Wealth Management Jobs in White Plains, NY

Job Summary: The Benefits Specialist is responsible for administering assigned benefits programs ensuring effective vendor relationships and resolving claims issues. This role involves continuous process improvement invoice processing and participation in the planning and development of benefits pr...

Summary The Senior Investment Analyst within NYPAs Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPAs investment strategy through comprehensive financial modeling analysis and decision support. This role involves developing and maintaining financial mo...

Location:660 White Plains Road Tarrytown New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients financial needs through expert advice and personalized banking borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise b...

DescriptionBecome an integral part of Chase Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented with a focu...

DescriptionWe have a passion for helping our customers taking care of our employees buildingrelationships and delivering extraordinary customer service. Using the latest banking solutions combined with cutting-edge banking technology youll be front and center representing our brand and problem solvi...

Description 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 p...

We are an independently owned and operated fee-only financial advisory firm headquartered in White Plains NY. Founded in 1993 the founder has had the privilege of helping clients navigate the journey of retirement for more than 30 years. With approximately $100M in assets under management (AUM) and...