Jobs near Cos Cob: 3,107
RS
Relevance Score ranked on: WEALTH
Senior Auditor, Wealth Management
Stamford
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Auditor, Wealth, Audit, Management, Project Management
86.2
2.7mi
Updated: November 01
Private Wealth Associate (OSAM)
Stamford
O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get ex...
Search Terms: Wealth, Associate, Business Development, Financial Advisor, Private
85.2
2.7mi
Updated: November 03
Wealth Relationship Manager SAFE Act - Cos Cob
Cos Cob
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of pro...
Search Terms: Relationship Manager, Relationship, Manager, Wealth, Financial Planning
82.4
0mi
Updated: October 09
Sr. Wealth Advisor
Greenwich
Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly pro...
Search Terms: Wealth Advisor, Advisor, Wealth, Financial Planning, Business Development
81.1
2.4mi
Updated: September 26
J.P. Morgan Wealth Management – Private Client Advisor - Greenwich, CT
Greenwich
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 investment product and thought leadership platform ...
Search Terms: Client Advisor, Management, Wealth, Advisor, Financial Planning
81
2.4mi
Updated: September 22
J.P. Morgan Wealth Management – Private Client Advisor - Larchmont, Ardsley, & Yonkers, NY
Larchmont
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 investment product and thought leadership platform ...
Search Terms: Client Advisor, Management, Wealth, Advisor, Financial Planning
80.6
12mi
Updated: October 30
Senior Vice President, Manager, Wealth Manager
Greenwich
Search Terms: Manager, Vice President, Wealth, President, Senior
79.2
2.4mi
Updated: September 24
Associate, Advisor ( Wealth Management)
Melville
Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan applica...
Search Terms: Advisor, Wealth, Management, Associate, Financial Planning
79.1
20mi
Updated: October 18
J.P. Morgan Wealth Management - Private Client Advisor - Cross River, NY
Cross River
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 investment product and thought leadership platform ...
Search Terms: Client Advisor, Management, Wealth, Advisor, Financial Planning
79
15mi
Updated: October 21
Associate, Advisor ( Wealth Management)
Melville
Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan applica...
Search Terms: Advisor, Wealth, Management, Associate, Financial Planning
78.4
20mi
Updated: October 04
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