial real estate (CRE) clients. This role focuses on delivering a full range of banking solutions including commercial lending, deposit...Private clientLocal area
$16.28 - $25.06 per hour
...Position Title Branch Banking Client Consultant II-Float Location Bellerose, NY 11426 Job Summary A Branch Banking-Client Consultant II- Float travels between assigned branches in order to provide customers with high quality, prompt, and professional...Local area$18.34 - $27.68 per hour
...Branch Banking Client Consultant II- Licensed Location: Ozone Park, NY 11416 Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our...Local area$20.25 - $33.74 per hour
...Branch Banking Client Platform Specialist Location: Bellmore, NY 11710 Job Summary: The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This...- A community-focused commercial bank in Hicksville is seeking a Banking Relationship Specialist to drive client relationships and support branch sales. The ideal candidate will have strong sales skills, 1-3 years of banking experience, and a commitment to a ‘People First...
- A leading financial institution in New York is seeking a Branch Banking Client Consultant I - Float. This role involves traveling between assigned branches to provide exceptional financial services. Responsibilities include processing transactions, supporting sales targets...
- ...suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Private clientImmediate startAfternoon shift
- ...At Bank of America, we are guided by a common purpose to help... ...Growth and delivering for our clients, teammates, communities and shareholders... ...access to the full array of Private Bank and the bank's... ...and prospects as their trusted advisor, providing integrated recommendations...Private clientWork at officeShift workDay shift
$103.6k - $189.7k
...side by side with a range of clients from our most venerable institutions... ...dynamic new entrants across Banking and Capital Markets, Wealth... ...facets of hedge fund, private equity fund and mutual fund taxation... ...and status as a trusted advisor to maintain and further our reputation...Summer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...side by side with a range of clients from our most venerable institutions... ...dynamic new entrants across Banking and Capital Markets, Wealth... ...facets of hedge fund, private equity fund and mutual fund taxation... ...and status as a trusted advisor to maintain and further our reputation...Summer holidayWork at officeLocal areaFlexible hours$70k - $90k
...Job Title P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are a retail operation for affluent and wealthy individuals and families seeking personal lines products in the United States, parts of Europe, and Canada. Our headquarters...Private clientWork at officeRemote work$70k
...serve the entire continuum of wealth clients. The unified business supports... ...individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through... ...Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...Private clientFull timeWork at office- A leading financial services firm in Greenvale is seeking an experienced Private Banker to manage client relationships, drive business results, and provide comprehensive wealth management solutions. The ideal candidate has over 6 years in financial services, a Bachelor'...Private client
$88k - $123.74k
...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 firm....Private clientFlexible hours
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