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Description: The New York Life Office of General Counsel is seeking a strategic and practical retail broker-dealer attorney to join the legal team supporting New York Life's Wealth Management division, consisting of NYLIFE Securities, a registered introducing broker-dealer, and Eagle Strategies, a registered retail investment adviser, both wholly-owned subsidiaries of New York Life Insurance Company.
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Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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Equitable Advisors is a respected wealth management firm with a proven track record in the industry. Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions.
$135,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions.
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We are a global financial services company with a solid foundation in educating clients on effective financial and wealth-building strategies. Client Education: Deliver valuable financial insights to clients, guiding them through strategies that enhance their wealth-building potential.
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An independent wealth management firm with over $200MM AUM based in Columbia, MD is hiring for a Registered Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth management firm.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Supports with grants management, including billing, budgeting, accounting, and compliance reporting with private, federal, state agencies (while recognizing restrictions and advising accordingly.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems. Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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The firm's attorneys routinely advise their clients on all aspects of banking, corporate governance, employee benefits and compensation, estate planning, healthcare, immigration, intellectual property, labor and employment, litigation and risk management, mergers and acquisitions, real estate, securities, tax, and wealth management.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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We are a privately owned, independent powerhouse in financial and retirement planning, wealth management, and insurance solutions, dedicated to providing exceptional financial strategies to clients across all walks of life.
$65,000 a yearFull-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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We're a leading wealth management firm in the Baltimore-Washington area, serving clients nationwide. Specialised in Investment Management, Retirement & Estate Planning, Tax Consulting, Retirement Income, Mergers & Acquisitions.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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As soon as an employee enters a customer facility, they touch one of these applications which are critical to the daily functions of thousands of users across acquisition, business, finance, HR, training, recruitment, program management, security, logistics and more.
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As a Senior Director you have demonstrated experience planning across media and channels, development and management of campaigns that generate measurable return and can work across multiple of our core vertical markets (Financial Services & Wealth Management, Healthcare, Retail, Travel, Media and Entertainment, B2B, High Tech.
$219,650 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
wealth management jobs in Columbia, MD
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