Wealth jobs in Port Chester, New York - Page 3Create job alerts

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

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

JPMorganChase seeks an experienced Private Banker in Greenwich, Connecticut. Candidates should possess a Bachelor's Degree, at least six years of experience in Private Banking, and the Series 7 and 66 licenses.

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

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.

Morgan Wealth Management, you will focus on addressing client's wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell JPMorgan Chase wealth management services, and ensure the client's wealth needs are being met. This individual has extensive ex

Senior Wealth Advisor Safe Act - Westchester. The wealth relationship advisor safe act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to senior wealth advisor, small business partners, home lending officer, etc.

Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. To be eligible for this program, you must be authorized to work in the U. We do not offer an

Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. Our nine-week program kicks off with a week of induction, where you'll have training and ori

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 Banker, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, inc

Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States. website As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for all FINRA licenses Primary responsibilities for this position, as appropriately licensed include: • Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services;, • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:, • Research related to financial, estate, and investment planning;, • Presenting, meeting, and developing recommendations to clients and prospective clients;, • Overseeing implementation of agreed-upon recommendations; and, • Coordination with members of the client’s advisory team, including:, • Portfolio managers and operations, • Tax advisors, • Estate counsel, • Other professionals, • Ongoing monitoring and management of the client’s wealth management plan;, • Scheduling, coordinating, and actively participating in client meetings;, • Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and Website If interested you can contact us Company DescriptionA.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.

Job DescriptionPrivate Client Trusts & Estates Associate Attorney – Stamford, CT Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a leading East Coast law firm in Stamford, Connecticut. This is an excellent opportunity for an attorney with 4+ years of trusts and estates experience to work in a sophisticated, high-net-worth private client practice handling estate planning, trust and estate administration, charitable giving, and tax-efficient family wealth transfer strategies. Location Stamford, Connecticut Position Overview The ideal candidate will have: • Minimum of 4 years of demonstrated estate planning and estate/trust administration experience, • Knowledge of relevant state and federal tax laws, • Experience working with high-net-worth individuals and families, • Advise clients on high-net-worth estate planning strategies, • Draft and implement:, • Wills and revocable/irrevocable trusts, • Family succession and wealth transfer structures, • Estate and fiduciary administration documents, • Counsel clients on tax-efficient wealth transfer strategies, • Support charitable and philanthropic planning, • Collaborate with tax advisors, financial planners, and other multidisciplinary teams, • Engage with clients on estate, business succession, and asset protection planningQualifications, • JD from an accredited law school, • Minimum 4 years of trusts and estates experience, • Strong drafting, technical, and client counseling skills, • Excellent written and verbal communication, • Team-oriented and collaborative, • Connecticut bar admission required, or willingness to become admitted

Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Demonstrates an understanding of tax concepts and actively pursuing increased

We are seeking an Assistant Vice President or Vice President, Product Marketer to support the commercialization of our Alternative Investments platform across private wealth channels.

A leading financial organization in Greenwich, Connecticut, is seeking an experienced UHNW Private Banker to engage with high-net-worth clients. This role requires over 15 years in private banking, highlighting relationship development and strategic financial advice. The ideal banker will demonstrat

Actively managing and leading processes supporting the Firm's customer due diligence (CDD) and enhanced due diligence (EDD) program with a specific focus on source of wealth analysis and corroboration. The AML Risk AVP will be responsible for overseeing due diligence and risk-relevant activities rel

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

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

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.We are an organization of consultative advisors and problem solvers.We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Align Morgan Stanley at Work with the Firm's broader private-markets strategyconnecting workplace clients and their executives to wealth management opportun

Key Account Executive, US Wealth.At WTW, we provide data-driven, insight-led solutions in the areas of people, risk and capital.Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, mo

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, inc

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

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

Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a welcoming style? Is efficiency one of your strengths, allowing you to handle multiple tasks at once while ensuring accuracy and consistent completion? Do you want to begin a

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. Automation & Workflow Product Owner - Wealth Management Platforms. Morgan Stanley is a leading global financial services firm providing a wide r

Lead business development efforts for WTW Investments across the US Wealth market, including wealth managers, RIAs, platforms, and strategic partners. Strong understanding of multi-asset investing, portfolio construction, delegated investment/OCIO models, and investment solutions relevant to wealth

We are now looking for a Client Executive within the customer segments Entrepreneurs and Executives & Professionals to join Private Wealth Management & Family Office (PWM&FO) in the West region, based in Gothenburg.

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and

Wealth Relationship Manager - SAFE ACT - Westchester County.

Wealth Relationship Manager - SAFE ACT - Westchester County.

We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Consulting Group (CG) team within Investment Solutions. Members of the Wealth Managem

The Wealth Relationship Advisor Safe Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc. Senior Wealth Advisor Safe Act - Western Connecticut.

At Equitable Advisors, your next chapter can start today.In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career.We are seeking highly motivated individuals to join our dynamic team in Stamford, CT.We

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 world specializing in goals-based wealth management, inc

Award winning mentorship and training programs that support your move into sales leadership and wealth management.

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

We are seeking a skilled and compassionate Phlebotomist to join our team.This role plays a critical part in patient care by expertly performing venipunctures and other specimen collections, ensuring the quality and accuracy of samples, and supporting the smooth operation of our laboratory.This posit

Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance and is a leading provider of comprehensive wealth manag