Senior Financial Advisor: Portfolio Growth & Client Impact
Bank of America ATM
A leading financial institution located in New York is seeking an experienced Financial Advisor to deliver personalized wealth management solutions. The ideal candidate will have a transportable practice, a strong performance history, and the ability to build client relationships. Responsibilities include providing financial planning strategies and maintaining client portfolios. A bachelor's degree is preferred, along with FINRA Series 7 & 66 registrations. This role offers a competitive compensation package and a collaborative work environment. #J-18808-Ljbffr Bank of America
$70k
Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring... ...Bachelor's degree, 5-8 years of experience in financial services, and strong analytical and...Senior- A Manhattan CPA Firm is seeking a Senior Tax Accountant to prepare and review tax returns, assist... ...accountants. With a focus on dynamic clients, this role offers a supportive environment aimed at nurturing professional growth while maintaining work-life balance. Candidates...Senior
- Citigroup Inc. is hiring a Senior Wealth Advisor in New York, NY. In this role, you will provide comprehensive financial and investment advice to affluent clients, utilizing a range of investment solutions... ...opportunities for professional growth within Citigroup's expansive...SeniorFull time
- Abracadabra+ is seeking a Senior Analyst in Portfolio Analytics to join a collaborative team in New York... ...investments in the venture and growth sectors. The ideal candidate will have... ...investment analysis, and proficiency in financial modeling. The position offers a flexible...SeniorFlexible hours
- 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... ...the opportunity to significantly impact client experiences in the banking...SeniorFull time
$170.5k - $284.1k
Dormont Manufacturing Co is seeking a Wealth Advisor to focus on client growth and retention. This role involves leading client relationships and managing financial service strategies for high net worth clients. The ideal candidate will have a Bachelor’s degree with at...Senior- The Senior Analyst in Portfolio Analytics at ICONIQ will play a key... ...in the venture and growth sectors. This position... ...team and contribute to impactful projects. What You’... ...Proficiency in financial modeling and data analysis... ...results for clients Values innovation and...SeniorFlexible hours
- TD Bank is seeking a Financial Advisor in New York City to join its Wealth Management team. This... ...providing personalized investment guidance to clients, fostering relationships, and meeting... ...service. Competitive salary and growth opportunities are offered. #J-18808-Ljbffr...
- ...a leading firm as an Associate Director, Client Finance in New York. You will manage client... ...compensation, pricing strategies, and financial reporting. The ideal candidate has over 8... ...communication skills and the ability to drive growth initiatives effectively. #J-18808-Ljbffr...Senior
£30k per year
...global brands to deliver growth through pioneering... ...and AI visibility. Our clients are category leaders and... ...insight. What you’ll do As a Senior SEO Executive at SALT.... ...across a small portfolio of accounts, acting as... ...conferences. Make a real impact: We offer fulfilling work...Senior- ...an experienced Underwriter responsible for the development and growth of our lead book of business. You will manage portfolio aspects, evaluate submissions, and build relationships with brokers and clients. The ideal candidate has a minimum of 5 years underwriting experience...Senior
$170k - $260k
Publicis Sapient is seeking a Senior Client Partner in New York. This strategic leader will manage top-tier Financial Services clients, ensuring impactful delivery and growth. Responsibilities include executive relationship management and guiding transformative outcomes...Senior$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services experience and excellent communication skills. The advisor will build and deepen client relationships and provide investment advice. Candidates...SeniorFull time- Ernst & Young Oman is seeking a Senior professional for their Financial Accounting Advisory Services (FAAS) to manage client expectations and drive performance. You'll develop your career while working across various industries, listening to clients, and delivering exceptional...SeniorFlexible hours
$250k - $300k
Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary: $250,000-300,000 + We are representing... ...We are seeking a Senior Financial Advisor to serve as a primary steward for... ...and portfolio integrity. Growth & Relationship Management: Manage and...Work at officeLocal areaShift work$70k
Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This role involves building and maintaining client relationships to grow bank and brokerage... ...5-8 years of experience in sales within the financial services sector, possess strong analytical...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
$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- Newrez is seeking a Mortgage Loan Originator in New Jersey to engage with clients and originate home loans. The candidate will be responsible for preparing loan packages, developing leads through real estate partnerships, and ensuring superior service throughout the loan...Senior
$140k - $170k
Passionfroot, based in New York, is looking for a Head of Client Deployment to manage and scale creator marketing... ...and oversee a team dedicated to delivering high-impact programs. With a focus on performance and strategic growth, you will work closely with top accounts,...Senior$250k - $300k
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client... ...a strategic role for professionals looking to make an impact in high-net-worth and institutional capital management....Senior$175k - $225k
...Senior Client Portfolio Manager (CPM) As a Senior Client Portfolio Manager... ...Engage directly with clients/advisors as an ambassador of the SMA... ...preferred. Why join: Impact: Help define the future of... ...fintech professionals. Growth: Rapid career trajectory in...Senior- Penn Color, Inc. is seeking a senior civil/site engineer to support regional growth in Kentucky. This remote role involves... ...hands-on experience to impact environmental remediation and civil... ...expanding our presence, supporting client relationships, and ensuring collaboration...SeniorRemote job
- ...advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves... ...planning and investment management for clients, emphasizing relationship nurturing and... ...and shared interests in personal growth. #J-18808-Ljbffr Longwave Financial, LLCSenior
- ...seeking experienced Senior Wealth Advisors to join Beacon Pointe... ...term relationships with clients. The role partners... ...develop personalized financial strategies and help clients... ...legacy planning, and impact initiatives for... ...enhanced lead flow and growth for our Advisors....Senior
- ...seeking an experienced Senior Regional Manager to... ...across a multi-property portfolio in New Jersey. This leadership... ...demands excellence in financial performance and... ...Managers and driving growth. Candidates should have... ...influence and impact within a dynamic environment...Senior
- ...technology, and hands-on client expertise. Our... ..., tax-aware portfolios at s cale. We... ...The Role As a Senior Client Portfolio Manager... ...with clients/advisors as an ambassador of... ...preferred. Why Join Impact: Help define the... ...professionals. Growth: Rapid career...Senior
$85k - $105k
Senior Financial Planner, Advisor Services First Affimative Location: Brooklyn, NY (In-Person) Type... ...financial advisors and their clients build portfolios that reflect both their financial... ...our next chapter focused on growth for impact. We raised an investment round and...SeniorFull time$85k - $100k
A leading digital marketing agency is seeking a Senior SEO Manager to drive performance through strategic management of multiple client accounts. You will use various SEO tactics across B2B and B2C industries, ensuring outstanding results through SEO strategies. The ideal...SeniorRemote jobFlexible hours- ...Bank in Rutherford, New Jersey is looking for a Senior Personal Banker to deliver exceptional service to clients. The role requires managing client relations and... ...school diploma. This full-time position supports growth and retention of client relationships while adhering...SeniorFull time
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