- HSBC (New York, NY)
- …assets to identify opportunities to maximize client impact and wealth. Inclusive of investment advice, trust and estate planning, as well as giving and social impact ... utilizing knowledge of tax and investment strategies, securities, insurance, pension plans and real estate....relevant trust and wealth planning experience in a law firm , a financial institution or family office or trust… more
- Kestra Financial (Cranbury, NJ)
- …be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who ... financial plans to help clients achieve their financial goals + Manage investment portfolios and monitor market trends and economic conditions + Provide financial… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate Job Type: Full-Time ... Duties + Operational Duties + Follow necessary steps for investment account creation + Continuous follow up on outstanding...Faxing, Mailing, and Filing Qualifications + Experience: 1-3 years preferred but not required + Education: College degree … more
- Robert Half Technology (Chicago, IL)
- …in Investment /Asset Management or Real Estate organizations is strongly preferred . Key Responsibilities: Manage incoming IT service requests via phone, email, ... within Investment /Asset Management or Real Estate industries is strongly preferred . Technology Doesn't Change the World, People Do.(R) Robert Half is the… more
- JPMorgan Chase (Summit, NJ)
- …level. As a Wealth Strategist you will be responsible for delivering the firm 's wealth planning resources to clients and prospective clients, helping them identify, ... Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred + Series 7, 66 and Insurance licenses required for position;… more
- TD Bank (New York, NY)
- …Corporate and Investment Banking ("CIB"), and Global Markets ("GM"). The firm works with clients around the world, focusing selectively and strategically on key ... provide you more specific details for this role. **Job Description:** Preferred Qualifications **Department Overview** TD Securities ("TDS") Technology supports a… more
- JPMorgan Chase (Newark, DE)
- …industry and have the thought space to anticipate potential impact(s) on the Firm . Be encouraged to think creatively, challenge the status quo, and deliver ... organization, you will lead strategic initiatives that span across Commercial & Investment Bank (CIB) Risk, Treasury & Corporation (CTC) Risk, and Corporate Risk.… more
- JPMorgan Chase (Charlotte, NC)
- … investment offerings, specifically the Private Equity market, is preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial ... is a critical role in the execution of the firm 's strategy around the Sponsor Group relationship and its...capital markets to potentially send referrals to our partners ** Preferred qualifications, skills and capabilities** + MBA or Project… more
- Equitable (New York, NY)
- …strategic objectives. This role will support financial oversight across credit, investment , balance sheet, liquidity, hedging, ALM and strategic transactions. It ... the Financial Risk function, including: + Balance sheet oversight + Credit and investment Risk + Hedging and ALM + Strategic transactions to optimize capital,… more
- Mizuho Corporate Bank (New York, NY)
- …Pursuing new collateral initiatives, involving outreach to various stakeholders across the Firm . . Liaising with prime brokers and counterparties to ensure timely ... . Degree in Finance, Economics, or a related field preferred . . Detail-oriented and able to multi-task in a...Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada,… more