- Robert Half Finance & Accounting (Albany, NY)
- Description A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: ... for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to ... lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment...industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High… more
- JPMorgan Chase (New York, NY)
- …of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution ... Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution to… more
- Citizens (Binghamton, NY)
- …like on our app or through our ATMs. You'll collaborate with partners in Wealth Management , Mortgage and Business Banking to help customers with more complex ... financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be… more
- CIBC (New York, NY)
- …Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are in business to help ... our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a… more
- Arrow Financial Corporation (Glens Falls, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading… more
- Arrow Financial Corporation (Glens Falls, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading… more
- Robert Half Finance & Accounting (New York, NY)
- …where attention to detail and collaboration are key? Our client, a highly successful Wealth Management firm, is looking for a Senior Associate, Operations to ... help deliver exceptional service to high-net-worth clients by managing and reconciling complex investment accounts with accuracy and efficiency. In this role you will play a critical role in maintaining the integrity of client investment data and reporting.… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... money, making payments and accessing the capital markets on behalf of our clients. Citi's Mission and Value Proposition explain what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by… more
- System One (New York, NY)
- …in topics related to financial markets, investing, economics and policy, and personal wealth management and planning. + Narrative clarity across all content ... assets-especially in flagship video programming. + Content that builds trust and relevance with investors, advisors, and other stakeholders. Efficient, on-brand video production that delivers high-quality work at scale. + A creative process that balances… more