- JPMorgan Chase (New York, NY)
- …+ Assist with the development of investment policy statements and advice on asset allocation + Build excellent working relationships with internal clients + ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- JPMorgan Chase (Garden City, NY)
- …client acquisition + Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- JPMorgan Chase (New York, NY)
- …**Required Qualifications, Capabilities and Skills** + Bachelor's Degree + Strong knowledge of Asset Allocation and Portfolio Construction + SIE, Series 7, and ... in financial services industry with 6+ years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment… more
- Neuberger Berman (New York, NY)
- …and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation , wealth simulation analysis, income tax, estate and risk ... across a range of strategies-including equity, fixed income, quantitative and multi- asset class, private equity and hedge funds-on behalf of institutions, advisors… more
- City National Bank (New York, NY)
- …analysis to determine the appropriate structure of the proposal including tax considerations, asset allocation , income needed and risk tolerance * Review draft ... General Securities Rep * Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services. * Excellent analytical… more
- JPMorgan Chase (New York, NY)
- …client acquisition + Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- JPMorgan Chase (Garden City, NY)
- …of appropriate investment products + Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- Kestra Financial (Wappingers Falls, NY)
- …Responsibilities + Supports Lead Advisor, including managing client needs regarding service, asset allocation , case design and financial planning + Responsible ... and prepare to service clients independently + Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not… more
- JPMorgan Chase (New York, NY)
- …outlook. **Job Responsibilities:** + Advise on portfolio construction including overall asset allocation , tactical shifts and security selection and perform ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- Neuberger Berman (New York, NY)
- …and address them with senior trust company officers if necessary. + Implement asset allocation decisions. + Work with our Investment Team, Financial Planning ... across a range of strategies-including equity, fixed income, quantitative and multi- asset class, private equity and hedge funds-on behalf of institutions, advisors… more