- Citigroup (New York, NY)
- **Job** **Description** The Wealth Planning Specialist is a subject matter expert in financial planning and related areas, servicing high-net-worth ... financial advisors and their clients to provide education on diverse wealth planning opportunities, ranging from fundamental to highly complex. The specialist… more
- 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
- JPMorgan Chase (New York, NY)
- …structure with a platform of both depth and breadth. The Private Bank Digital Wealth Planning Product Associate will focus on the execution of our goals-based ... role requires a proactive individual with a foundational understanding of Wealth Planning and Advice, capable of supporting product execution to deliver value… more
- JPMorgan Chase (New York, NY)
- …JP Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution ... product strategy for digital planning and advice capabilities, including wealth planning , estate planning , executive tools (proxy review and updated… 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
- 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
- Bank of America (New York, NY)
- …in any one of the teams specialized roles of Business Development, Wealth Planning , Investment Management, or Business Management in addition to ... the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other… more
- Neuberger Berman (New York, NY)
- …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
- Citigroup (New York, NY)
- …exposed to different areas within Wealth , including Banking, Investments, Lending, Wealth Planning , Chief Operating Office and Chief Investment Office + ... is looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth is unified wealth platform that serves clients… more
- HSBC (Buffalo, NY)
- …with high value clients. Professionalism client 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