Private Client Advisor — Holistic Wealth & Digital Services
JPMorgan Chase Bank, N.A.
JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Hicksville, NY to deliver personalized investment solutions and comprehensive financial planning for clients. The role demands a valid Series 7 and Series 66 license, alongside a proven track record in client acquisition and relationship management. Join a team committed to diversity and excellence in service while enjoying a competitive salary and a range of benefits, including comprehensive health coverage and a retirement savings plan. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
- ...about helping our clients, caring for our employees... ...customer service while maintaining a... ...with cutting‑edge digital technology, you will... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will... ...investments. Provide a holistic view of clients'...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. 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...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
- ...delivering for our clients, teammates,... ...full array of Private Bank and the bank... ...and services to meet specific... ...preferences, and overall wealth strategy, being... ...their trusted advisor, providing integrated... ...adoption of digital capabilities to... ...to clients a holistic approach,...DigitalPrivate clientWork at officeShift workDay shift
- 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
- 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
$70k
Citi Global Wealth brings together the full power of... ...entire continuum of wealth clients. The unified business... ...offices through Citi Private Bank, operates in the affluent... .... The Senior Wealth Advisor will offer... ..., successful sales and service role in the financial services...Private clientFull timeWork at office- ...advisory 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...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$24 - $37.75 per hour
...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 candidate will have a degree...Private clientHourly payPrivate practice$50k - $60k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client... ...is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires...Private clientLocal area$200k - $250k
...Specialists within Blackstone Private Wealth play a critical role in... ...lifecycle, from fundraising and client onboarding through portfolio... ...to sales teams, financial advisors, end‑clients, portfolio managers... ...Product Strategy, Investor Services, Legal, Compliance, and...Private clientLocal area$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... ...advisors connect clients to a wide range of services tailored to their values and goals. The firm...- ...Job Description Customer Service Specialists work closely with wholesale and retail... ...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with... ...of our job board partners Step 2 - Digital Interview Upon review of your application...DigitalContract workFor contractorsWork experience placementLocal areaAfternoon shift
- ...enthusiasm for helping our clients, taking care of... ...customer service while maintaining... ...with cutting edge digital technology, you will... .... As a Private Client Investment... ...Associate in J.P. Morgan Wealth Management, you... ...to Private Client Advisors within Wealth...DigitalPrivate client
$88k - $123.74k
Senior Tax Associate - Private Wealth page is loaded## Senior Tax Associate... ...assurance firm, providing clients with a genuine coast-to-... ...Tilly) provide professional services through an alternative practice... ...to be a valued business advisor delivering industry-focused...Private clientLocal areaWorldwide$126.5k - $166.3k
Tax Manager - Private Wealth page is loaded## Tax Manager - Private Wealthlocations... ...assurance firm, providing clients with a genuine coast-to-... ...Tilly) provide professional services through an alternative... ...opportunity to be a valued advisor delivering tax and business...Private clientWork at officeLocal areaWorldwide- 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
- 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
$70k - $120k
Citibank (Switzerland) AG is seeking a Wealth Relationship Advisor in Town of Huntington, NY. This role... ...relationships with new and existing clients to manage their bank and brokerage assets... ...5-8 years of experience in financial services, strong analytical skills, and must...Private clientFull time$116.2k - $212.9k
...the global financial services marketplace and the only... ...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management,... ...advising corporate and private equity clients on all... ...clients as trusted business advisors. Your Key...Private clientWork experience placementSummer holidayFlexible hours- ...we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing...Private clientWork experience placementPrivate practiceLocal area
$17.2 - $23.37 per hour
...Client Services II Representative- Shipping /Mailroom US-NY-Melville Job ID: 34450 Type: Full-Time # of Openings: 1 Category... ...provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and...DigitalHourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area$16.16 - $20.66 per hour
...Summary The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes the productivity of the... ...support for fertility treatments and family-building options. Digital Exercise Therapy: Stay active and healthy with our digital exercise...DigitalHourly payMinimum wageFull timeTemporary workPart timeFlexible hoursAfternoon shift- ...Senior Field Representative, Field Services Support Services and repairs a variety of office equipment at customer locations, usually... ...of highly complex office products. Demonstrates required digital competencies associated with assigned products and level assignment...DigitalContract workWork at officeShift work
- ...Customer Service Representative NYC DOE 65 Court Street, Brooklyn, NY 11201 (onsite) Monday-Friday, 35 hours/week The... ...was founded in 2007 and offers innovative solutions to help clients with Digital Transformations across various domains and industries. Our history...DigitalTemporary workMonday to Friday
- ...Customer Service Representative Binance is a leading global blockchain ecosystem behind... ...liquidity, and an unmatched portfolio of digital-asset products. Binance offerings range from... ...Customer Service team and be a part of a client-facing business where exceptional support...DigitalWork from homeShift workNight shiftWeekend work
$227.7k - $261.9k
...Director, New York (Financial Services) Location: New York Other... ...and solutions to meet unique client needs. The Sales & Strategic... ...market. You'll be a trusted advisor to your accounts' Coordinating... ...proven record of selling complex digital, technology and/or managed...DigitalWork experience placementSummer holidayFlexible hours- ...main groups of products: utility room and digital imaging products. Our products are... ...worldwide. Position Description Customer service plays a key role in our company success by... ...to customers. Communicate with clients via phone and email using proper phone and...DigitalWork experience placementWork at officeLocal areaWorldwideWeekend work
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