- Citigroup (New York, NY)
- …providing a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is responsible for leading a group of ~ 30 ... Wealth Planning professionals around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client's holistic… more
- City National Bank (New York, NY)
- …through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In ... needs. * Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. *… more
- HSBC (Buffalo, NY)
- …with high value clients.Professionalism clients focus and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship ... with high net worth client portfolios + Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market… more
- US Bank (New York, NY)
- …skills and discover what you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with ... (working closely with our Financial Advisors), estate and income tax planning , multigenerational wealth planning , business succession planning , family… more
- Citigroup (New York, NY)
- …service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time Type:** **Primary Location:** New York New York ... Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services, which include proactive estate planning solutions based… more
- Tompkins Community Bank (Mount Kisco, NY)
- …responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each ... referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across investment, trust,… more
- JPMorgan Chase (Great Neck, NY)
- …resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new ... financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational marketing and administrative… more
- HSBC (Flushing, NY)
- …complex, regulatory, global environment. Ensure the effective implementation of a wealth management planning -led strategy to drive and grow profitable ... investors, our communities and the planet we all share. Drive Wealth Center business performance through acquisition, coaching, business development and retention… more
- Deloitte (New York, NY)
- …offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more ... and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth ...estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform… more
- Citigroup (New York, NY)
- … products across investments, banking, lending, insurance, trust services and financial planning & advice. Citi Wealth propositions are delivered via tailored ... (CFP(R)) are preferred. + 15+ years of experience in wealth management, financial planning , or related sectors. + Extensive experience working with 3rd… more
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