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.
- 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
- 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- Dormont Manufacturing Co is seeking a Tax Manager to join their Private Client Tax team in New York City. This role will focus on managing a... ...client relationships. Join a firm that values professional growth and offers competitive benefits, including a flexible working...SeniorPrivate clientFlexible hours
- 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
$170.5k - $284.1k
Dormont Manufacturing Co is seeking a Wealth Advisor to focus on client growth and retention. This role involves leading client relationships and managing financial service strategies for high net worth clients. The ideal candidate will have a Bachelor’s degree with at...Senior$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
$170.5k - $284.1k
...investment management services to Wealth Advisory Services clients. Operates within a professional team... ...and information to clients, Private Client Advisors and Trust Advisors as well as others... ...sets while continuing to support the growth and development of all our team...SeniorPrivate clientFull timeWork experience placementWork at officeLocal area$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- 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
- 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
- Mcknights is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice. You will build client relationships, manage business opportunities, and educate clients about financial technology. Successful candidates will have at least...Private client
- WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team in New Jersey. In this key role, you will engage with clients to understand their financial objectives and offer tailored advice, leveraging advanced financial tools to develop...Private client
- Citi Global Wealth brings together the full power of Citi to serve... ...entire continuum of wealth clients. The unified business... ...family offices through Citi Private Bank, operates in the affluent... ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...SeniorPrivate clientFull timeWork at office
- JPMorgan Chase & Co. seeks a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions. The role emphasizes building client relationships and delivering personalized service, supported by a strong understanding of financial...Private client
- J.P. Morgan Chase is seeking a Private Client Advisor in New York, NY to provide tailored financial planning and investment advice. You will support clients at various savings stages, offering a deep understanding of financial markets and fostering client relationships...Private client
$70k
...Responsibilities Build relationships with new clients with the goal of bringing in new bank and... ...with existing clients in Citi Personal Wealth Management and Retail bank through the... ...equivalent experience Job Family Group Private Client Coverage Job Family Financial Planning...SeniorPrivate clientFull timeWork at office- 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
- ...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
Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring compliance with regulations. The ideal candidate should have a Bachelor's degree, 5-8 years of experience...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$280k - $345k
...Senior Matrimonial Attorney (Hybrid) $280,000 - $345,000 New York, NY We are a top‑tier... ...financially complex matters for discerning private clients. Our practice focuses exclusively on... ...Flexible work schedules Accelerated career growth Fun company activities Many more...SeniorPrivate clientFlexible hours- Daley And Associates, LLC is seeking a Senior Fund Accountant to support a private equity client in New York City. The role involves handling financial reporting... ...offers an excellent opportunity for professional growth in a collaborative, hybrid work setting. #J-18808-...SeniorPrivate client
$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
- Savvy-Wealth in New York is seeking a Senior Strategic Growth Associate to lead advisor recruiting efforts. This role involves proactive prospecting to identify financial advisors and wealth managers with a minimum $25M AUM. Candidates should have 3+ years of full-cycle...SeniorWork at office
$89.5k - $166.9k
Marsh McLennan Agency is seeking a Senior Private Client Advisor based in New York. In this role, you will provide comprehensive insurance solutions... .... Your success will be measured by client retention and growth of client programs. The position offers a hybrid work model...SeniorPrivate client$120k - $140k
# Senior Associate, Finance Private Debt OriginationConfidential Alt Investment ManagerAssociatePrivate CreditLocationNew York, United StatesCompensation... ..., with public accounting experience with private debt clients strongly preferred. CPA preferred. Compensation: $120,000...SeniorPrivate client- FTI Consulting is seeking a Senior Consultant to join their Investment Administration and Reporting subpractice. This role involves providing outsourced accounting services to public and private clients within real estate and finance, ensuring accuracy in financial reporting...SeniorPrivate clientRemote job
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