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Our firm offers securities and advisory services through LPL Financial, a Registered Investment Advisor, and a member of FINRA/SIPC. We are committed to helping our clients achieve their financial goals and provide personalized solutions for their wealth management needs.
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Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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NOTE: Due to company compliance guidelines, Equitable Advisors is unable to provide any sponsorship for its Wealth Management Associate position. If necessary, the Greater New York Complex will support its selected Wealth Management Associate with attaining all or any remaining licenses prior to hire.
$24,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. Preference will be given to candidates who hold the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) designation, or Chartered Financial Analyst® (CFA®) designation, or those who are committed to obtaining these qualifications within a specified time frame.
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The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
$50,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
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Develop customized financial planning and wealth management strategies aligned with client goals and circumstances. Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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Maintain/Develop in-depth technical expertise and global knowledge of wealth management services, including financial planning, investment management, estate and legacy planning concepts, including trust administration.
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Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
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Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients.
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The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
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The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
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Set, develop, and implement strategic AML compliance risk management direction for the Wealth group globally including other wealth management clients. Serve as key risk management thought leader for Citi for AML matters relevant to Wealth.
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wealth management jobs Title: financial consultant Company: First Citizens Bank
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