Senior Wealth Advisor - HNW & Planning
$88.4k - $132.6kCitibank (Switzerland) AG
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Bronx, New York, to build and manage relationships with affluent and High Net Worth clients. The role requires strong analytical skills and experience in financial planning to anticipate client needs and provide tailored solutions. Candidates should have a Bachelor’s degree and relevant FINRA registrations, along with excellent communication skills. This position offers a competitive salary range of $88,400 to $132,600 and benefits including medical coverage, retirement plans, and paid time off. #J-18808-Ljbffr Citibank (Switzerland) AG
- ...providing sophisticated financial planning and investment advice to high... ...years in a row! They are an advisor-built firm with incredibly... ...seeking an entrepreneurial Senior Wealth Advisor to join their established... ...leaders with a portable, HNW client practice, who will receive...SeniorHigh net worth
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and... ...of experience in investment advisory or wealth management ~ Proven, transferable book... ...opportunities Deliver holistic financial planning Support training initiatives and help...SeniorHigh net worthWork at office
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...RIAs in the country. We bring together holistic financial planning, access to institutional quality investments, life and...SeniorHigh net worth
- ...About the job Senior Financial Advisor We are recruiting for a top tier... ...Investor, Capital Advisor and Wealth Advisor). - Ensure that... ...Wealth Management working with HNW/UHNW individuals and... ...and identification of wealth planning opportunities. - Strong relationship...SeniorHigh net worth
- 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...SeniorHigh net worth
$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...SeniorHigh net worth- ...leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions.... ...offers a revenue-based compensation structure, reflecting your contributions and impact. #J-18808-Ljbffr Compound Planning, Inc.SeniorHigh net worth
- Waverly Advisors, LLC is looking for a Wealth Advisor to provide comprehensive support to high-net-worth clients. The ideal candidate will manage client relationships and offer sound financial planning advice while contributing to the firm's growth through business development...SeniorHigh net worth
$170.5k - $284.1k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's... ...determine solutions through the financial planning process. Prioritize short term and long...SeniorHigh net worthTemporary workWork experience placement- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...SeniorHigh net worth
- ...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... ...role in expanding the client base, delivering high-impact planning and investment advice, and partnering cross-functionally to...SeniorHigh net worthRemote work
- Empower Retirement, LLC is seeking a full-time remote Senior Wealth Advisor to manage a dedicated client team. This role emphasizes personalized... ...will guide clients in investment education and financial planning, ensuring exceptional experiences while retaining and...SeniorHigh net worthRemote jobFull time
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth... ...with clients in understanding and defining their financial planning and investment needs and objectives. Review and analyze...SeniorHigh net worthWork at officeImmediate start$100k - $300k
...weaver.com. Position Profile Weaver Capital Advisors, LLC is seeking talented professionals to join our growing... ...Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will...SeniorHigh net worthBase plus commissionFlexible hours$350k
...Jersey. Our client is seeking a Senior Advisor/ Banker who leads with... ...relationships with both UHNW & HNW clients. Must have strong COI... ...management, and trust and estate planning. Work collaboratively and... ...7+ years' experience in the wealth management industry as either...SeniorHigh net worth$114k - $165.3k
Senior Private Wealth Advisor - Practice Lead (Personal Strategy) Location: Philadelphia, PA (in-person client meetings required). The role focuses... ...class client experience, including onboarding, financial planning, investor education and portfolio, market, and economic...SeniorHigh net worthTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote work- Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position... ...managing relationships with UHNW and HNW clients, providing integrated financial... ...have a Bachelor's degree and 7+ years in wealth management, demonstrating a track record...SeniorHigh net worth
- HSBC is seeking a Financial Planner to deliver tailored financial planning advice to clients. This role emphasizes connecting clients' goals with HSBC products while offering expertise in retirement planning and executive compensation. Candidates will work collaboratively...SeniorHigh net worth
- ...includes building and maintaining client relationships while delivering tailored wealth management solutions. The ideal candidate will have a strong background in investments and wealth planning, along with a proven ability to meet client acquisition targets. Knowledge of...SeniorHigh net worth
- U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates...SeniorHigh net worth
- ...institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth individuals and families... ...generating new business, and advising on all aspects of wealth planning and investment management. International travel is required,...SeniorHigh net worth
$220k - $250k
...recognized firm is seeking a mid-senior Trusts & Estates Associate (4+... ...with sophisticated estate planning and estate/trust administration... ...families, and fiduciaries on complex wealth transfer and tax planning... ...platform Sophisticated HNW/UHNW client work Collaborative...SeniorHigh net worthWork at office- ...Wealth Advisor | Path to Partnership | New York City A nationally recognized... ...a larger team, supporting a senior advisor's practice, or... ...working with High Net Worth (HNW) and Ultra High Net Worth (UHNW... ...Experience participating in financial planning and advice delivery Ability...High net worthWork at officeImmediate start
$190k
...leading CPA firm in the United States, is searching for a Senior Tax Manager to join its Private Client Services team.... ...8+ years in public accounting tax, particularly in HNW, trust & estate, and complex tax planning. The firm offers a fully remote work environment, flexible...SeniorHigh net worthRemote jobFlexible hours- ...institution is seeking a Private Banker in New York to advise clients on wealth management. Candidates should have over 8 years of experience... ...and a strong understanding of investments and financial planning. Spanish fluency is essential, along with the ability to...SeniorHigh net worth
- TWM Executive Search in New York seeks a Wealth Strategist/Trust Counsel to advise HNW/UHNW clients on estate planning and wealth transfer, collaborating with client teams and external advisors. The ideal candidate holds a JD and has 10+ years of trust administration and...SeniorHigh net worth
- LEVELOCITI is seeking experienced Senior HNW Tax Managers and HNW Tax Managers to join its Private Client Services. Both roles emphasize... ...-worth individuals and families with responsibilities for tax planning, compliance engagements, and mentorship. The positions support...SeniorHigh net worthRemote job
- A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal... ...interpersonal skills to successfully engage with advisors and clients. Responsibilities include guiding financial...SeniorHigh net worth
$165k - $225k
...trillion in total assets. Our Wealth Management & Insurance... ...across investments, credit, wealth planning, banking, and customized financing... ..., you will serve as a trusted advisor to clients and families,... ...and retain relationships with HNW clients connected to the Latin...SeniorHigh net worthHourly payFull timeContract workLocal areaShift work- A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth... ...sophisticated financial planning strategies while leveraging advanced... ..., particularly in serving HNW/UHNW clients. Additionally,...High net worth
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