- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial ... with or by direction of the Financial Advisor + Market and implement complex investment ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health… more
- ExxonMobil (Spring, TX)
- …You will design and build full-cycle foundational analysis for transactions, including financial analyses and preparing presentations. + You will take on significant ... **About you** + Bachelor's degree in an engineering or financial discipline + Minimum 10 years' experience in ...or a related industry. + Deep familiarity with project investment evaluation + Strong analytical skills **Your benefits** An… more
- Citigroup (Queens, NY)
- …independent external advisor to ensure optimal performance and adherence to investment mandates. This position will report directly to the Chief Investment ... managing the Citi's US Defined Benefit and Defined Contribution retirement plans and advises on the Asset Allocation and...for portfolio changes to the CIO and the various Investment Committees. + ** Advisor Relationship Management:** Oversee… more
- Wells Fargo (Minneapolis, MN)
- …a leader in the US financial landscape, delivering tailored wealth management, investment , and retirement solutions that empower clients to achieve their ... and high-net-worth clients. + **Client Relationship Group:** Oversees initiatives supporting financial advisor and client coverage teams, including Wells Fargo… more
- Bank of America (San Antonio, TX)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment ...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- JPMorgan Chase (Jacksonville, FL)
- … investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Adecco US, Inc. (Webster Groves, MO)
- ** Investment Client Service Manager -** **Fiduciary Financial Planning and Wealth Management Services** **Location:** Webster Groves, MO. **Job Type:** ... individuals, families, and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning,… more
- Wellington (Boston, MA)
- …committee meetings, townhalls, and other cross-functional discussions. + Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the ... Platform Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will partner with… more
- JPMorgan Chase (New York, NY)
- … Firms. FCG is part of the broader Strategic Investors Group in the Investment Bank, which covers additional financial firms such as Private Equity, ... Within FCG, the mission is to become the trusted advisor and the preeminent provider of Investment ...coverage that is provided to our top corporate and financial sponsor clients. **Job Summary** The Vice President will… more
- JPMorgan Chase (New York, NY)
- The Global Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic ... managed portfolios. Led by the firm's Global Head of Investment Strategy, the team helps our clients make better,...both educate and entertain a range of client and advisor types. **Job Responsibilities** + Deliver our cross-asset class… more