- Charles Schwab (New York, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will...in additional to furthering your own professional development in Wealth Management . Pursuant to SAFE Act requirements,… more
- Citizens (Irondequoit, NY)
- …identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth ... engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships...(or 66) active and valid. + A valid, active Insurance Life /Health/Variable licenses is required or must… more
- UMB Bank (Albany, NY)
- …held in Private Wealth accounts, including real estate, oil/gas, closely held, life insurance and other miscellaneous assets. + You will perform inspection ... responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be...will leverage third party vendor relationships in areas of insurance , farm, ranch, oil/gas management , and real… more
- Wellington (New York, NY)
- …portfolio of growth and venture stage businesses in a perpetual vehicle targeting the wealth management channel. Private wealth is one of the fastest ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...flexible spending accounts and commuter program, employee assistance program, life and disability insurance , adoption assistance, back-up… more
- US Bank (New York, NY)
- …and Operations team. This role will support audit coverage of the Wealth Management , Investment Advisory Services and Trust Operations. Operations provides ... support to Consumer and Business Banking, Payment Services, and Wealth Management and Investment Services business lines,...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- US Bank (New York, NY)
- …Technology and Operations team.. This role will support audit coverage of the Wealth Management , Investment Advisory Services and Trust Operations business line. ... support to Consumer and Business Banking, Payment Services, and Wealth Management and Investment Services business lines,...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- AON (New York, NY)
- …savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance ... one or more of Aon's four solution lines: Health, Wealth , Commercial Risk and Human Capital + Passionate and...care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life … more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... : Both short-term and long-term, with an option to purchase additional long-term coverage. + Life Insurance : Employer-paid basic life insurance , with an… more
- Citigroup (New York, NY)
- …of 10 years of experience in markets, preferably within private banking or a wealth management setting. The successful candidate will have a deep understanding ... of 10 years of experience in markets, preferably in private banking or a wealth management setting. + Strong understanding of investment products across asset… more
- Citigroup (Smithtown, NY)
- …assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management , Mortgage) + Partner with cross retail segment Area peers ... spanning Wealth Management , Consumer and Mortgage and initiate...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
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