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

Private Wealth Investment Advisor & Client Relationship Lead

Morgan-Stanley

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to join the Financial Advisor team. The role focuses on developing and maintaining client relationships, assessing client circumstances, and delivering individualized investment consulting within the firm’s wealth management framework. Responsibilities include advising clients, analyzing opportunities, and delivering seminars while complying with industry rules. #J-18808-Ljbffr Morgan-Stanley

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Investment Advisor & Client Relationship Lead in Central Islip, NY vacancy
  • Morgan Stanley seeks a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will handle routine account queries, process transactions, onboard clients, and assist with documentation... 
    Private

    Morgan-Stanley

    Central Islip, NY
    3 days ago
  •  ...Bank of America seeks a client-focused team member to engage lobby clients, educate on self-service banking, and assist with transactions. You will handle cash, build relationships, and connect clients to suitable financial solutions while ensuring compliance and exceptional... 
    Suggested
    Work at office
    Shift work

    Bank of America

    Melville, NY
    4 days ago
  •  ...Chase is seeking a Relationship Banker in a branch to represent the brand with hospitality and use cutting-edge financial technology. You will acquire, manage, and retain client relationships, applying financial knowledge to offer thoughtful solutions that address clients... 
    Suggested

    Fairygodboss

    East Northport, NY
    4 days ago
  • JPMorganChase is seeking a Relationship Banker to join a Chase Branch and deliver hospitality-driven service while leveraging digital tools to meet client needs. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions and shaping... 
    Suggested

    JPMorganChase

    East Northport, NY
    1 day ago
  •  ...Relationship Banker - Long Island East, NY Area Spanish Required Holbrook...  ...and delivering for our clients, teammates, communities and...  ...small business, lending, and investments - Manages financial center traffic...  ...Corp."). Bank of America Private Bank is a division of Bank... 
    Private
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Medford, NY
    2 days ago
  • $72.5k - $85k

    POSITION SUMMARYRegistered Client Relationship Analysts provide...  ...clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...  ...trusted relationships. Leading with a client first mindset...  ...general non-investment related questions concerning... 
    Private
    Temporary work
    Work at office
    Local area

    Morgan-Stanley

    Central Islip, NY
    3 days ago
  •  ...Representative III (Personal Banker) to deliver exceptional experiences to members in New York. This role entails building strong relationships, identifying lending opportunities, and collaborating with cross-functional teams to achieve goals. The ideal candidate will... 

    Suffolkcu

    Smithtown, NY
    4 days ago
  • M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales strategies... 

    001 Manufacturers and Traders Trust Co

    Hauppauge, NY
    4 days ago
  • $85k - $115k

     ...industry expertise helps support our clients' regional and global needs. We have...  ...joining our amazing team!JOB OVERVIEW:The Relationship Manager in EPIC Private Client is responsible for providing...  ....ResponsibilitiesBecome a trusted advisor and provide exemplary service in all... 
    Hourly pay
    Full time
    Local area

    Edgewood Partners Insurance Center

    Melville, NY
    2 days ago
  • J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series... 

    Fairygodboss

    Selden, NY
    3 days ago
  •  ...Relationship Banker - Copiague and Hauppauge, NY Area *Bilingual Spanish required Copiague...  ...Responsible Growth and delivering for our clients, teammates, communities and...  ...experts in small business, lending, and investments - Manages financial center traffic, appointments... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Hauppauge, NY
    2 days ago
  •  ...America is seeking a customer-focused in-branch associate to engage clients in the lobby and educate them on self-service options such as...  ...suitable solutions. Responsibilities include building client relationships, following compliant processes, and supporting a high-quality... 

    Bank of America

    Central Islip, NY
    4 days ago
  •  ...believe in people's growth potential. We invest in it. We protect it. We focus it. For...  ...100 years, we've been the Bank that clients from every industry turn to for our expertise...  ...that can fuel every goal. We are the leading relationship bank built for growth--with over $60... 
    Work at office

    Valley Bank

    Central Islip, NY
    4 days ago
  • $125k - $175k

    An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development,...  ...with new and existing clients. The Relationship Manager...  ...to a full range of wealth building, managing and...  ...doing the right thing, leading with exceptional ideas... 
    Private
    Temporary work
    Work experience placement

    Morgan-Stanley

    Central Islip, NY
    3 days ago
  • $75k - $90k

    Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Hauppauge, NY. This role involves assisting in the administration and marketing of client relationships, supporting Financial Advisors in growing their business through productivity-based campaigns... 

    Janney Montgomery Scott LLC

    Hauppauge, NY
    2 days ago
  • $75k

    About Us Geller Private Wealth &Partners is a boutique, family-style wealth...  ...close to $700 million in client assets as one of the largest...  ...Forbes Best-In-State Wealth Advisor. Our partners bring 30+...  ...seat where you own the client relationship and get creative input on how... 
    Private
    Work at office
    Flexible hours

    Geller Private Wealth &Partners

    Melville, NY
    4 days ago
  • $120k - $135k

    Morgan Stanley Investment Management (“...  ...to a diverse client base, which includes...  ...within the MS Wealth Management...  ...of direct private equity, private...  ...Stanley Financial Advisors and relevant...  ...territory(s).Leverage relationships throughout the...  ...right thing, leading with... 
    Private
    Temporary work
    Worldwide

    Morgan-Stanley

    Central Islip, NY
    4 days ago
  • Summary About The Role As a Client Relationship Manager in our Public Sector Growth Team, your primary...  ...and QA’s offerings. Client Meetings: Lead consultative conversations to uncover...  ...plan, Wellhub, Cycle to Work scheme Private Medical Insurance at corporate rates Employee... 
    Private
    Apprenticeship

    QA Ltd

    Saint James, NY
    4 days ago
  •  ...WealthJob Description:The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in...  ..., Commercial and other Wealth PartnersExecutes in a...  ...is one of the world's leading global financial institutions... 
    Private
    Full time
    Local area
    Work from home
    Flexible hours

    TD Bank

    Melville, NY
    1 day ago
  • $30 - $40 per hour

     ...Lead Welder Hauppauge, NY (Commutable from: Kings Park, Commack, East Northport, Smithtown...  ..., DE 19805 act as an employer-paid private personnel agency. The salary advertised...  ...and skill set and will be decided by our client, the employer. Rise are not responsible... 
    Private
    Hourly pay

    Client 1

    Hauppauge, NY
    1 day ago
  • $100k - $150k

     ...real value to our clients.Our mission is...  ...long-term relationships built on trust...  ...asset, and we invest in their growth...  ...join our growing Private Client Services...  ...be a strategic advisor with strong technical...  ..., gift, and wealth transfer taxes....  ...relationships and leading... 
    Full time
    Private practice
    Local area
    3 days per week

    PKF O’Connor Davies

    Hauppauge, NY
    5 hours ago
  •  ...-net-worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives. Collaborate with Merrill Financial Advisor Teams to promote portfolio growth, prioritize sourcing... 

    Jobtailor

    Melville, NY
    4 days ago
  • TD Wealth is seeking a Financial Advisor in Medford, NY, for a three-year program with a forgivable draw. You will provide financial planning guidance and investment solutions, review client goals, and manage relationships to grow share of wallet. The role requires a strong... 

    TD

    Medford, NY
    3 days ago
  • $66.56k - $99.32k

    TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment strategies and financial goals while...  ...financial analysis and wealth management. This full-time role... 
    Full time

    TD Bank

    Medford, NY
    5 days ago
  • $160k - $210k

     ...Region. This individual will lead strategic growth and...  ...focused on market expansion, client relationship development, strategic program...  ...business acumen, and trusted advisor status with key clients to help...  ...municipal, state, federal and private sectors. Oversee and... 
    Private
    Local area
    Flexible hours

    Vanasse Hangen Brustlin, Inc.

    Hauppauge, NY
    5 days ago
  •  ...for helping our clients, taking care...  ...employees, building relationships, and...  ...Using a broad investment product and thought...  ...needs. As a Private Client Investment...  ...J.P. Morgan Wealth Management, you...  ...Client Advisors within Wealth...  ...management and new lead generationAssist... 

    JP Morgan Chase

    Huntington, NY
    8 hours ago
  • $21 - $31.98 per hour

     ...support our Hauppauge office. This is a client-facing role responsible for reception...  ..., facilities needs, and vendor relationships Support administrative activities...  ...mindset ~ Experience supporting a Wealth Management, Private Banking, Financial Advisory, or Trust... 
    Private
    Hourly pay
    Work at office
    Remote work

    Wilmington Trust

    Hauppauge, NY
    3 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Wealth Management to provide client...  ...administrative support to Private Client Advisors. You will assist with account...  ...processing, and building client relationships while maintaining team culture and... 

    JPMorgan Chase & Co.

    Huntington, NY
    2 days ago
  • J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to provide client service...  ...assistance to Private Client Advisors. You will handle account openings...  ...and trades, while building client relationships and supporting wealth planning for... 

    Next Frontier Capital

    Huntington, NY
    1 day ago
  •  ...experienced and detail-oriented Premier Private Client Account Executive to join a growing...  ...premium. Experience and familiarity with leading high-net-worth carriers such as Chubb,...  ...ability to build and maintain client relationships. Commitment to continuous process... 
    Relocation package
    Shift work

    The Jonus Group

    Hauppauge, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Investment Advisor & Client Relationship Lead. Be the first to apply!