- JPMorgan Chase (New York, NY)
- …growth within the JPMA Advisory business. + Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. ... managed solutions with the goal of servicing JP Morgan Advisors and their investment teams. You need to have a broad understanding of portfolio construction,… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and ... investment teams, with access to a deep breadth of...a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... clients. The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping… more
- KeyBank (Tarrytown, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified Investment Management Analyst (CIMA)… more
- Deloitte (Jericho, NY)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… more
- KeyBank (West Haverstraw, NY)
- …- West Haverstraw, New York 10993 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... , GED or equivalent business experience (required) or + Bachelor's Degree ( preferred ) **Experience Qualifications** + Minimum of 1 year experience in developing… more
- Foresters Financial Services (Westbury, NY)
- …need to have: + High School diploma or equivalent + Some college preferred + FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will ... and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,...as a leading provider of retail services to the investment programs of banks and credit unions. Through its… more
- JPMorgan Chase (New York, NY)
- …data analysis. As the Business Manager (COO) within the Commercial & Investment Bank Securities Services organization, you will optimize business performance by ... spearheading key investment and productivity initiatives, managing deposit forecasts, and leading...business budget process. You will act as a trusted advisor to Business Heads, collaborate with Front Office Product… more
- JPMorgan Chase (Pittsford, NY)
- …& Wealth Management division, you'll be at the forefront of global investment management, providing innovative solutions in equities, fixed income, real estate, ... team, you will lead a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role in ensuring high-quality work… more