senior client associate, private wealth Jobs - 486


Papa - Warnerville,NY

What is Papa? Papa is a rewarding service that connects compassionate individuals with older adults and families in need of support in their everyday lives. We're seeking kind-hearted, patient, and caring people to...

Date : 2025-03-01T06:37:02Z

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Papa - Central Bridge,NY

What is Papa? Papa is a rewarding service that connects compassionate individuals with older adults and families in need of support in their everyday lives. We're seeking kind-hearted, patient, and caring people to...

Date : 2025-03-01T06:37:02Z

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Modern Wealth Management - Rochester,NY

The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties:...

Date : 2025-02-22T02:17:01Z

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AFC - Yaphank,NY

Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance...

Date : 2025-03-02T06:12:24Z

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Coastal Wealth Management - New York,NY

Company Description Coastal Wealth Management specializes in developing financial plans and investment portfolios to help clients achieve their long-term financial goals. With over 25 years of experience at top financial...

Date : 2025-03-02T08:08:59Z

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Advantage xPO - Cohoes,NY

Advantage xPO is currently looking for a bright, energetic and friendly Client Analyst to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial...

Date : 2025-03-02T02:06:47Z

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Altfest Personal Wealth Management - New York,NY

About the Company Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to help formulate and implement comprehensive investment and financial...

Date : 2025-02-27T07:39:10Z

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SAS Retail Services - Wolcott,NY

Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands in Walmart stores in your area. We display it, we move it, and we track it! Start building your career...

Date : 2025-03-02T07:20:25Z

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Broadridge - all cities,NY

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. We are seeking a...

Date : 2025-03-01T06:08:38Z

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Equitable Advisors - Manhattan,NY

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...

Date : 2025-03-01T02:07:29Z

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