Private Banking Associate: Lending & Wealth Solutions
$85k - $140kMorgan-Stanley
Morgan Stanley is seeking an Associate Private Banker in New York to provide product and service support for Private Bankers. The role focuses on cash management and lending solutions, requiring strong communication and relationship-building skills. Ideal candidates will have at least 3 years of experience in banking and a Bachelor's degree. Morgan Stanley offers a competitive salary range between $85,000 and $140,000, along with comprehensive employee benefits. #J-18808-Ljbffr Morgan-Stanley
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Selden, NY to provide comprehensive financial planning and advice to individuals... ...client relationships and delivering personalized investment solutions while embracing digital innovations to enhance client...Private
$85k - $140k
...Institutional Securities, Wealth Management, and Asset... ...planning, credit & lending, deposits & cash... ...potential candidate (“Associate Private Banker” or “APB”) to... ...Team in the Private Banking Group. The Associate... ...management and lending solutions for their clientsPartner...PrivateTemporary work- JPMorganChase is seeking a Private Client Advisor to provide financial planning and advice at their Hauppauge location. This role involves offering personalized investment solutions while building strong relationships with clients. The ideal candidate will have at least...Private
- JPMorgan Chase & Co. is looking for a Private Client Advisor in Commack, NY. In this role, you will provide comprehensive financial planning... ...building relationships and delivering personalized investment solutions, ensuring an exceptional investor experience. The ideal...Suggested
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice... ...experience by offering advised solutions and Chase partner referrals that deepen... ...' success and the goals of the bank, while fostering a culture of diversity...Suggested
- JPMorganChase in Hauppauge, New York, seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will... ...build client relationships while offering personalized investment solutions, ensuring an exceptional client experience. The ideal candidate...
$95k - $105k
...Job Summary The role of a Wealth Management Associate is to administratively support the Investment Analyst... ...client is an independent, fee‑only private wealth management firm with expertise... ...plan consulting, and comprehensive wealth planning solutions. #J-18808-Ljbffr...Private$110k - $190k
...with three core businesses: Wealth Management, Investment... ...United States, and the U.S. Banks division plays a key role... ....S. Banks (Morgan Stanley Private Bank, National Association and Morgan Stanley Bank N.... ...insights and data to design solutions that meet customer needs,...PrivateTemporary work$80k - $115k
Morgan-Stanley is looking for a Compliance Associate in Town of Islip, NY, responsible for advising their fast-growing Private Markets business. The ideal candidate has over 3 years of compliance experience in a financial setting, with active Series 7 and Series 24 licenses...Private$110k - $190k
...Institutional Securities, Wealth Management, and... ...services and solutions to individual investors... ...products; securities-based lending, residential real... ...lending products; banking; and retirement plan... ...MSBNA”), Morgan Stanley Private Bank, National Association (“MSPBNA”),...PrivateTemporary workWork at office- J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series...
- J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial advice and build client relationships in Commack... ...planning. You will be integral in customizing investment solutions for a diverse client base, ensuring their financial goals are met...
- Morgan-Stanley in Islip, NY, is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. This role requires strong organizational skills and the ability to assist clients with everyday needs. Responsibilities include...
- ...Morgan Chase in Selden, New York is seeking a Financial Advisor to champion client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience, a valid Series 7 license, and a commitment to goals-based financial...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...
- Valley Bank is seeking a Banking Service Professional in Town of Islip, New York. The role focuses on providing quality customer service... ...in community events. A preferred qualification includes knowledge of Integrated Banking Solutions (FIS/IBS). #J-18808-Ljbffr Valley Bank
- ...Private Client Advisor II Melville, New York... ...age. Acknowledge ( Bank of America employees are... ...preferences, and overall wealth strategy, being... ...and closes business ~ Solutions oriented; sales and financial... ...-office expectations associated with your role. These...PrivateWork at officeShift workDay shift
- ...manages mass affluent clients' complete banking relationship and connects clients to... ...to fluently explain banking solutions to a client and to act as an experienced... ...internal partners in small business, wealth, commercial and lending* Acquires, retains and deepens...Temporary workBank staffWork at officeLocal areaWork from homeFlexible hours
- ...lasting relationships. The ideal candidate will have a background in finance or banking, possess strong client management skills, and be ready to provide personalized financial solutions. Opportunities for growth, training, and benefits are available. #J-18808-Ljbffr...
$20 - $24 per hour
...personal service so our members have access to the best banking solutions around. And, just as we value our members, we value... ...for members within the retail banking, consumer lending, mortgage lending, and wealth management channels. The Digital Banker II will deliver...Full timeLocal areaFlexible hoursNight shift$2,051 per week
...(RN) | Psych Location: Smithtown, NY Agency: Medical Solutions Pay: $2,051 per week Shift Information: Nights Start... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...PrivateFull timeShift workNight shift$57k - $115k
...wide range of investment banking, securities, investment management and wealth management services.... ...Group within Investment Solutions, supports the Firm’s Financial... ...team, the AI Sales Associate will act as a contact... ...: hedge funds, private equity, private credit,...PrivateTemporary workWorldwide$107.46k - $140.54k
...Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy...Private$80k - $115k
...join our team as a Compliance Associate in Wealth Management Compliance to... ...EquityZen and our quickly growing Private Markets business as we build... ...advisor, investment bank, or asset manager (experience... ...problems, propose actionable solutions, take ownership, and drive processes...PrivateTemporary work$2,051 per week
...(RN) | Psych Location: Smithtown, NY Agency: Medical Solutions Pay: $2,051 per week Shift Information: Nights Start... ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement...PrivateFull timeTemporary workShift workNight shift- ...brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Job Responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business...
- ...Development Manager Testing & Engineering Solution Sales Open to Remote Work At... ...~ Identify the target audience and the associated programs. ~ Assimilate technical data... ...for comprehensive benefits featuring: ~ Private medical, vision and dental insurance ~...PrivateRemote work
- ...Arlington, NJ; and Rocky Hill, CT. The firm provides engineering, construction management, and land surveying services to both public and private sector clients. KSE offers a full range of employee benefits, including medical, dental and vision insurances, a 401(k) plan, paid...PrivateTemporary workWork at officeFlexible hours
$25 - $35 per hour
...classes for older adults in senior living communities. Trainers are also responsible for providing individualized attention through Private One‑on‑One Training and Small Group Training sessions. This role requires a passion for helping seniors stay active, with a strong...PrivateHourly payFlexible hours$110k - $140k
...March31,2026. Napier Park delivers private and structured credit solutions globally, focused on unlocking value... ...opportunistic credit, structured credit, direct lending, and real assets leasing, all aimed... ...strong focus on CLO management and bank loan investing. The ideal candidate...PrivateLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banking Associate: Lending & Wealth Solutions. Be the first to apply!
- business banker Central Islip, NY
- hedge fund private equity tax manager Central Islip, NY
- private equity associate Central Islip, NY
- entry level private equity Central Islip, NY
- private house and office cleaning Central Islip, NY
- private equity accountant Central Islip, NY
- private Central Islip, NY
- private equity sales Central Islip, NY
- private wealth management Central Islip, NY
- private equity Central Islip, NY


