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Private Wealth Management Planner
1 week ago
U.S. Bank National Association New York, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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Wealth Planner
2 weeks ago
UBS Weehawken, United StatesUnited States - New Jersey · Product Management and Development · Global Wealth Management · Job Reference # · 291769BR · City · Weehawken · Job Type · Full Time · Your role · Do you want to work closely with the Wealth Planning Consultants team to drive net new asset opportuniti ...
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Wealth Planner
2 weeks ago
Fidelity Investments Plainview, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
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Wealth Planner
6 days ago
Fidelity Investments Plainview, United StatesJob Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model w ...
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Wealth Analyst Cnr
6 days ago
City National Bank New York, United StatesOverview: · **WEALTH ANALYST - City National Rochdale** · **WHAT IS THE OPPORTUNITY?** · This position is responsible for expanding City National Rochdale's (CNR) relationships with its high net-worth (HNW*) and ultra-high net-worth (UHNW**) clients. Helps to attract new prospect ...
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Planning Consultant
1 week ago
Fidelity Investments New York, United States**Planning Consultant**: · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports eac ...
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Real Estate
3 days ago
Blackstone Group New York, United StatesBlackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help c ...
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Financial Professional
2 days ago
Equitable Advisors LLC Secaucus, United StatesJob Description - Entry Level – Wealth Management Associate - NJ, Secaucus · Entry Level – Wealth Management Associate - NJ, Secaucus · ( · ) · Primary Location · Organization · Description · Equitable Advisors · is a respected wealth management firm with a proven track rec ...
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Financial Professional
2 days ago
Equitable Advisors LLC Secaucus, United StatesJob Description - Entry Level – Wealth Management Associate - NJ, Secaucus · Entry Level – Wealth Management Associate - NJ, Secaucus · ( · ) · Primary Location · Organization · Description · Equitable Advisors · is a respected wealth management firm with a proven track rec ...
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Financial Professional
1 week ago
Equitable Advisors LLC Secaucus, United StatesJob Description - Wealth Management Associate - NJ, Secaucus NP) · Wealth Management Associate - NJ, Secaucus · ( · 220000NP · ) · Primary Location · Primary Location · : · UNITED STATES-NJ-Secaucus · Organization · Schedule · Schedule · : · Full-time · Description · Eq ...
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Certified Financial Planner CFP
1 week ago
Right Executive Search, LLC New York, United StatesCertified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certi ...
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Certified Financial Planner CFP
3 days ago
Right Executive Search, LLC New York, United StatesCertified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certi ...
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financial planning sr advisor
2 days ago
Citizens , PA, United StatesDescription · Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld's team of CFAs, CPAs, attorneys, and CFPs provide full investment and wealth manage ...
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Financial Planning Team Leader
1 week ago
BST & Co New York, United StatesFinancial Planning Team Leader · Affinity BST Advisors · Job Type · Full-time · Description · Affinity BST Advisors philosophy is that purposeful financial management can create fulfilling lives. Since our inception, the Firm has provided business owners, executives, and succ ...
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Senior Wealth Advisor SAFE Act
1 week ago
Citi New York, United States Full timeCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
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Senior Wealth Advisor SAFE Act
1 week ago
Citi New York, United States Full timeCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
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Senior Wealth Manager
1 week ago
Selby Jennings New York, United StatesTitle: Join Our Team as a Principal Wealth Manager in the Financial Services Sector · Introductory paragraph: · We are seeking experienced Senior Wealth Managers to join our dynamic team at a technology-driven RIA. As one of the leading financial services firms, we pride ourselv ...
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Senior Wealth Advisor SAFE Act
2 days ago
Citi New York, NY, United States Full timeCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
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Financial Advisor
3 days ago
Equitable Advisors New York, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is see ...
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Senior Wealth Advisor SAFE Act
1 week ago
Citi New York, United StatesCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
Wealth Planner - Weehawken, United States - UBS
Description
United States - New Jersey Product Management and Development Global Wealth Management Job Reference # 291769BR City Weehawken Job Type Full Time Your role Do you want to work closely with the Wealth Planning Consultants team to drive net new asset opportunities for Financial Advisors? Are you someone who wants to work with Financial Advisors to review, deliver and implement financial plans utilizing the tools and platforms available at UBS? Do you want to promote and drive the wealth planning culture at UBS? We're looking for a Wealth Planner to:
deliver guidance on the different planning platforms at UBS through the wealth planning phone line
partner with Financial Advisors to model complex strategies and structure impactful solutions within the financial plan and help identify implementation ideas within the plan
serve as a liaison for wealth planning resources that are located in the markets
support the platform management of our Trust Solutions, Wealth Way, & Insured Solutions offerings
participate in education training with Financial Advisors and their teams online and in person through conferences and focus groups
develop subject matter expertise in one or more areas of wealth planning
maintain the marketing efforts of the team Your Career Comeback We are open to applications from career returners. Find out more about our program on /careercomeback. Your team You will be working on the Wealth Planning Consultants team in Weehawken, NJ. This team consists of wealth planning experts who support Financial Advisors in the review, delivery, and implementation of financial plans to expand client relationships, drive net new asset opportunities, and identify opportunities through the wealth planning process. Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients. Your expertise
ideally 2-5 years of financial planning experience
strong communication (oral and written) and analytical skills
strong organizational skills and the ability to multi-task
attention to detail and ability to work autonomously
series 7 & series 66 licensed
CFP (CERTIFIED FINANCIAL PLANNER) designation preferred but not mandatory
background or experience using financial planning platforms preferred but not mandatory *LI-UBS About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that its our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact? Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.