- JPMorgan Chase (New York, NY)
- … organizations for our products and services and establish connections with their senior investment professionals. + Facilitate the annual strategic plan and ... development and sales /retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you will play a crucial… more
- Citigroup (New York, NY)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- Citigroup (Beverly Hills, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more
- Access Dubuque (Dubuque, IA)
- Financial Advisor **Dupaco Community Credit Union** 1 Positions ID: FINAN002848 Posted On 05/28/2025 Refreshed On 07/23/2025 **Job Overview** Here at Dupaco, we ... members build a life worth loving. As a Financial Advisor on the Dupaco Financial Services team you will...atmosphere of full disclosure, competent advice and absence of sales pressure or tax advice. + Recognize client /member… more
- JPMorgan Chase (New York, NY)
- …clients with varied investments and interests. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work ... do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety...and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal… more
- JPMorgan Chase (New York, NY)
- …environment, gaining valuable experience and training. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to work ... do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety...and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal… more
- UMB Bank (Leawood, KS)
- …skills. + You show exceptional written communication and presentation skills. + Youshow wealth advisor sales skills with acumen to close new business. + You have ... high value family client segments within the practice. You will serve as the senior mentor for other wealth advisors on the team; regularly providing guidance and… more
- Citigroup (New York, NY)
- …valuation, deal structure and terms, and other relevant topics + Collaborate with investment banking teams, equity traders, and equity sales personnel in ... Convertible, and Private Placement offerings, in coordination with the Investment Banking team. In addition, to capital raising exposure,...of this role is to act as a strategic advisor to our clients by facilitating capital formation in… more
- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position ... tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting. + Respond to...Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals. If interested in this role,… more
Recent Jobs
-
Warehouse Material Handler
- HCA Healthcare (Portsmouth, NH)
-
Bilingual Loan Sales Specialist
- OneMain Financial (Odessa, TX)
-
Business Systems Analyst-Debt Manager
- CGI Technologies and Solutions, Inc. (Pittsburgh, PA)
-
MRI Tech (Full Time, 40, Rotating)
- Queen's Health System (Honolulu, HI)