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Private Client Advisor jobs - White Plains, NY

Viewing 1 - 10 of 1,586 jobs

  • Investment Adviser with 5+ years of experience

    BCG Attorney Search - New York City, NY

    in the U.S for investment adviser clients (hedge funds, private equity, venture capital, mutual funds and other investment/financial services companies). Chief Compliance Officers (CCOs), General Counsels, and senior compliance and legal...

    7 days ago from BCG Attorney Search

  • Private Client Wealth Management Advisor

    Empire Wealth Strategies - New York City, NY

    Those selected will be provided with start-up capital, sponsorship for licensing, and have access to our team of sales and marketing specialistsA boutique financial advisory firm, located on Park Avenue in New York City We are looking to...

    30+ days ago from Doostang

  • Tax Director - Financial Services

    Cybercoders - New York, NY

    clients in the following industry segments: hedge funds, private equity funds, asset managers, business development ... Oversee the efforts of multiple client services teams on client engagements primarily in the industry segments...

    30+ days ago from CyberCoders

  • Asset Management Client Service and Sales Opportunities

    Robert Half International - New York City, NY

    firms seeking administrative support and both Jr. / Sr. level Client Service Associates in their Private Wealth ... Sr. positions. • Engaging in all aspects of client servicing and ensuring accurate and timely completion of client...

    30+ days ago from eFinancial Careers

  • Private Bank Finance Officer III

    Citi - Long Island City, NY

    DescriptionCiti Private Bank (CPB) NA is a market leading client franchise spread over 25 offices across US & Canada ... team, help set and advance the strategic agendaPartner with Private Bank NA business heads and leadership team in...

    2 days ago from Citi

  • Private Client Associate / A Global Wealth Management Firm

    Angela Mortimer - New York City, NY

    involves both formal classroom and on the job training on private client products, services, procedures and policies ... will team up with Financial Advisors in order to service private clients by analyzing financial information to...

    30+ days ago from Doostang

  • Research Associate - A Privately Held And Highly Profitable Global Executive Search Boutique

    Dore Partnership - New York City, NY

    Will have the personal gravitas and intellect to act as an advisor to clients, and interact with individuals at a senior level Completing project-specific research reports and full forensic analysis of specific markets Research Associates...

    30+ days ago from Doostang

  • Private Bank Solutions Group Advisor

    UBS Ag - Investment Bank - US - Manhattan, NY

    The role of the PBSG Advisor/Relationship manager is to partner with UBS Advisors and the clients they service, to deliv ... advisors to represent the firm to the client and deliver a client experience which differentiates UBS from our...

    16 hours ago from eFinancial Careers

  • Private Wealth Management Client Service Associate

    Leading Global Financial Services Firm - New York City, NY

    The Private Wealth Management Client Service Associate provides ongoing day-to-day support of a Private Wealth Advisor’s ... - Providing account information to clients and Private Wealth Advisors and maintaining key client...

    3 days ago from IvyExec

  • Credit Analyst- Private Banking

    Ascendo Resources - New York City, NY

    We are currently recruiting for a Private Banking Credit Advisor for our client. You will need to be an expert on all ... and risk based products with emphasis in wealth management/private banking. Your role will be responsible for providing...

    30+ days ago from