- JPMorgan Chase (New York, NY)
- …Group, (PAG) you will serve as the lead for investment solutions within US Wealth Management, our mass affluent client channel. Partnering closely with CWM ... The USWM Portfolio Advisory Group is a critical team within JPMorgan Wealth Management, responsible for providing comprehensive guidance and support on managed… more
- Pioneer Bank (Albany, NY)
- …with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities. + Develops ... Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President - Wealth Management CLASSIFICATION:...track of life changing events that could affect a client 's financial plan and adjust the plan accordingly. It… more
- HUB International (New York, NY)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer:… more
- JPMorgan Chase (New York, NY)
- …introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as ... Prepare and present a curriculum-based project to an audience of senior stakeholders. **Required qualifications, capabilities, and skills** + Sophomore standing… more
- JPMorgan Chase (New York, NY)
- …This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment ... The JP Morgan Wealth Management Business fits into the larger Consumer...to deliver a full suite of solutions for every client . The Practice Management and Advisor Development team is… more
- JPMorgan Chase (New York, NY)
- …introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as ... Prepare and present a curriculum-based project to an audience of senior stakeholders. **Required qualifications, capabilities, and skills** + Sophomore standing… more
- JPMorgan Chase (New York, NY)
- …a global team sitting within JPM Investment Solutions that provides comprehensive client and advisor coverage of all managed solutions (Separately Managed Accounts, ... way. With a product-agnostic lens, the team partners with senior leadership in each region and channel (in Private...each region and channel (in Private Bank and US Wealth Management) to understand respective priorities in order to… more
- H&R Block (New York, NY)
- …host customer service training sessions with new Tax Advisors and Client Service Professionals (CSPs) to establish clear understanding of communication and ... between the tax advisors in the program and the wealth managers to further the client experience....Able to model and train others in delivering superior client service . + Previous multi-unit leadership experience… more
- JPMorgan Chase (New York, NY)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- Bank of America (New York, NY)
- …Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch ... the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support...risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service… more