- M&T Bank (New York, NY)
- …technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical Requirements:** ... and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... to generate actionable ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams' chats to provide… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking ... client relationships by positioning and selling a broad array of appropriate financial products and services. Develops strategic relationships with all NBT Wealth… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered… 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 ... to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of...& HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Wells Fargo (New York, NY)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- BlackRock (New York, NY)
- …and go-to-market activations for BlackRock's investment solutions within the US Wealth Advisory (USWA) business. This role offers the opportunity to shape ... how we engage financial advisors through modern marketing channels, including social media, AI-powered tools, and data-driven personalization. Blending investment… more
- City National Bank (New York, NY)
- …Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families. ... Provide analytical and financial support and expertise through technological tools and software.... support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member… more
- Bank of America (New York, NY)
- …Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. This job is responsible ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more