Senior Wealth Advisor & Financial Planning Specialist
$70kCiti Group
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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor & Financial Planning Specialist in New York, NY vacancy
- ...with a leading global wealth management firm dedicated... ...in technology and specialist resources. About... ...As a Private Wealth Advisor, youll manage and grow... ...deliver sophisticated financial strategies. This role... ...and revenue. Complex Planning: Partner with in-house...Senior
The Forum Group
New York, NY1 day ago - ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor...Senior
Mariner
New York, NY2 days ago - ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve... ...relationships by identifying wealth planning needs and effectively... ...with clients and their advisors regarding tax, trust,... ...management and/or financial planning; CFA, CFP or MBA...SeniorLocal area
TWM Executive Search
New York, NY4 days ago - ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is... ...client base, delivering high-impact planning and investment advice, and... ...Coordinate with third party specialists across tax, trust and estate, and...SeniorRemote work
Professions
New York, NY19 hours ago $10.4k
...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 starturgent recruiting
New York, NY2 days ago$170.5k - $284.1k
...solutions for a comprehensive wealth management strategy... ...Credit, Investment Advisors and Trust Officers to... ...client's current financial situation, goals and objectives... ...through the financial planning process. Prioritize... ...utilizing a team of specialists as applicable....SeniorTemporary workWork experience placementLocal areaM&T Bank
New York, NY3 days ago- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...families to develop personalized financial strategies and help clients... ...holistic financial planning, access to institutional quality... ...Collaborate with internal specialists to deliver integrated...Senior
Beacon Pointe
New York, NY4 days ago - ...Most advisors want to grow. Very few are given a platform... ...Office is hiring one senior wealth advisor with... ...worth families whose financial lives have outgrown generic... ...CPAs, planners, and specialist expertise • Direct... ...discovery and planning tools that help you go...SeniorPermanent employmentWork at office
LinkedIn
New York, NY2 days ago $220k - $280k
...Base + Incentives | Total Comp. $300K+ Senior Wealth Advisor Remote — Travel to NE | Full-Time... ...owners and families managing complex financial situations. It is well suited to a CFP... ...portfolio of HNW and UHNW families. Lead planning across investments, retirement, estate...SeniorFull timeWork at officeLocal areaRemote workRelocation packageMOHR Talent
New York, NY19 hours ago- ...About the Company - We are seeking an Experienced Financial Advisor to join our team. The ideal candidate will provide financial guidance... ...' financial status and goals. Develop personalized financial plans and provide investment recommendations. Assist clients in areas...Senior
Prudential Financial
New York, NYa month ago - A leading financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role... ...existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-...Senior
$150k - $200k
...expertise to a new asset class: as a Senior Investment Advisor at Masterworks, you'll advise high-net... ...Trade Center in New York City’s Financial District. Does this sound like you... ...advisors primarily from traditional wealth management backgrounds. Senior Advisors...SeniorMasterworks
New York, NY17 days ago- 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...Senior
- Empower is seeking a Premier Wealth Advisor to join our Private Client practice in the Tampa region. You will deliver tailored financial planning and investment guidance to high-net-worth clients, leading planning milestones and campaigns in collaboration with your team...SeniorPrivate practice
- Citi is seeking a Wealth Relationship Advisor in New York to cultivate new and existing client relationships, providing financial planning and investment guidance. The role focuses on growing assets while ensuring regulatory and firm compliance in a fast-paced branch environment...Senior
- Citi in Miramar, FL is seeking a Senior Wealth Advisor SAFE Act to build and grow private client assets through proactive relationship management and tailored financial planning. You will coordinate with Citi Personal Wealth Management and Retail teams, handling referrals...SeniorFull time
- 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...Senior
- Ernst & Young Advisory Services Sdn Bhd is seeking a Senior Consultant in Financial Services - Insurance and Actuarial Advisory Services in New York. You will work on actuarial advisory engagements, partnering with clients on product strategy, model development, and regulatory...Senior
- Citi's Senior Wealth Advisor role in Bronx, NY, focuses on delivering comprehensive financial and investment guidance to Citigold and Citigold Private Client clients. You... ...regulatory compliance, and collaboration with specialists to meet client needs. Full-time position...SeniorFull time
$90k - $125k
...collaborations into unprecedented business success stories. Position Summary Reporting to the Senior Director of Finance, this role is responsible for leading financial planning, analysis, and management reporting functions. The position balances report development, data...SeniorBi-weekly payContract workLocal areaJavits Center
New York, NY19 hours ago- Addepar seeks a Senior Product Manager to lead the Advisor experience for Registered Investment Advisors, owning surface areas, features, and capabilities for wealth managers across web and mobile. You will analyze early user feedback and adoption metrics to establish a...Senior
- ...Description About the Role: Join a global financial services team focused on responsible... ...business lines, working closely with senior leadership and various internal teams.... ...forecasting, profitability analysis, and planning. Own and oversee financial reporting...SeniorWeekend work
Macpower Digital Assets Edge Private Limited
New York, NY2 days ago $70k
Senior Wealth Advisor SAFE Act - Miramar, FL Working at Citi is far more than just a job. A career with us means joining a team of approximately... ...Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to...SeniorFull timeWork at office- ...families on building, preserving, and managing wealth in the U.S. Private Bank. You will leverage investments, planning, credit and banking expertise to advise... ...across markets. You will partner with internal specialists, ensure holistic goals-based planning, and diligently...Senior
- ...is seeking an experienced Private Banker to advise families on building, preserving and managing wealth in the U.S. Private Bank. You will leverage investments, planning and credit to serve clients and grow assets through trusted relationships. The role requires ongoing...Senior
$350k
...client is seeking a Senior Advisor/ Banker who leads with... ...departments, teams and specialists to maximize cross-... ...Provide integrated financial services advice to these... ...and trust and estate planning. Work collaboratively... ...' experience in the wealth management industry...SeniorAvior Executive Search
New York, NY17 days ago- ...families on building, preserving and managing wealth within the U.S. Private Bank. You will use your knowledge of investments, financial planning, credit and banking to guide clients on... ...platform that provides resources, specialists and capital to help clients achieve...SeniorLocal area
$84k - $202k
...The Opportunity As a Risk Consulting - Financial Services Senior Associate Intern, you will engage in a dynamic environment where you will support teams and participate in projects, focusing on learning and gaining exposure to PwC's practices. You will perform basic tasks...SeniorSummer workInternshipH1bPwC
New York, NY19 hours ago- ...partner with experienced, independent Financial Advisors who want to own and grow their practice... .... Deliver high-impact financial planning and investment advice across: Investment... .... Coordinate with third-party specialists across tax, trust & estate, and insurance...SeniorRemote work
Professions Inc
New York, NY21 days ago $150k
...accounting. Experienced Financial Advisor - Bring and Grow Your Book... ...Financial is seeking experienced wealth advisors with an established... ...needs Collaborate with other senior advisors and firm leadership... ...Classic Safe Harbor 401(k) Plan with employer contributions...SeniorTemporary workLocal areaCurrent
New York, NY25 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor & Financial Planning Specialist. Be the first to apply!
Related searches
- financial advisor associate New York, NY
- financial planning associate New York, NY
- financial advisor internship New York, NY
- wealth advisor associate New York, NY
- financial consultant New York, NY
- finance associate New York, NY
- senior financial advisor New York, NY
- associate leveraged finance New York, NY
- project finance associate New York, NY
- finance operations associate New York, NY