- Citigroup (New York, NY)
- **Citi Wealth Planner ** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver ... and implement customized wealth structuring services, which include proactive estate planning solutions...Demonstrates technical expertise and ability to provide guidance on wealth structuring matters, including: *Estate, gift and income tax… more
- City National Bank (New York, NY)
- * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high ... by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24… more
- JPMorgan Chase (Fayetteville, NY)
- …qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) or Wealth Management Certified Planner (WMCP) certification is preferred + ... solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial planning and advice… more
- Alcoa Corporation (Massena, NY)
- …raw potential into real progress. This is an opportunity for you to bring your wealth of experience to the team and help shape the future of sustainability with ... better. About the role: Alcoa is seeking a Materials Planner to join our Planning & Scheduling Team in...improve equipment reliability. + Provide vacation coverage for Material Planner and Asset Planner roles as needed.… more
- Lockheed Martin (Liverpool, NY)
- …to make the associated changes to the BOM\. **WHY JOIN US** **Your Health, Your Wealth , Your Life** As an employee at Lockheed Martin, your health and well being are ... paramount\. From medical insurance, to legal help and tuition reimbursement, we provide benefits to improve your life\. Come check out all of the amazing benefits Lockheed Martin has to offer\. Learn more about Lockheed Martin's comprehensive benefits package… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... Wealth Planning Specialists is responsible for leading a group...24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus +… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (5193) ( 250000E2 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors **Description** ... goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement**… more
- Bank of America (Buffalo, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Staten Island, NY)
- …SD-Financial-Market\_25028127) **Job Description:** Merrill Wealth Management is a leading ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Equitable (Melville, NY)
- …out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals ... they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your… more