- JPMorgan Chase (New York, NY)
- …our Online Investing business and supports investors in achieving their long-term financial goals. As a trusted advisor , you'll drive innovative solutions ... Management & Market Surveillance, you'll play a vital role in supporting our financial risk strategy and ensuring robust market surveillance. This is an excellent… more
- Citigroup (New York, NY)
- …prospects into clients. + Anticipate events in a client's life which have significant financial implications. + Serve as a trusted advisor to clients and provide ... as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- Bank of America (New York, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Brokerage-Services- Financial - Advisor \_25035237) **Job Description:** ... Direct Markets Coverage Brokerage Services Financial Advisor New York, New York...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates… more
- Bank of America (New York, NY)
- …Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
- Citigroup (New York, NY)
- …will cement digital as a core engine of client growth, brand building, and advisor enablement across Citi Wealth . **Responsibilities:** + Develop and lead Citi ... Wealth 's global digital marketing strategy, spanning client and advisor -facing platforms across the full wealth continuum (Citigold, CPC, Citi Private Bank,… more
- Wellington (New York, NY)
- …trailblazers in wealth management. This role will serve as a key advisor to the C-suite and other senior executives, shaping long-term communication ... in external communications, with a significant portion in leadership roles within financial services or wealth management organizations. + Proven track record… more
- HUB International (New York, NY)
- …dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA ... insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue… more
- Citigroup (New York, NY)
- …for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi ... private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring,… more
- JPMorgan Chase (New York, NY)
- …framework to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive ... lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale,...**Required Qualifications:** + Minimum 5 years of experience in financial services, with deep expertise in wealth … more