- JPMorgan Chase (Los Angeles, CA)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) ... is a primary benefit of being a JP Morgan Private Client , marking the initial engagement of...start date. + Strong presentation skills in one-on-one and group meetings + Strong working knowledge of Microsoft Office… more
- Citigroup (New York, NY)
- …organizations to solve problems and deliver superior client service. **Job Family Group :** Private Client Product Services **Job Family:** Trust Wealth ... **Citi Wealth Planner** The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and… more
- Citigroup (San Francisco, CA)
- …background **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Financial ... a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking… more
- JPMorgan Chase (New York, NY)
- …wealth or finances to better define, focus and realize their goals. JP Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists ... Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and… more
- South Suburban Parks and Recreation (Centennial, CO)
- …closing date. We will be reviewing applications on a rolling basis. Must be a Group Instructor for SSPRD to qualify for Private Lesson Instructor Non-WSI ... and varying abilities while developing swim skills and achieving client goals. The Private Instructor Aquatics must maintain knowledge and understanding of all… more
- Wellington (New York, NY)
- …relationship management, securities valuation team, and the alternatives/hedge fund administration group + Research and resolve client inquiries timely, ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- Citigroup (Washington, DC)
- …procedures. **Education** : + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance … more
- JPMorgan Chase (New York, NY)
- …liquid alternatives and hedge funds. **Job Summary** As an Analyst in the Private Equity Secondary Group , you will engage broadly in various areas ... Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to...of private equity, but primarily focus on secondaries and contribute… more
- Citigroup (Washington, DC)
- …or equivalent Education: + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Franchise ... US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) and their teams of Financial...$500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting… more
- Abound Health Group, LLC (Mercer, PA)
- Caregiver Support Needed for Female Client Location: Mercer, PA About: A vibrant individual with a fighting spirit who has overcome many adversities in her life. She ... is known for her good sense of humor, social nature, and cooperative attitude. She enjoys music, swimming, horseback riding, and spending time with her family and friends. She lives at home with her mother, father, and three beloved dogs. Care Requirements:… more