Lefavi Wealth ManagementJobs In

New York,NY

Morgan Stanley is seeking an attorney to provide advice and counsel on a wide range of business-to-business commercial matters for its industry-leading share plan administration business. This positio

New York,NY

YOUR IMPACTThis Associate of Design will have a strong track record of delivering world-class digital product and service solutions where leadership and a mature design acumen has played a pivotal rol

New York,NY

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestig

Florham Park,NJ

Your roleAre you truly service oriented? Do you know how to take care of people? We're looking for an Intern to:* Keep management systems up-to-date with client information* Help with the preparation

New York,NY

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset managem

New York,NY

Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description SummaryA career in our Financial Services Tax practice, within Corporate Tax s

New York,NY

Are you curious about asset allocation, portfolio management and investment strategies? We're looking for energetic, creative talent to join our team of experts to develop innovative investment strate

Iselin,NJ

Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step

New York,NY

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and in

New York,NY

The Senior Audit Manager is a senior level management position responsible for managing a complex and critical unit within Internal Audit, in coordination with the Audit team. The overall objective of

Secaucus,NJ

With 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,

New York,NY

JobID: 210510239Category: CounselJobSchedule: Full timePosted Date: 2024-04-30T14:17:41+00:00JobShift:Base Pay/Salary: New York,NY $199,500.00-$275,000.00By joining the US Wealth Management Legal Depa

New York,NY

Wealth Management SpecialistPark Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representativ

New York,NY

Freelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will op

Hicksville,NY

Position TitleCompliance Testing Officer - Private Banking Wealth ManagementLocationNYCB Plaza -102 (Hicksville, NY)Job SummaryThe Compliance Testing Officer is responsible for performing monitoring

New York,NY

New York,NY

Wealth Management Client AssociateNew York, New York;San Francisco, California**Job Description:**At Bank of America, we are guided by a common purpose to help make financial lives better through the

Harrison,NY

Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process and you

New York,NY

The CompanyEF Hutton is a fast-paced, high-growth, global investment bank founded by experienced investment professionals that have collectively financed over $250 billion for public and private compa

New York,NY

Longwave Financial, an independent advisory firm, is excited to hire an experienced wealth manager/client relationship manager to support and enhance our dynamic growth. You will bring a meaningful tr

New York,NY

Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our New York, NY office.We are a well-established trusts and estates team wit

New York,NY

Role: Business Analyst w/Wealth Management Location: NYC 3 Days Hybrid from Day 1 Must-Have Skills Good-To-Have Skills Strong BA (Analytical, Problem Solving, Organizational Skills, Pr

New York,NY

Job Description:For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager

New York,NY

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy

New York,NY

Wealth Management and Advisory Business AssociateWho We Are:Oppenheimer Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to