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

Senior Private Banking & Wealth Advisor

Fairygodboss

Fairygodboss is seeking a Private Banker in Greenwich, CT, to manage and advise clients on their wealth. The role involves building relationships and providing tailored financial solutions using your knowledge in investments, banking, and wealth management.

Ideal candidates have over six years of relevant experience, a Bachelor's degree, and necessary financial licenses within 90 days of hire. This position offers a competitive rewards package with base salary and potential commission.

#J-18808-Ljbffr
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Banking & Wealth Advisor in Greenwich, CT vacancy
  • JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services...  ...candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional client... 
    Senior
    Private

    JPMorganChase

    Greenwich, CT
    2 days ago
  •  ...TwinThread is seeking an experienced Private Banker to join our U.S. Private Bank team in Greenwich, CT. The role involves advising clients on wealth management, generating new business, and ensuring an exceptional client experience. The ideal candidate will have over... 
    Senior
    Private
    Full time
    Bank staff

    TwinThread

    Greenwich, CT
    12 hours ago
  • $200k

     ...financial organization in Greenwich, Connecticut, is seeking an experienced UHNW Private Banker to engage with high-net-worth clients. This role requires over 15 years in private banking, highlighting relationship development and strategic financial advice. Candidates... 
    Private

    Citi

    Greenwich, CT
    12 hours ago
  • $130k - $140k

     ...doManage the day‑to‑day accounting operations for a portfolio of private foundations and corporate community programs, including...  ...auditor inquiries, and addressing follow‑up items.Assist with banking relationships and ongoing cash management activities.What's requiredBachelor... 
    Senior
    Private
    Work experience placement
    Work at office

    Point72

    Stamford, CT
    4 days ago
  • $95.6k - $188.4k

    Position Summary Senior Consultant, Anti-Money LaunderingAbout Deloitte Regulatory...  ...fieldMinimum 4+ years of experience in private or public sector AML and/or sanctions-focused...  ...retail, wholesale and international banks, broker dealers, mutual funds and insurance... 
    Senior
    Private
    Visa sponsorship

    Deloitte

    Stamford, CT
    3 days ago
  •  ...portfolio oversight, securitized credit, private markets and infrastructure, helping turn...  ...reporting and management information for senior stakeholders, including key drivers, risks...  ...income, insurance, pensions, consulting, banking, asset management or a related analytical... 
    Senior
    Private
    Full time
    Temporary work
    Local area
    Flexible hours

    LegalAndGeneral

    Stamford, CT
    18 days ago
  • $200k

     ...negotiate internally, often at a senior level. Some external...  ...clients’ businesses and sources of wealth generation. Anticipate...  ...implications. Serve as a trusted advisor to clients who frequently...  ...term connections to the Citi Private Bank. Effectively manage client... 
    Private
    Full time

    Citi

    Greenwich, CT
    8 hours ago
  • $112k - $210k

     ...Road, Tarrytown New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients...  ...client promise acting as the primary client advisor developing and implementing strategies...  ...an in-depth knowledge of financial wealth management services and products as well... 
    Senior
    Private
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Tarrytown, NY
    2 days ago
  • $120k

     ...This Career Looks Like As a Financial Advisor, you will establish yourself as a trusted...  ...from: Consulting, finance, or banking Corporate leadership or management roles...  ...including investments, risk management, and wealth strategies. Our advisors build practices... 
    Senior
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual

    Stamford, CT
    27 days ago
  •  ...JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will... 
    Private
    Temporary work
    Local area

    Fairygodboss

    Greenwich, CT
    3 days ago
  • $110.7k - $218.3k

    Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte...  ..., products, and servicesExperience in banking, digital assets, or capital markets is desirableDemonstrated...  ..., Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real... 
    Senior
    Work at office
    Visa sponsorship

    Deloitte

    Stamford, CT
    1 day ago
  • $150k - $165k

     ...a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly...  ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial... 
    Private
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    Greenwich, CT
    1 day ago
  • $58k - $115k

     ...this role, you will provide unparalleled support to Financial Advisors and Private Bankers with in-depth knowledge of SBL products and services...  ...possess a BA/BS degree and at least 2 years of relevant banking/finance experience. Expected pay ranges from $58,000 to $115... 
    Private

    Morgan Stanley

    Purchase, NY
    2 days ago
  • $120k - $235k

    Job Description:At Bank of America, we are guided by...  ...market. The Senior Relationship Manager is...  ...insurance providers), Private Higher Education, and Not...  ...relationship owner and trusted advisor for a portfolio of Healthcare...  ..., capital markets, wealth management, and other... 
    Senior
    Private
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Stamford, CT
    4 days ago
  •  ...Private BankerWe are actively looking for exceptionally talented individuals...  ...J.P. Morgan's U.S. Private Bank. If you have an...  ...preserving and managing their wealth. You will use your knowledge of...  ...Management provides individuals, advisors and institutions with strategies... 
    Private
    Temporary work
    Work experience placement
    Local area

    Chase

    Greenwich, CT
    2 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are...  ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and...  ...building, preserving and managing their wealth. You will use your knowledge of investments... 
    Private
    Temporary work
    Work experience placement
    Local area

    Chase

    Greenwich, CT
    1 day ago
  • $85k - $120k

     ...Job Description Job Description Senior Financial Analyst, FP&AAbout TouchCare TouchCare is redefining how employees navigate healthcare...  ...years of experience in FP&A, finance, consulting, accounting, banking, or analytical business roles ~ Strong financial modeling and... 
    Senior
    Immediate start
    Flexible hours

    TouchCare

    Stamford, CT
    a month ago
  •  ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New...  ...18 years of age. Acknowledge ( Bank of America employees are required to meet...  ...Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.... 
    Private
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Yorktown Heights, NY
    2 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 270 Martine Avenue - White Plains, New York 10601 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities...  ...Investment Services, Private Bank, Mortgage or Business Banking.... 
    Private
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    White Plains, NY
    4 days ago
  • $150k - $175k

    Location: New York Tri-state areaPKF Investment Banking () is seeking an experienced and motivated Senior Associate / Vice President to join our rapidly growing...  ...the highest level of M&A advisory services to privately held family and founder-owned companies with revenue... 
    Senior
    Private
    Full time
    Work at office
    Local area
    Worldwide
    Visa sponsorship
    Work visa
    3 days per week

    PKF O’Connor Davies

    Stamford, CT
    2 days ago
  •  ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset...  ...global investment specialists, capital advisors, and trust and estate experts to bring...  ...lending, multi-asset class investments, wealth advisory and estate planning. Job... 
    Private
    Work experience placement

    Chase

    Old Greenwich, CT
    2 days ago
  • $205.7k - $360.1k

     ...a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq...  ...Asset Management is seeking a senior investment leader to serve as Head...  ...understanding of public and private markets, portfolio construction... 
    Private
    Odd job
    Full time
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Stamford, CT
    23 hours ago
  • $230k - $295k

     ...About The Company Our client is a private investment firm combining capital, strategic...  ...within private equity, investment banking, and/or credit banking ~ Experience with...  ...Salary Range $230,000-$295,000 Seniority level ~ Seniority level Director... 
    Private
    Full time

    Arrow Search Partners

    Stamford, CT
    12 hours ago
  •  ...East College Way - Mount Vernon, Washington 98273 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the... 
    Private
    Temporary work
    Day shift

    KeyBank

    Mount Vernon, NY
    2 days ago
  • Webster Bank group is hiring a Banking Center Relationship Banker 2 for their Somers, NY location. This role is pivotal in responding to customer needs, providing financial services, and ensuring compliance with banking regulations. Successful candidates will have a background... 
    Senior
    Flexible hours

    Webster Bank group

    Lincolndale, NY
    2 days ago
  • Investment Banking Analyst Location: Greenwich, CT If you are not currently working full time...  ...significant interest from leading private equity sponsors and strategic acquirers....  ...Out Direct client exposure: Work alongside senior bankers and interact directly with clients... 
    Private
    Full time
    Work at office
    Remote work
    Work from home
    Visa sponsorship
    Work visa
    Weekend work

    The Weatherly Group

    Greenwich, CT
    4 days ago
  • $200k

     ...Connecticut. The position requires 15+ years of experience in Private Banking, specifically in handling ultra-high-net-worth clients....  ...prospects, developing investment solutions, and serving as a trusted advisor for clients. This role demands strong communication skills... 
    Private

    Citigroup Inc.

    Greenwich, CT
    1 day ago
  • $58k - $115k

     ...providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's...  ...Worth Lending business in the Private Bank that serves clients with a net...  ...and Private Wealth Financial Advisors to identify and efficiently deliver... 
    Private
    Temporary work
    Local area
    Worldwide

    Morgan Stanley

    Purchase, NY
    4 days ago
  •  ...Senior Financial AdvisorLead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich...  ...Retail, Business Banking, and Wealth teams.What You'll Do:Manage... 
    Senior
    Work experience placement

    M&T Bank

    Cos Cob, CT
    3 days ago
  • $135.6k - $300k

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power...  ...and prestigious financial services firm, most likely in a wealth management, private banking andor trust field Knowledge of fiduciary and financial... 
    Private
    Work experience placement
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Greenwich, CT
    4 days ago

Do you want to receive more vacancies?

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