Senior Client Advisor jobs in Secaucus, NJ

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PRIVATE CLIENT FINANCIAL ADVISOR - BOROUGH PARK - BROOKLYN, NY

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

CompanyCitizens
AddressNew York, NY
CategoryAccounting/Finance
Job typePermanent
Date Posted 2 months ago See detail

Private Client Financial Advisor - Borough Park - Brooklyn, NY

Citizens

New York, NY

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

Client Solutions Senior Analyst

Kepler Group

New York, NY

We'retransparentwith our employees. You'll hear updates on company financials, how we're performing against bonus goals, and how we're responding to challenges we face.. We'regrowing. For you, that means unparalleled growth op...

Senior Wealth Advisor

Bessemer Trust Company

New York, NY

$175,000 - $200,000 a year

Substantial experience in the wealth management industry and knowledge of different product areas. M.B.A. or J.D. preferred, or equivalent combination of education and experience. Comprehensive knowledge of investments, tax and es...