Private Client Advisor
Mt. Washington Pediatric Hospital
Ponce Bank is seeking a customer-focused associate at our Bronx branch. You will deliver exceptional service, identify customer needs, and recommend bank products. You will process transactions, assist with account openings, and support branch goals with a proactive, compliant approach. Required is a high school diploma and at least two years of related experience in retail banking. Strong communication and math skills, plus comfort with technology, are essential. #J-18808-Ljbffr
- Goldman Sachs is seeking a Private Wealth Advisor to develop tailored wealth management solutions for ultra high net worth individuals. The role involves building and nurturing client relationships while leveraging Goldman Sachs' investment platform. Ideal candidates will...Private client
- Goldman Sachs is seeking a Private Wealth Advisor in New York, New York, to leverage their unique background and experiences to build a business. The role requires excellent interpersonal skills, creativity in problem-solving, and the commitment to a high level of integrity...Private client
- KeyCorp seeks a Private Client Banker for its Wexford branch to deliver financial solutions and build strong relationships with clients. This role focuses on understanding client needs and providing tailored financial wellness advice. The ideal candidate will possess a...Private client
- Marsh McLennan Agency in New York, NY is seeking a Commercial Lines Client Advisor to nurture and grow a book of accounts within the Business Insurance team. You will coordinate with Producers, Underwriters, and Service teams, delivering coverage analyses, risk-management...Private client
- ...Bank of America in the United States is seeking an in-branch associate to educate and assist clients with transactions across self-service channels, including mobile banking, online banking, and ATMs. You will process cash transactions and engage clients in meaningful...Private client
- ...banking experience. Candidates should possess a high school diploma and demonstrate strong interpersonal skills. The role includes client interaction, transaction handling, and meeting performance targets while adhering to bank policies. Benefits include medical, dental...Private client
- KeyBank seeks a Private Client Banker to manage the client relationship with a plan-based financial advisory approach in the Dewitt, NY area. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, and help them build...Private client
- J.P. Morgan Wealth Management - Private Client Advisor - Thornwood, NY At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment...Private client
$100k - $275k
...This job is responsible for acquiring new clients, deepening client relationships, and... ...Experience, including access to the full array of Private Bank and the bank's capabilities and... ...for clients and prospects as their trusted advisor, providing integrated recommendations...Private clientShift workDay shift- ...Overview At J.P. Morgan Chase, we are committed to helping our clients, caring for our employees, building relationships, and... ...best investment solutions for their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private client
$50k - $65k
...service. Be enthusiastic and demonstrate a passion for watches. Provide information about the products and services to our prospective clients. Answer client questions and suggestively sell products via product recommendations. Answer emails daily, promptly, accurately, and...Private clientOdd jobWork at officeFlexible hoursShift work- 1 week ago Be among the first 25 applicants Marsh is seeking candidates for our open Client Advisor position based in our Boston or NYC office in the FINPRO practice supporting Private Equity clients. This is a hybrid role that requires office presence 3x per week. What...Private clientWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week1 day per week
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan... ...administrative support to our Private Client Advisors. Your role will encompass the efficient...Private client
$62.4k
...Location: 3000 East Main Street, Cortlandt Manor New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The...Private clientBank staffWork at officeImmediate startFlexible hoursNight shift- ...Private Client Advisor New York, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position....Private clientWork at officeFlexible hoursShift workDay shift
- Job Overview The branch-based Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Job Responsibilities Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build...Private client
$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong relationships with high-net-worth clientsExamine complex tax filings for individuals, trusts, family...Private clientWork at officeLocal areaRemote work$200k
Our client is a public accounting firm. They seek a Director- Private Client Group to join their Manhattan, NY office.ResponsibilitiesAct as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust...Private clientWork at officeRemote work- ...discretionary allocations, and servicing discussions across a broad client segment of professional buyers. As a subject matter expert in... ....Key Responsibilities and DutiesExpected to drive public and private product conversations and secure placements across a broad...Private clientFull timeWork at office3 days per week
- ...Van Wyck & Van Wyck is seeking an Associate Project Manager, Private Clients, to manage luxury events in New York. Candidates must have at least 5 years of experience in high-end hospitality and event production. This role involves meticulous planning, vendor management...Private client
$204k - $276k
DescriptionKforce's client, a well-established single-family office based in New York City... ...as the primary liaison with external advisors and tax service providers* Identify and implement... ...tax experience, ideally within private client services, family office, or HNW-focused...Private clientWork at officeLocal area- ...automobiles, watercraft, fine arts, jewelry, and related exposures• New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar marketsQualificationsQualified candidates will possess 7-10+ years of...Private client
- ...turning the crank... this is the kind of role that actually changes your trajectory. This team sits directly alongside top-tier private equity clients, giving you real exposure to how funds operate end-to-end — not just churning NAVs in the background. You’ll be hands‑on...Private clientWork at office
- ...! The position is open to hybrid, only NJ/ NYC candidates will be considered. RESPONSIBILITIES INCLUDE: Be a leader within the Private Client Service / Estate and Trust practice of the Firm Develop, supervise and mentor members of the Private Client Service / Estate and...Private clientFull time
$260k - $310k
High-value work for ultra-high-net-worth clients.Strong training, development, and wellbeing support.About Our ClientA global, full-service... ...development.Job DescriptionProvide legal counsel and advice on private client matters, including estate planning and wealth management...Private client$250k
...investment partnerships, trusts, gifts, estates, private foundations and other aspects of wealth... ...primary responsibility is to assist clients in managing the overall tax picture for... ...other legal professionals, financial advisors, and accountants to provide comprehensive...Private clientRemote workVisa sponsorshipFree visa$61.07k - $107.49k
...Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service... ...responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners...Private clientLocal area- ...customized environments such as mansions in the Hamptons, yachts and private jets. The firm is recognized for their quiet luxury style,... ...custom single-family homes for ultra-high-net-worth private clients. They offer a hybrid schedule and competitive pay. This role requires...Private client
- ...net-worth individuals, families, and businesses on sophisticated disputes spanning commercial, regulatory, employment, tort, and private client-related matters. The ideal candidate will bring strong courtroom experience, excellent legal writing skills, and the ability to...Private client
$245k - $330k
Private Client Services Associate AttorneyLocation: New York, NYHYBRID work environment availableOur client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional...Private clientPrivate practiceWork at office
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