- HUB International (New York, NY)
- …property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. A subsector of HUB, Trusted Capital ... Group (TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus on tailored financial services for unique client… more
- City National Bank (New York, NY)
- …and 3-5 years of experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and ... ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of… more
- City of New York (New York, NY)
- …The Bureau sits within the Center for Health Equity and Community Wellness. The Senior Research Analyst will play a critical role in directing BCDP's portfolio with ... Lead the development and analysis of surveys related to wealth and other social determinants of health (SDH), applying...and social justice initiatives. As the primary population health strategist and policy authority for NYC, with a rich… more
- Bank of America (New York, NY)
- …**Job Description:** As a fundamental strategist on the US Equity and ... to both internal and external clients. As an Equity Strategist , the candidate will assist the team with applying...sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform) and the media. +… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and aligned with business objectives. This role requires a skilled communicator, strategist , and storyteller with a deep understanding of financial markets and a… more