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

Senior Private Wealth Advisor - Investment & Planning

City National Bank of Florida

City National Bank of Florida is seeking a Private Wealth Advisor Senior to consult with clients to meet their financial goals. The role includes providing wealth advisory, investment management solutions, and ensuring regulatory compliance. A successful candidate will have 8-10 years of experience in investment profiling, excellent relationship management skills, and a Bachelor’s Degree in Accounting or Finance. Join us to make a meaningful impact in banking. #J-18808-Ljbffr City National Bank of Florida

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Advisor - Investment & Planning in Florida, NY vacancy
  •  ...At City National Bank of Florida, we invest in our people and the communities we...  ...About Us. Overview About the Role The Private Wealth Advisor Senior is responsible for consulting with...  ...management solutions, including financial planning and trust services. Focuses on... 
    Senior
    Private

    City National Bank of Florida

    Florida, NY
    1 day ago
  • A leading financial institution is seeking a motivated Private Banker to advise clients on wealth management and investment planning. The ideal candidate will have at least three years of experience in Private Banking and possess strong sales skills. Responsibilities include... 
    Private

    JPMorganChase

    Florida, NY
    1 day ago
  • Bci Securities is seeking an Investment Counselor in Town of Florida, NY, to provide tailored...  ...to high‑net‑worth clients within its Wealth Management Division. The ideal...  ...working collaboratively with financial advisors and private bankers to ensure comprehensive service... 
    Senior
    Private

    Bci Securities

    Florida, NY
    1 day ago
  •  ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations...  ...the country. We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives... 
    Senior

    Beacon Pointe

    Florida, NY
    3 days ago
  • $175k - $250k

     ...rapidly expanding financial planning firm that has achieved remarkable...  ...to delivering optimal wealth management solutions. Their...  ...seamless manner. About the Role: Senior Advisors are key leaders within the...  ...about market trends and investment opportunities to provide clients... 
    Senior
    Full time

    Coda Search│Staffing

    Florida, NY
    7 hours ago
  •  ...Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity...  ...sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Note: We are an equal...  ...individual tax returns Provide tax planning and compliance services to... 
    Senior
    Private
    Work at office

    Kaufman Rossin

    Florida, NY
    18 hours ago
  • $175k - $250k

    A financial planning firm in New York seeks a Senior Advisor to manage high-value client relationships and drive growth. The role requires strong leadership, extensive knowledge of investment strategies, and the ability to mentor junior advisors. Candidates should have... 
    Senior

    Coda Search│Staffing

    Florida, NY
    1 day ago
  • $139.7k - $232.9k

     ...delivery of solutions for a comprehensive wealth management strategy for individuals,...  ...closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's...  ...solutions through the financial planning process. Prioritize short term and long... 
    Senior
    Temporary work
    Work experience placement

    Wilmington Trust

    Florida, NY
    1 day ago
  • $139.7k - $232.9k

     ...delivery of solutions for a comprehensive wealth management strategy for individuals,...  ...closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client...  ...solutions through the financial planning process. Prioritizes short‑term and long... 
    Senior
    Temporary work
    Work experience placement

    M&T Bank

    Florida, NY
    1 day ago
  • $300k

    Job Description As a Senior Wealth Advisor on the Mariner Ultra team, you will lead relationships...  ...core to the work Navigate complex planning scenarios, including: Liquidity events...  ...internal specialists (estate, tax, investments, and family office services) to deliver... 
    Senior
    Work at office

    Mariner

    Florida, NY
    1 day ago
  •  ...exceptional service in banking, trust, and investments, fostering long‑lasting client...  ..., by providing comprehensive investment planning and managing the day‑to‑day administration...  ...Work with clients to develop comprehensive wealth management strategies Determine client’... 
    Private
    Full time

    Commerce Bank

    Florida, NY
    4 days ago
  • Job Description: At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client...  ...and sound personal financial planning and financial advisory concepts. Primary...  ...banking, consumer banking, trust investment, wealth management, or related Skills... 
    Private
    Full time
    Flexible hours

    Regions Bank

    Florida, NY
    1 day ago
  •  ...their own homes. The Role The Senior Financial Analyst functions...  ...-end management of financial planning, reporting, and forecasting processes...  ...the fast-paced world of private equity, healthcare, or labor-...  ...of business cases and investment analyses, including rate increases... 
    Senior
    Private
    Full time
    Work at office
    Local area
    Flexible hours

    Lifematters

    Florida, NY
    3 days ago
  •  ...FinCRO function, regulators, senior management and Non-Traded Market...  ...for end results, budgeting, planning, policy formulation and...  ...Treasury, and bank global liquidity investment portfolio 10+ years of...  ...such as FXRBB, commodity risk, private equity risk and CSRBB, QMMF and... 
    Senior
    Private

    Jobtailor

    Florida, NY
    3 days ago
  • Senior Auditor Senior Auditor performs responsible, professional work in conducting comprehensive audits and ensuring compliance with...  ...Engineering, Land Surveying, Transportation Engineering, Urban Planning, and Land development. Responsibilities include overseeing civil... 
    Senior
    Work at office
    Remote work

    Mesirow Financial

    Florida, NY
    1 day ago
  • Fwainvest seeks a Private Wealth Consultant to partner with financial advisors, guiding high-net-worth clients in comprehensive wealth planning, including estate, tax and retirement strategies. You’ll lead large cross-functional projects and provide indispensable service... 
    Senior
    Private
    Remote job

    Fwainvest

    Florida, NY
    2 days ago
  • Senior Associate Attorney - Leveraged Finance / Private Credit Advert Code: MLFS 177 An elite national finance practice is seeking a Senior Associate (5-7 years...  ...market Structure mezzanine and subordinated debt investments, including preferred equity co-investments and... 
    Senior
    Private

    The People Of: Professional Services

    Florida, NY
    1 day ago
  •  ...Prudential Advisors is looking for an Experienced Financial Advisor...  ...create customized financial plans using industry-leading financial...  ...open-architecture investment platform throughour broker-dealer...  ...notes, alternative investments, private equity and private REITs, option... 
    Private
    Worldwide

    Prudential Advisors

    Florida, NY
    4 days ago
  • $63.25k - $121.2k

     ...provides sophisticated planning advice to clients...  ..., including: wealth structuring for HNW...  ...environment to build the private bank of the future...  ...bankers and senior planners to...  ...planners. Client and Advisor Support . Participate...  ...Collaborate with investment, insurance, and lending... 
    Private
    Work at office
    Local area
    Day shift

    Dormont Manufacturing Company

    Florida, NY
    2 days ago
  • Senior Vice President of Sales page is loaded## Senior Vice President...  ....* ### Lead global sales planning, forecasting, and...  ...relationships with luxury travel advisors, consortia (including Virtuoso...  ...company and affiliate of global private investment firm Starwood Capital Group.... 
    Senior
    Private
    Live in
    Relocation
    Night shift

    1 Hotels

    Florida, NY
    18 hours ago
  • $100k

     ...Certified Financial Planner (CFP®) to conduct in-depth assessments and develop strategic financial plans for high-net-worth clients. The ideal candidate will have expertise in investment management, tax strategy, and estate planning, alongside proficiency in financial planning... 
    Senior
    Full time

    #twiceasnice Recruiting

    Florida, NY
    1 day ago
  • Senior Director, Strategic Pricing Department: Finance Employment...  ...financial return on our company’s investments while also ensuring the...  ...leadership team as well as our private equity sponsor. This role can...  ...experience in financial planning & analysis or pricing/business... 
    Senior
    Private
    Full time
    Contract work
    Temporary work
    Live in
    Work at office
    Remote work

    Blue Stream Fiber

    Florida, NY
    3 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 5 Maple Avenue - Warwick, New...  ...Be a problem solver, trusted advisor, and partner to the people and...  ...entire client relationship with a plan-based approach to financial...  ...base with up to $2M in investable assets. The PCB helps new and... 
    Private
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Warwick, NY
    4 days ago
  • Prudential Advisors is looking for an Experienced Financial Advisor...  ...create customized financial plans using industry-leading financial...  ...open-architecture investment platform throughour broker-dealer...  ...notes, alternative investments, private equity and private REITs, option... 
    Private

    Prudential Advisors

    Florida, NY
    18 hours ago
  • $165k - $200k

     ...ideal candidate will provide expert advice in Wealth Management, coordinating a team of Banking, Trust, and Investment professionals to meet client needs. With a base...  ...position also offers benefits such as healthcare, retirement plans, and paid vacation. #J-18808-Ljbffr... 
    Senior

    U.S. Bank

    Florida, NY
    3 days ago
  • $65k - $80.2k

     ...clients and employees. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely...  ...investments to expand our advisor base and deliver an...  ...investment, investment planning, and insurance...  ...services Knowledge of private banking products and services... 
    Private
    Temporary work
    Work experience placement
    Local area
    Flexible hours

    Us Bank

    Florida, NY
    1 day ago
  •  ...A private credit investment firm in Palm Beach County is seeking a Fund Accountant and Senior Fund Accountant to join their accounting team. The firm is currently in a high growth stage and is looking to double their fund accounting team in the next year. Due to the high... 
    Senior
    Private
    Relocation

    Atlantic Group

    Florida, NY
    7 hours ago
  • JPMorgan Chase & Co. is looking for a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions. The role requires fostering client...  ...relationships and working with individuals at various wealth levels. Key responsibilities include... 

    JPMorgan Chase & Co.

    Florida, NY
    18 hours ago
  • JPMorgan Chase is looking for a Private Client Advisor in New York to offer comprehensive financial planning and advice to clients. You will build relationships and provide tailored investment solutions while supporting their financial needs. Ideal candidates must have... 

    JPMorgan Chase

    Florida, NY
    3 days ago
  • A leading global financial services firm is looking for a Private Client Advisor to provide comprehensive financial planning and advice. You will build relationships with clients and offer tailored investment solutions, demonstrating strong integrity and understanding... 

    JPMorgan Chase & Co.

    Florida, NY
    18 hours ago

Do you want to receive more vacancies?

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