Investment Portfolio Analyst - HNW Clients (Contract)
$38 - $42 per hourNextPath Career Partners
NextPath Career Partners is seeking a Financial Analyst to join our client’s team in Locust Valley, NY. This on-site contract position offers a salary of $38-$42 per hour, depending on experience. The ideal candidate should possess a Bachelor’s degree, at least 5 years of experience in the financial industry, and Series 7 certification. Responsibilities include managing client relationships and developing tailored investment strategies. #J-18808-Ljbffr NextPath Career Partners
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Investment Portfolio Analyst - HNW Clients (Contract) in Locust Valley, NY vacancy
- ...Key responsibilities include performing comparative analyses on portfolios and responding to inquiries from advisors. The ideal candidate... ..., ensuring effective communication with diverse teams and clients in a fast-paced financial environment. #J-18808-Ljbffr Madison...Suggested
$38 - $42 per hour
...currently seeking a Financial Analyst to join our client’s team in Locust Valley, NY . This is an on-site, contract position. SALARY: $38-$42... ...Prepare presentations and portfolio analyses for high-net-worth... ...Financial Advisors Create investment snapshots and fund reports...Contract workHigh net worthHourly payVisa sponsorship- ...ResponsibilitiesKforce has a client in Garden City, New York (NY) that is seeking to hire... ...interest and experience working with ultra HNW individuals. This Tax Manager role can be... ...seniority, location, performance, union contract and business needs. This range may be...Contract workHigh net worthHourly payLive inRemote work
Kforce
Garden City, NY2 days ago $88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst to enhance client relationships focusing on affluent and High Net Worth clients. This role requires strong analytical and financial skills, alongside effective communication. The successful candidate...High net worthFull time- ...collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking motivated... ...goals and design personalized strategies (retirement, investment, insurance, estate planning) Provide education and guidance...High net worthFlexible hours
WealthBridge Financial Group
Great Neck, NY4 days ago - ...Wisbech Medworth EfW CHP Facility Project Duration: 24-month contract with strong continuity and project visibility Target Start Date... .... Coordinate schedules across internal teams, subcontractors, clients, and consortium partners, resolving issues proactively. Provide...Contract workFor contractorsFixed term contractFor subcontractor
$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...High net worthRemote jobSeasonal work- 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...
- ...Plumbing, Electrical, HVAC, and General Repair. This is ongoing 1099 contract work for skilled professionals who can independently diagnose... ...commercial systems Professional communication skills for client interactions Benefits Consistent supply of commercial...Contract workOngoing contractFor contractors
Kowinn
Garden City, NY26 days ago $40k
...must hold a West Virginia law license or be eligible for admission. Responsibilities include leading deal teams and managing complex client transactions. The position offers a competitive salary, benefits, and a bonus potential of over $40,000. #J-18808-Ljbffr The West...- ...solutions A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients A clearly defined career path including opportunities in Management for qualified individuals. Comprehensive benefits,...Fixed term contract
New York Life Insurance Company
Jericho, NYa month ago - ...seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective financial...
- 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...
$70k - $120k
...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 have 5-8 years of...Full time$70k - $120k
...experience in financial services, strong analytical and communication skills. Responsibilities include building client relationships, providing investment advice, and ensuring compliance with regulatory standards. The role offers a competitive salary range of $70,000...Full time- ...process, the New York State Consolidated Fiscal Report (NYS CFR) contract filing analysis and meeting audit requirements. This position... ...Support Record and reconcile monthly deposits related to clients’ Social Security and SNAP benefits within the Cash Management system...Contract workWork at officeFlexible hours
- 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...
- 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 role...
£13.5 per hour
Contract Personnel are delighted to be supporting one of Norfolk's largest employers through... ...progress and providing timely updates to clients Supporting the Facilities Manager in prioritising tasks across the client portfolio Handling work requests for key clients within...Contract workTemporary workFor contractorsImmediate startMonday to Friday- 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...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice. The ideal... ...will build relationships with clients by offering personalized investment solutions and maintaining a focus on relationship management....
£65k per year
...provider of tech-enabled business and marketing services helping clients manage and transform processes through resilient, scalable 24/7... ...owned, from triage to incident report sign-offMonthly Contract Board MI produced accurately and on timeContinuous improvement...Contract workFull timePart timeFixed term contractWorldwideMonday to Friday- ...fast-growing boutique insurance brokerage specializing in private client risk management that has doubled in size over the last five... ...communication Qualifications Experience managing a Private Client/ HNW Personal Lines book Active P&C License White glove...High net worthWork at office
$100k - $200k
...milestones through a holistic, client-first planning approach. Our... ...strategies across Insurance, Investments, Retirement Planning,... ...Team Participate in ongoing portfolio reviews to help ensure alignment... ...Representatives holding a full‑time career contract with MassMutual. Benefits...Contract workFull timeFor contractorsWork at officeWork visa- ...assessments of the amount due and subsequent change management. Produce and issue all commercial notices to both the client and subcontractors as required by the contract. Oversee and manage change in a timely manner in accordance with the contract, including the production and...Contract workFor subcontractorInterim role
$60k - $150k
...education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations... ...as required by state. • Certified Financial Analyst preferred. “Due to pay transparency, our...High net worthWork experience placementWork at office- ...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...High net worth
- ...tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. Assists in preparation of written industry and... ...for High Net Worth and institutional clients and prospects. May participate in client meetings...High net worth
- ...improvements to the A47 in Norwich for our client National Highways. This is a project that... ...control, and set out works in line with contract drawings Maintain precise records,... ...advice and support for a range of issues. We invest in high‑quality training for employees of...Contract workApprenticeshipFor subcontractorWork at officeLocal areaFlexible hours
- Kforce has a client in Garden City, New York (NY) that is seeking to hire a remote Tax Manager. Summary: This is a company with very competitive... ...Manager with strong interest and experience working with ultra HNW individuals. This Tax Manager role can be 100% remote or hybrid...High net worthLive inRemote work
Kforce
Garden City, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Portfolio Analyst - HNW Clients (Contract). Be the first to apply!
