National Advisor Recruiting Manager, VP Morgan StanleyNational Advisor Recruiting Manager, VPPurchase, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Partner with Field leadership to review Financial Advisor recruit opportunities sourced by the manager and develop an in-depth understanding of each candidate’s book of business, including production, assets, employment history, business mix, and other relevant profile details.
NewP1 Advisor Non-Exempt Ameriprise Financial IncP1 Advisor Non-ExemptGarden City, NYWork with an experienced advisor to build a personal book of business and help shape clients'' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Senior Financial Planning Specialist (CFP Required) YourStakeSenior Financial Planning Specialist (CFP Required)Brooklyn, NYRemote$80,000–$120,000We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts. YourStake, the leading software company in the values-aligned wealthtech space, has acquired Formative to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.
Business Development Representative BettermentBusiness Development RepresentativeNy, NY$60,000–$65,000 / yearOur Commitment to Your Total Well-being: We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.
Private Wealth Management Financial Planning Analyst Morgan StanleyPrivate Wealth Management Financial Planning AnalystNew York, NY$75,000–$125,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.
NewSMA Specialist Franklin ResourcesSMA SpecialistStamford, CT$110,000–$125,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. The SMA Specialist acts as a subject matter expert and resource to Franklin Templeton's Distribution organization and Financial Advisors across the firm's network of distribution partners by working with Franklin Templeton's independent Specialist Investment Managers and other internal groups.
Tax VP, SALT - Financial Services Michael Page InternationalTax VP, SALT - Financial ServicesNew York, New York$175,500–$214,500 / yearFull timeThe organization is known for its strong culture of excellence, innovation, and collaboration, providing employees with opportunities to work on sophisticated tax matters that impact a broad range of business activities across the United States. Our client is a premier global financial institution with a significant presence across investment banking, wealth management, asset management, and capital markets.
J.P. Morgan Wealth Management - Private Client Advisor - Huntington Station, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Huntington Station, NYHuntington Station, NYFull timeUsing 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 West JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Westchester WestMount Vernon, NYFull timeUsing 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 - Sheepshead Bay, Brooklyn, NY (Bilingual Russian) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Sheepshead Bay, Brooklyn, NY (Bilingual Russian)Brooklyn, NYFull timeUsing 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 - Paramus / Wayne / Wyckoff - New Jersey JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Paramus / Wayne / Wyckoff - New JerseyParamus, NJFull timeUsing 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 - Queens, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Queens, NYQueens, NYFull timeUsing 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 - Queens, NY (Bilingual Chinese Cantonese/Mandarin) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY (Bilingual Chinese Cantonese/Mandarin)Queens, NYFull timeUsing 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 - Midwood, Brooklyn, NY (Bilingual Hebrew) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Midwood, Brooklyn, NY (Bilingual Hebrew)Brooklyn, NYFull timeUsing 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 - Community Private Client Advisor - Manhattan, NY (125th Community Branch) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Community Private Client Advisor - Manhattan, NY (125th Community Branch)New York, NYFull timeUsing 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 Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred)Great Neck, NYFull timeUsing 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 - Queen Central, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Queen Central, NYJackson Heights, NYFull timeUsing 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.
Senior Software Engineer ViseSenior Software EngineerNew York, NY$180,000–$250,000 / yearVise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients.
Compliance Officer ViseCompliance OfficerNew York, NY$110,000–$130,000 / yearVise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients.
Quantitative Engineer ViseQuantitative EngineerNew York, NY$190,000–$270,000 / yearAs we build the future of wealth management, you will partner closely with our investment strategy and core engineering teams, as well as our Chief Investment Officer to build sophisticated investment models which shape our portfolio construction and portfolio insights. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.