Wealth Management: Private Client Investment Associate
Chase
Chase is looking for a Private Client Investment Associate in Rochester, NY. The role involves supporting Advisors' operations and maintaining strong client relationships. Candidates must obtain Series 7, Series 66, and Life and Health Insurance licenses within 120 days of employment. Applicants should be enthusiastic about client interaction and able to manage multiple operational tasks effectively. A commitment to teamwork and a customer-first attitude are essential. #J-18808-Ljbffr
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$85k - $145k
...lives by integrating financial planning, investment management, business management, tax, estate,... ...fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors... ...here. Job Summary: The Wealth Path Wealth Advisor works in a client-...SuggestedTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Private Banker We are actively looking for exceptionally talented... ...provide a first-class experience to clients within J.P. Morgan's U.S.... ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and...SuggestedTemporary workWork experience placementLocal area
$110k - $135k
...Wealth Advisor II Canandaigua National Bank Location: Pittsford, NY (Hybrid... ...Advisor II Do? Responsible for providing investment management services to customers of the Bank;... ...National Bank to prospective/current clients as well as centers of influence who refer...SuggestedFull timePart timeWork experience placementWork at officeLocal area$65.6k - $69.24k
...serving residents living in three quadrants of Rochester, NY and in Canandaigua, N.Y. Jordan Health is now seeking a Risk Management Specialist who, under the guidance of the Chief Compliance & Risk Officer, is primarily responsible for managing the complex and...SuggestedFull time$80k
...Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan... ...acquiring, growing, and managing a portfolio of business clients with credit needs typically ranging from $250,000 to $3,00...Local area$50 - $60 per hour
...PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which...Hourly payContract workFor contractorsWork experience placementRemote work$72.1k - $113.41k
...Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services... ...is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you...Full timeContract workPart timeInternshipLocal area$96k - $181k
...Regional Director (RD) of Planning & Investments - KPC (Key Private Client) is responsible for driving... ...affluent segment. This position will manage key priorities of the financial planning... ...partner with other parts of the Key Wealth Management including but not limited...Full timeWork at officeFlexible hours$35.36k - $90k
...Client Service Associate Client Service Associates provide exceptional service... ...Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily... ...Answering general non-investment related questions concerning... ...duties directed by local management Administrative Support...Temporary workWork at officeLocal area$35.36k - $90k
...DUTIES and RESPONSIBILITIES Client Service Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...PWA Answering general non-investment related questions concerning... ...duties directed by local management ADMINISTRATIVE SUPPORT...Temporary workWork at officeLocal area$45k - $49k
...Client Service Associate Lumina Agency Inc is a forward-thinking organization dedicated to delivering structured, efficient, and high-quality... ..., and a commitment to excellence across every project we manage. Job Description We are seeking a dedicated and detail...Full timeWork at office- ...Rochester, NY to recruit a Lead Estimator. Company Summary: Our client brings a wide range of skills, offering services in pre-... ...provide real estate services including fee development, facilities management, and leasing. They have built their reputation as an expansive...For contractorsFor subcontractorLocal area
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$150k - $165k
...well-established and highly respected real estate development and property management firm with a strong presence across New York State. Known for its operational excellence, long-term investment strategy, and high-quality residential communities, the organization...For contractors$45k - $100k
.... With over 9 million clients and 20,000 financial advisors... ..., we're proud to be privately-owned, placing the... .... Edward Jones associates are seen, heard, respected... ...retirement, building wealth, estate strategies, funding... ...Canada than any other investment firm, serving over...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$55k - $75k
...000 - USD 75,000 per annum Your role Are you truly service oriented? Do you know how to take care of people? keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials...Full timeWork at office$142.6k - $261.5k
...Integration – Technology Business Analysis – Manager SAP – Finance Project Systems – Manager Our objective is to provide clients with a unique business perspective on how to... ...SAP Certification/s C_TS412 SAP Certified Associate - SAP S/4HANA Project Systems Experience with...Summer holidayFlexible hours$122.54k - $208.72k
...RELATIONSHIP MANAGER SENIOR COMMERCIAL REAL ESTATE WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a... ...accomplished through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and...Remote work$1,500 - $5,000 per month
...competitive, fast-paced environment managing and collecting on delinquent... ..., guaranty agencies, private lenders, credit unions and government... ...of all parties. Since client satisfaction is a top priority... ...High School Diploma or GED Associates or Bachelor's Degree...Permanent employmentWork at officeRemote workMonday to FridayFlexible hoursShift workAfternoon shift- ...similar (preferred). Level II: Two years of actuarial experience, at least three SOA exams, understanding of health insurance products, managed care, accounting, market competition, and regulatory environments. Level III: Four years of experience, at least four SOA exams,...Work at office
- ...maintenance experience, and supervisory skills. Responsibilities include planning maintenance schedules, performing repairs, and managing maintenance staff. The position offers benefits such as medical insurance, vacation time, 401K matching, and paid volunteer time off...
- ...structures and systems and reserves. The Actuarial Analyst has accountability to providing in depth analysis on the overall risk management and financial solvency for the health plan operation. Job Description The Actuarial Analyst performs actuarial services in support...Work at officeRemote work
$17 per hour
...analytical/decision-making skill ~ Able to tolerate walking and lifting up to 50 lbs. and standing during 80% of shift time ~ Background checks are run on all management employees ~ Must have reliable transportation Salary Description $17.00 / hourPart timeFlexible hoursShift workNight shift$147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and provide expert advice across various... ...estate tax, strong leadership skills, and the ability to build client relationships while managing a team. This role offers competitive...Flexible hours$125k - $165k
...Labor & Employment Attorney to join its highly regarded Rochester office. This hybrid opportunity offers exposure to sophisticated management-side employment matters, strong mentorship, a collaborative culture, and a clear path for professional growth. Why join us?...Work at officeLocal areaFlexible hours- ...provider of accounts receivable management and collection services... ...universities, guaranty agencies, private lenders, credit unions and... ...in the best interest of the client requirements and expectations... ...High School Diploma or GED Associates or Bachelor's Degree preferred...Permanent employmentWork at officeRemote workMonday to FridayFlexible hoursShift workDay shift3 days per week
$66k
...Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan... ...Analysts, Fraud Investigations, Fraud Investigators, and associated Team Leads. This role is responsible for the operational...Local area$142.6k - $261.5k
...better working world. The opportunity Our goal is to give clients a unique business perspective on how SAP technology can enhance... .... Join our dynamic team as a Technology Business Analyst Manager, where you will bridge the gap between business needs and...Summer holidayFlexible hours$55k - $75k
...insurance Paid time off Competitive salary Opportunity for advancement Profit sharing Training & development Client Service Associate Job Description: Dynamic financial services firm seeks self-starter to keep growing office organized. This integral...Full timeWork at officeMonday to FridayShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management: Private Client Investment Associate. Be the first to apply!
- management jobs Rochester, NY
- director of managed care Rochester, NY
- emergency management director Rochester, NY
- director management consulting Rochester, NY
- entry level emergency management Rochester, NY
- pain management physician Rochester, NY
- logistics and supply chain management Rochester, NY
- director managed services Rochester, NY
- health information management work from home Rochester, NY
- music events management Rochester, NY


