J.P. Morgan Wealth Management - Private Client Advisor - Larchmont, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Larchmont, NYLarchmont, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Plainview, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Plainview, NYPlainview, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Farmingdale, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Farmingdale, NYFarmingdale, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred)Great Neck, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Associate Wealth Advisor Transcend Practice ManagementAssociate Wealth AdvisorGreenwich, CT$120,000–$140,000 / yearWe help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm.
Wealth Manager/Financial Services Associate-Entry Level Blue Ocean Wealth Solutions, LLC- A MassMutual FirmWealth Manager/Financial Services Associate-Entry LevelEast Hills, NY$100,000–$200,000 / yearSecurities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.
Assoc. Private Client Advisor Keybank National AssociationAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Sr Wealth Advisor Northern Trust CorpSr Wealth AdvisorNew York, NY$189,290–$331,200 / yearStrategic in developing, implementing and administering programs within functional areas Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
NewDirector of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte Truist Financial CorpDirector of Advisor Recruiting, Truist Investment Services, New York, Atlanta, CharlotteNew York, NY$225,000–$250,000 / yearThe Director partners closely with senior wealth leadership, market leaders, recruiting teams, and business partners to strengthen recruiting effectiveness, improve pipeline quality, accelerate advisor productivity, and support early retention outcomes. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Wealth Management Advisor MassMutual - NJ/NYCWealth Management AdvisorWarren, NJAbout Us: MassMutual NJ-NYC is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. The Opportunity: We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy.
Wealth Advisor Northern TrustWealth AdvisorNew York, NY$189,290–$331,200 / yearStrategic in developing, implementing and administering programs within functional areas Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
NewFinancial Services Executive Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services ExecutiveRoslyn, NY$100,000–$200,000 / yearPerks: High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $ 100,000–$200,000*. Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group).
Wealth Management Advisor TIAAWealth Management AdvisorNew York, NY$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor (New York, NY) TIAAWealth Management Advisor (New York, NY)New York, NY$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Lead Advisor Transcend Practice ManagementLead AdvisorNew York City, NY$200,000–$250,000 / yearYou will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance.
Vice President, Financial Institutions Claims Ascot Group LtdVice President, Financial Institutions ClaimsNEW YORK, NY$190,000–$205,000 / yearCompany Benefits: The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more. Responsibilities: Manage a smaller caseload of primary and excess Financial Institutions Liability Claims, including both Public Company D&O, Private Company D&O, Employment Practices Liability, Fiduciary Liability, Financial Advisors and Bad Faith Claims, as well as lead the team in their handling of these matters.
J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY, JPMorgan Chase & CoJ.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY,NYDeliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Wealth Advisor WeaverSenior Wealth AdvisorNew York, NY$100,000–$300,000 / yearThe Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.
Pricing and Risk Analytics Sales Rep Enterprise Data Sales Bloomberg Financial Solutions Bloomberg LPPricing and Risk Analytics Sales Rep Enterprise Data Sales Bloomberg Financial SolutionsNew York, NY$185,000–$250,000 / yearAnd, to ensure the best experience for our 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are. From our high-quality evaluated pricing data for fixed income and derivatives (BVAL), to innovative predictive analytics and liquidity management solutions (LQA), Bloomberg demonstrates a commitment to partnering with our clients.
NewSr Project Director Commercial - Hudson Tunnel - 90377183 - New York (New York, NY, US, 10119) AmtrakSr Project Director Commercial - Hudson Tunnel - 90377183 - New York (New York, NY, US, 10119)New York, NY$187,500–$242,892 / hourThis position will also conduct outreach, coordination and collaboration with Amtrak departments, the Federal Transit Administration, Federal Railroad Administration, Gateway Development Commission, Port Authority of New York & New Jersey, NJ TRANSIT, States and localities, commuter and freight operators, and suppliers, other third parties, investors and stakeholders to develop strategies, plans, funding and finance approaches, and partnerships to advance Amtrak’s mission. This position will direct project execution teams to ensure projects deliver high-quality assets safely and effectively, as well as ensuring the Program stays within the approved scope, schedule, and budget, and ensure that adequate and timely support is obtained from other functions.