Senior Private Client Advisor — Wealth Strategy
Bank of America
Bank of America is seeking an experienced individual in Chevy Chase, MD for a client management role. You will lead business development efforts, identify new client opportunities, and foster relationships to deliver a branded client experience. The ideal candidate possesses over 12 years in private banking or complex financial services, along with strong interpersonal and influencing skills. Join a team committed to client satisfaction and extensive support resources. #J-18808-Ljbffr Bank of America
- ...in McLean, Virginia, seeks a seasoned professional for a key role in client management and business development. This role demands a proactive individual with over 12 years of experience in private banking or complex financial services. Your main tasks will include leading...SeniorPrivate client
$94k - $141k
Citigroup Inc. in Washington DC is seeking a Client Service Officer to deliver wealth management services to CITI PRIVATE BANK clients. This role requires strong analytical and communication skills as well as a solid understanding of banking products. Candidates should...SeniorPrivate client$70k
...The Wealth Relationship Advisor SAFE Act is a seasoned professional... ...relationships with new clients with the goal of... ...but not limited to Senior Wealth Advisor, Small... ...financial planning strategies preferred ~ Must be... ...Job Family Group: Private Client Coverage Job...SeniorPrivate clientFull timeWork at office$70k
Overview The Wealth Relationship Advisor SAFE Act role requires a seasoned... ...with new clients to add bank and brokerage... ...segment partners such as Senior Wealth Advisor,... ...financial planning strategies preferred. Self‑starter... ...Job Family Group: Private Client Coverage Job...SeniorPrivate clientFull timeWork at office- Citi is seeking a seasoned Client Service Officer to provide wealth management services for CITI PRIVATE BANK clients. You will manage client transactions, address inquiries, and ensure operational integrity while maintaining high client satisfaction. Ideal candidates will...SeniorPrivate client
$76k - $125.3k
...in professional tax. You will collaborate with specialists in various tax areas and be pivotal in offering tailored tax planning strategies. EY offers a hybrid working model and a comprehensive benefits package including a competitive salary range of $76,000 to $125,30...SeniorPrivate client$64.5k
...The Senior Marketing Specialist is responsible for developing and implementing advanced marketing strategies to enhance brand visibility and drive customer engagement. This role involves managing specific marketing projects, analyzing market trends, and collaborating...SeniorPrivate clientHourly pay- ...and detail-oriented Tax Senior to join our team... ...with a sophisticated client base that includes entrepreneurs... ...complex tax planning strategies. Stability &... ...in the DC metro area private client space. Work-... ...closely with partners, wealth advisors, and outside counsel on...SeniorPrivate clientLocal area
$64.5k
The Senior Marketing Specialist is responsible for developing and implementing advanced marketing strategies to enhance brand visibility and drive customer engagement. This role involves managing specific marketing projects, analyzing market trends, and collaborating with...SeniorPrivate client- A leading financial services company is seeking a Private Client Advisor in Washington, D.C. to provide comprehensive financial planning and investment advice to clients of varying wealth. The ideal candidate will have at least 2 years of experience in financial services...Private client
- ...leading financial services firm is seeking an AVP, Advisor to craft tailored investment strategies and manage client engagements. This role involves executing complex... .... The ideal candidate will have over 5 years in wealth management and strong problem-solving skills,...Senior
- ...P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private client
$120k - $140k
...Advisory Incorporated is seeking experienced professionals for a client service role in Washington D.C. Ideal candidates will have a... ...Responsibilities include managing client needs and collaborating with various advisors. The role requires a Bachelor's degree, a minimum of ten years'...SeniorPrivate client$100k - $275k
...responsible for acquiring new clients, deepening client... ...access to the full array of Private Bank capabilities and services... ...needs, preferences, and overall wealth strategy, and responds to changes in... ...prospects as their trusted advisor, providing integrated recommendations...Private clientShift workDay shift$115k - $130k
...Senior Consultant - Strategy & Transactions We are seeking a high-performing Quality of Earnings (Qoe) Specialist with 4–6 years... ...executing financial due diligence engagements for private equity and corporate clients across the deal lifecycle. The ideal candidate brings...SeniorPrivate clientLong term contract$120k - $215k
...Relentless Excellence . Both our client service and culture are... ...Make Stout is looking for Senior Managers to support our Business... ...leadership team's account strategies. You will also be a key driver... ...list of corporate clients and private equity firms, including a mix...SeniorPrivate clientWork at officeLocal areaFlexible hours- ...Summary: Our award-winning client is seeking a Private Wealth Senior Tax Associate to join their team. Our distinguished US-based client seeks a... ...and estates. Develop proactive tax plans, including strategies for federal estate, gift, charitable giving, and minimizing...Senior
- A leading financial institution located in Washington, D.C., is seeking an experienced Private Banker to manage client relationships and provide expert financial advice. The ideal candidate will have a minimum of six years in Private Banking or Financial Services, a Bachelor...SeniorPrivate client
- ...services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business. Candidates...Senior
$128.1k - $213.5k
...Broughton Group is seeking a Sales Lead for Wealth Management, based in Baltimore, MD. This... ...accountable for a revenue goal through client acquisition and retention, while... ...client relationship team, developing sales strategies, and ensuring client goals are met. Candidates...Senior- TwinThread is seeking a Managing Director, Private Banker in Washington, D.C. to provide advisory services in wealth management to clients of J.P. Morgan's U.S. Private Bank. The role requires over 15 years of experience in Private Banking or Financial Services, a Bachelor...Senior
- ...financial advisory firm seeks a Service Advisor in Rockville, MD. This role involves preparing... ...plans and providing exceptional client service to support and grow relationships... ...environment and opportunities for professional growth. #J-18808-Ljbffr Bluespring Wealth PartnersSenior
$141k - $290k
...Tax Senior Manager Weaver is a full-service national accounting, advisory... ...growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large businesses... ...preparation, entity structuring, wealth preservation, family succession...SeniorPrivate clientImmediate startFlexible hours$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting, advisory, and consulting firm with opportunities... ...helps clients manage and preserve their personal wealth. Our scope of services includes, but is not limited to...SeniorPrivate clientWork at officeFlexible hours- A leading financial services firm located in Arlington is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to clients. In this role, you will foster strong client relationships and emphasize digital innovation...Private client
- RSC Insurance Brokerage, Inc. seeks a Senior Marketing Specialist in Bethesda, MD to develop and implement marketing strategies that enhance brand visibility and drive customer engagement. This role requires strong analytical and project management skills, along with a...SeniorPrivate client
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services... ...understanding of estate and wealth planning Experience researching tax... ...issues to develop effective tax planning strategies and translate complex data into...SeniorPrivate clientHourly paySeasonal workRemote workFlexible hours$76k - $82k
Position Overview Bernstein Private Wealth Management is a... ...ultra-high-net-worth clients. As an industry leader... ...collaboration with Financial Advisors, help propel the... ...Collaborate and network with senior professionals... ...financial management strategies. A focus on client service...Private clientTemporary work- ...Senior Associate, Advanced Wealth Planning This role sits within a sophisticated wealth... ...and ultra-high-net-worth clients with complex financial... ...advanced financial planning strategies, working alongside senior... ...range, supporting senior advisors in client engagements....Senior
- A reputable wealth management firm in Virginia is seeking a Senior Financial Planner to serve as a technical expert and strategic partner. This role involves producing... ...a 401(k) retirement plan. Join a collaborative team dedicated to client success. #J-18808-Ljbffr Bogart WealthSenior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Advisor — Wealth Strategy. Be the first to apply!
- full time remote customer service representative Chevy Chase, MD
- full time customer service representative work from home Chevy Chase, MD
- senior mulesoft developer Chevy Chase, MD
- senior leadership Chevy Chase, MD
- senior vice president of operations Chevy Chase, MD
- senior rails developer Chevy Chase, MD
- senior c# .net software developer Chevy Chase, MD
- senior mainframe developer Chevy Chase, MD
- senior software engineer Chevy Chase, MD
- senior developer Chevy Chase, MD

