Senior Wealth Advisor: Grow Client Wealth & Impact
$70k - $120kCiti
Citi is looking for a Wealth Relationship Advisor in Huntington, New York, to build and deepen relationships with clients. This seasoned professional will leverage their expertise to provide investment advice and ensure compliance with regulatory standards. Ideal candidates should have 5-8 years of sales experience in financial services, strong analytical skills, and active securities licenses. Benefits include a competitive salary ranging from $70,000 to $120,000 annually along with comprehensive medical and retirement benefits. #J-18808-Ljbffr Citi
$70k - $120k
Citibank (Switzerland) AG is seeking a Wealth Relationship Advisor in Town of Huntington, NY. This role involves building relationships with new and existing clients to manage their bank and brokerage assets, ensuring compliance with KYC/AML guidelines. Candidates should...SeniorFull time$115k - $180k
Rk-Partners in New York is seeking a Wealth Advisor who will serve as a financial confidante to high-net-worth clients, helping them navigate complex financial challenges while building a sustained client base. This role demands excellent interpersonal skills and strong...Senior$70k - $120k
..., please review .The Wealth Relationship Advisor SAFE Act is a seasoned... ...potential impact, where development of... ...relationships with new clients with the goal of bringing... ...referral opportunities to grow portfolio.* Refer... ..., but not limited to Senior Wealth Advisor, Small...SeniorFull timeWork at office- Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective...Senior
$70k - $120k
Overview The Wealth Relationship Advisor SAFE Act is a seasoned professional role... ...Build relationships with new clients to bring in new bank and... ...referral opportunities to grow portfolio. Refer opportunities... ...partners where appropriate (Senior Wealth Advisor, Small...SeniorWork at office$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Bethpage, NY, focused on developing and maintaining client relationships in wealth management. You'll analyze client financials, educate on investment strategies, and ensure tailored solutions for financial goals. The...Full time$66.56k - $99.32k
TD Bank in Hicksville, NY, is seeking a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. This role involves analyzing client financial information, educating prospects about investment strategies, and maintaining strong...£75k - £100k per year
...planning firm in East Anglia is seeking an experienced Financial Adviser to join their Wealth Advisory team. In this role, you will provide comprehensive financial advice to a loyal client base while also developing new relationships. The position offers a competitive...Senior$70k
Citi Global Wealth brings together the full power of Citi to serve... ...entire continuum of wealth clients. The unified business... ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial... ...referral opportunities to grow portfolio. Refer opportunities...SeniorFull timeWork at office- TD in Bethpage, New York is seeking a Financial Advisor Associate to manage relationships with clients in wealth management. The role includes analyzing financial information, providing tailored advice, and growing the client base through advisory services. The ideal candidate...
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst to enhance client relationships focusing on affluent and High Net Worth clients. This role requires strong analytical and financial skills, alongside effective communication. The successful candidate...SeniorFull time$150k - $155k
Mohr Talent is searching for an experienced Wealth Advisor in Smithtown, NY. The ideal candidate will inherit approximately 80-100 established client relationships and will focus on delivering exceptional service rather than heavy prospecting. This role offers a competitive...$115k - $180k
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice... ...empower our people to make a positive impact for our clients, society, and the... ...portfolio managers, wealth strategists, top senior Advisors and senior management....Flexible hours$66.56k - $99.32k
TD in Hicksville, New York, seeks a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. Responsibilities include analyzing financial data, recommending tailored investment strategies, and maintaining relationships. The...- ...there’s nothing else like it. Successful Advisors at New York Life come from many different... ...you're looking for a career where you can grow your own business and make a difference... ...the protection and financial needs of your clients A clearly defined career path...Fixed term contract
- A prominent financial services firm is seeking Financial Advisors to engage with high-net-worth individuals, identify financial goals,... ...experience in financial services or sales. The role emphasizes building client relationships and requires strong communication skills. This...
- J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial advice and build client relationships in Commack, New York. The role requires at least 2 years of financial advising experience, with strong skills in relationship management and financial...
$72.28k - $108.16k
TD Bank in Bethpage, New York is seeking a Financial Advisor to join our team. In this role, you will provide financial planning guidance and sell investment management solutions to our clients. The ideal candidate will have a Bachelor's degree, 2+ years of experience,...- TD is seeking a Financial Advisor Trainee in Hicksville, New York, to learn skills necessary for the Financial Advisor Associate role. Responsibilities include analyzing client financial situations, providing advice on investment options, and building client relationships...Traineeship
- TD Bank is seeking a Financial Advisor in Hauppauge, NY. The role involves providing financial planning guidance and selling investment management solutions while ensuring exceptional client service. The Financial Advisor is expected to manage client relationships, facilitate...
$150k - $155k
...Position Overview A highly respected boutique Registered Investment Advisor (RIA) is seeking an experienced Wealth Advisor to join its growing team. The firm is known for delivering a white-glove client experience and building long-term, multigenerational relationships...Full timeLocal area- TD is seeking a Financial Advisor in Bethpage, New York. This role involves providing financial planning guidance to clients while leveraging a three-year program with growth opportunities. Success in the role hinges on delivering exceptional customer service and establishing...
- JPMorgan Chase & Co. is looking for a Private Client Advisor in Commack, NY. In this role, you will provide comprehensive financial planning and advice tailored to individuals and families. Your focus will be on building relationships and delivering personalized investment...
- ...individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial... ...innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking...Flexible hours
- A leading financial institution in Hauppauge, New York, seeks a Financial Advisor Associate to attract and retain clients. The role involves analyzing clients' financial information, advising on investment strategies, and building client relationships. Candidates should...Full time
- JPMorganChase in Hauppauge, New York, seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships while offering personalized investment solutions, ensuring an exceptional client experience. The ideal candidate...
$55k - $90k
...Senior Registered Client Associate Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered... ...performing group at RBC Wealth Management. This... ...help advisors manage and grow their business.... ...difference and lasting impact Work in a dynamic,...SeniorFlexible hours$72.28k - $108.16k
TD Bank is seeking a Financial Advisor in Hicksville, NY. This role involves providing financial planning guidance and selling investment management solutions while managing relationships with clients. The ideal candidate will have a bachelor’s degree, 2+ years in financial...- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...
- A leading financial services firm located in Jericho, NY is seeking a Senior Registered Client Associate to join their team. This role requires a Bachelor's degree or equivalent experience and active Series 7 and 66 licenses. Your responsibilities include maintaining client...Senior
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