- HSBC (Beverly Hills, CA)
- …Laundering practices and relevant regulatory governance in the US + Series 7, 63, Life and Health insurance licenses required In compliance with applicable laws, ... our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth...members achieve their financial goals + Understanding of relationship management systems and experience managing clients + Knowledge of… more
- Citigroup (New York, NY)
- The Wealth Lending Advisor for Asset Management Group (AMG) is a strategic professional lender who closely follows the latest trends in the Asset Management ... offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi… more
- HUB International (Albuquerque, NM)
- …risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices ... **About Us:** HUB is the 5th largest global insurance and employee benefits broker, providing a broad...Series 65, or CFP required **Skills and Knowledge** + Wealth management experience with fee-based consulting, tax,… more
- Citigroup (Miami, FL)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth ...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- JPMorgan Chase (White Plains, NY)
- …to meet their financial needs. As a Private Client Advisor in JP Morgan Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...valid and active Series 7 and 66 (63/65), and Life and Health Insurance license must be… more
- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based...65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses requiredIn compliance… more
- Regions Bank (Tampa, FL)
- …during the planning process. This will be done in collaboration with the Wealth Management Teams and Specialists across Regions footprint. The Wealth ... by teleconference. **Primary Responsibilities** + Works closely with Private Wealth Management Advisors across the 15-state footprint...+ Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee… more
- Equitable (Raleigh, NC)
- Wealth Management Associate - NC, Raleigh (5128) ( 240000HN ) **Primary Location** : UNITED STATES-NC-Raleigh **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance ; and Transportation Reimbursement Incentive Program… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- JPMorgan Chase (Mattapan, MA)
- …their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management , you offer comprehensive financial planning and advice to individuals ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...a condition of employment * A valid and active Life , Health and Long Term Care Insurance … more