- JPMorgan Chase (Palo Alto, CA)
- …JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing ... assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources of one...account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and… more
- Kestra Financial (Avon, CT)
- …a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills: + Proficiency ... of investment strategies, retirement planning, estate planning, and tax-efficient wealth management. + Experience with CRM systems (eg, Salesforce) and … more
- S&P Global (New York, NY)
- …for overseeing the licensing and sourcing of critical market data that informs investment decisions and portfolio management strategies. This role demands a deep ... certifications (eg, CFP, CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience… more
- Equitable (New York, NY)
- …Equitable Holdings is a leader in financial services, focusing on retirement, wealth management, and investment management through AllianceBernstein. We are ... of M&A activities across Equitable Holdings, with a focus on retirement, wealth management, and asset management through AllianceBernstein. This role is critical in… more
- CIBC (Boston, MA)
- …within the Relationship Management Team, and pursue professional designations in the wealth management industry. You'll also provide backup for all aspects of the ... complex transactions -** Prepare monthly and quarterly client reports, update portfolio asset allocations, and analyze performance reports. Become familiar with… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...Risk - Corporates. **What You'll Do** + Manage a portfolio of individual credits across multiple corporate industries. +… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...management of all client relationship activities on a select portfolio of accounts. + Assist in the preparation of… more
- Thrivent Financial (Appleton, WI)
- …strategic partners to meet client and department goals. + Strong understanding of investment principles and portfolio management as they relate to personal trust ... Officer is responsible for the comprehensive administration of a high-volume portfolio of complex personal trust accounts, including revocable and irrevocable… more
- Bank of America (Baton Rouge, LA)
- …by identifying broader product and service solutions that meet their investment , savings and liability management solutions. FSAs demonstrate knowledge of ... financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill and Bank of America products… more