- Raymond James Financial, Inc. (New York, NY)
- …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation ... investment concepts, practices, and procedures used in the securities industry + Financial markets and products **Skill in:** + Thorough and balanced documentation… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- JPMorgan Chase (New York, NY)
- …working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building ... client relationships and making meaningful contributions to our business...own expertise. As an Solutions Analyst Trainee in Global Private Bank, you will work with investment professionals who… more
- JPMorgan Chase (Fayetteville, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you ... points toward doing right by clients at every opportunity + Foster a client -centric planning process and ensure implementation of financial planning strategies +… 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 ... a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the...in professional organizations. **Qualifications:** + 2+ years of proven client service/support or related experience in the financial… more
- JPMorgan Chase (New York, NY)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Ankura (NY)
- …Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our ... team supports private equity firms, corporations, and other stakeholders through the...value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior executive role within… more
- JPMorgan Chase (New York, NY)
- …crucial growth area consisting of ~70 Sponsor coverage bankers who provide comprehensive financial solutions to over 1,400 Private Equity firms and Family ... plays a pivotal role in fostering relationships between various client segments of the Commercial & Investment Bank, utilizing...and resources to establish the firm as a strategic advisor . Your role will involve interfacing across the Global… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary...solutions across personal lines, commercial lines, employee benefits, and financial services. + Deliver a high-touch client … more
- JPMorgan Chase (New York, NY)
- …and operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations. ... Management channels (CWM and JPMA), Consumer Bank, and JPMorgan Private Client . Your ability to adapt and...deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic… more