Senior Wealth Advisor & Financial Planning Specialist
$70kCiti
Citi in Brooklyn, NY is seeking a Wealth Relationship Advisor to build and deepen client relationships, promote investment solutions, and drive new asset growth within Private Client Coverage. The role emphasizes financial planning, discovery, and compliant advisory processes. A strong sales/service background and Series 7/66 (or 63/65) licenses are required, with mortgage origination registration. Full-time opportunity with competitive benefits and a $70,000 salary range, reflecting the SAFE #J-18808-Ljbffr Citi
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Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a Financial Planning Specialist to join our advanced planning team to help Financial Advisors formulate and implement investment and financial planning advice. This role is designed...Temporary work- Stratford Davis LLC in Burlington, United States, seeks a Remote Inbound Representative to help clients plan their financial future. You’ll work with clients to understand needs, offer strategic recommendations, and guide informed decisions from home. This is a fully remote...Remote job
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...The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry... ...and work with clients in understanding and defining their financial planning and investment needs and objectives. Review and analyze a...SeniorWork at officeImmediate start$170.5k - $284.1k
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...Profile Weaver Capital Advisors, LLC is seeking talented... ...dedicated to delivering personalized financial solutions that provide comfort,... ...an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with...SeniorBase plus commissionFlexible hours$170.5k - $284.1k
## Senior Wealth Investment AdvisorApplyremote type: Onsite Positionlocations... ...with the individual financial goals of clients. Recommends... ...and manage corrective action plans.* Identify and develop additional... ...to clients, Private Client Advisors and Trust Advisors as well...SeniorWork experience placementWork at office- ...Northern Trust is seeking a Sr Relationship Advisor to manage sophisticated wealth management relationships and serve as a trusted advisor... ...coordinate with investment, banking, wealth planning, fiduciary, and other specialists to deliver integrated, advice-driven solutions....Senior
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Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior- A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience as a Financial... ...acquisitions, and providing comprehensive financial planning across various strategies. If you thrive in a...SeniorRemote job
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