Senior Wealth Relationship Advisor
$88.4k - $132.6kCiti Group
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking and investment solutions, and ensuring compliance with regulations. The ideal candidate has 5-8 years of experience, strong analytical and communication skills, and must hold US FINRA registrations. In addition to competitive medical and wellness benefits, Citi provides a comprehensive salary range of $88,400 to $132,600. #J-18808-Ljbffr Citi
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Advisor in New York, NY vacancy
- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate...Senior
- Citi's Wealth Relationship Management team seeks an Sr. Analyst to deepen client relationships and deliver holistic financial planning solutions in New York. The role requires senior-level expertise, strong communication, and deep regulatory knowledge. Responsibilities...Senior
- Citi is currently looking for a Wealth Relationship Manager in West Palm Beach, Florida. This role emphasises building strong relationships with affluent clients and requires a solid understanding of financial products to provide tailored solutions. The ideal candidate...SeniorFull time
- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients effectively...Senior
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand... .... You will be the primary relationship manager and responsible for delivering... ...management.Job Summary:The Senior Wealth Advisor focuses on...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing... ..., develop and retain full-service relationships with both UHNW & HNW clients. Must have... ...degree with 7+ years' experience in the wealth management industry as either a Financial...SeniorAvior Executive Search, Inc
New York, NY1 day ago$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the... ...families. Primary Responsibilities: Leads the client relationship team and has overall responsibility for assuring the client...SeniorTemporary workWork experience placementWilmington Trust
New York, NY1 day ago- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-...Senior
Beacon Pointe Advisors
New York, NY5 days ago - ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that... .... Responsibilities Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated...Senior
Mariner
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 for you if you... ...Advisor Opportunity The Role: You will own client relationships and help accelerate growth . You will play a lead role...SeniorRemote work
Professions
New York, NY4 days ago $10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth... ...for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified...SeniorWork at officeImmediate starturgent recruiting
New York, NY1 day ago$23.17 - $26 per hour
Webster Bank is looking for a Banking Center Relationship Banker 2 to provide exceptional services to our clients in New York. This role involves processing financial transactions, understanding customer needs to recommend appropriate products, and achieving sales targets...SeniorHourly pay$100k - $300k
...Position Profile Weaver Capital Advisors, LLC is seeking talented... ...provide comfort, and fostering relationships built on trust. Weaver Capital Advisors... ...an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly...SeniorBase plus commissionFlexible hoursWeaver
New York, NY5 days ago- ...financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role... ...new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should...Senior
- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Senior
- ...Maddox is partnering with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market. You will inherit... ...and investment solutions. The role requires strong relationship management, cross-team collaboration with estate, tax...Senior
$175k - $225k
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- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance...Senior
- Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...Senior
$100k - $275k
Bank of America is seeking a seasoned professional in New York for a role that focuses on acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client...Senior- Citi is hiring a Wealth Relationship Manager for the San Lorenzo, CA area to manage and grow relationships with affluent clients through comprehensive financial planning and personalized service. The role requires in-depth knowledge of investment and banking products, strong...Senior
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorFull time
- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments, foundations... ...and report to the President of Wealth Management in Pittsburgh, PA. This...Senior
- Leah Yosef International in Westchester County seeks a Senior Wealth Advisor to lead comprehensive wealth management for high net worth clients. The role emphasizes client retention, strategic asset allocation, estate and tax planning, retirement planning, cash flow analysis...SeniorWork at office
$90k - $150k
...Export, PA, to build and maintain client relationships while providing tailored financial... ...financial plans, collaborating with external advisors, and pursuing new business opportunities... ...candidate will have at least 5 years in wealth management, relevant licenses, and strong...SeniorFull time- ...major financial institution is seeking an Affluent Market Senior Financial Advisor in Parsippany, NJ. This role focuses on providing customized... ..., strong sales capabilities, and be proficient in client relationship management. The position emphasizes risk compliance and...Senior
- Wealthspire is hiring an AVP, Advisor to provide tailored investment strategies and manage client relationships across New York. You'll lead complex financial plans and collaborate... ...external experts to deliver comprehensive wealth solutions. The ideal candidate will have 4-7...Senior
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!
Related searches
- financial advisor training program New York, NY
- finance operations associate New York, NY
- financial planning assistant New York, NY
- entry level financial advisor New York, NY
- estate planning consultant New York, NY
- associate leveraged finance New York, NY
- financial advisor development program New York, NY
- oracle financial functional consultant New York, NY
- patient financial counselor New York, NY
- financial advisor part time New York, NY