Private Client Advisor | Wealth & Digital Investing
JPMorganChase
JPMorganChase in Oklahoma City is seeking an experienced Financial Advisor dedicated to supporting clients' investment needs. The role involves building relationships, providing personalized investment solutions, and fostering diversity within the team. The ideal candidate should have at least 2 years of experience in financial services, be able to obtain necessary licenses swiftly, and demonstrate a deep understanding of financial markets. Strong benefits include competitive salary, commission-based pay, and comprehensive healthcare offerings. #J-18808-Ljbffr JPMorganChase
- ...enthusiasm for helping our clients, taking care of our... ...inclusion. Using a broad investment product and thought leadership... ...along with cutting edge digital technology, you will be front... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will...DigitalPrivate client
- ...an enthusiasm for helping our clients, taking care of our employees... ...and inclusion. Using a broad investment product and thought... ...platform along with cutting‑edge digital technology, you will be front... ...least 2 years in a Financial Advisor role or equivalent financial...DigitalPrivate client
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial... ...relationships and deliver tailored investment solutions, coordinating with... ...financial planning, educate them on digital tools, and strive to create an exceptional...DigitalPrivate client
$116.25k - $159.64k
...and assurance firm, providing clients with a genuine coast-to-coast... ...opportunity to be a valued advisor delivering tax and business advisory... ...to expand your career in Private Wealth tax and accounting, becoming... ...clients and the community Invest in your professional development...Private clientWork at officeLocal areaWorldwide- Simmons Bank seeks a Private Wealth professional to administer and optimize client accounts, coordinating with portfolio managers to... ...You will work with clients, their advisors, and professionals to grow a robust trust and investment management practice. The role requires...Private client
- Description & Requirements Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars... ...high-net worth families in our Forvis Mazars Private Client practice. Description & Requirements Forvis...Private clientSummer workInternshipPrivate practiceSummer internshipWork at officeLocal areaFlexible hours
- Forvis Mazars Wealth Advisors, LLC is offering a 10-week paid Wealth Advisor Intern program to support senior advisors working with high-net-worth families in the Private Client practice. Interns gain exposure to financial planning, portfolio management, and operations...Private clientInternshipPrivate practiceLocal area
- The Cape Cod Five Cents Savings Bank is seeking an experienced investment professional to manage fee-based accounts, including personal trusts... ..., ensuring objectives are met and risk is aligned with client goals. This role involves supervising portfolio activities across...
$125k - $150k
...purposefully built and nurtured our client‑first culture. Brown Advisory is an independent investment management and strategic... ...of the firm. Brown Advisory’s Private Client Service team is searching... ...accounts Collaborate with outside advisors concerning client’s personal,...Private clientTemporary workWork experience placementWorldwide- ...firm, partnering with clients to solve the world’s most... ...infrastructure investment worldwide, our services... ...engineers, scientists, digital innovators, program and... ...and serve as a trusted advisor to clients to position... ...partner with public- and private-sector clients to...DigitalPrivate clientPermanent employmentWork at officeLocal areaWorldwideFlexible hoursShift work
- ...Manages assigned fee revenue producing investment accounts ranging from moderately sized to... ...Assignments generally involve a high level of client service, in some cases as primary client... ...cyber security awareness to protect the digital environment, the Bank, and customers....DigitalWork experience placement
- ...Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management Pay Transparency... ...delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses. Team Culture We celebrate...
- A leading accounting firm located in Massachusetts is seeking a Senior Tax Advisor to provide tax planning services for high-net-worth clients. This role involves overseeing tax return preparation, managing client relationships, and mentoring a high-performing team. Candidates...Private client
- United Overseas Bank Ltd, recruiting for a VP, Digital Banking Manager in the Central Region, Hybrid role, leads Private Bank & Wealth digital capabilities across UOB TMRW and Personal Internet Banking for retail clients. You will drive ideation through launch, coordinating...DigitalOverseas
- ...consulting firm, partnering with clients to solve the world’s most... ...accelerating infrastructure investment worldwide, our services are in... ...designers, engineers, scientists, digital innovators, program and... ...teams partner with public- and private-sector clients to create...DigitalPrivate clientWork at officeLocal areaImmediate startWorldwideRelocation packageFlexible hours
- Leah Yosef International seeks a Wealth Advisor for our Newton office, focusing on high net worth... ...planning, and access a broad platform of investments to build well-diversified, risk-adjusted portfolios for sophisticated clients. #J-18808-Ljbffr Leah Yosef InternationalWork at office
- ...independent multi-billion AUM RIA is seeking a Wealth Advisor for the Newton office (500M+ AUM) with... ...flow analysis, asset allocation, and investment management. Leverage extensive in-house... ..., to deliver a best-in-class client experience Access a broad investment platform...Work at office
- Drive Commercial Rigor in Platform Deals Build full financial models for digital wealth partnerships Design revenue share structures aligned with recurring flows Analyse partner platform economics including user growth, engagement and monetization dynamics Stress test...Digital
$141k - $290k
...growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large... ...and preparation, entity structuring, wealth preservation, family succession consulting... ...our employees' wants and needs and invest our resources accordingly. A...Private clientImmediate startFlexible hours- ...Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry Venture Capital &... ...investment platform, specifically targeting private wealth clients. This role involves managing asset-raising...Private client
- ## Senior Client Advisor, Private BankApplyremote type: Onsitelocations: Central Region (City Area)time... ..., managing client enquiries, offering investment advisory services as well as... ...equivalent • At least 7 years of experience in wealth management, investment banking, asset...Overseas
- BOK Financial is seeking a Senior Private Wealth Banker to manage a portfolio of high-net-worth clients in Oklahoma City. This role involves complex loan management, delivering various financial services, and ensuring compliance with regulations. The ideal candidate will...
- BOK Financial Corporation is seeking a Senior Private Wealth Banker in Oklahoma City. The role involves making and servicing a variety of... ...and providing a range of financial services to high net worth clients. The ideal candidate should have a Bachelor's in Finance and...
$66.3k - $205.8k
...If you want to be a leader in a thriving digital transformation powerhouse that is in a constant... ...no further. We work at the heart of our clients’ organizations so that no matter how... ...founder mindset doesn’t happen by chance. We invest in training and development in a big way,...DigitalFull timeWork experience placementLive inWork at officeLocal area- ...Associate to build a robust pipeline of vertical-market software investments in the United States or Canada, with travel to targets... ...the M&A execution team and leveraging AI tools to improve research, prioritization, and workflow. #J-18808-Ljbffr Mass Digital HealthDigital
- ...complex due diligence for major platform deals. The role requires 2-4 years in fintech or related fields, postgrad training in strategy/finance, and the ability to engage senior stakeholders while shaping the future of digital wealth distribution. #J-18808-Ljbffr JobtailorDigital
- ...prominent financial services provider is looking for a Financial Advisor in the Advisor Development Program. In this role, you will... ...worth individuals, understand their needs, and provide tailored investment advice. Candidates should hold relevant licenses and have...Work at office
$200k - $250k
Curvion Blue is hiring a Senior Wealth Strategy Consultant to engage affluent retirees in consultative tax planning discussions. In this... ...200K-$250K. Ideal candidates have a CFP® designation, extensive client-facing experience, and the ability to foster trust with clients...Remote jobFlexible hours- ...Operations practice, helping Fortune 500 and private-equity-backed clients reinvent how they plan and run their... ...of functional consulting, data, digital platforms, and advanced analytics,... ...Chain Manager serves as a strategic advisor to utility-sector clients, leading the...DigitalPrivate clientFull timeContract workFor contractorsWork experience placementLive inWork at officeLocal area
$33.28k
...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with... ...the strength of our success, and we invest and support you in: Life … with rewards... ...of our job board partners Step 2 – Digital Interview Upon review of your application...DigitalFull timeContract workFor contractorsLocal area
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