- JPMorgan Chase (New York, NY)
- …working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building ... client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers,… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and… more
- Citigroup (New York, NY)
- …of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. ... will be expected to: + Function as the primary client contact and trusted investment advisor for...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client ...as a trusted resource for clients and an experienced Wealth Advisor Team. The Client ... wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and...Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or… 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 ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join… more
- Neuberger Berman (New York, NY)
- …you will play a key role in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through ... years' of hands on C# development experience, preferably in private wealth , wealth management, or...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary...Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. + Provide expert… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients ... such as investment flows, to generate actionable ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes,… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... sales enablement function will operate as part of our Client & Product Strategy ("CPS") team which serves as...new sales enablement function, initially focusing on the US Wealth market, with plans to expand support to Global… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and… more