• Neuberger Berman (New York, NY)
    …As a key member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients ... on all aspects of trust and estate planning, tax strategy, pre-liquidity events , and charitable giving. The role focuses on working with complex client relationships… more
    DirectEmployers Association (09/13/25)
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  • Citi Wealth Planner

    Citigroup (New York, NY)
    **Citi Wealth Planner ** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver ... matters, including: *Estate, gift and income tax planning *Transition event planning *Business succession planning *Charitable planning and related vehicles… more
    Citigroup (09/16/25)
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  • Summer 2026 Key Investment Services Internship…

    KeyBank (Albany, NY)
    …New York 12205 **Summer 2026 Key Investment Services Internship (Certified Financial Planner Track)- Albany, NY** Program Duration: **MAY 26, 2026 - AUGUST 14, ... meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one's… more
    KeyBank (10/13/25)
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  • **Care Manager Hiring Event ** Onsite…

    LIFEPlan CCO NY (Clifton Park, NY)
    **CARE MANAGER HIRING EVENT ** ONSITE INTERVIEWS** CLIFTON PARK - 11/5, 11AM - 6PM Job Details Level Experienced Job Location Clifton Park - Clifton Park, NY Position ... employment, and community resources. You'll be their advocate, their planner , and their guide. + Supporting over 20,000 members...able to conduct phone and video calls in a private area where the conversation cannot be overheard, and… more
    LIFEPlan CCO NY (10/28/25)
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  • Associate Private Client Advisor

    KeyBank (Pearl River, NY)
    …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus ... with all partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of...S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life,… more
    KeyBank (10/08/25)
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  • Private Client Advisor

    KeyBank (Albany, NY)
    **Location:** 1900 Central Avenue - Albany, New York 12205 **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning ... S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life,...Accident/Health or Life & Disability) (required) + In the event you do not hold the required licenses at… more
    KeyBank (10/17/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (New York, NY)
    …offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial ... strategy including social media, client-specific presentation materials, and hosting client events + Embrace digital innovations to help clients become more… more
    JPMorgan Chase (08/29/25)
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  • Program Coordinator

    City of New York (New York, NY)
    …program databases with accurate site information; coordination for temporary events and public safety emergencies, including station deactivation and reactivation, ... station relocations; liaising between DOT, other City agencies, and private contractors regarding matters pertaining to bike share and...MUST BE SERVING PERMANENTLY IN THE TITLE OF CITY PLANNER , REACHABLE ON THE CITY PLANNER CIVIL… more
    City of New York (10/22/25)
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  • Director of Banquets - Waldorf Astoria

    Hilton (New York, NY)
    …Service that creates unforgettable experiences for discerning travelers with 375 rooms, 375 Private Residences, 40,000 square feet of event space, holistic spa ... locations\. The ideal candidate will be a remarkable leader, exceptional strategic planner , creative thinker, with a passion for delivering unique and memorable… more
    Hilton (10/16/25)
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  • Tax Manager - Real Estate

    Deloitte (New York, NY)
    …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... role and career. Responsibilities will include: + Assisting clients with life events for partnerships (eg, formations, mergers, initial public offerings), inside and… more
    Deloitte (10/25/25)
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