Senior Private Wealth Advisor
Citi
Citi Private Bank is seeking a Senior Wealth Advisor to provide comprehensive financial and investment guidance to Citigold and Citigold Private Client segments in New York. You will collaborate with a Wealth team to deliver tailored strategies across traditional and alternative investments, supported by Citi’s research and advisory platforms. The role emphasizes client relationship building, rigorous compliance, and ongoing education with licensing obligations, including mortgage origination #J-18808-Ljbffr Citi
- Citigroup Inc. is seeking a Senior Wealth Advisor for Citi Private Bank/Citi Global Wealth in New York. You will provide comprehensive financial planning and investment advice to Citigold and Private Client segments, partnering with a Wealth team to meet the needs of affluent...SeniorPrivate
- Citi Private Bank is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Citigold Private Client segments in Staten Island, NY. You will collaborate with a Wealth team to meet the needs of affluent clients, including...SeniorPrivate
- ...We're partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth individuals and... ...technology and specialist resources. About the Role: As a Private Wealth Advisor, you'll manage and grow relationships with high and ultra...SeniorPrivateFull time
$150k - $200k
...expertise to a new asset class: as a Senior Investment Advisor at Masterworks, you'll advise high-net... ...of advisors primarily from traditional wealth management backgrounds. Senior Advisors... ...(financial advisor, wealth advisor, private client advisor), wealth management, or...SeniorPrivate$85.1k - $161.7k
...capacity ~ Advanced written and verbal communication skills ~ Strong technical knowledge in US GAAP and/or IFRS for both public & private companies Preferred Qualifications: Experience in working on project teams related to one or more of the following areas:...SeniorPrivateFull timeWork experience placementInternshipLocal area$69.8k - $132k
...Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC)... ...functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on...SeniorPrivateFull timeWork experience placementInternshipLocal areaFlexible hours- ...growing RIA that combines expert advisors with cutting-edge technology... ...a comprehensive, tailored wealth management experience. Farther... ...and innovators from the private wealth industry who possess a... ...management with you. The Role As a Senior Financial Planner on the...SeniorPrivate
- ...managed third-party capital for decades. The firm invests across Private Equity Private Credit, and manages tens of billions of dollars... ...trends. Prepare presentations and financial analyses for senior leadership, highlighting key findings and recommendations. Partner...SeniorPrivateFull time
- ...Position Overview We’re hiring a Senior Associate for a role that combines fund accounting... ...and reporting for multiple real estate private equity funds, and you’ll turn the results... ...Oversee third-party fund administrators and advisors, and review their deliverables Drive...SeniorPrivateFull time
- ...The Opportunity Our client, a diversified private holding company with interests across energy, industrial, and technology businesses... ...shape how the function works from day one. You’ll partner with senior finance, procurement, and operations leadership on large, multi...SeniorPrivateFull timeContract workFor contractorsFor subcontractorWork at office3 days per week
$350k
...regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust... ...or New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments.... ...degree with 7+ years' experience in the wealth management industry as either a Financial...SeniorPrivate- An excellent opportunity has arisen for a Banking & Finance Senior Associate to join a leading international firm to be based in New... ...driving conscious inclusion across our business and creating equitable pathways.Discipline(s): Legal Private PracticeJob type: PermanentSeniorPrivatePermanent employmentLocal area
- ...people are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice... ...delivering client engagements for corporate and private equity clients with significant...SeniorPrivateH1bLocal area
- ...reviewing resumes, screening candidates, and recommending qualified applicants for next-stage interviews for roles within Hedge Funds, Private Equity Funds, Real Estate Firms and Alternative Asset Managers. Ideal for someone with a strong recruiting background or...SeniorPrivateFull timePart timeWork at officeRemote workFlexible hours
$128k - $252.5k
...are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support finance... ...that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will...SeniorPrivateLocal area$135.9k - $159.9k
...Mergers & Acquisitions practice is a growing team that partners with Private Equity and Corporate Strategic clients to transform insurance... ...technology, platforms, and analytics. We are looking for a Senior Consultant with experience in Insurance and Mergers & Acquisitions...SeniorPrivateTemporary workLocal areaImmediate startFlexible hours$113.1k - $186.7k
...Parthenon - Corporate Finance - Quantitative Finance and Economics - Senior AssociateThe opportunityEY-Parthenon’s unique combination of... ...and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to...SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours$86.66k - $164.3k
...tracking system.Job Description:We are currently searching for a Senior Consultant to join our Financial Advisory Services practice... ...distribution, energy, real estate, hospitality and retail, and private equity to name a few. Baker Tilly's CFO Advisory Services team...SeniorPrivateFull timeLocal areaImmediate startWorldwideShift work$114.2k - $171.4k
...technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to... ...growth and leadership.Your key responsibilitiesAs a Senior Associate within EY-Parthenon’s Corporate Finance Business Valuation...SeniorPrivateWork experience placementSummer holidayWork at officeImmediate startFlexible hours3 days per week$121.44k - $154.84k
...: 2026-11-03As a Financial Due Diligence Senior Associate, you’ll focus on middle-market... ...carve-outs and similar services to clients, private equity investors, and asset-based lenders... ...assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which...SeniorPrivateWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Job Description LaGuardia Gateway Partners (LGP) is the private developer and manager of the state-of-the-art Terminal B at LaGuardia... ...the NYC travel experience. Job Summary: The Senior Associate reports to the Director of Finance and is responsible...SeniorPrivateFull timeContract workLocal areaNight shiftWeekend work
$114.2k - $171.4k
...Business Valuation - Financial Services - Senior Associate Location: New York Other... ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the...SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours3 days per week- ...Private Banker Associate We are actively looking for exceptionally... ...for providing support to a Senior Banker in all facets of... ...resources with delivering a complete wealth management solution to... ...Management provides individuals, advisors and institutions with strategies...SeniorPrivate
$95.8k
...that need it most. About the Role Sellers Dorsey is seeking a Senior Consultant, Healthcare Finance who will support the Directors,... ...preferred. Advanced experience in federal or state government or private healthcare industry preferred. Experience with SQL, SAS or...SeniorPrivateTemporary workWork experience placementLocal areaVisa sponsorshipWork visaFlexible hours- ...Department of Citywide Administrative Services (DCAS) seeks to hire a Senior Advisor within the Fiscal and Business Management (FBM) Line of... ...the following: working with the budget of a large public or private concern in budget administration accounting economic or...SeniorPrivateFull timeWork at officeRemote work
$85.1k - $161.7k
...that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting... ...performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience...SeniorPrivateFull timeWork experience placementInternshipWork at officeLocal area- ...A private markets consulting and data solutions firm is seeking a Senior Consultant to lead data and technology projects for private equity clients. This role combines ownership of project delivery, senior client relationships, and team development. What You’ll Do:...SeniorPrivate
- ...Senior FP&A Analyst - Private Equity - NYC - Hybrid A leading investment management firm is seeking a Senior Financial Analyst to join its finance team. This role will support budgeting, forecasting, financial reporting, operational analytics, and strategic planning initiatives...SeniorPrivate
$100k
...-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.” As a Private Wealth Advisor on our Private Client Services team, you will work directly with clients to...PrivateFull timeTemporary workLocal areaFlexible hours- ...Firm: Private Equity Fund Location: NYC Responsibilities Include: Prepare and review quarterly and annual financial statements for fund entities and management company in accordance with U.S. GAAP Maintain general ledger accounting for fund and management company...SeniorPrivateFull time
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