Private Wealth Advisor
Orange Investment Advisors
Orange Investment Advisors, Inc. (OIA) is a NYC-area wealth management firm seeking a Wealth Management Advisor to provide comprehensive financial guidance to clients, assess goals and risk tolerance, and develop tailored wealth plans. The role requires meeting with clients, constructing and reviewing portfolios, and delivering retirement planning solutions in a fast-paced, client-centric environment. The advisor will collaborate with Orange Bank and Trust colleagues to ensure regulatory #J-18808-Ljbffr
- ...Fairygodboss is seeking a Private Banker in Greenwich, CT, to manage and advise clients on their wealth. The role involves building relationships and providing tailored financial solutions using your knowledge in investments, banking, and wealth management. Ideal candidates...Private
- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...Private
$150k - $190k
...NewEdge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree...Private$200k
...understanding of clients’ businesses and sources of wealth generation. Anticipate events in a... ...implications. Serve as a trusted advisor to clients who frequently seek strategic... ...long‑term connections to the Citi Private Bank. Effectively manage client expectations...PrivateFull time$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: White Plains, NYtime type: Full timeposted on: Posted Todaytime left to apply: End Date... ..., New York 10601**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities...PrivateHourly payWork experience placementDay shift$120k - $150k
About The Company Our client is a global credit investment manager with over $40 billion in AUM investing across public and private strategies, including a direct lending platform that provides customized financing solutions to middle-market companies across industries....Private- ...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 Banker We are actively looking for exceptionally talented individuals who are... ...building, preserving and managing their wealth. You will use your knowledge of investments... .... Asset Management provides individuals, advisors and institutions with strategies and expertise...PrivateTemporary workWork experience placementLocal area
- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com In this role, you will: * Participate in soliciting residential mortgages...PrivateHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$100k - $140k
...experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm ~ Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred ~ Experience in planning and...PrivateFull timeWork at officeRemote work- ...a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning...PrivateTemporary workWork experience placementLocal area
- ...seeking a fund accounting professional for a $15B hedge fund in Greenwich, Connecticut. This role offers a unique opportunity to support private hedge funds and involves collaboration with various teams including IR and FP&A. The ideal candidate should have 2-4 years of...Private
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning...PrivateTemporary workWork experience placementLocal area
- ...process improvements Qualifications 3–7 years of experience in fund accounting, public accounting, or a mix Experience with credit or private equity fund structures preferred CPA or progression toward CPA strongly preferred Why Apply High visibility across a lean and...PrivateWork at office
$21 - $22 per hour
...NY Driver's needed! Looking for Drivers! Covid Vaccination Not Required Pay: $21-$22/hourLocation: Westchester, NY, for a Private ClientSchedule: 12 hour shifts, Monday- Sunday, great for Aides that are looking to work long shifts!INCENTIVES: $200 sign-on bonus...PrivateLive inLocal areaImmediate startRelocation packageShift work$120k - $140k
...A $10B private equity and credit fund, based in Greenwich, CT, is seeking an experienced professional to join their team as a Senior Fund Accountant. Base pay range $120,000.00/yr - $140,000.00/yr Additional compensation types Annual Bonus Responsibilities Manage cash,...PrivateFull time$110k - $130k
...time Job function Accounting/Auditing, Finance, and Management Industries: Accounting, Financial Services, and Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at Mission Staffing by 2x Benefits Medical insurance Vision insurance...PrivateFull time- ...& Trust Company’s brand in the marketplace. Seen as a trusted advisor, this position will work closely with their team and commercial... ...actively calling on clients in partnership with RM’s, Lenders, Private Banking, etc to deepen relationships, proactively own, respond...PrivateTemporary workWork at officeLocal area
- ...Operator (FBO) environment. This role ensures accurate inventory control, timely stocking of aircraft supplies, and efficient support of private aviation and customer service operations while maintaining compliance with safety, security, and quality standards. What You Will...PrivateShift work
$4,500 - $5,800 per week
...Citadel is one of the world's leading alternative investment managers. We manage capital on behalf of many of the world's preeminent private, public and nonprofit institutions. We seek the highest and best use of investor capital in order to deliver market leading results...PrivateWeekly payInternshipImmediate startRelocation package- ...families in a positive, cheerful manner, promote our organization mission, vision and values. Review daily IP, ER, Surgery and OP private pay admissions to determine eligibility for various government programs. Responsible for clearing patients at ER, hospital...Private
$400k
...investor relations at an elite fund far more than it does traditional private school admissions. You'll steward a portfolio of high-net-worth... ...failed. You are not a salesperson; you are their most trusted advisor in this decision. Managing artificial scarcity. Traditional...PrivateFull timeFor contractorsImmediate start- ...collaborative network. Ideal candidates bring strong interpersonal skills, a client-focused mindset, and a drive for long-term success in wealth management. Prior sales/finance experience is a plus, with licensing support and ongoing training provided. #J-18808-Ljbffr...
$120k - $140k
...Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K We are a boutique, Fairfield County-based fiduciary Wealth Management firm, independently operated and custodied through Raymond James...Full time- ...Manager, Banquet Captain Classification: Exempt Position Summary Burning Tree Country Club is one of Connecticut's premier private clubs, recognized for exceptional hospitality, personalized service, and a vibrant calendar of Member experiences. As the Club continues...PrivateWeekend workAfternoon shift
$200k
...Connecticut. The position requires 15+ years of experience in Private Banking, specifically in handling ultra-high-net-worth clients.... ...prospects, developing investment solutions, and serving as a trusted advisor for clients. This role demands strong communication skills...Private$21 per hour
Starting Salary: $21 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies. You’re comfortable enough with technology to demonstrate how to use our mobile...Hourly payPart timeLocal areaFlexible hoursAfternoon shift$135.6k - $300k
...held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field Knowledge of fiduciary and financial products and services through extensive related work...PrivateFull timeWork experience placementWork at officeFlexible hoursShift workDay shift- ...Director Of Investments The Director of Investments provides exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. The Director of Investments is a senior service level position for a Financial Advisor(...PrivateWork experience placement
- ...Starwood Capital Overview: Starwood Capital Group is a private investment firm with a primary focus on global real estate. Since its inception in 1991, the Firm has raised over $80 billion of capital and currently has approximately $115 billion of assets under management...PrivateFull timeSummer workInternshipSummer internship
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