- Coldstream Wealth Management (Seattle, WA)
- …in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will ... in office Tuesday and Wednesday. Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families… more
- US Bank (Madison, WI)
- …-Additional professional designations, such AWMA, or CFP -Advanced competency in Financial Planning , with a significant understanding of Wealth Products and ... soliciting, developing, managing, and retaining client relationships for Affluent Wealth Management. This position requires National Mortgage Licensing System (NMLS)… more
- Berkshire Bank (Boston, MA)
- Division: Asset Management Department: Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer, Wealth Management Status: ... leadership and strategy for the compliance and risk management of the Wealth Management (Trust department) business and the Berkshire Banc Investment Services… more
- NeighborWorks Umpqua (Roseburg, OR)
- …the tools to overcome barriers to reach their dreams. NeighborWorks Umpqua's (NWU) Wealth Building Program aims to help low to moderate income families, with focused ... NeighborWorks Umpqua's (NWU) participants. Position Summary: NeighborWorks Umpqua's (NWU) Wealth Building Programs empower low to moderate-income families to boost… more
- City National Bank (Jersey City, NJ)
- *SENIOR QUANTITATIVE ENGINEER [RETAIL WEALTH ]* WHAT IS THE OPPORTUNITY? This position is responsible for developing logic-intensive components of the digital ... wealth management platform. Works on computational libraries, as well...sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and… more
- Brookings (Washington, DC)
- …Leadership of prospect identification and research includes the design, planning , and implementation of strategic data-driven identification of prospective donors, ... the execution of dynamic wealth and propensity reviews, and the development of operational...and long-term goals for a comprehensive prospect identification and wealth review program, lead and mentor staff and development… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, ... in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning .… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment ... specialists, wealth advisors, and lending specialists. Throughout the program, you'll...management, including investments, lending, banking, and trust and estate planning . Our advisors help clients achieve their financial goals… more
- City National Bank (Los Angeles, CA)
- …programs across the bank. This role will directly support the Private Banking & Wealth Management line of business. It is not a technology delivery position but will ... in concert with our technology partners. This position is responsible for the planning , implementation and successful delivery of one or more key programs, leading… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and ... closing complex planning opportunities with affluent clients. This role partners closely...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more