Senior Wealth Advisor, Private Client Growth
$70k - $120kCiti Group
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services experience and excellent communication skills. The advisor will build and deepen client relationships and provide investment advice. Candidates should possess a degree, licenses in the securities industry, and strong analytical skills. The position offers a competitive salary range of $70,000 to $120,000 along with comprehensive employee benefits. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor, Private Client Growth in New York, NY vacancy
- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...SeniorPrivate client
- ...York is seeking a dedicated relationship manager to proactively develop networks and manage client relationships. You will build a pipeline of opportunities across the US Wealth product set and engage in community functions to enhance visibility. The ideal candidate will...SeniorPrivate client
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorPrivate clientFull time
$70k
A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...SeniorPrivate client- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...SeniorPrivate client
- Citigold Client Advisor (Onshore Market) Apply (opens in new... ...to supporting your growth and development from the... ...training and exposure to senior leaders, as well as... ...with Citi Citi Global Wealth brings together the full... ...--- Job Family Group: Private Client Coverage ------...SeniorPrivate clientLocal areaImmediate start
- J.P. Morgan is seeking a Private Client Advisor in New York, NY, dedicated to providing comprehensive financial planning and personalized investment... ...rewards package along with opportunities for professional growth and a diverse working environment. #J-18808-Ljbffr AumniPrivate client
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients,... ...delivering bespoke financial advice, and driving product growth through collaboration. Candidates should have...Senior- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...building long-term relationships with clients. The role partners closely with high-... ...for enhanced lead flow and growth for our Advisors. Responsibilities Build...Senior
- ...A prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance...SeniorPrivate client
Fifth Third Bank, N.A.
New York, NY2 days ago $163.6k - $245.4k
...As a Digital Wealth Commercialization and Growth Senior Lead, you will be a pivotal member of the North America Citigold and Citigold Private Client team, responsible for helping both define the digital commercialization strategy for retail wealth clients and drive its...SeniorPrivate clientFull timeCitigroup Inc
New York, NY5 days ago$135k - $250k
...Tech & Emerging Growth Tax Senior Manager Withum is a place where talent thrives - where who you are matters. It's a place of endless... ...& Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tech & Emerging Growth Tax Senior Manager...SeniorPrivate clientWork at officeLocal areaWithum
New York, NY16 hours ago- ...Senior Wealth Advisor Safe Act - Uptown Manhattan Discover your future at Citi Working at Citi... ...serve the entire continuum of wealth clients. The unified business supports ultra-... ...individuals and family offices through Citi Private Bank, operates in the affluent and...SeniorPrivate clientWork at office
Citi
New York, NY1 day ago - A leading financial services firm in New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering to regulatory compliance. Ideal candidates will have 5-8 years of financial services experience and strong analytical skills. This...SeniorPrivate clientFull time
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorPrivate clientFull timeWork at office- ...Alliant Insurance Services, Inc. is seeking a dedicated professional to manage customer service and overall service for assigned clients. Responsibilities include fostering client relationships, developing new business opportunities, and mentoring staff. Candidates must...SeniorPrivate client
Alliant Insurance Services, Inc.
New York, NY2 days ago - ...Ceridian HCM, Inc. seeks a customer service professional to manage client relationships within Private Client Services. Responsibilities include initiating the renewal process, analyzing exposure, and preparing coverage proposals. The ideal candidate will have a Bachelor...SeniorPrivate clientWork at office
Ceridian HCM, Inc.
New York, NY2 days ago - ...U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates...Senior
U.S. Bank
New York, NY6 hours ago $70k
...The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies... ...Build relationships with new clients with the goal of bringing... ...including, but not limited to Senior Wealth Advisor, Small... ...Job Family Group: Private Client Coverage Job Family...SeniorPrivate clientFull timeWork at officeCitigroup Inc
New York, NY3 days ago- A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. The role requires relationship management and understanding of financial markets. Candidates should have at...Private client
- A leading financial services firm in Brooklyn seeks a Private Client Advisor in Chase Wealth Management. Your role involves offering comprehensive financial planning and advice, cultivating strong client relationships, and providing exceptional service. Ideal candidates...Private client
- A leading financial services firm is seeking a Private Client Advisor in New York, NY. The role involves offering comprehensive financial planning and developing strong relationships with clients to deliver personalized investment solutions. Ideal candidates should have...Private clientFull time
- ...is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial... ...We offer a supportive culture, ongoing career growth, and a comprehensive benefits package,...Senior
$70k
Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This role involves building and maintaining client relationships to grow bank and brokerage assets. The ideal candidate will have 5-8 years of experience in sales within the financial services...Senior- Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll build lasting relationships through trust and engage clients in their financial journeys. The ideal candidate holds a valid FINRA...Senior
$90k - $150k
...professional in Export, PA, to build and maintain client relationships while providing tailored... ...plans, collaborating with external advisors, and pursuing new business opportunities.... ...candidate will have at least 5 years in wealth management, relevant licenses, and strong...SeniorFull time- ...a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience... ...needs, and actively acquiring new prospects to drive business growth. This position requires licenses, including the Securities...SeniorPrivate client
- ...Citi Wealth - Lending Advisor - Vice President Working at Citi is far more... ...strategically integrated into our client's broader Wealth Management... ...and drive regional growth. The Vice President, Lending... ...the Citigold and Citi Private Client (CGCPC) segments. Lending...Private client
Citi
New York, NY1 day ago - ...financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth. The role requires a minimum of six years of... ...’s Degree. The Private Banker will manage client relationships, generate new assets, and...SeniorPrivate client
$18.83 - $30 per hour
...Job Summary Senior Financial Center Associate – Floater. Supports the Financial Center Manager by maintaining bank operations and assisting Private Client Groups and clients across bank policies and procedures. Requires extensive travel to various Financial Centers for...SeniorPrivate clientLocal areaFlagstar Bank
New York, NY6 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor, Private Client Growth. Be the first to apply!
Related searches
- senior wealth advisor New York, NY
- morgan stanley financial advisor New York, NY
- finance associate New York, NY
- financial advisor New York, NY
- private wealth advisor New York, NY
- patient financial counselor New York, NY
- estate planning consultant New York, NY
- financial planning assistant New York, NY
- finance operations associate New York, NY
- associate corporate finance New York, NY