Senior Wealth Advisor - Private Client Wealth Strategy
Citi Group
Citigroup Inc. is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice to Citigold® and Citigold® Private Client segments. With a focus on building client relationships and delivering tailored investment solutions, the Senior Wealth Advisor will collaborate with a dedicated Wealth team. The ideal candidate will have 5-8 years of relevant experience, excellent communication skills, and required financial licenses. This role ensures compliance with financial regulations and supports clients' financial needs in Paramus, New Jersey. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Private Client Wealth Strategy in Paramus, NJ vacancy
- ...Senior Wealth Advisor Safe Act Discover your future at Citi Working at... ...contributes to directional strategy by considering their application... ...to an Ultra high net worth client base in the United States.... ...financial strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate client
Citi
Paramus, NJ4 days ago - ...Senior Wealth Advisor Safe Act - North Jersey Discover your future at Citi... ...entire continuum of wealth clients. The unified business... ...family offices through Citi Private Bank, operates in the affluent... ...investment and financial planning strategies preferred ~ Must be a...SeniorPrivate clientWork at office
Citi
Paramus, NJ4 days ago - ...seeking an experienced professional to lead client acquisition and deepen relationships.... ...team and developing tailored financial strategies to meet the needs of clients with significant... ...must have extensive experience in private banking and be able to influence business...SeniorPrivate client
- ...visibility in the marketplace. Manage client relationships by maintaining regular... ...opportunities across all elements of the US Wealth product set, including, but not limited... ...necessary adjustments to their investment strategies. Ensure compliance with internal...Senior
Valley Bank
Paramus, NJ5 days ago - A financial services firm is seeking a Wealth Manager to develop and implement client strategies for financial planning. The Wealth Manager serves as the primary contact for clients, focusing on business development and client retention. Candidates should possess at least...Senior
$88.4k - $132.6k
Citi in Paramus, New Jersey, seeks a Wealth Relationship Mgmt. Sr. Analyst to enhance client relationships and provide tailored financial solutions. The role demands 5-8 years of experience, expertise in financial planning, and strong communication skills. The position...Senior$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active... ...degree with 7+ years' experience in the wealth management industry as either a...SeniorAvior Executive Search, Inc
Passaic, NJ1 day ago- JPMorganChase is seeking a Private Client Advisor in Paramus, New Jersey. The role involves delivering personalized investment solutions and building client relationships with a commitment to diversity and inclusion. Ideal candidates will have a minimum of 2 years in a...Private client
$88.4k - $132.6k
...The Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...financial needs of the client and offer solutions through... ...and Financial Advisor, Small Business Partners... ...and financial planning strategies preferred ~ Must be... ...Job Family Group: Private Client Coverage Job...Private clientFull timeWork at officeCitigroup Inc
Paramus, NJ5 days ago$150k - $200k
...Description Tax Manager / Senior Tax Manager – High... ...tax work, direct client interaction, and a... ...divisions: Wealth Management Tax... ...with financial advisors, tax specialists,... ...long-term planning strategies What They’re... ...High Net Worth / Private Client tax ~ Experience...SeniorPrivate clientWork at officeFlexible hours2 days per week1 day per weekLevelociti
Oradell, NJ19 days ago$204.5k - $340.9k
...manager to a team of Wealth Advisors and for being a Wealth... ...team. Works closely with senior management in managing... ..., inclusive of client, prospect, COI (center... ...fiduciary, investments, private banking, brokerage and... ...insurance to support growth strategies. Develop and...Work experience placementWilmington Trust
Paramus, NJ5 days ago$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...financial needs of the client and offer solutions through... ..., Financial Advisors, Small Business Partners... ...and financial planning strategies preferred. Must be a self... .... Job Family Group: Private Client Coverage Job Family...Private clientFull timeWork at office- ...Job Description Tax Manager/Senior Opportunity for a driven... ...partnership aspirations. Our client is a regional firm that that has... ...and planning with a robust wealth management practice, becoming... ...business, tax and wealth management strategy. Lead business and personal...SeniorLocal area
The Alta Group
Paramus, NJ18 days ago - ...achieve financial wellness. The role includes building client relationships, developing tailored financial strategies, and requires a relevant degree. Candidates must... ...with commissions, benefits, and a supportive work culture are offered. #J-18808-Ljbffr Equitable Advisors
- A leading financial services firm is seeking a Private Client Advisor in Montclair, NJ. This role involves building strong client relationships and providing comprehensive financial planning and investment solutions. Applicants should have experience in client acquisition...Private client
- ..., a MassMutual firm, is seeking motivated individuals for the Entry-Level Wealth Advisor position. You will meet with clients to understand their financial goals and develop customized strategies to help them succeed. You will receive comprehensive training and ongoing...
- Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape... .... Tailors investment strategies for clients, identifying objectives...Work experience placementWork at office
$80k - $95k
Retirement Resource Center, LLC. is hiring a Wealth Advisor in Hackensack, NJ. The Wealth Advisor will partner with clients to analyze their financial goals and develop... ...resources effectively, tailoring investment strategies, and maintaining a growing book of business through...$80k - $90k
Bank of America is offering an exciting opportunity for a Financial Advisor within its Advisor Development Program in Paramus, NJ. This role focuses on developing client relationships and delivering investment recommendations to high-net-worth individuals. Successful candidates...- Entry-Level Wealth Advisor - Launch Your Career with Lee, Nolan & Koroghlian, LLC Are you ready... ...day one. What You’ll Do Meet with clients to understand their financial goals, needs... ..., and priorities Develop customized strategies for retirement, wealth building, and...Work at officeLocal area
$100k - $150k
...successful candidate will be responsible for managing a portfolio of private client personal insurance accounts, providing exceptional service to... ...adjustments Identify new market opportunities and develop strategies to expand our customer base Build and maintain strong...SeniorPrivate clientRemote job- A leading financial services firm in Upper Montclair, NJ is seeking a Private Client Banker to manage relationships with affluent clients. This role involves actively soliciting new clients, ensuring customer satisfaction, and collaborating with specialists for tailored...Private client
- A leading financial services firm is seeking a Private Client Banker in Edgewater, NJ. This role involves managing relationships with affluent clients and providing tailored financial services. Candidates should have at least 1 year of experience in banking and a high...Private client
- ...T Bank Corporation in Paramus, New Jersey is seeking a Wealth Advisory Manager. This role combines leadership of a team of Wealth Advisors with individual advisory responsibilities. The manager will oversee client relationships, ensure compliance with regulations, and...
$204.5k - $340.9k
Wilmington Trust is seeking a manager for a Wealth Advisor team in Paramus, New Jersey. This role involves leading, coaching, and managing... ...Advisors to achieve sales objectives and deliver exceptional client service. The ideal candidate will have a bachelor's degree, significant...- JPMorgan Chase & Co. is seeking a Private Client Banker in Wyckoff, NJ. In this role, you'll manage the banking relationships of affluent clients, employing a proactive approach to grow their accounts. Responsibilities include consulting clients on products and services...Private client
$141k - $290k
...Tax Senior Manager Weaver is a full-service national accounting, advisory... ...growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large businesses... ...preparation, entity structuring, wealth preservation, family succession...SeniorPrivate clientImmediate startFlexible hoursWeaver
Little Falls, NJ1 day ago$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting, advisory, and consulting firm with opportunities... ...helps clients manage and preserve their personal wealth. Our scope of services includes, but is not limited to...SeniorPrivate clientWork at officeFlexible hoursWeaver
Little Falls, NJ1 day ago$175k - $200k
...Tax Senior Manager Withum is a place where talent thrives - where who you are matters... ...them to help develop economical tax strategies anywhere. Their services include Business... ...Credit, as well as International and Private Client services This Senior Manager role will...SeniorPrivate clientLocal areaWithum
Saddle Brook, NJ1 day ago- A leading financial services firm seeks a Private Client Advisor to offer personalized financial planning and investment solutions. You will build relationships and manage a book of business, demonstrating integrity and a deep understanding of financial markets. Successful...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Private Client Wealth Strategy. Be the first to apply!
Related searches
- finance associate Paramus, NJ
- financial advisor Paramus, NJ
- estate planning consultant Paramus, NJ
- financial planning assistant Paramus, NJ
- associate corporate finance Paramus, NJ
- financial planning administrator Paramus, NJ
- financial planning associate Paramus, NJ
- jde finance consultant Paramus, NJ
- financial planner Paramus, NJ
- financial counselor Paramus, NJ