Top Tech Jobs & Startup Jobs in NYC, NY

4 Days AgoSaved
In-Office or Remote
US
Internship
Internship
Financial Services
Corporate Treasury Services intern supporting special projects, training, community service, networking, and department presentations. The role provides practical experience in financial services and requires collaboration with department managers, communication skills, basic accounting or math ability, confidentiality, and proficiency with Microsoft Office. The internship runs from June 1 through July 30, 2027, in Jackson, Memphis, or Birmingham.
Top Skills: ExcelMicrosoft PowerpointMicrosoft Word
24 Days AgoSaved
In-Office or Remote
US
Mid level
Mid level
Financial Services
Prepare and present comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. Analyze financial circumstances, develop recommendations, coordinate with wealth-management teams, and address retirement, estate, tax, insurance, charitable, and succession planning. Build trusted client relationships, maintain planning workflows, present to clients and prospects, and collaborate with internal and external professionals. Higher levels mentor colleagues, handle complex cases, and improve planning processes and capabilities.
Top Skills: MS OfficeMoney Guide Pro
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