Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor: Grow a High-Impact Client Book

$105k - $250k

Citizens Bank

Citizens Bank is seeking a Wealth Advisor to join their New York branch. In this role, you will develop personalized wealth management strategies and enhance relationships with partners to boost client engagement. Candidates should have licenses in Series 7, 63, 65 (or 66) and experience in financial services. The position offers a commission-based salary ranging from $105,000 to $250,000 per year, based on performance. Comprehensive benefits, flexible work arrangements, and a supportive work culture are also included. #J-18808-Ljbffr Citizens Bank

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Grow a High-Impact Client Book in New York, NY vacancy
  • A leading financial institution in New York is seeking a Financial Advisor to work with high-net-worth individuals. In this role, you will identify client needs, develop relationships, and provide tailored investment advice. Responsibilities include building a business... 
    Suggested
    Full time

    Bank of America

    New York, NY
    5 days ago
  •  ...York, NY is seeking innovative Financial Advisors to join their team. This role involves gathering and managing investment-oriented clients while developing lasting relationships based...  ...access to superior tools and support to grow successfully. A commitment to helping... 
    Suggested

    National Financial Network

    New York, NY
    1 day ago
  • $45k - $100k

    A leading financial services firm is seeking financial advisors to build client relationships and achieve financial goals. As an advisor, you will...  ...its associates. This role allows you to make a positive impact in your community while enjoying a competitive compensation... 
    Suggested
    Flexible hours

    Edward Jones

    New York, NY
    2 days ago
  • An established industry player is seeking a dynamic Wealth Advisor to join their rapidly growing team. This role offers the chance to work with high-net-worth clients, utilizing cutting-edge technology and marketing resources to foster client relationships. The ideal candidate... 
    Suggested

    Gaynor Staffing

    New York, NY
    5 days ago
  •  ...advisory firm located in New York is seeking analysts who excel in high-impact deal execution. Candidates must have exceptional skills in...  ...prestigious universities. This role offers direct exposure to client interactions and the opportunity to work on complex financial... 
    Suggested

    The Weatherly Group

    New York, NY
    4 days ago
  • $150k

     ...A leading financial services organization is seeking experienced Financial Advisors with a transferable book of business. This role offers an elite payout structure of 60–80%+, unmatched client ownership, and opportunities for long-term growth. Candidates should have robust... 

    Crete Professionals Alliance

    New York, NY
    2 days ago
  • $160k

    Goldman Sachs seeks an Associate, Non-Self-Sustaining Advisor in New York, NY to create wealth management plans for high-net-worth individuals and families. The role...  ...years of relevant experience in investments and client relationship management. Responsibilities include... 

    Goldman Sachs

    New York, NY
    4 days ago
  • $80k - $95k

    TIAA is seeking a Wealth Advisor in New York, NY, to partner with clients in achieving their financial goals. The candidate will customize financial strategies and manage a book of business through referrals. Preferred qualifications include 5+ years in financial services... 

    TIAA

    New York, NY
    4 days ago
  • A leading wealth 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... 

    Titan

    New York, NY
    5 days ago
  • $100k - $250k

    Empirical Wealth Management in New York is seeking experienced Financial Advisors to enhance their practice. The ideal candidates will focus on high-net-worth clients and provide comprehensive investment and financial services. Responsibilities include onboarding new clients... 

    Empirical Wealth Management

    New York, NY
    3 days ago
  • ECG Resources, Inc. is seeking a Private Wealth Advisor in New York or Chicago. This role demands at least 10 years of investment industry...  ...65 license. The advisor will manage relationships with high-net-worth clients, serving as a liaison between clients and teams within the... 

    ECG Resources, Inc.

    New York, NY
    2 days ago
  •  ...experienced financial professional to work with an existing book of business. The role involves managing client relationships, building a strong client base with...  ...programs, making it an attractive opportunity for seasoned professionals. #J-18808-Ljbffr Prudential Advisors

    Prudential Advisors

    New York, NY
    4 days ago
  • $100 per hour

     ...firm with over 4.7B in AUM is growing! As the firm rapidly expands...  ...and investment advice to high-net-worth families and love...  ...are currently looking for a WEALTH ADVISOR (BOOK OF BUSINESS) to join their dynamic...  ...experience working with HNW clients. They would lead in client... 
    Day shift

    Gaynor Staffing

    New York, NY
    5 days ago
  • $175k - $235k

     ...President, Latin America High Touch Cash...  ...focused on serving clients for 60 years. We are...  ..., and asset and wealth management throughout...  ...and is looking to grow within a global,...  ...changes impacting LatAm equity markets...  ...functions including trade booking, reconciliation,... 
    Full time
    Local area
    Shift work

    Jefferies Financial Group

    New York, NY
    4 days ago
  •  ...flexible remote work options. You'll need over five years of expertise in investment and wealth management, along with relevant certifications. With a focus on high-net-worth clients, the firm emphasizes performance-based compensation and abundant growth opportunities.... 
    Remote work
    Flexible hours

    Socha Capital

    New York, NY
    2 days ago
  • $200k

     ...engagements. Candidates must have knowledge of FINRA/SEC regulations and a proven B2B consultative closing track record. The compensation includes a competitive base salary with high earning potential exceeding $200,000 annually based on performance metrics. #J-18808-Ljbffr... 
    Remote work

    CXG Holdings Inc

    New York, NY
    2 days ago
  • Citizens in New York, NY, is seeking a Wealth Advisor to enhance client relationships, grow a wealth management practice, and actively develop new business. The...  ...63 (or 66) licenses, and a proven track record with high-net-worth clients. The position offers a competitive... 

    Citizens

    New York, NY
    3 days ago
  •  ...an award-winning wealth manager with a mission...  ...a human wealth advisor in every pocket. Historically...  ...them to serve clients they historically...  ...a legacy-defining impact in growing our generation’s...  ...thrive on being a high-touch team,...  ...Manage and grow your book of clients: Take ownership... 
    Work at office

    Titan

    New York, NY
    5 days ago
  • $100k - $150k

     ...services firm in Little Silver, NJ is seeking a Financial Advisor to manage client relationships and assist with the financial planning process...  ...ideal candidate must have over 4 years of experience in the wealth management industry and possess advanced qualifications.... 

    Wealth Enhancement Group

    New York, NY
    5 days ago
  •  ...seeking candidates for a position focused on managing existing clients and acquiring new ones. The role requires strong communication,...  ...organizational, and analytical skills, alongside minimum qualifications of a High School diploma and 3 years of experience. The successful... 

    Cetera Financial Group

    Richmond Hill, NY
    5 days ago
  • A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional...  ...industry and make an impactful legacy. #J-18808-Ljbffr Titan

    Titan

    New York, NY
    3 days ago
  • TD Bank, N.A. is seeking a Financial Advisor Associate in New York City to help clients manage their wealth and financial needs. The role requires analyzing clients' financial situations and recommending tailored investment and insurance strategies. The ideal candidate... 

    TD Bank, N.A.

    New York, NY
    5 days ago
  • Une institution financière renommée recherche un gestionnaire de relations pour conseiller ses clients en gestion de patrimoine. Le candidat doit posséder au moins 1 an d'expérience, des compétences solides en communication, et des certifications financières telles que... 

    TD Bank

    New York, NY
    2 days ago
  • TD Bank recherche un gestionnaire de relations et conseiller financier pour TD Wealth, responsable de la gestion des relations clients, de l'analyse des besoins financiers et de la recommandation de solutions personnalisées. Ce poste requiert au moins un an d'expérience... 

    TD Bank

    New York, NY
    3 days ago
  • $70k

     ...A financial services firm is looking for an entry-level financial advisor to assist clients in achieving their financial goals. The ideal candidate should possess excellent communication and math skills, a Bachelor's degree in finance or a related field, and a basic understanding... 

    Valor Family Financial

    New York, NY
    2 days ago
  •  ...Join Kinnect Advisors – Where Independence Meets...  ...your business with high-level support Why...  ...tools, and serve your clients your way—with a...  ...business goals. High-Impact Business Development...  ...to help you grow and eventually exit...  ...audience and grow your book. A Culture of Collaboration... 
    Remote work

    Kinnect Advisors

    New York, NY
    2 days ago
  • Bank of America is seeking enthusiastic individuals for client engagement roles in New York. Responsibilities include assisting clients...  ...others, and the ability to thrive in a fast-paced environment. A High School Diploma is the minimum education requirement, and... 
    Weekend work

    Bank of America

    New York, NY
    4 days ago
  • Bank of America is hiring for a role that involves engaging clients in New York City to assist with banking transactions through self-service...  ...on utilizing banking technologies. This position requires a high school diploma and offers opportunities for those with sales... 

    Bank of America

    New York, NY
    4 days ago
  •  ...service, building lasting relationships, and effectively addressing client needs. Responsibilities include managing client interactions and...  ...of sales experience in the financial industry and possess a high school diploma. Must obtain required licensing. Flexible schedule... 
    Flexible hours

    J.P. Morgan

    New York, NY
    1 day ago
  •  ...take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First...  ...fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us* Educational... 

    First United Bank

    Brooklyn, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Grow a High-Impact Client Book. Be the first to apply!