Financial Advisor jobs in United States, New York, New York
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JPM
JPMorgan Treasury Financial Planning & Analysis Vice President United States, New York, New York
Deliver regular P&A cycles across key financials such as Balance Sheet, SLR etc. Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Spearhead revenue expansion by identifying and converting new opportunities in internal audit, risk and controls management. Manage a diverse portfolio of client engagements and lead a team of internal audit...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Solid technical knowledge in the asset management tax area. Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Deliver regular P&A cycles across key financials such as Balance Sheet, SLR etc. Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance...
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