Senior Wealth Advisor for HNW Clients Hybrid Miami
Citibank (Switzerland) AG
Citi Global Wealth in Miami, FL seeks a Senior Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions. The role works with a dedicated team to provide investment advice, wealth planning, and private banking services, driving client satisfaction and business growth. Requirements include 8+ years in financial services, a Bachelor's degree, FINRA licenses SIE, S7, S31 & S66 (or S63 & S65), and strong relationship management skills. #J-18808-Ljbffr Citibank (Switzerland) AG
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...SALARY: FC $135,000 - $147,500 / Senior FC $155,000 - $165,000 LOCATION: Hybrid IN CALIFORNIA (or Remote IN CALIFORNIA... ...team. Unlike typical financial advisors, the Partnership’s Financial Consulting... ...the long-term capacity of our clients, who we see as long-term partners,...SeniorPermanent employmentFull timeContract workWork experience placementWork at officeLocal areaImmediate startRemote workHome officeFlexible hours1 day per week$230k - $265k
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Tax Senior Manager, Private Client Services Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach... ...develops sound recommendations for PCS leadership, clients, and advisors Expands their understanding of tax concepts and...SeniorHigh net worthPrivate practiceWork at office$175k - $225k
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## Senior Financial AdvisorApply: Remote Flex - North Carolina: Remote... ...seeking a Senior Financial Advisor to lead and coordinate financial... .... Partners with internal clients to better understand what problems... ...more**Where You’ll Work**Our Hybrid Flex approach is built on presence...SeniorFull timeWork at officeLocal areaRemote workFlexible hours2 days per week$122.5k - $215.9k
...innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative... ...development. Our Core Tax Services team is seeking a Senior Tax Manager to support our Boston, MA market on a hybrid schedule (average 2-3 days/week in office). The successful...SeniorHigh net worthWork experience placementWork at officeLocal area2 days per week3 days per week$85k - $115k
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