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Through its relationship with CUSO Financial Services, L. P. (CFS) Citadel Credit Union is seeking a Wealth Management Associate in the West Chester, PA area. As a Wealth Management Associate, you will play an integral role in the success of Citadel.
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Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
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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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Set, develop, and implement strategic AML compliance risk management direction for the Wealth group globally including other wealth management clients. 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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Join us as a Wealth PlannerBrown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in New York. In this role you will support the Senior Wealth Planner in New York and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients.
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The Wealth Strategist / Client Development Sales Director is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. The Wealth Strategist / Client Development Sales Director maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
$185,000 - $220,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Morgan Stanley is seeking a litigation attorney to handle a docket of arbitrations, civil litigations and regulatory enforcement investigations and inquiries for its Wealth Management business.
$110,000 - $190,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Manages and leads all fiduciary officers and associates in applicable region/territory, overseeing the administration and business growth of fiduciary accounts managed by Trust and Wealth Division in the applicable region/territory.
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Leverages the firm’s tools and resources to develop effective marketing and communications that promote the Financial Advisor/Private Wealth Advisor team, while aligning with current branding and positioning of Morgan Stanley.
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Wealth Financial Planning & Trust Officer The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term financial plans for clients; recommending financial products and services which support the requirements of the financial plan and the needs of the customer.
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This is an excellent position if you are looking to advance your career in wealth management and trust services. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.
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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.
$44.23 - $52.88 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Private Wealth Market Client Relationship Manager (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD.
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The Senior Wealth Strategist serves as the lead planner for high net worth and ultra high net worth clients of the firm. The Senior Wealth Strategist collaborates with members of the firm and the client’s advisor team to provide support in the acquisition of new clients, while supporting retention and expansion of existing client relationships.
$160,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred.
$85,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
wealth job Title: management associate Company: Us Bank
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