- JPMorgan Chase (Fayetteville, NY)
- …proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals ... beyond investments + Develop and implement marketing strategy including social media , client-specific presentation materials, and hosting client events + Embrace… more
- Deloitte (Jericho, NY)
- …practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently ... Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's...experience The wage range for this role takes into account the wide range of factors that are considered… more