Senior Wealth Investment Strategist for HNW Clients
M&T Bank
M&T Bank in Paramus, New Jersey is seeking an experienced investment manager to provide comprehensive wealth advisory services to clients. Responsibilities include managing complex fiduciary relationships, maintaining knowledge of financial markets, and identifying additional opportunities with clients. The ideal candidate will have a Bachelor’s degree with at least 7 years of investment-related experience, or an equivalent combination of education and experience. Strong communication and presentation skills are crucial for this role. #J-18808-Ljbffr M&T Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Investment Strategist for HNW Clients in Paramus, NJ vacancy
- ...Chase, we are passionate about helping our clients, supporting our employees, building... ...diversity and inclusion. Using a broad investment product platform and cutting‑edge digital... ...needs. A Private Client Advisor in Chase Wealth Management offers comprehensive financial...High net worth
- Overview Overview: Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals...SeniorHigh net worthWork experience placementWork at office
- JPMorgan Chase & Co. in Paramus, NJ seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will... ...coaching beyond investments, leveraging Chase Wealth Management resources. #J-18808-Ljbffr JPMorgan...Suggested
- JPMorgan Chase is seeking a Private Client Investment Associate in Montclair, New Jersey, who will provide essential client service and operational support to Private Client Advisors in Wealth Management. The role includes facilitating requests, maintaining client relationships...Suggested
- JPMorganChase is seeking a Private Client Advisor in Paramus, New Jersey. The role involves delivering personalized investment solutions and building client relationships with a commitment to diversity and inclusion. Ideal candidates will have a minimum of 2 years in a...Suggested
$68k - $90k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... .../or FA/PWAAnswering general non-investment related questions concerning...Temporary workWork at officeLocal area- ...financial institution is seeking an experienced professional to lead client acquisition and deepen relationships. The role involves... ...financial strategies to meet the needs of clients with significant investable assets. Candidates must have extensive experience in private...Senior
$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Anticipate the complex financial needs of the client and offer solutions through a wide range... ...a client's banking, credit and investment needs and goals in order to provide holistic...High net worthFull timeWork at office- J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ Upper Montclair, NJ, United States Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering...
- A leading global financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to clients in New York, NY. The ideal candidate will have at least two years of experience as a Financial Advisor, strong skills...
- ...various tax preparations. Key responsibilities include preparing individual and business returns, collaborating with high-net-worth clients, and providing tax advisory services. Candidates must possess a Bachelor's degree in Accounting or Finance and have at least 5...SeniorHigh net worth
- ...leading financial services firm in East Rutherford seeks a Private Client Advisor to offer comprehensive financial planning and advice to... ..., building strong relationships and delivering personalized investment solutions. The ideal candidate has 2+ years of financial...
- JPMorgan Chase & Co. is looking for a Private Client Investment Associate in Montclair, NJ. In this role, you will support Private Client Advisors by providing customer service, marketing, and administrative support. Responsibilities include managing operational requests...
$70k - $90k
Pathstone, located in Englewood, NJ, is seeking a Tax Senior to manage clients' tax and family office service needs effectively. The candidate will drive the tax return preparation process and assist with tax advising for high net worth families. To qualify, candidates...SeniorHigh net worthWork at office- ...Description Job Description Tax Manager/Senior Opportunity for a driven... ...professional with partnership aspirations. Our client is a regional firm that that has successfully... ...compliance and planning with a robust wealth management practice, becoming the leading...SeniorHigh net worthLocal area
- ...Role Description We are seeking an experienced, client-focused, and detail-oriented Senior Tax Accountant to join our growing tax practice. This role... ...deliver practical solutions to closely held businesses, investment entities, and high-net-worth individuals. The ideal...SeniorHigh net worthLocal areaRemote work
Protouch Staffing
Midland Park, NJ3 days ago - CFA Institute is seeking a Wealth Practice Manager in Clifton, NJ. This role involves leading a wealth consulting team, managing client requirements, and implementing the Charles River Investment Management Solution. The ideal candidate will have over 8 years of experience...Senior
$80k - $90k
...for a Financial Advisor within its Advisor Development Program in Paramus, NJ. This role focuses on developing client relationships and delivering investment recommendations to high-net-worth individuals. Successful candidates will have strong interpersonal skills and...High net worth$80k - $90k
...is looking for a Financial Advisor in Paramus, NJ. This role involves developing relationships with high-net-worth clients, recommending suitable investment products, and addressing client financial goals. The Advisor will benefit from comprehensive training and support...High net worth$100k - $120k
Job Overview - Senior Tax Accountant Compensation: $100,000 - $120,000/year Location:... ...Accountant in Bergen County, NJ for our client, supporting tax compliance, tax planning... ...Experience supporting closely held businesses, investment entities, or high-net-worth individuals...SeniorHigh net worthWork at officeLocal area- Overview The Senior Tax Preparer is responsible for preparing, reviewing, and finalizing... ...of technical tax knowledge, strong client communication skills, and the ability to... ...Individuals (high-net-worth, multi-state, investment-heavy) Partnerships (1065) Corporations...SeniorHigh net worthLocal areaFlexible hours
$100k - $135k
PKF O'Connor Davies in Woodcliff Lake, New Jersey, is looking for an experienced Tax Manager to join its Private Client Services practice. This role involves delivering tax compliance, planning, and consulting services to high-net-worth individuals and closely held businesses...SeniorHigh net worthPrivate practice- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...diversity and inclusion. Using a broad investment product and thought leadership platform... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- JPMorgan Chase & Co. in New Jersey invites qualified Private Client Advisors to join Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, delivering an exceptional investor experience with advised solutions and...
- Morgan Stanley is looking for a Client Service Associate in Paramus, NJ, responsible for providing exemplary service to clients and supporting Financial Advisors. Ideal candidates will possess strong interpersonal and organizational skills to assist clients effectively...
- Role, Inc. located in Fort Lee, New Jersey, is looking for an Associate/AVP, Quant Strategist to join the Quantitative Strategies Group. This critical role involves working with investment underwriting and portfolio management initiatives, combining technical skills with...Senior
- ...engage with high-net worth individuals, developing relationships and delivering comprehensive investment recommendations. The role includes hands-on training to build client relationships and exceed performance hurdles, while collaborating with advisory teams. Opportunities...High net worth
$88.4k - $132.6k
Citi in Paramus, New Jersey, seeks a Wealth Relationship Mgmt. Sr. Analyst to enhance client relationships and provide tailored financial solutions. The role demands 5-8 years of experience, expertise in financial planning, and strong communication skills. The position...Senior$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Paramus, New Jersey. This role involves identifying and expanding relationships with affluent clients, anticipating their financial needs, and providing personalized solutions. Candidates should have...SeniorFull time- ...The Associate, Wealth Management will be responsible for supporting and cultivating wealth... ...and portfolios of high-net-worth clients and prospects and assist with the development... ...Regularly perform analysis on client investment accounts to prepare client portfolio reviews...High net worth
Valley Bank
Paramus, NJ18 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Investment Strategist for HNW Clients. Be the first to apply!
Related searches
- senior magento developer Paramus, NJ
- senior manager pmo Paramus, NJ
- senior accountant part time Paramus, NJ
- senior manager legal Paramus, NJ
- remote senior project manager Paramus, NJ
- senior tableau developer Paramus, NJ
- senior manager m&a tax Paramus, NJ
- senior accountant remote Paramus, NJ
- senior software engineer ruby on rails Paramus, NJ
- senior software design engineer Paramus, NJ