- Robert Half Finance & Accounting (Mount Kisco, NY)
- Description We are looking for an experienced Controller to join a dynamic wealth management firm. This position offers an exciting opportunity to oversee the ... accounting or auditing, preferably within public accounting. * Familiarity with wealth management, family office operations, or high-net-worth client services is… more
- JPMorgan Chase (New York, NY)
- …including top pension plans around the globe, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors. ... with clients, including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks, and other institutional investors.… more
- Alight (TX)
- …financially secure workforce by unifying the benefits ecosystem across health, wealth , wellbeing, absence management and navigation. With a comprehensive total ... Alight Clients by delivering innovative and effective solutions as part of our Wealth Customer Care group within Alight. **About the Role** This role involves… more
- Citizens (Detroit, MI)
- Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the ... customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to… more
- Conagra Brands (Council Bluffs, IA)
- …dental and vision insurance, company-paid life, accident and disability insurance + Wealth : great pay, incentive opportunity, matching 401(k) and stock purchase plan ... and vision insurance, company-paid life, accident and disability insurance + Wealth : Great pay, 401(k)/pension eligibility, financial wellness programs and stock… more
- JPMorgan Chase (Phoenix, AZ)
- …you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge ... on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists… more
- PenFed Credit Union (Mclean, VA)
- …acquisition and engagement across all Deposits, Lending, Mortgage, Cards, and Wealth products. This position is responsible for developing and executing strategies ... + Partner with business line leaders (Deposits, Lending, Mortgage, Cards, and Wealth ) to align marketing investment with business goals and ROI. Work closely… more
- Stanley Black and Decker (Fullerton, CA)
- …: Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university ... Development:** Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online… more
- T. Rowe Price (Owings Mills, MD)
- …digital advice experiences (not purely robo) + Experience within wealth management, broker/dealer, RIAs, or financial planning platforms + Demonstrated ... considerations, and suitability standards related to advice + Strong network in wealth tech, planning, or advisory ecosystems FINRA Requirements FINRA licenses are… more
- CIBC (New York, NY)
- …of sub-sectors across specialty finance, financial technology, insurance, asset and wealth management and others. Our ecosystem is fast-changing and the successful ... banking partners across our global offices. The role will provide you with a wealth of learning and an ability to observe and influence the strategic direction of… more