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.
- ...passionate about helping our clients, supporting our... ...and cutting‑edge digital technology, you will... ...financial needs. A Private Client Advisor in Chase Wealth Management offers comprehensive... .... Provide a holistic view of clients’... ...digitally confident and bank when, where, and how...DigitalPrivate client
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...with cutting edge digital technology, you will... ...Client Advisor in Chase Wealth Management, you will... ...and the goals of the bank, while fostering a... ...investments Provide a holistic view of clients'...DigitalPrivate client
- ...enthusiastic about helping our clients, caring for our... ...with cutting‑edge digital technology, you will... ...needs. As a Private Client Advisor in Chase Wealth Management, you will... ...and the goals of the bank, fostering a culture... ...investments. Provide a holistic view of clients' needs...DigitalPrivate client
- ...passionate about helping our clients, taking care of our... ...with cutting‑edge digital technology, you will represent... ...and the goals of the bank, while fostering a... ...investments. Provide a holistic view of clients' needs... ...2 years in a Financial Advisor role or equivalent financial...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
$88.4k - $132.6k
...Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...needs of the client and offer solutions... ...understand a client's banking, credit and... ...goals to provide holistic financial solutions... ...Consultants and Financial Advisor, Small Business... ...Family Group: Private Client Coverage...Private clientFull timeWork at office- 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
$70k
Citi Global Wealth brings together the full power of Citi to serve... ...entire continuum of wealth clients. The unified business supports... ...family offices through Citi Private Bank, operates in the affluent and... ...at Work. The Senior Wealth Advisor will offer comprehensive financial...Private clientFull timeWork at office$20.25 - $33.74 per hour
Position Title Branch Banking Client Platform Specialist - Bellmore, NY 11710 Job Summary The Branch Banking Client Platform Specialist is... ..., participate in sales campaigns/promotions, and demonstrate digital products and self‑service technologies. Job Competencies...Digital$16.28 - $25.06 per hour
...Branch Banking-Client Consultant II - Licensed Banker Location: East Meadow, NY 11554 Branch Banking Client Consultant II-Licensed... ...industry preferred. Experience with using and demonstrating digital products and self-service technologies Job Competencies:...DigitalLocal area- ...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
- ...Wealth Relationship Manager Location: Flushing, NY, US, 11354 Brand: HSBC Area... ...meaningful relationships with high-value clients. Professionalism clients focus and understanding... ...customers and recommend appropriate banking, investment and insurance products and...Work at officeLocal area
$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$24 - $37.75 per hour
Baker Tilly US in Uniondale, NY, is seeking an Accounting Specialist responsible for managing high net worth clients within our Private Wealth Tax Practice. Candidates are expected to provide exceptional client service while managing multiple tasks and deadlines. The ideal...Private clientHourly payPrivate 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
$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$25 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- Position Title Branch Banking - Client Consultant II - Float Location Hicksville, NY 11801 Job Summary A Branch Banking Client Consultant II... ...platform procedures. Experience with using and demonstrating digital products and self‑service technologies (preferred)....DigitalHourly pay
$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- ...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...
- Citigroup Inc. is 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...Private client
$22.79 - $37.99 per hour
M&T Bank in Oceanside, New York, is looking for a Teller to enhance our customer experience through service and sales. The ideal candidate must have a high school diploma and at least one year of relevant customer service experience. Responsibilities include educating...DigitalHourly pay- ...culture of hospitality while assisting customers with their financial needs through digital tools. Your role includes accurately processing transactions and educating clients on banking technology. Ideal candidates must have a high school diploma and at least one year of...DigitalFull time
- ...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
$116.2k - $212.9k
...side by side with a range of clients from our most venerable... ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management,... ...on advising corporate and private equity clients on all aspects... ...clients as trusted business advisors. Your Key...Private clientWork experience placementSummer holidayFlexible hours$27.75 - $41.5 per hour
...primary contact for a complex client portfolio of mass affluent clients... ...affluent clients' complete banking relationship and connects... ...internal partners in small business, wealth, commercial and lending... ...regularly with the Wealth Financial Advisor including warm referrals and...Hourly payBank staffWork at officeLocal area$350k
...Description Job Description Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch,... ...client is seeking a Senior Advisor/ Banker who leads with investments... ...7+ years' experience in the wealth management industry as either...$22.79 - $37.99 per hour
...Overview Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned...DigitalHourly pay
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