Private Client Advisor: Holistic Wealth & Digital Banking
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Private Client Advisor to join their team in Wantagh, NY. In this role, you will provide comprehensive financial planning and advice to clients, ensuring exceptional service by building strong relationships and offering tailored investment solutions. The ideal candidate should have at least two years of experience as a Financial Advisor, along with relevant licenses such as Series 7 and 66. The position requires a commitment to client success and a passion for educating clients on financial solutions. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...enthusiasm for helping our clients, taking care of our... ...with cutting edge digital technology, you will... ...needs. As a Private Client Advisor in Chase Wealth Management, you will... ...the goals of the bank, while fostering a culture... ...Provide a holistic view of clients’ needs...DigitalPrivate client
- JPMorganChase in Hicksville, NY is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions. The role requires managing client relationships and offering comprehensive advice to clients from various financial backgrounds. The...DigitalPrivate client
- JPMorgan Chase & Co. in Hicksville, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to... ...relationships, advising on financial needs, and embracing digital innovations. The role requires at least 2 years of financial...DigitalPrivate client
- 2026 Global Private Bank Full-time Advisor Program Launch your career in private banking, supporting client relationships in our advisor training program for MBAs graduating in 2... ...contributions to our business with customized wealth management solutions. You'll work with a...Private clientFull timeWork experience placementImmediate startVisa sponsorship
$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE... ...financial needs of the client and offer solutions... ...understand a client's banking, credit and investment... ...needs and goals to provide holistic financial solutions. Provide... ...and Financial Advisor, Small Business Partners...SuggestedWork at office- ...memorable experiences for our clients and employees, making them... ...diversity and inclusion. As a Private Client Banker in a Chase... ...hospitality, delivering the latest banking solutions and cutting-edge... ...growth and have the most-used digital solutions – all while ranking...DigitalPrivate clientImmediate startAfternoon shift
$16.28 - $25.06 per hour
...Branch Banking Client Consultant II-Float A Branch Banking-Client Consultant II- Float travels between assigned branches in order to... ...industry, preferred ~ Experience with using and demonstrating digital products and self-service technologies, preferred...DigitalLocal area- ...Executive Search is seeking a Senior Advisor/Banker to lead in investments at a growing full-service bank located in Jericho, New York.... ...with UHNW and HNW clients, leveraging strong networks and... ...degree, 7+ years of experience in wealth management, and relevant licenses...
- ...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
- ...Specialist to work with high net worth individuals in our Private Wealth Tax Practice. You will manage time and priorities... ...accuracy and timeliness. You will interact with clients, team members, and third‑party advisors, supporting data gathering and preparation of...Private clientPrivate practice
- JPMorganChase is seeking a Private Client Advisor in Wantagh, NY to offer comprehensive financial planning and investment solutions to a diverse... ...trust. This position champions the use of innovative digital tools to empower clients in managing their investments. #J...DigitalPrivate client
$40k - $50k
...OceanFirst Bank Teller Position At OceanFirst Bank, each one of our employees plays... ...customers and prospects to promote Bank, Wealth and NEST products and services. Meets... ...products and referral goals for NEST and digital products. Proactively sells all Bank products...DigitalBank staffWork at officeLocal areaFlexible hoursNight shift- J.P. Morgan Chase is looking for a Financial Advisor in Wantagh, NY, who will champion team success and manage client relationships. You will build a book of business, deliver personalized investment solutions, and educate clients on utilizing technology for their investments...Private client
$24.5 per hour
...home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with...DigitalHourly payLocal areaFlexible hoursAfternoon shift$20.25 - $33.74 per hour
...Branch Banking Client Platform Specialist Location: Roslyn, NY 11576 The Branch Banking Client Platform Specialist is responsible for... .../promotions. Experience with using and demonstrating digital products and self-service technologies. Job Competencies:...Digital$88k - $123.74k
...Advisory Group, LP in Uniondale, NY, is seeking an experienced Tax Senior Associate. This role offers the opportunity to advise private wealth clients on federal tax compliance and consulting services. Candidates should have a Bachelor's degree, two years of public...Private clientFlexible hours$19.13 - $28 per hour
...Branch Banking Client Consultant II Location: Massapequa, NY 11758 Job Summary: Branch Banking Client Consultant II provides best in... ...industry preferred. Experience with using and demonstrating digital products and self-service technologies Job Competencies:...DigitalLocal area$221.41k - $280.07k
...value through a deeply client‑centric culture. The... ...platform and strong depth in banking, capital markets, insurance, and wealth & asset management. You... ..., customer and advisor experience, case and claims... ...Integrating and leveraging digital sales agents across the...DigitalSummer holidayFlexible hours$88k - $123.74k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to private wealth clients. As one of the fastest growing firms...Private clientLocal areaWorldwide$24 - $25.5 per hour
...Since 1973, East West Bank has served as a pathway... ...entertainment and media, private equity and venture... ...business knowledge, grow your digital acumen, and build long-... ...management, deposits, wealth management investment... ...focus on results with clients' best interest in mind...Digital$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to... ...degree with 7+ years' experience in the wealth management industry as either a Financial...- ...working with both new and existing members. Candidates should have a high school degree and relevant experience in customer service and banking transactions. The position offers competitive pay, including eligibility for performance incentives and comprehensive benefits. #J...
- ...primary point of contact for banking products and services... ...partners across Wealth, Home Lending, and Business... ...'ll be supported with digital tools, industry leading... ...portfolio, and delivering holistic, multi product... ...management of complex client needs Demonstrate risk...DigitalTemporary workWork experience placementImmediate start
$126.5k - $166.3k
Tax Manager - Private Wealth page is loaded## Tax Manager - Private Wealthlocations: USA NY New... ..., tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...is a great opportunity to be a valued advisor delivering tax and business advisory services...Private clientWork at officeLocal areaWorldwide- ...through smooth transaction processing Engage customers through digital platforms Conduct cash counts and maintain accurate audit logs... ...diploma, GED, or equivalent work experience 3+ years in branch banking or related operations/support function 12+ months of successful...DigitalWork experience placement
- ...seeking a full-time Branch Ambassador to foster an exceptional customer experience by combining hospitality with digital innovation. You’ll engage with clients, ensuring accurate cash transactions and empowering them through technology. The ideal candidate possesses a...DigitalFull time
$59.09k - $99.49k
Position Title Branch Banking Leader Location New Hyde Park, NY 11040 Job Summary Branch... ...integrity with a focus on successful sales and client experience behaviors while delivering... ...bank with 420 banking branches, 134 private client banking teams, wholesale lending via...Private clientFull timeLocal area$170k - $225k
...provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...building, preserving and managing their wealth. You will use your knowledge of... ..., medium and long term through a holistic goals based planning approach...Temporary workWork experience placementLocal area- ...Private Banker We are actively looking for... ...class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...and managing their wealth. You will use your... ...term through a holistic goals based... ...provides individuals, advisors and institutions...Temporary workWork experience placementLocal area
- ...Role Overview: At Suffolk Credit Union, banking is about relationships that help people... ...banking needs, new accounts, loans, and digital banking solutions. This blended role combines... ...branch partners to deliver seamless, holistic financial solutions. Participate in...DigitalWork at officeFlexible hoursWeekday work
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