Current jobs related to Wealth Strategist - New York, New York - Fidelity TalentSource LLC

  • Strategist for Wealth Management

    3 weeks ago

    New York, New York, United States City National Bank Full time

    Job DescriptionThis position is responsible for further expanding City National Bank's relationships with its high and ultra-high net-worth (UHNW) clients.Key ResponsibilitiesHelps to attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they serve.Supports Sr Wealth Strategist and...

  • Senior Wealth Strategist

    3 weeks ago

    New York, New York, United States Corient Private Wealth LLC Full time

    At Corient Private Wealth LLC, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...

  • Wealth Strategist

    3 weeks ago

    New York, New York, United States City National Bank Full time

    Wealth Strategist OpportunityThis role is responsible for expanding City National Bank's relationships with high and ultra-high net-worth clients. The successful candidate will partner with Senior Investment Consultants and Financial Advisors to attract new clients and develop client-facing materials in estates and trusts, income taxation, philanthropy, and...

  • Head of Wealth Management Marketing Strategist

    4 weeks ago

    New York, New York, United States Guardian Life Insurance Company Full time

    Job SummaryThe Head of Wealth Management Marketing Strategist will lead the development and execution of marketing initiatives for the Wealth Management division. This role is critical for driving brand awareness, client engagement, and business growth through innovative marketing strategies and effective communication plans.Key ResponsibilitiesDevelop and...

  • Private Wealth Solutions Specialist

    4 weeks ago

    New York, New York, United States Blackstone Restaurant Full time

    Job Title: Private Wealth Solutions SpecialistBlackstone is the world's largest alternative asset manager. Our mission is 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 companies solve problems. Our...

  • Quantitative Strategist

    4 weeks ago

    New York, New York, United States Goldman Sachs Full time

    About the RoleWe are seeking a highly skilled Quantitative Strategist to join our Equity Volatility team. As a key member of our team, you will be responsible for researching and developing new option-based quantitative strategies to meet the investment objectives of our clients.Our team is focused on designing customized investment solutions for a broad...

  • Digital Marketing Strategist

    4 weeks ago

    New York, New York, United States Royal Bank of Canada Full time

    Job SummaryWe are seeking an experienced Digital Marketing Strategist to join our team at Royal Bank of Canada. As a key member of our marketing team, you will be responsible for developing and executing a comprehensive digital marketing strategy that aligns with our business objectives.The ideal candidate will have a strong background in digital marketing,...

  • Regional Marketing Strategist, Wealth Management

    4 weeks ago

    New York, New York, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.We are proud to offer a comprehensive benefits package, including retirement and pension plan...

  • Wealth Growth Strategist

    3 weeks ago

    New York, New York, United States Hispanic Technology Executive Council Full time

    SVP, Sales Growth and Productivity Job DescriptionThe role of SVP, Sales Growth and Productivity is critical to the success of the Hispanic Technology Executive Council business. This position will be responsible for the ownership and management of several strategic programs and analyses related to the growth and design of our Sales organization.The position...

  • Senior Business Strategist, New York City

    4 weeks ago

    New York, New York, United States T-Mobile Full time

    Job Title: Senior Business Strategist, New York CityWe are seeking a highly skilled Senior Business Strategist to join our team in New York City. As a key member of our Strategy & Planning Team, you will work closely with executive leaders to build the business strategy for T-Mobile for Business.Your primary responsibility will be to identify growth...

  • Senior Business Strategist, New York City

    4 weeks ago

    New York, New York, United States T-Mobile Full time

    Job Title: Senior Business Strategist, New York CityAt T-Mobile, we believe in investing in our employees and providing them with the tools and resources they need to succeed. Our Total Rewards Package is designed to ensure that employees receive a competitive base salary and compensation package, as well as multiple wealth-building opportunities through our...

  • Technology Infrastructure Strategist

    3 weeks ago

    New York, New York, United States Michael Page Full time

    We are seeking an IT Infrastructure Strategist to define and implement our client's infrastructure strategy in collaboration with their Application Team and global partners, focusing on transforming and modernizing their platform. This role will also ensure the safe and secure operation of services through effective production management and controlled...

  • ISG Portfolio Analyst

    4 weeks ago

    New York, New York, United States Bank of America Full time

    Job Title: ISG Portfolio AnalystJob Summary:At Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As an ISG Portfolio Analyst, you will play a critical role in delivering portfolio analyses to Portfolio Strategists and Advisors, and assisting in identifying actionable ideas to align with GWIM...

  • Senior Wealth Strategist

    4 weeks ago

    New York, New York, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.With...

  • Senior Wealth Strategist

    4 weeks ago

    New York, New York, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.We pride ourselves on our enduring principles of service, expertise, and integrity, which have...

  • Senior Investment Strategist

    3 weeks ago

    New York, New York, United States RightWorks Inc Full time

    Unlock Growth Opportunities with RightWorks Inc, a leading partner of top-tier US and GLOBAL UHNW investment firms. We're seeking experienced Wealth Advisors and Investment Advisors to spearhead AUM growth strategies exceeding $100 million in 12-18 months.Key Requirements include:A portable book of business between $30 million and $10 billion.Direct...

  • Market Insights Analyst

    4 weeks ago

    New York, New York, United States Apollo Inc Full time

    Market Insights AssociateApollo Inc is seeking a skilled Market Insights Associate to contribute to the Client Portfolio Management & Innovation (CPMI) team.The CPMI team is responsible for driving strategic and sustainable capital formation efforts via high-impact client engagement, innovative products, and their adjacencies, as well as delivering...

  • Strategic Marketing Director

    3 weeks ago

    New York, New York, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Vertical Marketing Strategist to lead marketing efforts for key verticals, including Private Equity and Venture Capital, Innovation Economy, and Commercial Real Estate. The ideal candidate will develop and execute comprehensive marketing plans that drive growth and enhance brand presence within these...

  • Head of Marketing Innovation and Content Strategist

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Head of Marketing Innovation and Content will lead the development of cutting-edge marketing strategies, focusing on the integration of innovative technologies and content creation that drives brand engagement, customer acquisition, and loyalty.This role is responsible for identifying emerging trends in marketing, technology, data, and content...

  • Vice President of Alternative Investment Solutions

    3 weeks ago

    New York, New York, United States Goldman Sachs Full time

    About the RoleWe are seeking a Vice President to help in the marketing and education of Alternative Investment solutions to the Consumer and Wealth Management advisor and client ecosystem.Key ResponsibilitiesHelp establish and manage GS ACM relationships with external managers including new product development and coordination of external sales...

Wealth Strategist

1 month ago

New York, New York, United States Fidelity TalentSource LLC Full time

Job Summary:

We are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our clients, helping them achieve their financial goals and build a stronger financial future.

About the Role:

The Wealth Planner will work closely with clients to understand their financial needs and goals, and develop comprehensive wealth management plans that address their unique circumstances. You will be responsible for providing expert advice on investment strategies, tax planning, retirement planning, and estate planning, as well as helping clients navigate complex financial decisions.

Key Responsibilities:

  • Develop and implement comprehensive wealth management plans for clients
  • Provide expert advice on investment strategies, tax planning, retirement planning, and estate planning
  • Work closely with clients to understand their financial needs and goals
  • Develop and maintain strong relationships with clients and their families
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide the best possible service to clients

Requirements:

  • Bachelor's degree in a related field (e.g. finance, accounting, economics)
  • CFP or other relevant certifications
  • Series 7, 63, 65, 66 and insurance licenses required
  • 5+ years of experience in financial services or a related field
  • Proven track record of success in financial planning and wealth management

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

About Fidelity Investments:

Fidelity Investments is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We offer a range of products and services, including investment management, retirement planning, and estate planning. Our team is dedicated to providing exceptional service and support to our clients, and we are committed to helping them achieve their financial goals.