- Edward Jones (Port Jervis, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- M&T Bank (Buffalo, NY)
- …hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions to high ... prospects based on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and close custom (advisory/tailored) credit… more
- Neuberger Berman (New York, NY)
- …operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience ... + **Client Reporting** : Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis. + **Data Management** :… more
- JPMorgan Chase (New York, NY)
- Join our JP Morgan Wealth Management marketing team as an associate , delivering on key initiatives that help empower our advisors. JP Morgan Wealth ... to ultra high net worth markets. As a Marketing Associate in JP Morgan Wealth Management, you...years of entry level marketing experience, ideally in an advisor channel within wealth management or other… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within ... candidate will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist… more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated… more
- KeyBank (Syracuse, NY)
- …+ Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging ... Warren Street - Syracuse, New York 13202-1600 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client… more
- Wells Fargo (Oneonta, NY)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... . **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as… more
- Foresters Financial Services (Westbury, NY)
- …Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered ... Sales Support Associate Sales Westbury, New York Apply Description What...and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,… more
- JPMorgan Chase (New York, NY)
- …standing at the intersection of finance and technology-and at the cutting- edge of wealth management. We've been making rapid progress on our mission: to break down ... growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and...counting) are using 55ip. Job Description As a Management Associate within 55ip, you will work to provide comprehensive… more