- JPMorgan Chase (Jersey City, NJ)
- …Vice President and Assistant General Counsel. Support our Private Bank / Wealth Management Investment Solutions team and collaborate in developing ... As a GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant ...Assistant General Counsel in the Private Bank / Wealth Management Investment Solutions Legal… more
- JPMorgan Chase (Columbus, OH)
- …Regulatory Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, you will provide critical analysis and discussion ... of wealth management...You will provide direct advice and support to internal Wealth Management and Products Solutions clients, including Advisors,… more
- Commerce Bank (Kansas City, MO)
- …is looking for an organized, dynamic and service focused individual for our Wealth Management Administrative Assistant role. Commerce Trust, a division ... Commerce Trust concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Administrative Assistant , Investment Banking, CIR **Requisition ID:**...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
- Atria Wealth Solutions (Williston, VT)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one...Ability to work well with all levels of internal management and staff, as well as outside clients and… more
- Citizens (Rochester, NY)
- …in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment ... successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- Bank of America (Walnut Creek, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Trustco Bank (Albany, NY)
- …Title:** Wealth Management Manager II - Investments **Reports to:** Wealth Management Assistant Vice President - Investments **FLSA Status:** Exempt ... responsible for researching, reviewing, and processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts… more
- Kestra Financial (Deerfield, IL)
- …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... we have been helping our clients protect their current wealth and create long-term financial plans for more than...skills, both verbally and in writing + Strong time management and organizational skills; able to work independently and… more
- Wellington (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... We are seeking a highly skilled and proactive Executive Assistant to support the Head of the Private Capital...management and/or client-facing leadership + Experience in the investment management industry + Prior exposure to… more