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

Senior Wealth Advisor

Citi

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 engagement at the client’s preferred location. The role requires 5–8 years of experience, FINRA registration, mortgage licensing readiness, and strong analytical, communication, and organizational skills. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in New York, NY vacancy
  •  ...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

    New York, NY
    4 days ago
  • $90k - $150k

     ...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,... 
    Senior
    Full time

    Ytswealth

    New York, NY
    4 days ago
  •  ...Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships...  ...work with our advisory team and report to the President of Wealth Management in Pittsburgh, PA. This consultative sales role promotes... 
    Senior

    LE010 Manning & Napier Advisors, LLC

    New York, NY
    5 days ago
  •  ...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-... 
    Senior
    Work at office

    New Day Executive Search

    New York, NY
    4 days ago
  •  ...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... 
    Senior
    Remote work

    Professions

    New York, NY
    2 days ago
  •  ...Senior Vice President, Senior Foreign Exchange Advisor About the Company Top-performing banking company Industry Banking Type Public Company Founded 1994 Employees 1001-5000 Categories B2B Technology SAAS... 
    Senior

    Confidential

    New York, NY
    22 hours ago
  •  ...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

    Charles Schwab

    New York, NY
    4 days ago
  • $160k - $200k

     ...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided by...  ...disciplinary expertise. You will partner directly with clients and advisors to design and implement advanced planning strategies tailored... 
    Senior
    Full time
    Work at office
    Remote work
    Flexible hours

    Stonepath

    New York, NY
    4 days ago
  •  ...experienced professional to advise UHNW clients on tax, trust, and estate planning, and charitable planning. You will collaborate with advisors, portfolio managers, outside counsel, and specialist firms to deliver tailored fiduciary guidance. The role requires a JD and 10+... 
    Senior

    Neuberger

    New York, NY
    3 days ago
  •  ...financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role...  ...new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should... 
    Senior

    Empirical Financial Services, LLC

    New York, NY
    1 day ago
  • $175k - $225k

    Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate... 
    Senior

    Lazard Ltd

    New York, NY
    4 days ago
  • 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, profiling, and delivering tailored banking and investment solutions with strong compliance... 
    Senior

    Citi

    New York, NY
    4 days ago
  • 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 profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have... 
    Senior

    Northern Trust

    New York, NY
    4 days ago
  • 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... 
    Senior

    Larson Maddox

    New York, NY
    4 days ago
  • $100k - $275k

    Bank of America is seeking a seasoned professional in New York for a role that focuses on acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client...
    Senior

    Bank of America

    New York, NY
    5 days ago
  • Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate... 
    Senior

    Citigroup Inc.

    New York, NY
    1 day ago
  • Search Masters, Inc. seeks a Senior Wealth Advisor to join a growing Wealth Management practice. The role focuses on advising high-net-worth and ultra-high-net-worth individuals, families, trusts, and family entities within a respected national public accounting and advisory... 
    Senior

    Search Masters, Inc.

    New York, NY
    3 days ago
  • $225k - $300k

    A leading financial services firm in New York is looking for an experienced Financial Advisor. This role offers a product-neutral platform with extensive support, including compensation ranging from $225,000 to $300,000 at plan earnings. Advisors will benefit from a dedicated... 
    Senior
    Local area

    Prudential Advisors

    New York, NY
    4 days ago
  • A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills... 
    Senior
    Full time

    Valley Bank

    New York, NY
    2 days ago
  • Citi's Wealth Relationship Management team seeks an Sr. Analyst to deepen client relationships and deliver holistic financial planning solutions in New York. The role requires senior-level expertise, strong communication, and deep regulatory knowledge. Responsibilities... 
    Senior

    Citi

    New York, NY
    4 days ago
  • $88.4k - $132.6k

    Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking... 
    Senior
    Work at office

    Citi

    New York, NY
    2 days ago
  • Wealthspire is hiring an AVP, Advisor to provide tailored investment strategies and manage client relationships across New York. You'll...  ...and collaborate with external experts to deliver comprehensive wealth solutions. The ideal candidate will have 4-7 years of... 
    Senior

    NFP Corp

    New York, NY
    1 day ago
  • $88.4k - $132.6k

    Citi is looking for a Wealth Relationship Management Sr. Analyst in New York to enhance client relationships and provide financial planning solutions. Candidates should have 5-8 years of experience, strong analytical skills, and relevant FINRA certifications. The position... 
    Senior

    Citi

    New York, NY
    4 days ago
  • A major financial institution is seeking an Affluent Market Senior Financial Advisor in Parsippany, NJ. This role focuses on providing customized investment solutions to high net worth clients and requires significant experience in financial advisory services. The ideal... 
    Senior

    M&T Bank Corporation

    New York, NY
    4 days ago
  • Citi is currently looking for a Wealth Relationship Manager in West Palm Beach, Florida. This role emphasises building strong relationships with affluent clients and requires a solid understanding of financial products to provide tailored solutions. The ideal candidate... 
    Senior
    Full time

    Citi

    New York, NY
    4 days ago
  • $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... 
    Senior

    Titan

    New York, NY
    5 days ago
  • 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... 
    Senior

    Citigroup Inc.

    New York, NY
    4 days ago
  • $88.4k - $132.6k

    Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft... 
    Senior
    Full time
    Work at office

    Citigroup Inc.

    New York, NY
    5 days ago
  • 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

    JPMorganChase

    New York, NY
    4 days ago
  • $88.4k - $132.6k

    A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will... 
    Senior
    Full time

    PowerToFly

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!