- JPMorgan Chase (New York, NY)
- …generation of leaders **Required Qualifications:** + Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment ... environments and are passionate about shaping the future of wealth management, this is the role for you. **Key...adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations… more
- Trustco Bank (Albany, NY)
- …protected veteran status or any other characteristic protected by law. **Job Title:** Wealth Management Manager II - Investments **Reports to:** Wealth ... EX04 ($55,000.00 - $70,000.00 annually) **Supervisory Responsibility:** No **SUMMARY:** The Wealth Management Manager is responsible for researching, reviewing,… more
- JPMorgan Chase (Pittsford, NY)
- …evolving industry, where your efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM Field Supervisory team, you will ... Join JPMorgan Chase & Co., a global leader in financial services with assets of $2.6 trillion, and be...every day. As a member of our Asset & Wealth Management division, you'll be at the forefront of… more
- TD Bank (Flushing, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for ... financial advisors or planners who will be providing ...with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves… more
- TD Bank (Middle Village, NY)
- …who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year ... to service the unique and complex needs of TD Wealth clients by reviewing financial goals and...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- JPMorgan Chase (New York, NY)
- …products that resonate with clients. As a Vice President on the JP Morgan Wealth Management- Wealth Engagement - Acquisition product team, you will work with ... designers, engineers, and other partners to expand and enhance our Wealth Management incentive offer capabilities across digital/non-digital platforms to accelerate… more
- Citigroup (Smithtown, NY)
- …the market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as ... the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance… more
- Citigroup (New York, NY)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.) + Organize client ... The Wealth Relationship Manager SAFE Act is...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +… more
- City National Bank (New York, NY)
- …for accuracy. * Generate properly formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new account paperwork ... prepares initial drafts of Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum 1… more
- Citigroup (Huntington, NY)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.) + Organize client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more