- Citigroup (New York, NY)
- …Full Time Salary Range:** $250,000.00 - $500,000.00 In addition to salary , Citi's offerings may also include, for eligible employees, discretionary and ... goals. The Head of Wealth Planning Specialists is responsible for leading a group of ~ 30 Wealth Planning...- Additional professional accreditation such as Certified Financial Planner ( CFP ), Chartered Financial Analyst (CFA) a plus + 15+… more
- JPMorgan Chase (New York, NY)
- …solutions. You will develop thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all available investment ... management solutions. Our team functions as key support for all investment product and service for ...+ Advisory background preferred + Advanced credentials: CFA, CIMA, CFP (not required) Chase is a leading financial services… more
- JPMorgan Chase (Chicago, IL)
- …for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/ Salary ** Chicago,IL $71,250.00 - $105,000.00 / ... feel like a personal relationship with a trusted partner for your clients and want top tier technology and...focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is a leading financial services firm,… more
- JPMorgan Chase (New York, NY)
- …and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our mandate is to curate ... industry trends and competitive positioning, providing recommendations to senior management for opportunities to further advance the investment product offering and… more
- JPMorgan Chase (Mattapan, MA)
- … for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/ Salary ** Mattapan, MA $47,520.00 - $47,520.00 ... **Description** At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary… more
- JPMorgan Chase (Los Angeles, CA)
- …plans, derivative-based transactions, and exchange funds) is a plus but is not necessary for the role. To be successful in this role the individual must be able ... and retirement strategies + Bachelor's degree and Certified Financial Planner ( CFP ) or Wealth Management Certified Professional (WMCP) designation (or equivalent)… more
- JPMorgan Chase (Santa Rosa, CA)
- At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer ... points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better… more
- JPMorgan Chase (New York, NY)
- Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future of JPMorganChase's awared-winning, ... industry and digital trends, leads competitive analysis, and identifies opportunities for product differentiation in the broader financial service and FinTech space… more
- Columbia Bank (Fair Lawn, NJ)
- …dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve ... presents recommendations and alternatives to meet the client's needs for : Retirement Planning, Tax Management, Business Continuity/Succession, Estate Planning,… more
- JPMorgan Chase (San Francisco, CA)
- …Consultant within the JP Morgan Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice ... Series 7, Series 66 required **Preferred qualifications, skills, and capabilities:** + CFP preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to… more
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