Wealth Relationship Manager - HNW Growth & Planning
$88.4k - $132.6kCiti
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act based in Huntington, New York. This senior role requires extensive experience in financial services, with responsibilities including building client relationships, assessing complex financial needs, and ensuring compliance with regulations. The ideal candidate will have strong analytical skills, excellent communication abilities, and the capacity to provide tailored financial solutions. The position offers a full-time salary range of $88,400 to $132,600, along with a variety of employee benefits. #J-18808-Ljbffr Citi
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Wealth Relationship Manager - HNW Growth & Planning in Huntington, NY vacancy
$150k - $155k
Wealth Advisor (HNW Relationship Manager) Brentwood, NY | $150,000-$155,000 base + incentive Schedule: 100% Onsite... ...as part of a long‑term succession plan, with a steady flow of warm inbound... ...technical quarterback) Succession + growth path : meaningful long‑term opportunity...High net worthLocal areaImmediate startMonday to Friday$70k - $80k
...Relationship Manager - Wealth Management Compensation Base: $70K – $80K (flex up to $85K max) Annual bonus (individual + firm performance) 401(... ...documentation (Salesforce) Support advisors with: Financial planning (MoneyGuidePro) Tax planning (Holistiplan) Meeting...High net worthLocal areaFlexible hoursMOHR Talent
Huntington, NY3 days ago- ...Job Title Manage and service an assigned High-Net-Worth (HNW) book of business with accounts... ...maintain strong client relationships while delivering exceptional... ...Strong organizational, planning, and multitasking... ...Quarterly & Annual Growth Bonuses Company-Paid...High net worthWork at officeRelocation packageShift work
$85k - $110k
...Wealth Management Associate / Relationship Manager Brentwood, NY | ONSITE | $85K - $110K Base + Bonus + Benefits We’ve partnered with a growing, planning-focused wealth management firm seeking a polished and detail-oriented Wealth Management Associate / Relationship...High net worthFull timeLocal area- ...Why Join the Center for Wealth Preservation (CWP)? Because high... ...opportunities to accelerate growth Accelerated Growth Path– Develop... ...Unmatched Support– Financial planning with expert case design from... ...performance profession. As a Wealth Manager your work directly influences...Suggested
Center for Wealth Preservation
Woodbury, NY1 day ago $100k - $150k
...join a high-performing, high-growth team while working with complex... ...will have the flexibility to manage your days in support of our... ...from start to finish, including planning, executing, directing, and... ...~ Buildingimpactful relationships with new and existing clients...High net worthWork at officeLocal areaEisnerAmper
Melville, NY1 day ago- ...clients, prepare and review various tax returns, and engage in tax planning for diverse high-net-worth individuals and businesses. The... ...working in a collaborative environment that supports professional growth and offers competitive compensation. #J-18808-Ljbffr Navigate...High net worth
- ...over 3 years of public accounting tax experience. You will prepare and review various tax returns, conduct research, and mentor junior staff, all while enjoying competitive compensation and clear growth opportunities in a supportive environment. #J-18808-Ljbffr JobotHigh net worth
- ...focus on high-net-worth clients. Offering a hybrid work schedule, the firm emphasizes a collaborative environment and professional growth. Ideal candidates will have 3+ years of public accounting experience, strong attention to detail, and excellent communication skills...High net worth
$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... ...successful candidate will provide tailored financial solutions, manage compliance standards, and foster client engagement through...High net worthFull time$72.28k - $108.16k
...to all colleagues. Growth opportunities and... ...providing financial planning guidance & selling investment management solutions. A FA... ...complex needs of TD Wealth clients by... ...& developing the relationship to achieve greater... ...clients to appropriate HNW Wealth partners as...High net worthWork at office$66.56k - $99.32k
...to all colleagues. Growth opportunities and... ...FAA) works with TD Wealth prospects and... ...addressing their wealth management advisory needs.... ...long‑term retirement planning, and annual... ...maintaining client relationships by providing on‑going... ...clients to appropriate HNW Wealth partners,...High net worthTemporary workTraineeshipWork experience placementWork at officeLocal area- JPMorganChase is seeking a Private Client Advisor to provide financial planning and advice at their Hauppauge location. This role involves... ...personalized investment solutions while building strong relationships with clients. The ideal candidate will have at least 2 years...
- ...to all colleagues. Growth opportunities and... ...providing financial planning guidance & selling investment management solutions. A FA... ...complex needs of TD Wealth clients by... ...& developing the relationship to achieve greater... ...clients to appropriate HNW Wealth partners as...High net worthTemporary workWork at officeLocal areaWork from homeFlexible hours
$78.52k - $117.52k
...involves providing tailored financial planning and investment management solutions to clients. The Financial... ...serve as the primary contact for TD Wealth clients, managing their financial... ...$78,520 - $117,520, with extensive growth opportunities. #J-18808-Ljbffr TD Bank- ...to building lasting client relationships while fostering a collaborative... ...opportunity for career growth and long-term leadership advancement... ...: Lead all phases of tax planning, compliance, research, and... ..., budgeting, and workflow management. Mentor, coach, and...High net worthWork at officeLocal area
Jobot
Woodbury, NY1 day ago $100k - $120k
A Manager of People & Culture opportunity available for a private... ...culture building, and succession planning. ~Must be comfortable working... ...Page reflects an organic growth strategy supported by a highly... ...solutions and building long-term relationships based on trust, respect, and...Solomon Page
Syosset, NY4 days ago- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...to foster professional growth within our staff. This position... ...a team, foster strong client relationships, prospect and contribute to the... ...for overseeing tax planning and compliance functions for...High net worthTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
Melville, NY3 days ago $106.5k - $195.1k
...structures. Support clients in wealth transfer, succession planning, and governance... ...individuals and families. Manage and deliver processes, solutions... ...effective long‑term relationships with clients,... ...management, sales, and business growth. Qualifications Bachelor...Work experience placementPrivate practiceSummer holidayImmediate startFlexible hours- ...will have the flexibility to manage your days in support of our commitment... ...client consultations on planning opportunities and changes in... ...clients and developing relationships with new and existing clients... ...can develop and assist in the growth of the tax function* Maintaining...High net worthLocal area
EisnerAmper
Melville, NY4 days ago $180k - $220k
...to building lasting client relationships while fostering a collaborative... ...opportunity for career growth and long-term leadership advancement... ...: Lead all phases of tax planning, compliance, research, and... ..., budgeting, and workflow management. Mentor, coach, and...High net worthSummer workWork at officeLocal areaJobot
Woodbury, NY1 day ago- ...Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new... ...net-worth book. You will lead the client relationship team, coordinate with investment advisors... ...financial services, or 11 years with 3+ in HNW, plus securities license and #J-18808-Ljbffr...High net worth
$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through... ...Responsibilities: Leads the client relationship team and has overall... ...through the financial planning process. Prioritize short... ...a direct impact on revenue growth of the Wealth Advisory business...High net worthTemporary workWork experience placementWilmington Trust
Hauppauge, NY4 days ago- ...our clients, supporting our employees, building relationships, and delivering extraordinary customer service while... ...needs. A Private Client Advisor in Chase Wealth Management offers comprehensive financial planning and advice to individuals and families, from early...High net worth
$100k - $145k
...Their Team! Hybrid Schedule + HNW / Generalist Tax Work A bit about... ...Opportunity to grow into tax planning and advisory work... ...Competitive compensation and clear growth path Job Details We are seeking... ...identifying tax planning opportunities Manage multiple engagements and meet...High net worthPermanent employmentWork at officeLocal area- ...is a growing private wealth advisory firm, based in... ...full spectrum of wealth management. We currently focus on... ...management, tax-aware planning, estate and succession... ..., and industry relationships, not a cold start. This... ...resources, firm-funded growth support, and long-term...High net worthWork at officeImmediate start
SimpleCiti Companies
Garden City, NY2 days ago $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...High net worth$70k - $80k
...POSITION SUMMARY The Public Relations Manager will report to the PR Director and will develop and maintain relationships with media, work on VIP dressing and compile reports... ...and VIP loans and gifting Assisting in planning and executing PR elements that touch brand events...FreelanceSeasonal workWork at officeAlice and Olivia
Huntington Station, NY4 hours ago- Morgan Stanley is seeking a Market Manager to drive revenue and profit, oversee risk, and lead branch teams in the New York market. You will recruit and retain Financial Advisors, develop leadership, and ensure regulatory compliance across branches. The role reports to...High net worth
- ...Financial Advisor The Wealth Alliance is an SEC-... ...accountants, investment management analysts, and a top-... ...serve as the primary relationship manager for a select group... ...the firm's continued growth. This is an in-... ...personalized financial plans tailored to each client...High net worth
Core Ventures LLC
Melville, NY10 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Relationship Manager - HNW Growth & Planning. Be the first to apply!
