149 wealth planner jobs found

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

TJ Maxx At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs. Leads by example by engaging and interacting with all customers, and maintaining a clean and organized store. Role models outstanding customer service. Creates a positive internal and external...

Part time Branch Ambassdor - Shirley Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive, and human as the rest of your life. We are reimagining the way people interact with their money by creating community hubs where technology meets human empathy. As a Branch Ambassador , you are the heartbeat of our space. You don't just "process transactions"—you embody our culture of outstanding hospitality. You are a relationship-builder who blends friendly, attentive service with cutting-edge digital innovation. Whether you’re helping a client navigate our latest tools or empowering them to reach their financial goals, you are the face of an exceptional, human-centric experience. We are looking for curious, empathetic, and tech-savvy individuals who thrive in a fast-moving environment. You are someone who doesn't wait to be asked; you anticipate needs, solve problems before they arise, and have a genuine passion for helping...

About the Role: Grade Level (for internal use): 12 Company Name: Markit North America, Inc. Job Title: Product Specialist, IT Service Operations Location: 55 Water Street, New York, NY 10041 (Hybrid work schedule. On days not in office, telecommuting permitted within normal commuting distance of New York, NY office) Job Duties: Markit North America, Inc. seeks a Product Specialist, IT Service Operations who will  provide support and consultancy services to clients for resolution of software and data issues. Directly support regulated financial clients by ensuring accurate processing of corporate actions events that impact investor entitlements, settlement obligations, and regulatory reporting. Mitigate operational and compliance risk by performing root cause analysis, coordinating remediation with engineering teams, and implementing preventive controls to avoid recurrence. Ensure the accuracy, timeliness, and regulatory compliance of corporate actions processing for...

HomeGoods At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external...

TJ Maxx At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external customer...

Full Time Branch Ambassador - Hicksville Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive, and human as the rest of your life. We are reimagining the way people interact with their money by creating community hubs where technology meets human empathy. As a Branch Ambassador , you are the heartbeat of our space. You don't just "process transactions"—you embody our culture of outstanding hospitality. You are a relationship-builder who blends friendly, attentive service with cutting-edge digital innovation. Whether you’re helping a client navigate our latest tools or empowering them to reach their financial goals, you are the face of an exceptional, human-centric experience. We are looking for curious, empathetic, and tech-savvy individuals who thrive in a fast-moving environment. You are someone who doesn't wait to be asked; you anticipate needs, solve problems before they arise, and have a genuine passion for helping...

About the Role: Grade Level (for internal use): 12 The Role: Business Development, North America The Team: Part of the Data, Valuations and Insight division, the Pricing & Reference Data team provide services on a broad spectrum of fixed income products including Credit Default Swaps, Syndicated Bank Loans and Bonds (Corporate & Sovereign, US Municipal and Securitized Products) to the largest asset managers, investment banks, fund administrators, auditing firms, and regulators. The global team is widely regarded as the market leader for these services and maintain extremely strong relationships across the market. The Impact: Business Development is the commercial arm of product. The team is the key between our clients/market needs and our product teams; in this role we partner with clients to directly influence the direction that our services take, plan for future growth, and execute on new ideas. What’s in it for you: See your direct impact...

TJ Maxx At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external customer...

HomeGoods At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external...

TJ Maxx At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: The Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external...

About the Role: Grade Level (for internal use): 09 The Team: The team is comprised of ambitious, commercially minded early careers professionals looking to start a career in Account Management. While reporting directly to the Regional Manager, Revenue Associates, the ADR will spend a significant amount of time working directly with a team of account managers who they will be supporting in the day-to-day. Responsibilities and Impact: The Account Development Representative is a critical entry point into our commercial organization and a core component of our centralized Revenue Associate Program. This role is designed for high-potential early-career professionals who are motivated to build a successful career in revenue generation. Through a structured onboarding, training, and development program, Associates will gain deep product knowledge, client engagement skills, sales methodology, and commercial acumen preparing them to seamlessly transition into...

HomeGoods At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: The Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external...

Homesense At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external...

Marshalls At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: The Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external...

About the Role: Grade Level (for internal use): 12 The Team: This is an appointment in S&P Global's North American Equity Data Analytics sales team with responsibility for selling our Equities product suite. This position will be located in New York City and will also liaise with counterparts in the other major financial centers. The successful candidate will have experience in financial markets, direct selling, account management and/or the ability to manage complex relationships.   Responsibilities and Impact: Sales & Account Management is a key function within S&P Global and is responsible for client-facing activity including co-ordination of sales coverage to maximize new business generation, up-selling opportunities, cross-selling opportunities; contract renewals, roll-out of new products and overall business development.   The Equity Data Analytics product suite is composed of alternative datasets for alpha generation as well as back-office...

About the Role: Grade Level (for internal use): 10 The Team: The US/Canada Index Management team within the Global Index Management & Production Group manages a wide range high-profile indices including US and Canadian equities, dividend and thematic indices. The Impact: The Index Analyst is responsible for maintaining a wide range of indices. The Index Analyst is required to ensure that the indices are managed in accordance with their methodology, perform routine analysis and make presentations to Index Committees on a periodic basis. What’s in it for you: An exciting opportunity to join the leading index provider. As an Index Analyst, you will work on a wide range of indices across global markets and analyze and implement complex index methodology, as well as solve non-routine problems on an on-going basis. As an Index Analyst, you will be responsible for all aspects of an assigned group of indices, make recommendations for index membership and present...

HomeGoods At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external...

TJ Maxx At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external customer...

TJ Maxx At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs. Leads by example by engaging and interacting with all customers, and maintaining a clean and organized store. Role models outstanding customer service. Creates a positive internal and external...

HomeGoods At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store. Role models exceptional customer service. Creates a positive internal and external...

At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you’ll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world’s leading off-price retailer.   Job Description: Opportunity: Grow Your Career Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs. Leads by example by engaging and interacting with all customers, and maintaining a clean and organized store. Role models outstanding customer service. Creates a positive internal and external...