Wealth jobs in Hauppauge, New York (NY) State

Serve as Secondary Advisor to an established Primary Advisor to deliver comprehensive wealth management services to longstanding clients while also building a deep relationship that would allow for future transition of Primary Advisor responsibilities. Coordinate with other Miracle Mile resources...

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. As a Private Client Advisor in Chase Wealth Management, you will offer...

Internal Audit Associate - Wealth Management. We're seeking someone to join our team as an Associate to support assurance activities for Wealth Management. ...

Wealth Management Operational Risk Analytics, Reporting, and Governance team provides operational risk data analytics, executive reporting, framework governance, and committee management for 1st line Wealth Management Operational Risk and Non-Financial Risk. Wealth Management Operational Risk Ana...

The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. ...

Wealth Management Digital Direct Compliance Officer. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The WM Consumer Compliance Group within the Legal and Compliance Division...

We're looking for someone with strong product knowledge and experience in structured notes structuring and sales, particularly with strong communication skills and experience across Wealth Management channels. ...

Front office and/or financial services knowledge, preferably in Wealth Management. ...

Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. As a Wealth Planner, you will be re...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a c...

Create, maintain, and update financial databases and spreadsheets, and generate various financial reports as required. Participate in team efforts to improve functioning of the department and provide guidance to less-experienced Financial Analysts. Responsible for various complex financial functi...

Seeking a Part-time Administrative Assistant to assist in the office of a local Real Estate Investment Company. Responsibilities:• Provide administrative support to the management team• Perform general administrative tasks such as answering phone calls, responding to emails, and managing correspo...

Single point of contact for monitoring staff compliance with mandated trainings (many of which focus on safety related concerns).Creating spreadsheets for tracking and reporting purchases.Maintaining a record of staff evaluations/processing commissioner's correspondence.Responding to and drafting...

We are working with a large institution in Suffolk County who is looking for a professional administrative assistant with excellent customer service skills and computer skills for a long term assignment. ...

The business analyst will interface with business units and elicit/develop business requirements. Business analysts work closely with various customers including their immediate project teams, business unit representatives and other technical staff members, often facilitating and coordinating the...

THE ROLE: Account Manager, Senior Financial Solutions Consultant. Presidio is seeking a Senior Financial Solutions Consultant to join our team. Our Account Managers (Financial Solutions Consultant) earn a competitive base salary, exceptional commissions and benefit plans - along with top training...

Presidio Networked solutions LLC Senior Financial Solutions Consultant Hauppauge , New York Apply Now. THE ROLE: Account Manager, Senior Financial Solutions Consultant. Presidio is seeking a Senior Financial Solutions Consultant to join our team. Our Account Managers (Financial Solutio...

Act as a subject matter experts for policies and procedures * Work cooperatively with the administrative assistants team, in positive partnership to support each other smoothly Required qualifications, capabilities and skills * At least five years of administrative experi...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. PWM Client Service Associate**. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabiliti...

NY FarmNet Financial Consultants provide financial counseling and services to clients who request support in identifying and solving problems within a farm family or agricultural business. Our Financial Consultant Openings:. New York FarmNet is actively recruiting for part-time Financial Consulta...

Commercial Banking subjects·      Experience with ACBS and TI PLUS applications·      Experience as lead business analyst / SME within IT domain·      Financial system (Accounting and/or Financial reporting), Credit risk or Commercial banking·      Experience with Payment systems·         Bachelo...

Work as a key member of small deal teams to assess and execute private equity fund investments and co-investments across various strategies and industries. Present and defend investment proposals to Investment Committees. We deploy capital in areas where we can utilise our comparative advantages,...

Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $48 billion of assets under management as of December 31, 2023. Founded in 1998, Fortress manages assets on behalf of over 1,900 institutional clients and private investors worldwide across...

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are:Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their familie...