Wealth jobs in Glen Cove, New York - Page 2Create job alerts

Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements. Product Owner, Equity Options - Assistant Vice President. Product Owner, Equity Options - Assistant Vice President Wealth Management Platforms P

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Wealth Relationship Manager SAFE Act - NYC Metro. Proactively source, acquire and expand high value customer relatio

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long

CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. JPMS, CIA and JPMorgan Chase Bank, N. 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 financi

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f

Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. Morgan Stanley is a global financial ser

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Executive Financial Services ("EFS") supports transactions involving restricted or control stock, often-involving Rule 144 Affili

Wealth Relationship Manager - SAFE ACT - Westchester County.

Market and implement complex investment solutions in accordance with High-Net-Worth clients' investment objectives. As an Investment Associate in J. Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advi

Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. Vice President, KYC Office Oversight Emp

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

A leading financial services firm in Greenvale is seeking an experienced Private Banker to manage client relationships, drive business results, and provide comprehensive wealth management solutions.The ideal candidate has over 6 years in financial services, a Bachelor's degree, and must obtain neces

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

Execute against financial crimes communications strategy initiatives for the Wealth Management, US Banks, and MSIM KYC Office. Align communications to change management process. Coordinate with cross-functional stakeholders to identify/agree on communications objectives, audience, and timing.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and intera

Product Platforms Product Owner Fixed Income - Assistant Vice President. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. It is the policy of the Firm to ensure equal employment

Partner with Field leadership to deliver day to day compensation support and respond to compensation related questions and escalations. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may a

Using 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. OR ANY OF ITS AFFILIATES SUBJECT TO

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f

A leading global investment firm is seeking an Associate in Finance to join the Wealth Management CFO Support team.

Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation. We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. In the Finance division, we act as a partner to business units around the globe

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding perso

Technology Strategy And Solutions Production And Post-Production Support.Morgan Stanley is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management (WM), and Asset Management.Morgan Stanley provides comprehensiv

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one of the largest businesses of its kind in the w

Outsourced Chief Investment Office (OCIO) Group.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments a

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Altium is seeking a Trading Operations / Investment Platform Analyst to join our investment platform team. This role provides direct exposure to investment decision-making processes, as well as close collaboration with both the trading team and advisors managing high-net-worth client portfolios. Mon

Private Client Investment Associate. Using 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.

Wealth Relationship Manager SAFE Act - NYC Metro.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

Outsourced Chief Investment Officer (OCIO) Analyst. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Analyst will serve as an integral partner to Portfolio Management, Intern

Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation. Foundational understanding of the Finance functional area, related products and/or client segments, with an interest in learning more about the broader industry and competitive

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Technology Strategy And Solutions Quality Oversight UAT Coordinator.Morgan Stanley is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management (WM), and Asset Management.Morgan Stanley provides comprehensive fin

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and Asset Management. The Private Banking Group ("PBG") National Sales team is seeking a high potential Business Development Asso

Morgan Stanley Wealth Management is a business segment of Morgan Stanley, a global financial services firm and a market leader in investment banking, securities, and investment management and wealth management services. Our end-to-end offering spans Global Equity Solutions, Executive Services, Non-Q