Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Wealth Advisor & Planning Specialist

JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A. in Thornwood, NY is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, deliver personalized investment solutions, and rely on leadership and relationship-building skills to deepen client relationships. You will demonstrate a deep understanding of financial markets, apply sound judgement, and operate with integrity while educating clients on digital tools to #J-18808-Ljbffr JPMorgan Chase Bank, N.A.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Wealth Advisor & Planning Specialist in Ossining, NY vacancy
  • KeyBank is looking for a Private Client Banker in White Plains, NY, focused on building relationships and delivering tailored financial solutions. The role involves assessing client needs and working with investment partners to enhance financial wellness. The ideal candidate... 
    Private client
    Hourly pay

    KeyBank

    White Plains, NY
    4 days ago
  •  ...J.P. Morgan Chase is seeking a Private Client Advisor in White Plains, NY. In this role, you will deliver comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management. The ideal candidate... 
    Private client

    TwinThread LLC

    White Plains, NY
    4 days ago
  •  ...Citi in Yorktown Heights is seeking a Wealth Relationship Management Sr. Analyst. This seasoned...  ...ability to manage relationships with affluent clients. The analyst will identify client needs, offer personalized financial planning solutions, and ensure compliance with all... 
    Private client

    Citi

    Yorktown Heights, NY
    17 hours ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 75 N Broadway - Tarrytown, New York 10591 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities...  ...client relationship with a plan-based approach to financial advice... 
    Private client
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Tarrytown, NY
    3 days ago
  • KeyCorp is seeking a Private Client Banker in White Plains, NY. This role focuses on delivering financial solutions and building strong relationships with clients while helping them achieve financial wellness. As a Private Client Banker, you will assess client needs, offer... 
    Private client

    KeyCorp

    White Plains, NY
    4 days ago
  •  ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees...  ...Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... 
    Private client

    Chase

    White Plains, NY
    2 days ago
  • A leading financial services firm seeks a Private Client Banker in Yorktown Heights, NY. You will be the primary contact for affluent clients, managing their banking relationships and providing tailored financial advice. The ideal candidate has strong relationship management... 
    Private client

    JPMorganChase

    Yorktown Heights, NY
    4 days ago
  •  ...major financial institution in Armonk is seeking a Financial Advisor to help clients achieve financial goals through comprehensive advice and customized solutions. This role involves building financial plans and recommending products while maintaining regulatory compliance... 

    Bank of America

    Armonk, NY
    5 days ago
  • IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free...  ...impact? At Arthur J. Gallagher, we’re looking for a dynamic Private Client Service Supervisor to lead a talented team of Private Client... 
    Private client
    Local area

    Arthur J. Gallagher & Co.

    Bedford Hills, NY
    1 day ago
  •  ...Plains, NY is seeking a Tax Senior Associate to strengthen its Private Client Services team. You will manage a diverse portfolio of high-...  ...a hybrid schedule, opportunities for growth, and exposure to planning strategies, with a competitive salary and bonus potential. #J... 
    Private client

    Insite US

    White Plains, NY
    17 hours ago
  •  ...Merrill Wealth Management is a leading provider of...  ...management, including planning for retirement, education...  ...As a Merrill Advisor Development Program –...  ...existing and prospective clients. You will also collaborate...  ...customers to internal specialists, and execute highly customized... 
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Ossining, NY
    4 days ago
  • $88.4k - $132.6k

     ...- $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch...  ...segment with financial planning and excellent discovery...  ...the support of product specialists, intuitively recognize...  ...and Financial Advisor, Small Business Partners... 
    Private client
    Full time
    Work at office

    Citigroup

    Yorktown Heights, NY
    17 hours ago
  • $88.4k - $132.6k

     ...- $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch...  ...segment with financial planning and excellent discovery...  ...the support of product specialists, intuitively recognize...  ...and Financial Advisor, Small Business Partners... 
    Private client
    Full time
    Work at office

    Citigroup

    Yorktown Heights, NY
    2 days ago
  • $105k - $175k

     ...and relationships, solutions to address clients’ unique business goals and risks, and insight...  .... This position is rooted within the Private Client Services practice with a focus on...  ...responsibility for pre-engagement planning, execution, final deliverable development... 
    Private client
    Work experience placement
    Interim role
    Private practice
    Work at office
    Local area
    Flexible hours
    3 days per week

    CohnReznick

    White Plains, NY
    1 day ago
  • Always Compassionate Home Care is seeking a Private Pay Intake Coordinator in New York to manage the intake process from inquiry to service...  .... You will educate families about private pay options, assess client needs, and coordinate admissions with internal teams. The role... 
    Private client

    Always Compassionate Home Care

    White Plains, NY
    1 day ago
  • $25 - $38.46 per hour

     ...Client Relationship Associate Location: 660 White Plains Road...  ...sales presentations, annual wealth reviews, and other materials...  ...WD) and providing client and advisor support in leveraging WD in client...  ...etc. Provide financial planning support to both advisors (data... 
    Private client
    Hourly pay
    Work experience placement
    Work at office
    Flexible hours

    KeyCorp

    Tarrytown, NY
    2 days ago
  • Always Compassionate Health is seeking a Private Pay Staffing Coordinator to manage caregiver staffing for private pay clients in White Plains. You will oversee caregiver coordination, scheduling support, and client communications to ensure high-quality service delivery... 
    Private client

    Always Compassionate Health

    White Plains, NY
    2 days ago
  •  ...2 Hour ShiftsPay: $21–$22/hourLocation: Westchester, NY, for a Private ClientSchedule: 12 hour shifts, Monday-Sunday, great for aides...  ...(preferred) with a valid driver's license to support a private client in White Plains, NY. This role is ideal for someone who is looking... 
    Private client
    Live in
    Local area
    Immediate start
    Relocation package
    Shift work

    Affirmed Home Care

    White Plains, NY
    5 days ago
  • Always Compassionate Health is seeking a Private Pay Staffing Coordinator to manage caregiver staffing for private pay clients, ensuring appropriate coverage and high-quality service delivery. You will coordinate placements, schedules, and communications with clients and... 
    Private client

    alwayscompassionate

    White Plains, NY
    1 day ago
  • $45k - $100k

     ...Financial Advisor OpportunityJoin a financial services...  ...first. With over 9 million clients and 20,000 financial...  ..., we're proud to be privately-owned, placing the focus...  ...: retirement, building wealth, estate strategies, funding...  ...the branch business plan to increase branch effectiveness... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Briarcliff Manor, NY
    4 days ago
  •  ...Job Summary The candidate works closely with the case management team and assists in discharge planning services for patients admitted to Westchester Medical Center. They are a part of the multidisciplinary treatment team and be able to function independently on a professional... 
    Work at office

    Westchester Medical Center Health Network

    Ossining, NY
    3 days ago
  • Our client, a growing consulting firm based in White Plains, NY, is seeking a Senior Compliance Consultant to join their growing firm...  ...minimum of five years of compliance consulting experience supporting private markets clients, including private equity, private credit, real... 
    Private client

    Mission Staffing

    White Plains, NY
    3 days ago
  •  ...continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an...  ...role, you will represent municipalities, public entities, and private clients in complex, high-profile litigation matters involving... 
    Private client
    Work at office
    Flexible hours

    Wilson Elser

    White Plains, NY
    3 days ago
  • $58k - $115k

     ...investment management, and wealth management services....  ...Firm's employees serve clients worldwide including...  ...Lending business in the Private Bank that serves clients...  ...Private Wealth Financial Advisors to identify and...  ...incentive compensation plan, which also may include... 
    Private client
    Temporary work
    Local area
    Worldwide

    Morgan Stanley

    Purchase, NY
    1 day ago
  •  ...venue, The Briarcliff Manor . If you have a passion for event planning and sales and live locally, we want to hear from you!...  ...event is a success. Key Responsibilities: Sales and Client Development: Proactively prospect and develop clients through... 
    Full time
    Live in
    Work at office
    Local area
    Flexible hours
    Night shift
    Afternoon shift

    The Briarcliff Manor

    Briarcliff Manor, NY
    8 days ago
  • $72k - $141k

     ...issued to Public Companies as well as Financial Institutions such as large depository institutions, insurance companies and investment advisors. The Individual in this position will investigate and maintain complex professional liability claims and work within specific... 
    Full time
    Work experience placement
    Work at office
    Local area
    Shift work

    CNA Financial

    Tarrytown, NY
    1 day ago
  •  ...Key Responsibilities Plan and execute trade shows and conferences (booth logistics, shipping, on-site support, lead capture) to build brand awareness Coordinate creation of marketing content (white papers, website updates, collateral) by working with freelancers or agencies... 
    Freelance
    Work at office
    Local area
    Remote work
    Relocation

    Efferent Labs Inc

    Ossining, NY
    3 days ago
  • $130k - $160k

     ...independent Registered Investment Advisor (RIA) with more than 35 years of...  ...oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-...  ...maintain comprehensive financial plans for high-net-worth and ultra-high... 

    Focus Financial Partners Inc.

    White Plains, NY
    1 day ago
  • Bank of America is hiring a licensed financial advisor in New York with Series 7 and 66 (or 63/65) eligibility to meet client goals through brokerage and banking solutions. The role involves building financial plans, triaging client needs, and coordinating with partners... 

    Bank of America

    Yorktown Heights, NY
    3 days ago
  •  ...successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying...  ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care;... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Shift work

    PNC

    Ossining, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Wealth Advisor & Planning Specialist. Be the first to apply!