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The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory.
$110,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Reporting to the Community Manager, the Community Life Service Coordinator (SC) develops and coordinates support services for residents of Cottage Gardens in Yonkers, NY. The Service coordination will ensure resident and community success through close work with property management, building and sustaining relationships with local and regional partners, planning programs and other on-site opportunities for residents, and working one-on-one with residents to assist them in achieving their goals.
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Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning. Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience.
$92,800 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Since our intrepid beginning, 86 years ago, Strategies for Wealth has boldly risen to transform the conversation around money and planning. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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Site development, site design, autocad, septic, storm water management, site planning, land development, Civil engineering, hydrocad, waste management, civil 3d, eit, Drainage, Stormwater, Grading, Professional engineer.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Partnership opportunity for senior Trusts Estates Attorney with deep knowledge/experience in estate planning (including high net worth and Medicaid), probate, and related areas of law for a thriving practice in northern Westchester, NY. Founding owner plans to transition to mentor role and seeks ambitious, entrepreneurial self-starter with strong technical and people skills to join the firm.
ExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Advise clients on estate planning strategies, including wills, trusts, and powers of attorney. Strong knowledge of estate planning, trust administration, and probate proceedings.
$120,000 - $185,000 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office (MSFO"), Outsourced Chief Investment Office (OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.
$57,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Senior Director, Site Merchandising, is a critical leader in shaping the digital customer site experience, overseeing everything from holistic site strategy to visual merchandising and content strategy to functionality and campaign planning and execution.
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Azure Advanced Networking Azure Virtual Networks ExpressRoute Site to Site VPN NSG App Service Environment ASG UDR.Azure PAAS Services Security and Provisioning Azure API Management Policies Azure App Service Event Hubs Service Bus Cosmos DB Azure SQL.Identity Management Azure AD Azure AD B2C Open ID Connect.
$35 - $55 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Its nearly 1,200 employees are singularly focused on private wealth management - disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
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Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations.
$80,000 - $95,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Our client, a mid-sized law firm located in White Plains, NY is seeking a Trusts & Estates Paralegal/Legal Assistant to join the team! All aspects of assisting fiduciaries in estate matters: including opening/closing estate and trust accounts; arranging for estate and trust distributions to bill payments; preparing fiduciary income tax and gift tax returns; preparing estate and trust accountings.
$75,000 - $80,000 a yearTemporaryExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Provides direction to technicians based on established policies and procedures and under site Management direction. Under minimal supervision from Vivarium Operations Management (VOM) or, in conjunction with site Lead, assist in maintaining the daily operations of the Vivarium and performing animal care procedures for an interim period of time.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you manage a book of clients and deliver a white-glove service and relationship experience through responsiveness, proactivity, and outstanding service execution.
Full-timeExpandApply NowActive JobUpdated 24 days ago
wealth management client service estate planning on site jobs in White Plains, NY
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