- Citigroup (New York, NY)
- …messaging to colleagues. The ideal candidate will bring significant experience in banking/ wealth management communications and thrive in a fast-paced environment ... **Director, Wealth Communications** The Enterprise Services and Public Affairs...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Kestra Financial (Cypress, TX)
- …for attractive quarterly bonuses + Matching 401(k) plan with the potential for profit-sharing contributions + Health, life , and disability insurance available ... An established and growing wealth planning firm in Cypress, Texas, is seeking...Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong… more
- HSBC (Irvine, CA)
- …of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Series 7, 66 (or 63 and 65), ... Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based... Life and Health insurance licenses required +… more
- Neuberger Berman (New York, NY)
- …& Governance - Private Wealth ** **Location:** New York, NY **Department:** Private Wealth Management (PWM) **Reports to:** Head of Private Wealth Client ... controls, risk management , audit, or compliance within Wealth Management , Private Banking, or a similar...comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and… more
- KeyBank (Elkhart, IN)
- …to clients to advise on age milestone, life events, and children/ wealth planning opportunities. + Partner with Fiduciary, Insurance , Investment teammates to ... support Essential Planning opportunities and lead Advanced Planning conversations, including risk management , complex estate and wealth transfer planning as well… more
- US Bank (Milwaukee, WI)
- …a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. ... and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to… more
- First Horizon Bank (Maryville, TN)
- …: On site at location listed in job posting. **Summary** : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) ... is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred **About Us** First Horizon Corporation… more
- Capgemini (Boston, MA)
- Salesforce Developer FTE with benefits in Boston, MA (Banking or Wealth management background) Choosing Capgemini means choosing a company where you will be ... Platform Developer II (Required) + Experience with Banking or Wealth management (Required) + 7+ years hands...consulting. Track record of mentoring and developing technical teams. ** Life at Capgemini:** Capgemini supports all aspects of your… more
- Robert Half Accountemps (Palm Beach Gardens, FL)
- Description We are looking for a dedicated Wealth Management Administrative Assistant to join our team in Palm Beach Gardens, Florida. This is a ... to manage multiple tasks simultaneously. * Familiarity with financial services or wealth management is preferred. * Demonstrated ability to handle sensitive… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …info. Our client is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time permanent role based in San Mateo ... roberthalf) for immediate consideration and additional info. Requirements + 2+ years of wealth management experience (NO exceptions) + Bachelor's degree + Event… more