Point Wealth Management Jobs in Astoria, NY
Financial Advisor (Training Provided)
Northwestern Mutual - New York,NY
Financial Advisor/Wealth Management Advisor – Northwestern Mutual: Managing Director's Unit Northwestern Mutual seeks a Financial Advisor to join our Midtown...
Wealth Strategy Specialist
LevelUP HCS - New York,NY
The Wealth Strategy Specialist sits within the Marketing and Sales Enablement Team and works with the Head of Sales Enablement and relationship management teams to provide advice and support on new business opportunities, craft RFPs, support lead...
Merrill Financial Solutions Advisor - SD Financial Center
Bank of America - New York,NY
Merrill Financial Solutions Advisor - SD Financial Center New York, New York;Brooklyn, New York; Staten Island, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth...
Merrill Financial Solutions Advisor - Park Ave Market
Bank of America - New York,NY
Merrill Financial Solutions Advisor - Park Ave Market New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...
Wealth Management Analyst
Morgan Stanley - New York,NY
Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/...
J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Midtown)
JPMorganChase - New York,NY
Job Description:JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to...
Director Wealth Management
Leah Yosef International - New York,NY
Well established, 3 Billion+ AUM Independent RIA in Midtown Manhattan seeks a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Not a commissioned sales role ~ Collaborative, Ensemble...
U.S. Private Bank - Investment Specialist - Vice President
JPMorgan Chase & - New York,NY
Conduct investment reviews with clients to validate the clients current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex...
Business Risk Officer - C13 - JERSEY CITY
Citi - Jersey City,NJ
The Wealth Monitoring and Testing is responsible for the testing of controls that are designed and owned by Citis Wealth departments. The Business Risk Officer is a strategic professional who stays abreast of developments within own field and...
J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Midtown)
JPMorganChase - New York,NY
Job Description:JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to...
Finance Analyst (TX Health Plan) - REMOTE
Molina Healthcare - Astoria,NY
JOB DESCRIPTION Job Summary Responsible for analysis of financial reports, trend, and opportunities. Includes evaluation of and recommendations relating to business opportunities, investments,...
Merrill Financial Solutions Advisor - 5th Ave Market
Bank of America - New York,NY
Merrill Financial Solutions Advisor - 5th Ave Market NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...
Financial Planning Associate
RANGE - New York,NY
Are you ready to disrupt? Range is a cutting-edge wealth management platform designed to revolutionize the industry. With state-of-the-art technology, world-class advisors, and data-driven insights, we simplify your finances like never...
Investor Operations
Jefferies - New York,NY
Job Description Jefferies Credit Partners LLC ("JCP") is a leading private credit manager and the asset management arm of Jefferies Finance LLC ("JFIN"). JFIN was founded in 2004 as a 50/50 joint venture between Massachusetts...
Credit Risk Management - C&I AVP
Bank of China - New York,NY
Introduction: Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook,...
Project Manager (Wealth Management)
Pierce Technology Corporation - New York,NY
As a Project Manager in the Wealth Management division, you will be responsible for overseeing and managing various projects related to technology solutions and systems for wealth management clients. Your primary focus will be on ensuring the...
Investment Management Governance Office Business Analyst
City National Bank - New York,NY
**INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST** **WHAT IS THE OPPORTUNITY?** Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's...