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$175k - $225k
...technology, and hands-on client expertise. Our... ..., tax-aware portfolios at scale. We're... ...The Role As a Senior Client Portfolio Manager... ...with clients/advisors as an ambassador of... ...Why Join - Impact: Help define the future... .... - Growth: Rapid career trajectory...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
- ...management firm in New York is seeking an experienced Wealth Advisor to join their Advisory team. The successful candidate will manage a portfolio of high-net-worth clients, delivering exceptional financial insights and tailored solutions. You will engage with clients...Suggested
$180k - $200k
...Senior Client Portfolio Manager New York, NY Vise is hiring a... ...our investment team and advisor clients. You'll work closely with financial advisors to understand... .... This is a high-impact, high-visibility role... ...significant impact at a hyper-growth fintech start-up ~...SeniorCasual workWork at officeAfternoon shift$170k - $210k
...Work at Mercer Advisors? For 40 years,... ...simplify their financial lives. How? By... ...interest of our clients.* Mercer Advisors... ...a meaningful impact on the financial... ...including size, growth, service... ...Job Summary: The Senior Wealth Advisor... ...of experts in portfolio management, financial...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible 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
$212k - $318k
...NACBA is looking for a Partner, Senior Health Actuary to join our Actuarial and Financial Group (AFG). This role involves leading client engagements, ensuring high service standards, and delivering reports and presentations. The ideal candidate will have extensive consulting...Senior$135k - $145k
...seeking a finance professional in Phoenix, AZ. The role involves impacting financial decisions through reporting, forecasting, and operational... ...comprehensive benefits, and opportunities for professional growth. Occasional travel may be required. #J-18808-Ljbffr...SeniorRemote job$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... ...execution and portfolio integrity. Growth & Relationship Management: Manage...Shift work- ...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
$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$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- ...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
$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... ...entering our next chapter focused on growth for impact. We raised an investment round...SeniorFull time- EnergyHub, Inc. is looking for a Sr Client Success Manager to empower utilities and their customers for a cleaner energy... ...support program launches, and drive strategies to achieve growth within a defined portfolio. The ideal candidate should possess a BS or BA degree and...Senior
$45k - $100k
...A leading financial services firm is seeking financial advisors to build client relationships and achieve financial goals. As an advisor, you will benefit from extensive... .... This role allows you to make a positive impact in your community while enjoying a competitive compensation...Flexible hours$95k - $125k
Makse Group LLC is seeking a Senior Consultant to join our Workday Financials Practice in the United States. This role involves supporting clients in their Workday Financial Management tasks and developing solutions tailored to unique client needs. Candidates should have...Senior$111k - $186k
...Ovative Group is seeking a Senior Account Manager in New York to lead media and marketing strategies across major client accounts. You'll develop impactful strategies aligned with client growth objectives, drive account performance, and guide cross-functional teams. The...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- ...solutions provider is seeking a Senior Assistant Vice President, Account... ...Management to spearhead revenue growth and enhance client relationships. This strategic... ...cross-functional teams, ensure financial oversight, and drive impactful solutions addressing client needs...SeniorRemote 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
- Valley National Bank in New York is seeking a dedicated relationship manager to proactively develop networks and manage client relationships. You will build a pipeline of opportunities across the US Wealth product set and engage in community functions to enhance visibility...Senior
- ...Kearny Bank is hiring a Senior Personal Banker to deliver exceptional service to clients in New Jersey. This full-time onsite position involves managing client... ...Bank to support clients through meaningful conversations and complex financial solutions. #J-18808-Ljbffr...SeniorFull timeWork at office
$140k - $215k
...professional services firm in New York is seeking a Senior Manager for their Valuation team. The role... ...valuation engagements, mentoring staff, and conducting financial analysis to provide strategic insights for clients. Candidates should have at least 6 years of relevant...Senior$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 workFlexible hours- ...A leading digital solutions firm seeks a Client Partner to enhance client relationships and expand... ...Management, proven success in business growth, and bilingual fluency in English and Spanish. Enjoy autonomy in a high-impact position working with international Tier-1 clients...SeniorRemote work
- ...TD Bank, N.A. is looking for a Financial Advisor Associate in Brooklyn, New York, to help analyze clients' financial information and advise on investment strategies. The ideal candidate will have a Bachelor's degree and at least 1 year of experience in financial services...
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