Senior Wealth Relationship Advisor
$88.4k - $132.6kCiti
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
$200k - $250k
Brown Brothers Harriman & Co. is seeking a Relationship Manager (RM) for their multi-family office team in New York. The RM will engage with high-net-worth clients, managing complex accounts and delivering exceptional client service. Ideal candidates should have over 1...SeniorWork at office- Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in New York. This seasoned professional will contribute to process improvements and lead client engagements to enhance relationships with affluent clients. The role demands strong analytical capabilities...Senior
- ...portfolio. This position requires a minimum of 10 years of relevant banking experience, with a strong emphasis on private banking and wealth management. Candidates should possess a Bachelor’s degree in finance or economics and have strong communication skills....Senior
Dormont Manufacturing Company
New York, NY4 days ago $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...SeniorBank of America
New York, NY4 days ago$350k
...or New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, 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...SeniorAvior Executive Search, Inc
New York, NY4 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
New York, NY4 days ago $23.17 - $26 per hour
A regional commercial bank in New York seeks a Banking Center Relationship Banker 2 to deliver exceptional customer service and support the team in achieving sales and operational goals. The ideal candidate will have 3-4 years of customer sales/service experience with...SeniorHourly pay- ...Description Prosperity is a leading wealth management company dedicated to providing... ...An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management team.... ...the responsibility for managing client relationships and formulating and implementing...SeniorWork at officeLocal areaRemote work
Dormont Manufacturing Company
New York, NY1 day ago $170.5k - $284.1k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Responsibilities: Leads the client relationship team and has overall responsibility for... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's...SeniorTemporary workWork experience placementWilmington Trust
New York, NY2 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, NY12 hours 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, NY12 hours 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$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$98.1k - $210k
Bank of America in New York seeks a professional to manage fiduciary and investment management accounts for high-net-worth clients. This role involves providing fiduciary administration support, ensuring compliance, and identifying new business opportunities. The ideal ...Senior- ...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
$90k - $150k
Dormont Manufacturing Co is looking for a Senior Financial Representative to join their Wealth Advisors Group. This role involves maintaining client relationships for a portfolio of over 120,000 clients and providing tailored investment solutions. The ideal candidate will...Senior- Dormont Manufacturing Co seeks a skilled Relationship Advisor to serve high net worth clients in Georgia. You will manage complex banking relationships... ...through your network, delivering a broad suite of Truist Wealth solutions. The ideal candidate will have at least 8 years of...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. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...Senior
- U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates...Senior
$70k
A major financial institution in New York, New York is seeking an experienced Financial Advisor. Responsibilities include building relationships with new clients and providing investment advice while adhering to compliance regulations. The ideal candidate has 5-8 years...Senior$70k
A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...Senior- ...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
- Waverly Advisors, LLC is looking for a Wealth Advisor to provide comprehensive support to high-net-worth clients. The ideal candidate will manage client relationships and offer sound financial planning advice while contributing to the firm's growth through business development...Senior
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships, delivering tailored investment guidance and collaborative financial planning. The role requires expertise in complex client interactions and the ability to provide...SeniorWork at office
$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- ...Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth... ...customized financial strategies, maintaining strong relationships, and advising on investment opportunities. Candidates should possess...Senior
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and... ...Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial...SeniorFull timeWork at office
$90k - $115k
TPG Careers Page is seeking a candidate for a role that oversees daily operations of transfer agents and service providers. This position involves supporting the operational onboarding of TPG Funds to global service providers and investigating operational queries. The ideal...Senior
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 associate New York, NY
- international financial advisor New York, NY
- financial advisor part time New York, NY
- financial planner cfp New York, NY
- financial consultant New York, NY
- senior financial advisor New York, NY
- financial planning assistant New York, NY
- financial advisor no experience New York, NY
- junior oracle financial functional consultant New York, NY
- associate financial representative New York, NY