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.
- ...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
$17 - $22.55 per hour
Position Title Branch Banking Client Consultant I -PT Location Syosset, NY 11791 Job Summary Branch Banking Client Consultant I is responsible... ...are a leading regional bank with 420 banking branches, 134 private client banking teams, wholesale lending via approximately 3,...Private clientPart timeLocal area$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- JPMorganChase is looking for a Private Client Advisor in Roslyn Heights, NY. You will provide clients with comprehensive financial planning and investment solutions tailored to their needs. The ideal candidate has at least 2 years of experience in a financial advising...Private client
$17 - $22.55 per hour
...Branch Banking Client Consultant I - Part Time Location: Little Neck, NY 11362 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...SuggestedPart timeLocal area- ...York, is seeking a Relationship Banker. The role involves building and maintaining relationships with clients, providing excellent customer service, and recommending banking solutions. Applicants should have at least one year of sales experience in retail banking or...
- A financial services company is seeking a Branch Banking Client Consultant I in Gillett, WI. This role involves providing high-quality financial services, engaging with clients, and supporting team sales initiatives. Ideal candidates have high school education and 0-3...
$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 to...Private clientContract workWork at officeFlexible hours
- 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
- JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice. The ideal candidate will build relationships with clients by offering personalized investment solutions and maintaining a focus on relationship...Private client
- 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
- ...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
$17 - $22.55 per hour
...Branch Banking-Client Consultant I Part Time Location: Corona, NY 11368 Job Summary: A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing...Hourly payMinimum wagePart timeLocal area$16.28 - $25.06 per hour
...Branch Banking Client Consultant II Licensed Location: Plainview, NY 11803 Job Summary: 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...Local area$350k
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... .../Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop...$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 Depending...Private clientWork experience placementSummer holidayFlexible hours- ...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
$90 - $120 per hour
EY is seeking a Seasonal Tax Manager to join their Private Client Services team. This role will handle complex tax planning and compliance projects for privately held companies and their owners, focusing on high-net-worth individuals and families. Candidates should have...Private clientRemote jobSeasonal work- 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...
- 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...
- ...incremental wallet share of the affluent and High Net Worth segment... ...complex financial needs of the client and offer solutions through a... ...and understand a client's banking, credit and investment needs... ...Lending Consultants and Financial Advisor, Small Business Partners,...Work at office
$16.28 - $25.06 per hour
A financial services provider in Plainview is seeking a Branch Banking Client Consultant II Licensed. This role is focused on providing an exceptional client experience and managing client relationships. Responsibilities include achieving growth targets, resolving account...Hourly payFull time$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$27.75 - $41.5 per hour
...as the primary contact for a complex client portfolio of mass affluent clients. Through proactive outreach,... ...mass affluent clients' complete banking relationship and connects clients to... ...regularly with the Wealth Financial Advisor including warm referrals and joint pipeline...Bank staff- Avior Executive Search is seeking a Senior Advisor/Banker to lead in investments at a growing full-service bank located in Jericho, New York. The ideal candidate will manage relationships with UHNW and HNW clients, leveraging strong networks and collaboration across departments...
- 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
$81k - $125k
...employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals... .... To learn more, please visit: Job Summary P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are...Private clientRemote jobFull timeImmediate startWork from homeShift work2 days per week$70k - $90k
...employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals... ...approach. To learn more, please visit: Job Summary P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are...Private clientWork at officeRemote work$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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