Managing Director, Capital Solutions Capital One Financial CorpManaging Director, Capital SolutionsNew York, NYCapital One Commercial Bank, a top 10 U.S. commercial bank, offers a comprehensive range of investment banking services, including Equity Capital Markets, Debt Capital Markets, Loan Syndications, Structured Products, Mergers and Acquisitions, Derivatives, and Equity Sales, Research, and Trading. Sponsor / Client Coverage: Build, deepen, and maintain senior-level relationships with Private Equity sponsors, portfolio company executives, and corporate clients to position Capital One as a premier capital-solutions advisor.
Business Development Associate Guidepoint Global LLCBusiness Development AssociateNew York, NYBacked by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. We support all of Guidepoint's service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions.
Partner, Head of Rewards & Career Advisory, North America Aon PlcPartner, Head of Rewards & Career Advisory, North AmericaNew York, NY$275,000–$325,000 / yearIn addition to serving as a trusted advisor to executive leadership teams, you will be accountable for the growth, profitability, talent strategy, and market leadership of the North America Rewards practice, while partnering closely with Rewards & Workforce Analytics colleagues to connect rewards, workforce transformation, and talent advisory opportunities across the market! Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.
Product Manager, User Trust Betterment Holdings IncProduct Manager, User TrustNew York City, NY$121,000–$143,000 / yearWe design risk and identity measures, determine when and how to introduce controls in key customer journeys (signup, login, funding, withdrawals), and build the tooling that helps Customer Experience and Operations teams keep 1M+ customers safe while without compromising the quality of their investing and cash experience. As the Product Manager for User Trust, you''ll own the roadmap that ties our controls and tooling together, define how we assess risk and introduce (or remove) verification interventions across the customer journey, and set clear measures of impact across risk reduction, customer experience, and regulatory expectations.
Global Head of Marketing & AI Innovation Guidepoint Global LLCGlobal Head of Marketing & AI InnovationNew York, NY$200,000–$275,000 / yearExperience leveraging marketing automation platforms, CRM systems, campaign management platforms, and reporting dashboards, such as HubSpot, Salesforce, Marketo, Qualified, Outreach, Looker, Tableau, or similar systems. The ideal candidate will lead a global team to create a more efficient and data-driven marketing operation to accelerate content production, improve campaign performance, and generate better insights for decision-making.
Director of Marketing and Communications Hr&A Advisors IncDirector of Marketing and CommunicationsNew York, NY$131,600–$153,779 / yearWorking closely with the executive leadership team and teams across the firm, this role will ensure our voice and brand support business development, strengthen lead generation, and elevate proposals and client-facing materials. THE ROLE | The Director of Marketing and Communications will lead the firm's communications and marketing efforts, based in our New York City, Washington, DC, Atlanta, Raleigh, Dallas, Los Angeles, or San Francisco Bay Area offices.
VP, Client Success Healthcare Insights Guidepoint Global LLCVP, Client Success Healthcare InsightsNew York, NY$100,000–$120,000 / yearBacked by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients.
Client Service Associate Guidepoint Global LLCClient Service AssociateNew York, NYBacked by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines.
Head of TMT Public Equities Guidepoint Global LLCHead of TMT Public EquitiesNew York, NY$230,000–$250,000 / yearDrive business growth and AI-enabled innovation: Partner with commercial and product teams to launch new research offerings, leveraging AI to scale insight generation, enhance workflows, and create differentiated products for institutional investor clients. All content features experts from Guidepoint's proprietary global network and is conceptualized and hosted by former investment professionals (i.e. hedge fund analysts), sell-side equity research analysts, and industry professionals.
Customer Support Associate Betterment Holdings IncCustomer Support AssociateNew York, NY$42,000–$50,000 / yearProvide end-to-end customer support across all channels, helping customers with account setup, transactions, transfers, and product guidance on investments, goals, and cash offerings. Consistently achieve or exceed channel-specific benchmarks and SLAs for CSAT, handle time, and first contact resolution across phone, email, and chat by delivering clear, empathetic, and accurate support.
Executive Assistant, Tech & Society Hr&A Advisors IncExecutive Assistant, Tech & SocietyNew York, NY$75,000–$87,000 / yearTech & Society builds on more than a decade of work developing and evaluating the impacts of digital infrastructure and tech policies and programs for clients that include state and local governments, universities, philanthropies, community-based organizations, and disruptive tech companies. Ensure that data reporting is timely and accurate to keep studio dashboards and reports up to date; track and report on studio metrics, including budget, staff hours, and project activity; track and help analyze how staff time is allocated across the studio.
Performance Creative Strategist STASHPerformance Creative StrategistNew York, NY$140,000–$160,000 / yearThis is an individual contributor role with real scope and huge impact: you'll build and manage a network of internal and external partners-designers, video editors, and agencies-to keep a steady pipeline of high-performing creative moving. Actual salaries will vary and will be based on various factors, such as the candidate's qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.
HR Generalist STASHHR GeneralistNew York, NY$80,000–$95,000 / yearActual salaries will vary and will be based on various factors, such as the candidate's qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry. This is an ideal opportunity for someone with approximately two years of HR experience who enjoys wearing many hats, thrives in a fast-paced environment, and is excited to grow across multiple areas of Human Resources.
VP, Account Executive - Client Service Guidepoint Global LLCVP, Account Executive - Client ServiceNew York, NY$100,000–$120,000 / yearWe support all of Guidepoint's service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage.
NewManaging Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingNew York, NYThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel 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.
NewAssistant Vice President, Venture Banking StifelAssistant Vice President, Venture BankingNew 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. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
Growth Project Manager StashGrowth Project ManagerNew York, NY$130,000–$150,000 / yearActual salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry. We embed the principles and practices of diversity, equity, and inclusion (DEI) into all that we do to prioritize people, a Stash core value , and to ensure Stashers of all backgrounds and experiences can be their authentic selves.
HR Generalist StashHR GeneralistNew York, NY$80,000–$95,000 / yearActual salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry. This is an ideal opportunity for someone with approximately two years of HR experience who enjoys wearing many hats, thrives in a fast-paced environment, and is excited to grow across multiple areas of Human Resources.
NewSenior Director, Strategic Finance StashSenior Director, Strategic FinanceNew York, NY$190,000–$220,000 / yearA track record of using AI tools, both general-purpose (Claude, Cursor, ChatGPT, or similar) and/or embedded in ERP/FP&A platforms, to redesign finance processes, not just speed up existing ones, with a bias toward automating manual reporting and freeing the team for higher-value analysis. Strong familiarity with subscription business metrics (ARR, CAC payback, LTV:CAC, cohort retention, unit economic analysis) and experience partnering with Product and Growth teams to translate that analysis into pricing, packaging, and retention strategy.
Wealth Senior Client Associate M&T Bank CorpWealth Senior Client AssociateNew York, NY$75,900–$126,500 / yearOverview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Education and Experience Required: Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience.
Global Tax - Real Estate - Vice President Blackstone IncGlobal Tax - Real Estate - Vice PresidentNew York, NY$150,000–$250,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. This individual will serve as a key advisor across our real estate investment platform, partnering with investment professionals and members of our private wealth and institutional client services teams on a wide range of matters.
New["HR Generalist","HR Generalist"] Stash["HR Generalist","HR Generalist"]New York$80,000–$95,000 / yearActual salaries will vary and will be based on various factors, such as the candidate's qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry. This is an ideal opportunity for someone with approximately two years of HR experience who enjoys wearing many hats, thrives in a fast-paced environment, and is excited to grow across multiple areas of Human Resources.
NewTrusts, Estates & Tax Planning Associate Attorney Percy TowersTrusts, Estates & Tax Planning Associate AttorneyWhite Plains, New YorkStructuring advanced wealth transfer mechanisms, including Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Irrevocable Life Insurance Trusts (ILITs), Qualified Personal Residence Trusts (QPRTs), and Family Limited Partnerships (FLPs). § Duties : The incoming Senior Estate Planning Associate will serve as a primary legal advisor to high-net-worth and ultra-high-net-worth clientele, managing sophisticated wealth preservation, asset protection, and estate tax minimization strategies.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorNew York, NY$148,495–$174,700 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
NewSenior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Machine Learning Engineer Graham Capital Management LPMachine Learning EngineerNew York, NY$175,000–$250,000 / yearYour focus will be to dive deep into multiple data sets to understand relationships, develop time series, forecasting models, and support quant strategies, and provide new insights and leverage state-of-the-art machine learning and advanced statistical methods to produce the best data sources for the fund. Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
AVP, Advisor Aon PlcAVP, AdvisorNew York, NY$100,000–$130,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
Associate Director, Brand Strategy & Content Vista Equity Partners ManagementAssociate Director, Brand Strategy & ContentNew York, New York$125,000–$150,000 / yearFull timeThis is a high-visibility role that requires exceptional writing, sharp editorial instincts, and the ability to translate complex financial and investment concepts into compelling narratives for institutional investors, financial advisors, and the broader enterprise software and AI ecosystem. This individual will serve as a senior content and communications strategist, responsible for executive communications, thought leadership, integrated campaign execution, and editorial quality across the firm’s external channels.
NewBusiness Valuation Director CliftonLarsonAllen LLPBusiness Valuation DirectorNew York City, NY$137,000–$206,000 / yearAbout the role: The Valuation Director/Manager role is a key contributor in performing valuation services to assist clients with financial reporting, business/management planning, mergers, acquisitions, dispositions, gift and estate tax reporting, tax planning and restructuring, litigation and dispute support, and strategic planning. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Operations Associate StashOperations AssociateNew York, NY$70,000–$80,000 / yearStash’s Operations team is seeking an Associate to join our Fraud & Disputes team and play a pivotal role in maintaining a consistent customer-first approach to investigations and resolution of both disputes and potential fraud. Actual salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.
Performance Creative Strategist StashPerformance Creative StrategistNew York, NY$140,000–$160,000 / yearThis is an individual contributor role with real scope and huge impact: you'll build and manage a network of internal and external partners—designers, video editors, and agencies—to keep a steady pipeline of high-performing creative moving. Actual salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.
Director of Marketing and Communications HR&A AdvisorsDirector of Marketing and CommunicationsNew York, New York$131,600–$153,779 / yearWorking closely with the executive leadership team and teams across the firm, this role will ensure our voice and brand support business development, strengthen lead generation, and elevate proposals and client-facing materials. THE ROLE | The Director of Marketing and Communications will lead the firm’s communications and marketing efforts, based in our New York City, Washington, DC, Atlanta, Raleigh, Dallas, Los Angeles, or San Francisco Bay Area offices.
NewCorporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance CompanyCorporate Vice President - Integrated Solutions Delivery LeadNew York, NY$160,000–$228,500 / yearThis role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions. The Integrated Solutions Delivery Lead is a key leadership role responsible for managing teams of technology professionals who design, develop, test and deploy a suite of integrated capabilities across Insurance, Annuities, and Wealth Management solutions.
Partnership Manager, Tax bdo consultingPartnership Manager, TaxNew York, NY$110,000–$150,000 / yearPerforms tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Personal Financial Planner New York Life - UniondalePersonal Financial PlannerUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Wealth Management Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth 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) Teachers Insurance and Annuity Association of America (TIAA)Wealth 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).
Wealth Management Advisor (Melville, NY) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (Melville, NY)Melville, 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).
Wealth Management Advisor TIAAWealth Management AdvisorNew York, New YorkBusiness 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).
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.
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 - Selden, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Selden, NYSelden, 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 - 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 - New Rochelle JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - New RochelleNew Rochelle, NYChampion and support your teammates' success and the goals of the bank, while fostering a culture of diversity • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills • This 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 - Scarsdale JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - ScarsdaleScarsdale, NYChampion and support your teammates' success and the goals of the bank, while fostering a culture of diversity • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills • This 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.