- Citigroup (New York, NY)
- …senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are ... knowledge in Commercial Real Estate, Private Equity and Private Stock financing preferred + Ability to advise clients and where appropriate creatively structure… more
- Hackensack Meridian Health (Neptune City, NJ)
- …Health Benefits, generous Paid Time Off, Travel Reimbursement as well as an investment in your future with a 401(k) match and Tuition Reimbursement. Per Diem ... general equivalency diploma (GED), and/or GED equivalent programs. Associates Degree preferred + Proficient in Microsoft Office Suite + Strong Customer Service… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of:** + Effective reporting and communicating complex information. + Fundamental investment concepts, practices and procedures used in the securities industry. + ... (3) years of experience in Compliance and/or the financial services industry preferred . ~or~ + Any equivalent combination of experience, education, and/or training… more
- M&T Bank (Wilmington, DE)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, ... record of implementing wealth management strategies **Education and Experience Preferred :** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree… more
- Raymond James Financial, Inc. (New York, NY)
- …of the SEC, FINRA, and state securities regulatory agencies + Fundamental investment concepts, practices, and procedures used in the securities industry + Financial ... can be used instead of the 24 * Additional licenses/certifications demonstrating the candidate's knowledge/expertise in industry regulation and concepts preferred . more
- JPMorgan Chase (New York, NY)
- …advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be expected to ... present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the US Wealth Management strategy. Your role… more
- T. Rowe Price (San Francisco, CA)
- …understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial… more
- Bank of America (Pennington, NJ)
- …and best practices for integrating our managed asset platform into various financial advisor business models. The Merrill Lynch Investment Advisory Program (IAP) ... combines the advice and guidance of an Advisor with investment services backed by the...way + SIE, Series 7 and 63/65 or 66 preferred at time of hire, or must be able… 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 ... well-researched recommendations for portfolio changes to the CIO and the various Investment Committees. + ** Advisor Relationship Management:** Oversee and manage… more
- 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 ... in conjunction with or by direction of the Financial Advisor + Market and implement complex investment ...Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180… more