senior private client advisor Jobs - 374


The Barton Partnership - New York,NY

One of our client's is a PE fund who are seeking an Associate to join their growing investment team. They bring a wealth of experience in the technology and healthcare sectors and are looking to deploy capital in both growth...

Date : 2025-01-07T15:16:30Z

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East West Bank - New York,NY

Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and...

Date : 2025-01-03T14:25:31Z

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M&T Bank - Hauppauge,NY

Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a...

Date : 2025-01-01T07:02:08Z

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Ernst & Young LLP - New York,NY

Location: New York or Remote EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services...

Date : 2025-01-03T08:18:53Z

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Research Foundation CUNY - New York,NY

Job Title: Transfer Advisor PVN ID: CC-2412-006611 Category: Instruction and Social Service Location: The CITY COLLEGE of NEW YORK Job Description General Description The Transfer Advisor position will...

Date : 2025-01-05T08:41:36Z

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Wachsman - New York,NY

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Date : 2025-01-01T06:40:29Z

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Code3 - New York,NY

Code3 is an integrated marketing agency, powering business growth for digital disruptors and Fortune 500 leaders alike. Our power is at the intersection of Connections, Creative and Commerce - that's what is in our DNA. By harvesting insights and...

Date : 2025-01-01T16:01:34Z

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Procyon Partners - Melville,NY

Procyon Partners – Relationship Manager/Financial Advisor – Hybrid Overview: Procyon is a growing RIA seeking an additional experienced relationship manager to provide primary client coverage...

Date : 2025-01-02T14:09:53Z

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Blue Owl Capital - New York,NY

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With $235 billion in assets under management as of September 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real...

Date : 2025-01-01T06:37:26Z

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Bank of America - Melville,NY

Private Client Advisor New York, New York;Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Date : 2025-01-01T07:04:34Z

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