Alternative Investments - Internal Associate CAIS GroupAlternative Investments - Internal AssociateNew York City, NY$100,000–$140,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.
Business Development Associate Stifel Financial CorpBusiness Development AssociateNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Business Development Associate is responsible for focusing on increasing Stifel''s revenue through the identification and establishment of new business broadly based in products and services offered by the Firm.
J.P. Morgan Wealth Management - Executive Director, AI Transformation & Strategic Execution Lead JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, AI Transformation & Strategic Execution LeadNew York, NYFull timeOperating in a highly matrixed environment, you will architect a dynamic portfolio of AI initiatives, challenge the status quo, and uncover ambitious, high-impact opportunities that deliver measurable outcomes and best-in-class experiences for our clients and advisors. You will serve as a trusted advisor to senior leaders, translating complex data and competing priorities into compelling, data-driven narratives that drive alignment, secure buy-in, and inspire action.
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 - Montclair / Short Hills - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New JerseyNJUsing 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 - Edison / Hillsborough / Somerset - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New JerseyEdison, NJUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Westbury, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westbury, NYWestbury, 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 - Westchester East JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westchester EastWhite Plains, 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 - Wallington / Clifton - New Jersey - Bilingual Polish/English Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English PreferredClifton, NJThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Paramus / Wayne / Wyckoff - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Paramus / Wayne / Wyckoff - New JerseyWayne, NJUsing 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 - Woodbury, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Woodbury, NYWoodbury, 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 - Hicksville, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Hicksville, NYHicksville, 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 - 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 - Parsippany, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Parsippany, New JerseyParsippany, NJUsing 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 - Rockville Centre, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NYRockville Centre, 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 - 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 - Wantagh, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wantagh, NYWantagh, 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.
Director of Engineering, Enterprise Products Docupace Technologies, IncDirector of Engineering, Enterprise ProductsNYThis service processes wealth management documents at scale, orchestrates regulated workflows for account opening and advisor transitions, enforces WORM compliance, and integrates Docupace with the industry's major custodians and data providers. You will build and lead high-performing engineering teams, own cross-functional relationships with Product, Compliance, and executive stakeholders, and make the architectural and organizational decisions that determine how Docupace scales over the next decade.
Jr. Advisory Specialist The Guardian Life Insurance Company of AmericaJr. Advisory SpecialistNew York, NY$70,930–$106,390 / yearReporting to the Head of Wealth Specialists, who in turn reports to the Head of Business Development, you will provide individual FRs Advisory Product solutions to specific client situations leveraging their understanding of the available On Platform products or TAMP solutions that are available via Park Avenue Securities. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers