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
$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies... ...High Net Worth segment with financial planning and excellent discovery and profiling... ...Small Business Partners, Relationship Manager, etc.) Organize client events to...High net worthFull timeWork at office$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 worthLocal area$85k - $105k
...Client Relationship Manager – Series 65 Commack, NY | $85,000–$105,000 – Bonus... ...Established and growing wealth management firm No business... ...environment Long-term career growth opportunity What You’ll Do Serve... ...ongoing client service and planning initiatives Coordinate onboarding...High net worthFull timeLocal areaMonday to Friday$132.1k - $301.6k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...organization, and you’ll see that growth reflected in your career.... ...transfer, succession planning, and governance strategies... ...building and managing client relationships, revenue generation, and/...High net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...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
$140k - $210k
...Grow Their Team! Hybrid Schedule + HNW / Generalist Tax Work This Jobot Job... ...work) Opportunity to grow into tax planning and advisory work Collaborative, supportive... ...Competitive compensation and clear growth path Job Details The Tax Manager will oversee client engagements,...High net worthWork at officeLocal areaRemote work- ...Organization: The Wealth Alliance is an SEC-... ...accountants, investment management analysts, and a top-tier... ...serve as the primary relationship manager for a select... ...the firm's continued growth. This is an in-person... ...personalized financial plans tailored to each...High net worth
- ...offers the opportunity to lead complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and expansion of client... ...You will have the flexibility to manage your days in support of our commitment to work...High net worthPrivate practiceLocal area
$8k
...experience, ability to efficiently manage your time, excellent customer... ..., building and maintaining relationships with key decision makers.... ...individual-based commission. Planning to go above and beyond? Our commission... ...your own success and career growth. ~ Sales recognition...Full timeTemporary workPart timeWork experience placementShift work- ...care of our employees, building relationships, and delivering extraordinary... ...Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and... ...credit card sales and deposit growth and have the most-used digital...
$125k - $250k
...position offers the opportunity to join a high-performing, high-growth team while working with complex clients in the Real Estate industry... ...firms in the industry ~ You will have the flexibility to manage your days in support of our commitment to work/life balance...High net worthWork at officeLocal area$100k
...Job Description: Merrill Wealth Management is a leading provider of... ...wealth management, including planning for retirement, education,... ...envision through a personal relationship with their advisory team committed... ...to achieve business growth goals, profiling activities...High net worthWork at officeShift workDay shift- ...border in Long Island. Due to growth, they are currently looking... ...Main Responsibilities: ~ Manage multiple engagements to meet... ...Estate and Trusts ~ Financial planning for high-net-worth... ...and manage workflow and client relationships ~ Supervise staff accountants...High net worthFull timeWork experience placement
$110k - $140k
...will have the opportunity to manage diverse client portfolios, lead... ...tax preparation to estate planning. Key Responsibilities:... ...and maintaining strong client relationships. Prepare and review complex... ...position offers significant growth potential in both responsibilities...High net worth$72.28k - $108.16k
...to all colleagues. Growth opportunities and... ...Business: TD Wealth Job Description... ...providing financial planning guidance & selling investment management solutions. A FA... ...& developing the relationship to achieve greater... ...clients to appropriate HNW Wealth partners as...High net worthWork at officeLocal areaWork from homeFlexible hours$78.52k - $117.52k
...to all colleagues. Growth opportunities and... ...of Business: TD Wealth Job Description... ...financial planning guidance & selling investment management solutions. A FA will... ...& developing the relationship to achieve greater... ...clients to appropriate HNW Wealth partners as...High net worthWork at officeLocal areaWork from homeFlexible hours$66.56k - $99.32k
...to all colleagues. Growth opportunities and... ...of Business: TD Wealth Job Description... ...their wealth management advisory needs. The... ...long-term retirement planning, and annual reviews... ...client relationships by providing on-going... ...clients to appropriate HNW Wealth partners, as...High net worthTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$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$90k - $160k
...work environment, fostering professional growth and collaboration. We're continuously seeking... ...and most importantly, the flexibility to manage your personal and professional life to... ...year round to provide innovative tax planning, consulting, and compliance services in a...High net worthFull time- ...Job Description: Merrill Wealth Management is a leading provider of... ...wealth management, including planning for retirement, education,... ...envision through a personal relationship with their advisory team committed... ...to promote portfolio growth. The Merrill Advisor...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
$103.6k - $189.7k
...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...Exceptional Delivery and Growth Engine because this team... ...structuring, tax minimization planning, on-call advice, and tax... ...complex tax and client relationship matters to senior management...Summer holidayWork at officeLocal areaFlexible hours- ...environment, fostering professional growth and collaboration. We're... ..., the flexibility to manage your personal and professional... ...Provide effective consulting, planning and compliance for your clients... ...issues Maintain strong relationships with a highly proactive approach...
- ...Key Responsibilities: Manage multiple client engagements,... ...processes and foster robust client relationships. Prepare and review... ...estate, trust, and financial planning for high-net-worth individuals... ...environment that values personal growth and learning, offering mentorship...High net worth
$85k - $115k
...Wealth Management Associate (Series 65 Required) Job Description Wealth... ...+ Benefits Join a growing, planning-focused wealth management firm... ...families. This is a relationship-driven role supporting Financial... ...driven firm Long-term career growth opportunity Schedule:...High net worthLocal areaMonday to Friday$85k - $100k
...a confident, proactive, and relationship-oriented fundraising professional... ...programs Oversee the planning, development, and... ...recommend and implement fresh growth strategies, programs, and initiatives... ...: Work with the event management team on marketing, venue...High net worthWork at office$110k - $140k
...of work and nurtures on-going relationships with clients. He/She may... ...returns for larger entities, manage all tax compliance and prepare... ...accounting, auditing, tax, estate planning, and more. This role offers a... ...highly reputable. This is a growth opportunity both in...High net worthFull timeWork at officeMonday to Friday- ...Clerk for its Subaru of Huntington location. This role involves managing billing for new and used car deliveries, maintaining inventory... ...analytical skills are essential. The position offers significant growth potential in a high-volume dealership environment. Benefits...
- ...are currently seeking a Chief Growth Officer for our Tax team to... ...will have the flexibility to manage your days in support of our commitment... ...and execute strategic plans to achieve Tax growth targets... ...have resulted in business relationships of trust, confidence, and results...High net worthLocal area
$180k - $265k
...Tax Senior Manager – Public Accounting $180,000 - $265,000 New... ...Opportunity to grow into tax planning and advisory work... ...Competitive compensation and clear growth path Job Details The... ...engagements, managing key client relationships, and driving team performance...High net worthWork at officeLocal area$100k - $145k
...Their Team! Hybrid Schedule + HNW / Generalist Tax Work This Jobot... ...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 worthWork at officeLocal area
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