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 1 day 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
- Citibank (Switzerland) AG is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to support affluent and HNW client engagements in the New York area. The role emphasizes RFAs to drive wallet share while complying with SAFE Act and FINRA requirements. The position...Senior
- 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$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, NY2 days 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, NY2 days 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, NY1 day 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, NY5 days ago - ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's... ...experience in investment advisory or wealth management ~ Proven, transferable book...SeniorWork at office
New Day Executive Search
New York, NY3 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, NY2 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
- Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. The role combines client relationship building with financial planning, investment and risk management expertise. You will collaborate with product specialists...
$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, NY1 day ago- 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
- 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
$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- Citigroup Inc. in Brooklyn, NY seeks a Sr. Analyst for Wealth Relationship Management to deepen relationships with affluent and High Net Worth clients through comprehensive financial planning and discovery. You will work with product specialists to tailor banking, credit...Senior
- 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
- Lido Advisors in New York seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies built on planning, tax...Senior
- Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Flushing, NY, to deepen client relationships among affluent and High Net Worth clients. You will profile clients, assess financial needs, and provide holistic solutions with the support of product...SeniorFull time
- Judson Group is seeking an experienced Wealth Advisor to join its Wealth Management team in a holistic role combining investment management... ...will work with high-net-worth clients, develop strategic relationships, and lead discussions across retirement, estate planning,...Senior
$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$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- ...RIA They partner with experienced, independent Financial Advisors who want to own and grow their practice without the operational... ...You continue to run your practice and own your client relationships. My client provides the platform, infrastructure, and support...SeniorRemote work
Professions Inc
New York, NY11 days ago - JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank to advise families on wealth management, credit, and banking needs. You will grow client assets by delivering focused investment and planning advice, while collaborating with internal specialists...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- ...leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over six...Senior
$150k
...profession. Experienced Financial Advisor - Bring and Grow Your Book... ...is seeking experienced wealth advisors with an established... ...greater control over their client relationships, a highly competitive payout... ...Collaborate with other senior advisors and firm leadership...SeniorTemporary workCurrent
New York, NY2 days ago- A Contabilizei está buscando um Consultor Fiscal Sênior de Relacionamento para atuar de forma remota no Brasil, oferecendo soluções contábeis e fiscais aos clientes. O cargo envolve gestão de carteira, acompanhamento de rotinas administrativas e apresentação de entregas...SeniorRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!
Related searches
- international financial advisor New York, NY
- financial advisor New York, NY
- financial associate New York, NY
- oracle financial functional consultant New York, NY
- estate planning consultant New York, NY
- associate leveraged finance New York, NY
- financial advisor wealth manager New York, NY
- financial advisor associate New York, NY
- financial planning associate New York, NY
- financial planning assistant New York, NY