- Citigroup (New York, NY)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of… more
- Citigroup (New York, NY)
- …solutions to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of… more
- Citigroup (New York, NY)
- …not articulated or clearly expressed by the client. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + ... developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of… more
- JPMorgan Chase (Rockville Centre, NY)
- …and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within JP Morgan Wealth Management, ... implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. +… more
- Principal Financial Group (New York, NY)
- …accounting, economics, statistics, engineering, data science, business analytics) + 3+ years investment related work experience + Experience in financial markets ... of internal workflows. **Key responsibilities:** + Monitor portfolio holdings for financial reporting and covenant compliance tracking + Ensure timely execution of… more
- KeyBank (Cortlandt Manor, NY)
- …and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial ... helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs,...and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At… more
- Bank of America (New York, NY)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- JPMorgan Chase (New York, NY)
- …to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from ... program, you will be provided with an introduction to financial services and the firm. You will be exposed...deliver innovative strategies and solutions tailored to the unique investment goals of both institutions and high net worth… more
- JPMorgan Chase (Brooklyn, NY)
- …into firmwide reporting. As an External Reporting Associate within the Commercial & Investment Bank team, you will have the chance to cooperate and work across ... business lines and corporate stakeholders in support of the Commercial & Investment Bank's reported figures. Your role demands strong attention to detail,… more
- TD Bank (New York, NY)
- …adjudication, account management, exposure management, risk segmentation, and financial return optimization. This job provides critical information, interpretative, ... management either from a business administration, statistical, mathematical, scientific or financial background + Excellent written and verbal communication skills +… more