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
- ...to delivering exceptional client service while fostering a... ...and inclusion. As a Private Client Advisor in Chase Wealth Management, you will offer... ...and deliver personalized investment solutions to clients, focusing... ...investments. Embrace digital innovations to help clients...DigitalPrivate client
- JPMorgan Chase is hiring a Private Client Advisor in Oklahoma City to provide comprehensive financial planning and personalized investment solutions. This role emphasizes building relationships rather than portfolio management and requires strong client acquisition skills...DigitalPrivate client
- ...enthusiasm for helping our clients, taking care of... .... Using a broad investment product and... ...with cutting edge digital technology, you will... ...financial needs. As a Private Client Investment... ...in J.P. Morgan Wealth Management, you will... ...to Private Client Advisors within Wealth...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
- JPMorganChase is seeking a Private Client Investment Associate in Oklahoma City to provide exceptional client service and operational support within Wealth Management. The role involves supporting Advisors with operational requests, maintaining client relationships, and...Private client
- JPMorgan Chase & Co. in Oklahoma City is hiring a Private Client Investment Associate to provide client service and operational support to Private Client Advisors. Key responsibilities include facilitating account operations and building client relationships while engaging...Private client
$125k - $150k
Brown Advisory Incorporated in Massachusetts seeks a qualified candidate to manage client service for high net worth families and family offices. Responsibilities include maintaining client accounts, effective communication with clients, and managing meetings. Ideal candidates...Private client- Fairygodboss is seeking a Private Client Investment Associate in Oklahoma City to support Private Client Advisors within Wealth Management. You will manage client service, operational marketing, and administrative tasks to facilitate investment solutions for our high-value...Private client
- ...Chief Investment Management Officer (CIMO) About the Company Rapid-growing cryptocurrency... ...Industry Investment Management Type Privately Held About the Role The Company is in... ...will be instrumental in scaling the digital asset and wealth management family office, with a...DigitalWork at office
$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$190k - $195k
...consulting firm that helps clients solve complex problems... ...for acquisitions and investments, evaluating technology... ...and act as a trusted advisor. Work with other... ...technical due diligence for a private equity client... ...customer teams to improve digital experiences aligned...DigitalPrivate client- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company... ...careers within a sophisticated, client-first advisory platform. The...
- 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...
- ## 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
- ...leadership to modernize how business clients are onboarded, served, and grown... ...MidFirst’s commercial and private banking value proposition through innovative digital solutions, scalable processes, and... ...customers Serve as a strategic advisor on the use of technology to...DigitalPrivate client
- 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...
$83k - $104k
...Citizens, our mission is to help clients, colleagues and communities... ...our capabilities. Citizens Private Client provides... ...colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners... .... Grow net deposits, investments, and lending balances by executing...Private clientLocal areaFlexible hours- ...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
- ...Investment Banking Managing Director About the Company High-performing... ...Banking Type Privately Held About the Role The... ...primary point of contact for clients. This role requires a deep understanding... ..., particularly in the HCIT, digital health, MedTech, and...DigitalBank staff
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting... ...have a client-facing background in management consultancy, investment banking, law, policy, or intelligence. The role requires the...Private client
- A leading luxury retailer in Massachusetts seeks a Selling Advisor to enhance customer engagement through exceptional service and expert styling. Responsibilities include utilizing digital tools for sales and maintaining a customer-centric approach. Ideal candidates should...Digital
- A leading luxury retailer is seeking a Selling Advisor in Massachusetts. You will build relationships through exceptional service and styling knowledge, utilize digital tools for selling, and achieve sales targets. The ideal candidate has experience in fashion retail, a...DigitalFlexible hours
- JPMorgan Chase & Co. is seeking an Advisor Trainee for their Summer Analyst... ...City. This role focuses on building client relationships and delivering customized wealth management solutions, enabling trainees to gain exposure to investments, banking, and more. Qualified...Full timeTraineeshipSummer work
$94.4k - $293.8k
...to be a leader in a thriving digital transformation powerhouse that... ...We work at the heart of our clients' organizations so that no matter... ...doesn't happen by chance. We invest in training and development... .... Serve as a trusted advisor to sell-side clients, partnering...DigitalLive inWork at officeLocal area$83.2k - $178.8k
The Hong Kong Study Skills Research Institute in Oklahoma City is seeking a Private Banker II to build and maintain relationships with high-net-worth clients. This role requires extensive knowledge of financial products and services, along with strong presentation and communication...- ...passionate about supporting our clients and each other. Join us as a... ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates... ..., teller transactions, digital banking products, debit cards...Digital
$50k - $63k
...apply your energy and intellect to helping clients be faster to market and faster to... ...leader in business-to-business events, digital services, and academic research in the FTSE... ...information that shapes the industry and informs investment Intelligence and advice that guides and...DigitalContract workLocal areaRemote workWork from home3 days per week$20 per hour
...Time). Shift times may be changed as per client requirements. Additionally, overtime may... ...We are one of the world’s leading AI and digital infrastructure providers, with unmatched... .... NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D. Whenever...DigitalPermanent employmentTemporary workLive inWork at officeImmediate startRemote workWork from homeRelocationMonday to FridayFlexible hoursShift work- ...Institutional Sales About the Company Ambitious digital asset investment & technology firm Industry Financial Services Type Privately Held About the Role The Company is seeking a... ...prime brokerage, hedge fund sales, or asset/wealth management is essential. The ideal candidate...Digital
- Citizens Bank is seeking a Citizens Private Client Relationship Manager (PCRM) in Massachusetts to engage with affluent clients and exceed... ...satisfaction. Candidates should have experience in banking or wealth management, possess the relevant licenses, and demonstrate excellent...Private clientFull timeFlexible hours
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