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
- ...Senior Wealth Advisor SAFE Act - Suffolk County Working at Citi is far more... ...'ll have the opportunity to grow your career, give back to your... ...community and make a real impact. Job Overview The Wealth... ...relationships with new clients with the goal of bringing in...SeniorWork at office
$70k - $120k
Citigroup Inc. is hiring a Wealth Relationship Advisor in Huntington, New York. This is a full-time position, suitable for professionals with 5-... ...and communication skills. Responsibilities include building client relationships, providing investment advice, and ensuring...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- ...Senior Wealth Advisor Safe Act - Nassau County Discover your future at Citi... ...'ll have the opportunity to grow your career, give back to your... ...community and make a real impact. Job Overview Citi Global... ...entire continuum of wealth clients. The unified business...SeniorWork at office
- ...Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech-driven wealth management platform is seeking a Senior... ...who wants to actively manage client relationships while helping... ...This is a highly visible, impact-driven role offering meaningful...Senior
- 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£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- Avior Executive Search is seeking a Senior Advisor/Banker to lead in investments at a growing full-service bank located in... ...relationships with UHNW and HNW clients, leveraging strong networks and... ...degree, 7+ years of experience in wealth management, and relevant...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- ...Bank recherche un Associé Conseiller Financier à Hicksville, New York. Le candidat sera responsable d'établir des relations avec les clients, d'utiliser des outils d'évaluation des besoins et de recommander des produits d'assurance et d'annuité. Les qualifications...
- ...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
$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention... ...of sales strategies to grow client base. Promote and... ...This position has a direct impact on revenue growth of the...Temporary workWork experience placement$142.1k - $236.8k
M&T Bank is seeking a dedicated professional in Hauppauge, New York, to lead client relationship strategies within their Wealth Advisory business. The role involves managing team communications, developing sales initiatives, and ensuring compliance with internal controls...Senior$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$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$100k - $150k
Wealth Enhancement Group, located in Deer Park, NY, seeks a Financial Advisor to join an advisory team and help clients achieve their financial goals. Responsibilities include managing client relationships, facilitating financial planning, and closing prospective clients...$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type... ...advice and guidance to clients on tax planning,... ...complex situations, you are growing your personal brand,... ...increased efficiencies. As a Senior Associate you shall... ...applicants that are impacted by the Los Angeles County...SeniorFull timeH1b$124k - $335k
...Sector: Asset and Wealth Management Time... ...opportunity to help our clients meet their tax... ...managing the impact tax has on their business... ...future. As a Senior Manager, you'll... ...expected to join a growing team with the top... ...Serve as a strategic advisor, leveraging...SeniorFull timeH1bLocal areaOverseas$77k - $214k
...Sector: Asset and Wealth Management Time... ...advice and guidance to clients on tax planning,... ..., you are growing your personal brand... ...tax solutions. As a Senior Associate you will... ...technical business advisor Demonstrating familiarity... ...that are impacted by the Los Angeles...SeniorFull timeH1b$76k - $125.3k
...by side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management and... ...global economy is healthy, growing, and secure. If you... ...responsibilities A senior analyst in FSO EDGE WAM... ...status as a trusted advisor to maintain and further...SeniorSummer holidayWork at officeLocal areaFlexible hours$50k - $125k
...description Job Title: Financial Advisor (Wealth Management) Why Join Us? Stop searching... ...Direct Mentorship: Work daily with Senior Advisors managing $100M+ in assets.... ..., proactively engage with prospective clients to grow the firm's reach. Who Fits Best:...Permanent employmentFull timeRelocation- 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...
$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- 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...
- ...an enthusiasm for helping our clients, taking care of our employees... ...Investment Associate in J.P. Morgan Wealth Management, you will provide... ...support to Private Client Advisors within Wealth Management.... ...businesses, nonprofits and cities grow, delivering solutions to solve...Full time
- ...innovation, and are eager to make an impact. Whether you are starting out in... ...goals. EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. This role... ...of one of the largest and fastest growing accounting and advisory firms in...SeniorTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...innovation, and are eager to make an impact. Whether you're starting out in... ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...of one of the largest and fastest growing accounting and advisory firms in the...SeniorTemporary workPrivate practiceWork at officeLocal area
- A leading financial services company is seeking a Private Client Banker in the Town of Huntington. The role entails managing relationships with affluent clients while providing tailored financial advice. Candidates should possess at least a high school degree and a proven...
- ...innovation, and are eager to make an impact. Whetheryou'restarting out in your... ...your goals. We are seeking a Senior Fund Accountant to join our Real Estate... ...accounting skills who thrives in a growing environment and providing clients with exceptional services....SeniorLocal area
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