Senior Wealth Advisor
$90k - $150kYtswealth
Ytswealth is seeking a driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time, in-person role offers a salary between $90,000 and $150,000 annually, along with comprehensive benefits like paid time off, medical, and a 401(k) match. #J-18808-Ljbffr
- ...Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...Senior
- ...Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch...Senior
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private...Senior$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 retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management...SeniorTemporary workWork experience placement- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...Senior
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered...SeniorRemote work
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those... ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-...SeniorWork at office
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...Senior
- ...Position Type Regular Role Overview As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee‑based, non‑discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing...Senior
$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 management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active...SeniorWork at officeImmediate start$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided by Stonepath... ...expertise. You will partner directly with clients and advisors to design and implement advanced planning strategies tailored...SeniorFull timeWork at officeRemote workFlexible hours$100k - $300k
...weaver.com. Position Profile Weaver Capital Advisors, LLC is seeking talented professionals to join our growing... ...Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will...SeniorBase plus commissionFlexible hours- A 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...Senior
$90k - $110k
...diverse, and we are committed to embracing diversity of thought, experience, and perspective across our team. We're looking for a Senior Financial Analyst, FP&A to join our Finance team. Reporting to the Senior Manager, FP&A, you'll play a key role in helping leaders...SeniorFull timeWork at officeRemote workWork visaFlexible hoursShift work1 day per week$125k - $145k
Senior FP&A analyst Location: Hybrid in New York City (3 day in-office requirement) Qualifications: 4+ years of experience as an FP... ...leaders across GTM, Finance, Strategy, and BizDev as a trusted advisor Contribute to Melio’s top-line revenue planning and...SeniorOngoing contractFull timeWork at office- A leading global law firm is seeking a mid-level finance associate with 3–5 years of experience to join its finance practice in New York. The role offers opportunities to work on complex lending structures and innovative financing arrangements while collaborating with ...Senior
- ...Full Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients...SeniorFull time
- ...A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through innovative technology. This role requires an individual with strong financial planning skills and active CFP, CPA, or similar certifications...Senior
$130k - $150k
...Job Overview – Senior Finance Associate (Remote) Compensation: $130,000 – $150,000/year + bonus Location: New York, NY (Remote... ...reporting, including allocations, K-1 review, and coordination with advisors. Audit Coordination: Support financial statement...SeniorRemote work- ...BPP Wealth Solutions is looking for a Senior Financial Planner to help lead our team and work with our clients to help fulfil their dreams. You'll join... ...team members, keep things running smoothly Be the trusted advisor — guiding clients through financial plans fulfilling...SeniorWork at office2 days per week3 days per week
$90k - $130k
...The Alliance for Media Arts and Culture is seeking a Senior Finance Consultant to manage financial operations for nonprofit arts organizations. This role involves leading budgeting initiatives, overseeing audits, and reporting financial performance. We require 10+ years...SeniorRemote work- Citibank (Switzerland) AG is looking for a Vice President as a Banker in New York City. This role involves managing relationships with clients, providing strategic financial advice, and addressing complex financial needs. The ideal candidate will have 6-10 years of experience...Senior
- ...Analytics ("CFA") is part of the Financial Analysis group of JPMorgan Chase. The team provides financial analysis and perspective to senior management to support decision‑making on high‑profile, topical issues. As a Senior Associate on this team, you will develop a...SeniorVisa sponsorship
- ...strategic initiatives, investments, and business growth opportunities. Develop executive-level presentations and financial materials for senior leadership meetings and business reviews. Produce timely ad hoc financial analysis and reporting to support evolving business needs...Senior
$150k - $200k
...ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. We are seeking a Senior Fund Accountant to serve as the direct deputy and right hand to the CFO and Treasurer of Lazard’s retail Funds. This remit...SeniorFull timeLocal areaNight shift- ...Finance Associate, you will be responsible for developing complex strategic and financial analyses, delivering financial reporting to senior management, and partnering with key cross‑functional teams to provide actionable insights. Reporting to the Director, Strategic...SeniorWork at officeRemote workFlexible hours
- ...eagerness to reimagine the world of luxury furnishings. As our Senior Associate of Strategic Finance, you will play a pivotal role in... ...days ago New York, NY $90,000.00-$110,000.00 5 days ago Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Finance Associate...SeniorFull timeTemporary work
- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater NYC market. If you are looking... ...assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor). - Ensure that the proposed solutions maximize...Senior
- Overview State & Local Tax (SALT). Industry: Not Applicable. Time Type: Full time. Travel Requirements: Up to 20%. In this role you will help our clients solve business issues related to state and local taxes, including business restructuring, adoption of new tax laws,...SeniorFull timeLocal area
- ...established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net... ..., investment strategy, tax, estate, risk, cash flow, and wealth transfer Partner with investment and financial planning...SeniorWork at officeRemote work
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