Senior Wealth Advisor: Client Growth & Investment Strategy
$70kCitigroup Inc.
A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This full-time position offers a competitive salary of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service. #J-18808-Ljbffr Citigroup Inc.
- A leading wealth management firm in New York is looking for a Wealth Advisor to manage high-net-worth clients and enhance their investment outcomes. The successful candidate... ...optimize investment strategies. The role offers... ...clients' financial growth significantly. #J-18...Senior
$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services... ...skills. The advisor will build and deepen client relationships and provide investment advice. Candidates should possess a degree, licenses...SeniorFull time- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...Senior
$70k
A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...Senior- A leading wealth management firm in New York seeks a Senior Client Advisor to develop and maintain strong client relationships. You'll oversee a team, ensuring effective client service and investment management. Candidates must possess a master's degree and relevant experience...Senior
- ...financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private... ..., generating new business, and advising clients on their investment strategies. The ideal candidate will have proven sales success and strong...Senior
- A leading financial advisory firm in New York seeks a Wealth Advisor to enhance investment management experiences for clients. The role includes managing relationships with high-net-worth clients, delivering tailored financial insights, and collaborating with internal teams...
- A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional guidance and support while collaborating with internal teams....
- ...Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial... ...strong relationships, and advising on investment opportunities. Candidates should possess over...Senior
- ...global marketing services firm in New York, NY seeks a Senior Associate in Client Strategy. This role involves developing and supporting full-funnel... ...supportive environment focused on innovation, professional growth, and competitive benefits, including generous time off...Senior
- Citigroup Inc. is hiring a Senior Wealth Advisor in New York, NY. In this role, you will... ...provide comprehensive financial and investment advice to affluent clients, utilizing a range of investment... ...opportunities for professional growth within Citigroup's expansive network...SeniorFull time
$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... ...financial advice, and driving product growth through collaboration. Candidates should have...Senior- Ansira, LLC is seeking a Sr. Director, Client Strategy & Engagement to oversee marketing programs. This telecommuting position requires expertise... ...foster client relationships. Success metrics will include program effectiveness and account growth. #J-18808-Ljbffr Ansira, LLCSeniorRemote work
- ...is seeking a Financial Advisor in Brooklyn, New York to... ...planning guidance and investment solutions. This role requires... ...understanding of wealth management and involves... ...serving as the primary client contact, providing exemplary... ...offers extensive growth opportunities and is integral...
- ...institution in New York is seeking a Financial Advisor to provide financial planning and investment management solutions. The role involves reviewing client goals, onboarding new clients, and... ...offers competitive compensation and growth opportunities within a collaborative...
- ..., you will engage with clients to understand their financial... ...tailored advice and strategies that align with their... ...solutions, including investment opportunities, retirement planning, and wealth management strategies.... ...health resources Career growth opportunities and ongoing...
$136.8k - $198.38k
...area and is excited to meet with clients in person, if needed, and has... ...licenses active in good standing.The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping... ...the ‘Personal Strategy’ investment strategy; recommend, implement,...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$115k - $150k
...industries, Aprio ensures clients are prepared for wherever... ...top‑rated culture, vast growth opportunities and your next... ...firm looking for a Senior FP&A Analyst, Corporate Strategy to join their dynamic team... ...‑performing analyst with investment banking, transaction services...SeniorWork at officeLocal areaRemote workFlexible hours- J.P. Morgan is seeking a Private Client Advisor in New York, NY, dedicated to providing comprehensive... ...financial planning and personalized investment solutions. The role requires a minimum... ...with opportunities for professional growth and a diverse working environment. #J-1...
- ...is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial... ...We offer a supportive culture, ongoing career growth, and a comprehensive benefits package,...Senior
- ...is seeking an experienced Financial Advisor to deliver personalized wealth management solutions. The ideal candidate... ...history, and the ability to build client relationships. Responsibilities include providing financial planning strategies and maintaining client portfolios. A...Senior
$120k - $240k
...opportunity employer**Job Description :**Senior Director/Director, Client Growth & StrategyLocation: New York (in... ...marketing and communications strategy to business leaders by delving into... ...prospecting to serve as a trusted advisor who can combine insights with communications...SeniorWork at officeFlexible hours3 days per week- TIAA is looking for a Wealth Management Advisor in New York, NY. In this role, you will partner with affluent clients to understand their financial needs and develop tailored recommendations... ...You must maintain a strong knowledge of investment solutions and have excellent...Senior
- ...York is seeking a dedicated relationship manager to proactively develop networks and manage client relationships. You will build a pipeline of opportunities across the US Wealth product set and engage in community functions to enhance visibility. The ideal candidate will...Senior
$70k
Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This role involves building and maintaining client relationships to grow bank and brokerage assets. The ideal candidate will have 5-8 years of experience in sales within the financial services...Senior- ECG Resources, Inc. is seeking a Private Wealth Advisor in New York or Chicago. This role demands at least 10 years of investment industry experience and a Series 65 license.... ...will manage relationships with high-net-worth clients, serving as a liaison between clients and...Senior
- ...A leading digital solutions firm seeks a Client Partner to enhance client relationships and expand business by 25% annually. This remote... ...in Strategic B2B Account Management, proven success in business growth, and bilingual fluency in English and Spanish. Enjoy autonomy in...SeniorRemote work
- 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...SeniorFull time
- ...serve as **Head of Strategy and Product for** **Client Platforms... ...continued global growth by defining, socializing... ...and Wealth/Retail businesses... ...partnering with senior business and technology... ...to a financial advisor, new parent leave... ...alternative investment manager offering...Temporary workWork experience placementLocal areaFlexible hours
- ...Senior Client Development Director (Senior Account Executive) Intapp is revolutionizing the investment banking and private capital markets around the world with data, transparency,... ..., Direct Lending, Real Estate, Venture/Growth, FOF, Institutional Investors, and Corporate...SeniorFlexible hours
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