Point Wealth Management Jobs in Plainview, NY
Administrative Assistant / Client Service Associate
Point Wealth Management - Melville,NY
Administrative Assistant / Client Service Associate About Point Wealth Management: At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make...
Wealth Management Associate- NY, Woodbury (3840)
Equitable Advisors LLC - Melville,NY
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial...
J.P. Morgan Wealth Management – Private Client Advisor - Queens Central
JPMorgan Chase & - Fresh Meadows,NY
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 diversity and inclusion. Using a broad...
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab - New York,NY
Position Type: RegularYour opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry...
Wealth Management Client Associate - RDA
The Bank of America Corporation - New York,NY
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world...
Business Associate - CIO Office, Private Wealth
NEUBERGER BERMAN GROUP LLC - New York,NY
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity, real estate, and hedge...
Project Manager/Wealth Management or Broker Dealer
Syntricate Technologies - New York,NY
Project Manager/Wealth Management or Broker Dealer New York City, NY (Hybrid) 12+ Months Web Cam Interview $70/Hr on W2 or $75/Hr on C2C...
Director, Financial Planner/Wealth Advisor, Private Bank
Webster Bank - Jericho,NY
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial...
Associate, Product Management
Goldman Sachs Wealth Services, L.P - New York,NY
Associate, Product Management with Goldman Sachs Wealth Services, L.P in New York, New York. Leverage ETL tools to generate and provide data driven insights to advisors as well as automate manual operational processes via Tableau dashboards and...
Citi Wealth - Wealth Relationship Manager - Manhattan
Citi - New York,NY
Overview Citi Global Wealth integrates the full spectrum of Citi's capabilities to serve wealth clients, including ultra-high-net-worth individuals, family offices, and high-net-worth segments through various specialized units. The Wealth...
Senior Executive Assistant To The President
Altfest Personal Wealth Management - New York,NY
Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a temporary Senior Executive Assistant to provide executive level support to the President during an employee's parental leave. The...
Certified Financial Planner
NYL - Nassau-Suffolk NY - Melville,NY
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor...
Executive Administrator
Graham Capital Management, L.P. - Norwalk,CT
Graham Capital Management, L.P. ("GCM") manages assets on behalf of global pensions, sovereign wealth funds, endowments and foundations, investment management advisors and qualified individual investors. GCM manages quantitative and discretionary...
Director, Change Management
Broadridge Financial Solutions - Brentwood,NY
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is...
Companion Care Needed
Care.com - New Hyde Park,NY
Our current health aide will be away next week, so we are looking for someone who can check in on my mom for a few hours in the late morning and/or early evening. The main taks are helping her start her day and be put to bed. My mom fortunately has a...
Manager, Procurement
United Nations Federal Credit Union - New York,NY
Manage and coordinate the daily operations of the Procurement department, including the procurement of goods, services and equipment for all UNFCU operating units. Manage the Inventory Control and Asset Management functions for all equipment and...
Client Service Specialist - Insurance
Point Wealth Management - Melville,NY
About Point Wealth Management: At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this...