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
- ...A growing CPA firm is seeking a Remote Senior Accountant to join their team. In this role... ...assist with tax planning, and interact with clients. Ideal candidates should have 3–6+ years... ...work, a flexible environment, and opportunities for long-term growth. #J-18808-Ljbffr...SeniorRemote workFlexible hours
- 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
- 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
$140k - $200k
...experience in litigation, specifically with premises and auto matters. The role emphasizes client interaction and teamwork, with opportunities for mentoring and professional growth. Compensation ranges from $140,000 to $200,000, depending on experience and business. The...SeniorWork at office- ...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
£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- ...Paymentology is seeking a Senior Account Manager to guide key clients and enhance customer satisfaction in the payments... .... You will drive business growth through upselling strategies and manage... ...skills. Join us in making a global impact through payments. #J-18808-Ljbffr...Senior
- ...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
- ...New York is looking for a Wealth Advisor to manage high-net-worth clients and enhance their investment... ...management, delivering tailored financial solutions, and collaborating with... ...compensation and the chance to impact clients' financial growth significantly. #J-18808-Ljbffr...Senior
- ...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
$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- ...is seeking experienced Senior Wealth Advisors to provide... ...term relationships with clients across various locations... ..., delivering tailored financial strategies. Ideal candidates... ...management of client portfolios, and the ability to drive business growth. This position allows...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
$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$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...Shift work- 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
$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$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$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- ...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
$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- J.P. Morgan is seeking a Private Banker to advise clients in New York, focusing on wealth management and client relationship building. This role requires a Bachelor's Degree, relevant work experience, and necessary licenses within 90 days of employment. Candidates should...SeniorWork experience placement
$100k - $150k
A financial services firm in Little Silver, NJ is seeking a Financial Advisor to manage client relationships and assist with the financial planning process. The ideal candidate must have over 4 years of experience in the wealth management industry and possess advanced...$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$83.5k - $111.3k
Edelman Financial Engines is seeking an Associate Financial Planner for their New York office. This position focuses on performing financial analyses for clients, preparing presentations, and conducting assessments of evolving financial needs. Ideal candidates will have...Work at office- A leading financial services company based in New York seeks an enthusiastic Financial Advisor to support clients in achieving their financial goals. The role offers extensive training and professional growth opportunities, along with a performance-based compensation structure...Full time
- ...York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients,... ...communication skills and financial expertise. Join us to... ...management industry and make an impactful legacy. #J-18808-Ljbffr...
- A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting...Senior
$90k - $110k
A financial institution is seeking a Portfolio Manager responsible for maintaining and monitoring existing commercial loan portfolios. The role requires... ...experience, with a focus on providing excellent service to clients. Candidates should have a U.S. College degree related...Senior
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