Private Client Advisor — Wealth Planning & Digital Tools
JPMorganChase
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, strong client relationship skills, and must hold a valid Series 7 license. The position emphasizes integrity, client education, and a commitment to diversity. Successful advisors will build a personalized book of business supported by market expertise. #J-18808-Ljbffr JPMorganChase
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor — Wealth Planning & Digital Tools in Roslyn Heights, NY vacancy
- JPMorgan Chase & Co. in Hicksville, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families... ..., advising on financial needs, and embracing digital innovations. The role requires at least 2 years...DigitalPrivate client
- ...enthusiasm for helping our clients, taking care of our... ...along with cutting edge digital technology, you will be front... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will... ...comprehensive financial planning and advice to individuals...DigitalPrivate clientFull time
$70k
Citi Global Wealth brings together the full... ...continuum of wealth clients. The unified... ...offices through Citi Private Bank, operates in... ...The Senior Wealth Advisor will offer comprehensive... ...use of financial planning and excellent... ...to use our search tools and/or apply for a...Private clientFull timeWork at office$70k
Citi Global Wealth brings together the full... ...continuum of wealth clients. The unified... ...offices through Citi Private Bank, operates in... ...The Senior Wealth Advisor will offer comprehensive... ...use of financial planning and excellent... ...to use our search tools and/or apply for a...Private clientFull timeWork at office- ...delivering for our clients, teammates,... ...the full array of Private Bank and the bank'... ...preferences, and overall wealth strategy, being... ...as their trusted advisor, providing integrated... ...use and adoption of digital capabilities to... ...Prospecting Wealth Planning Analytical...DigitalPrivate clientWork at officeShift workDay shift
- Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive... ...building relationships with new clients, managing referrals, and deepening existing... ...through effective financial planning. Candidates should have 5-8 years in financial...Private client
- JPMorganChase is seeking a Private Client Advisor in Hicksville, NY to offer comprehensive financial planning and advice. This role focuses on delivering personalized investment solutions and building strong relationships with clients. Candidates should have at least 2...Private client
- JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice. The ideal candidate will build relationships with clients by offering personalized investment solutions and maintaining a focus on relationship...Private client
- 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'...Private client
- ...firm is seeking a Tax Manager for their New York office. This role involves delivering tax and business advisory services to private wealth clients, including ultra-high-net-worth families. The ideal candidate will have over 5 years of tax compliance experience and a CPA...Private clientWork at office
$88k - $123.74k
...advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting firm....Private clientFlexible hours$116.2k - $212.9k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...advising corporate and private equity clients on... ...trusted business advisors. Your Key... ...responsibilities, from technical planning and advising to... ...have the skills, tools and opportunities...Private clientWork experience placementSummer holidayFlexible hours$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...Full time$115k - $180k
Rk-Partners in New York is seeking a Wealth Advisor who will serve as a financial confidante to high-net-worth clients, helping them navigate complex financial challenges while building a sustained client base. This role demands excellent interpersonal skills and strong...- 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...Private client
$120k - $150k
...potential compared to many other private equity portfolio companies.... ...of marketing, including digital marketing, content strategy,... ...organizational growth goals. Oversee planning and execution of multi-... ...with marketing automation tools, CRM systems, and analytics platforms...DigitalLocal areaThe Smilist
Great Neck, NY3 days ago$126.5k - $166.3k
...firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its... ..., accounting and advisory services to private wealth clients including ultra high net worth families... ...professionalism, and accuracy Lead and plan client engagements; evaluate processes...Private clientWork at officeLocal area$227.7k - $261.9k
...solutions to meet unique client needs. The Sales &... ...strategy, rigorous account planning and relationship... ...You'll be a trusted advisor to your accounts’ Coordinating... ...record of selling complex digital, technology and/or... ...current and emerging sales tools, methodologies and go-to...DigitalWork experience placementSummer holidayFlexible hoursEY
Jericho, NY1 day ago$88k - $123.74k
Senior Tax Associate - Private Wealth page is loaded## Senior Tax Associate - Private Wealthlocations... ..., tax and assurance firm, providing clients with a genuine coast-to-coast and... ...great opportunity to be a valued business advisor delivering industry-focused tax...Private clientLocal areaWorldwide$80k - $110k
...Officer The Chief Philanthropy Officer oversees the planning, development, and execution of a comprehensive... ...planned giving programs (preferred) Utilization of wealth screening and prospect research tools (preferred) Skills and Abilities: Excellent...Full timeWork at officeWeekend workAfternoon shiftBoys & Girls Clubs of America
Garden City, NY12 hours ago$50k
...design; engineering; IT and digital technologies; management; and... ...sustainability. A nonprofit, independent, private, and nonsectarian institute... ...Receive and expedite all client inquiries for catered events... ...sales protocols. Attend planned events. Place food orders...DigitalFull timeContract workLocal areaImmediate startWork from homeWorldwideFlexible hoursNight shiftNew York Institute of Technology
Old Westbury, NY12 hours ago$115k - $180k
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our... ...philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized,...Flexible hours$126.5k - $166.3k
Tax Manager - Private Wealth page is loaded## Tax Manager - Private Wealthlocations... ...assurance firm, providing clients with a genuine coast-to-coast... ...opportunity to be a valued advisor delivering tax and business... ..., and accurate* Lead and plan client engagements, and continuously...Private clientWork at officeLocal areaWorldwide$27 per hour
...exceptional service to our clients. * Key... ...catering to the needs of private clients, institutions and... ...including investment banking, wealth management, insurance, retirement planning, structured products, private... ...role, such as financial advisor or investment consultant...Private clientPermanent employmentFlexible hourseCruit
Melville, NY1 day ago- Avior Executive Search is seeking a Senior Advisor/Banker to lead in investments at a... ...will manage relationships with UHNW and HNW clients, leveraging strong networks and collaboration... ...'s degree, 7+ years of experience in wealth management, and relevant licenses are required...
- ...of approximately 20 financial advisors across the South of England,... ...focusing on delivering exceptional client service and achieving... ...include a Diploma in Financial Planning, strong leadership skills, and... ...two days a week. #J-18808-Ljbffr Titan Wealth Holdings LimitedPrivate clientWork at office2 days per week
$70k - $120k
Citibank (Switzerland) AG 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...Private clientFull time$70k - $120k
Citigroup Inc. is hiring a Wealth Relationship Advisor in Huntington, New York. This is a full-time position... .... Responsibilities include building client relationships, providing investment... ...seeking to advance their career in private client coverage. #J-18808-Ljbffr...Private clientFull time$59.09k - $99.49k
...focus on successful sales and client experience behaviors while... ...disciplinary actions, succession planning and ensuring all staff comply... ...engagement and education--using the tools and systems available. Foster... ...420 banking branches, 134 private client banking teams,...Private clientFull timeLocal area- ...create, protect, and grow wealth through personalized,... ...impact and trusted client relationships. Position... ...investment, insurance, estate planning) Provide education and... ...planning resources, digital marketing support, and business development tools Flexible career path...DigitalFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor — Wealth Planning & Digital Tools. Be the first to apply!
Related searches
- full time remote customer service representative Roslyn Heights, NY
- customer service representative csr
- customer retention representative
- service representative
- client retention specialist
- payroll customer service representative
- client technical specialist
- distribution customer service representative
- client data administrator
- bilingual customer support specialist