• Client Associate

    Neuberger Berman (New York, NY)
    …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....of proven client service/support or related experience in the financial services industry. + An undergraduate degree and Series… more
    Neuberger Berman (07/18/25)
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  • JP Morgan Wealth Management - Private Wealth…

    JPMorgan Chase (New York, NY)
    …condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner ... to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
    JPMorgan Chase (08/29/25)
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  • Asset Management - Multi-Asset Solutions…

    JPMorgan Chase (New York, NY)
    …for the research, development and delivery of retirement insights to financial professionals and plan sponsors to improve retirement outcomes and reinforce ... strategic insights and implications for defined contribution plan fiduciaries, financial professionals and their clients. + **Technical proficiency** across the… more
    JPMorgan Chase (08/08/25)
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  • Finance Lecturer

    Binghamton University (Binghamton, NY)
    …We welcome candidates with expertise in all areas of finance including financial management, corporate finance, strategic finance, investments, financial markets ... committees as assigned. Student Club Advising: + Serve as the faculty advisor for the university's finance student clubs (ie, Binghamton University Finance Society,… more
    Binghamton University (07/01/25)
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  • Director, After-Tax Wealth Strategist & Investment…

    BlackRock (New York, NY)
    …materials **Requirements:** + CFA, CFP , JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth management, law firm, public accounting, or ... their goals and creatively brainstorming on solutions + Strong financial modelling skills For New York, NY Only the...one mission: to help more and more people experience financial well-being. Our clients, and the people they serve,… more
    BlackRock (08/22/25)
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