Senior Private Wealth Investment StrategistJPMorganChase • Greenwich, CT, US
Senior Private Wealth Investment Strategist
JPMorganChase • Greenwich, CT, US
2 days ago
Job type
- Full-time
Job description
A premier financial institution in Greenwich, CT is seeking a seasoned professional to provide investment management services to clients. The role includes conducting investment reviews, developing investment policies, and closing sales on complex products. The ideal candidate will have over 7 years in financial services, a Bachelor's degree, and required licenses. Competitive compensation and comprehensive benefits are offered.
J-18808-Ljbffr
Create a job alert for this search
Wealth Strategist • Greenwich, CT, US
Related jobs
As iRocket scales, we’re seeking an Investor Relations & Corporate Strategy Associate to support fundraising, stakeholder communications, and strategic planning efforts.This is a high-impact ro...Show more
Responsible for active and dynamic portfolio management and monitoring of the Banking Americas lending portfolio with a focus on optimizing profitability and capital usage.PRINCIPAL DUTIES AND RESP...Show more
Financial Professional to join our team in the greater Independence area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business.This position ...Show more
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.
If you have an entrepreneurial ...Show more
Wealth Advisor - Build Your Legacy, Empower OthersType : Full-Time.Location : Remote, On-site, or Hybrid (Flexible).Are you an experienced and licensed Wealth Advisor with an established book of busi...Show more
This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly.We are look...Show more
Join our dynamic team as a Wealth Management Consultant, where your expertise and integrity will help clients navigate their financial futures.
We are dedicated to fostering long-term relationships ...Show more
A leading law firm in New York is seeking a mid-level associate for its Corporate Practice Group focused on Private Equity and Investment Funds.
The ideal candidate will have 3-6 years of relevant e...Show more
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset.
As a high-performing and fast-growing practice, we ...Show more
Head of Private Valuation, VP (Stamford, CT) 1 day ago Be among the first 25 applicants.Head of Private Valuation - Stamford, CT.
A leading global investment management firm is seeking a Head of Pri...Show more
The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside.Bernstein PWM is widely recognized for its distinctive, distinguished platform o...Show more
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US.Applicants must be legally authorized to work in the U.
HSBC will not engage in imm...Show more
Mastercard powers economies and empowers people in 200+ countries and territories worldwide.Together with our customers, we're helping build a sustainable economy where everyone can prosper.We supp...Show more
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.
If you have an entrepreneurial ...Show more
Investment Analyst, Convertibles.Verition Fund Management LLC ("Verition") is a multi-strategy, multi-manager hedge fund founded in 2008.
Verition focuses on global investment strategies including C...Show more
Title : Investment & Leasing Associate, New York City.Queens Office / 147-35 Farmers Boulevard, Jamaica, NY 11434.Jane Finkenstaedt : jfinkenstaedt@seagisproperty.
Brian Tozer : btozer@seagisproperty.S...Show more
OShaughnessy Asset Management (OSAM) is owned by Franklin Templeton a dynamic firm that spans asset management wealth management and fintech giving us many ways to help investors make progress towa...Show more
Investor Relations & Corporate Strategy Associate
Innovative Rocket Technologies Inc. • New Hyde Park, NY, US
Full-time
Quick Apply
Last updated: 30+ days ago
Investment & Corporate Banking - Portfolio Management, Associate
Mizuho • Greenwich, CT, United States
Full-time
Last updated: 30+ days ago • Promoted
Voya Financial Advisors Independence
Voya Financial Advisors Inc • Elmsford, NY, United States
Full-time
Last updated: 21 days ago • Promoted
U.S. Private Bank - Investment Specialist - Vice President
JPMorgan Chase • Greenwich, CT, United States
Full-time
Last updated: 5 hours ago • Promoted • New!
Wealth Advisor
Ivy Way Placements • Stamford, CT, United States
Full-time
Last updated: 30+ days ago • Promoted
Fixed Income Trading, AVP - State Street Investment Management
State Street • Stamford, Connecticut, United States
Full-time
Last updated: 2 days ago • Promoted
Wealth Management Consultant
Fidelity Investments • Greenwich, CT, United States
Full-time
Last updated: 17 days ago • Promoted
Private Equity Funds Associate : Fund Structuring & Deals
Nixon Peabody LLP • Jericho, NY, United States
Full-time
Last updated: 13 days ago • Promoted
Associate Financial Advisor
Ameriprise Financial • Greenwich, CT, United States
Full-time +1
Last updated: 4 days ago • Promoted
Head of Private Valuation, VP (Stamford, CT)
Daley And Associates, LLC • Stamford, CT, US
Full-time
Last updated: 1 day ago • Promoted
U.S. Private Bank - Investment Specialist - Vice President
Chase • Old Greenwich, CT, US
VP / Wealth Advisor, Private Wealth Management
AllianceBernstein Holding L.P. • Stamford, CT, United States
Full-time
Last updated: 4 days ago • Promoted
Wealth Relationship Manager
HSBC • Village of Scarsdale, NY, United States
Full-time
Last updated: 13 days ago • Promoted
Director, Strategic Partnerships Sales, Open Finance Solutions
Mastercard • Harrison, NY, US
Full-time +1
Last updated: 2 days ago • Promoted
U.S. Private Bank - Investment Specialist - Vice President
JPMorgan Chase & Co. • Greenwich, CT, United States
Full-time
Last updated: 4 days ago • Promoted
Investment Analyst, Convertibles
Verition Group LLC • Greenwich, CT, United States
Full-time
Last updated: 24 days ago • Promoted
Leasing & Investments Associate
Seagis Property Group • Queens, NY, United States
Full-time
Last updated: 9 days ago • Promoted
Client Relationship Specialist, Private Wealth Sales Canvas Custom Indexing
O'Shaughnessy Asset Management • Stamford, Connecticut, USA
Full-time
Last updated: less than 1 hour ago • Promoted • New!