Senior Wealth Advisor for High-Net-Worth Clients
Citi Group
Citigroup Inc. in Brooklyn, NY seeks a Sr. Analyst for Wealth Relationship Management to deepen relationships with affluent and High Net Worth clients through comprehensive financial planning and discovery. You will work with product specialists to tailor banking, credit and investment solutions, provide high-touch engagement via in-branch or client-site meetings, and proactively grow the portfolio while ensuring KYC/AML compliance and regulatory requirements. #J-18808-Ljbffr Citigroup Inc.
- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments, foundations, businesses... ...report to the President of Wealth Management in Pittsburgh, PA....SeniorHigh net worth
$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...SeniorHigh net worthWork at office- Larson Maddox is partnering with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market. You will inherit and grow an established HNW/UHNW client book and deliver comprehensive financial planning and investment solutions...SeniorHigh net worth
- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery... ...specialists to address client needs in a high-touch, face-to-face setting. The position requires...SeniorHigh net worth
- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients...SeniorHigh net worth
- ...Join a diverse team helping high-profile clients understand, analyze, and respond... ...KPMG is currently seeking a Senior Manager to join our... ...which focuses on ultra-high net-worth individual, trust and estate... ...Offices Serve as the trusted advisor to ultra-high net worth families...SeniorHigh net worthFull timePrivate practiceWork at officeLocal area
- ...Financial Advisor This Fortune 500 financial institution is built... ...strength and depth of its client relationships - and those relationships... ...in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM)...SeniorHigh net worthWork at office
- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth... ...have 5-7 years of experience working with high net worth clients and advanced qualifications such as CFP or...SeniorHigh net worth
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role... ...communication and investment strategy development for ultra high-net-worth clients. The successful candidate will possess over 10...SeniorHigh net worth$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... ...minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment...SeniorHigh net worthTemporary workWork experience placement- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized...SeniorHigh net worth
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...SeniorHigh net worth- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team... ...strategy that aligns with each client's goals and values. The successful senior... ...comprehensive wealth management advice to high-net-worth clients through thoughtful,...SeniorHigh net worth
- Lido Advisors in New York seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies built on planning, tax...SeniorHigh net worth
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorHigh net worth
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This... ...the client base, delivering high-impact planning and investment advice... ...discipline. Experience advising high-net-worth households, including clients with...SeniorHigh net worthRemote work
- Judson Group is seeking an experienced Wealth Advisor to join its Wealth Management team in a holistic role combining... ...mentor junior staff while delivering integrated client solutions. You will work with high-net-worth clients, develop strategic relationships, and lead...SeniorHigh net worth
- Citi Wealth in Brooklyn, New York, is seeking a Wealth Relationship Manager to provide holistic financial planning and investment guidance for high-net-worth clients within the SAFE Act framework. Identify opportunities, coordinate with product specialists, and deliver...SeniorHigh net worth
- ...leading professional services advisor to middle-market businesses... ...actionable insights to help clients anticipate what is next and discover... ...and Primary DutiesThe Tax Senior Manager is responsible for... ...Serve as a trusted advisor to high-net-worth individuals, multi-generational...SeniorHigh net worthWork at office
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that... ...a fintech lens. In this high-impact role, you will operate... ...active wealth manager with clients where you will be responsible... ...developing and managing high net worth client relationships and portfolios...SeniorHigh net worthWork at officeImmediate start$75k - $150k
...LE010 Manning & Napier Advisors, LLC seeks a Financial Advisor to collaborate with clients and develop new relationships across various client types. The role requires establishing trust, discussing client investment goals, and monitoring portfolios. A Bachelor’s degree...High net worth- A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including...SeniorHigh net worthWork at office
- A leading investment advisory firm in New York is seeking a Senior Investment Advisor to join their team. This role involves guiding clients through art-related investments, managing high-value relationships, and delivering exceptional investor experiences. The ideal candidate...SeniorHigh net worth
- A prestigious $5B+ New York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses on reviewing complex individual, gift, trust, partnership, and foundation tax returns, supporting sophisticated...SeniorHigh net worthWork at office
- ...autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a... ...connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...SeniorHigh net worthFull timeTemporary workPrivate practiceLocal area
$150k - $210k
...elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorHigh net worthFull timeFixed term contractLocal area- ...Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in NewYork City,... ...and estate planning, with a focus on advising high‑net‑worth international families and their businesses. Duties...SeniorHigh net worthRemote work
- ...Description Partner with my client, a Modern, Tech-Forward RIA... ...experienced, independent Financial Advisors who want to own and grow... ...accelerating organic growth. Deliver high-impact financial planning and... ...Background advising high-net-worth households ($1M+ investable...SeniorHigh net worthRemote work
- Merrill Wealth Management is seeking a professional to join our Advisor Development Program, serving high-net-worth clients in a branch setting. You will identify client needs, develop relationships, review investment goals, and prepare recommendations to build a sustainable...High net worth
- ...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 for new...SeniorHigh net worth
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