Senior Wealth Advisor for High-Net-Worth Clients
Citigroup Inc
Citigroup Inc. is seeking a seasoned Sr. Analyst for Wealth Relationship Management in New York. In this role, you will identify and cultivate relationships with affluent clients and provide tailored financial solutions while ensuring compliance with regulations. Candidates should have 5-8 years of relevant experience, strong analytical skills, and proficiency in financial planning tools. The position offers comprehensive benefits including medical coverage, 401(k), and paid time off. #J-18808-Ljbffr
- ...leading insurance brokerage in New York is seeking a Private Client Service Supervisor to lead a dedicated team. In this role, you... ...management, excellent leadership skills, and a strong understanding of high net worth clientele. This position offers a competitive salary and a...SeniorHigh net worth
- ...Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Senior Analyst SAFE Act in Yorktown Heights, New York. This... ...years of experience and involves enhancing client relationships within the affluent and High Net Worth segments. Responsibilities include...SeniorHigh net worth
- Bank of America is looking for a Financial Advisor in their Merrill Advisor Development Program to work with high-net-worth individuals. The role involves developing client relationships, reviewing financial goals, and providing tailored investment recommendations. Qualified...High net worth
- A leading insurance firm in Town of Bedford seeks a Private Client Service Manager to manage High Net Worth individuals' insurance programs. You will ensure clients' needs are met and foster lasting relationships through exceptional service. The ideal candidate has a Bachelor...High net worthFull time
- Fairygodboss is seeking a Private Client Advisor for its Thornwood, NY location. The role involves offering comprehensive financial planning to individuals and families, leveraging digital tools for an exceptional client experience. Ideal candidates will have at least...Suggested
- Gallagher is seeking a Private Client Service Manager in New York to manage personal insurance programs for High Net Worth individuals. The role requires building strong client relationships, conducting annual reviews, and leading insurance strategies. Applicants should...High net worthFlexible hours
- ...Gallagher, we’re looking for a dynamic Private Client Service Supervisor to lead a talented... ...while ensuring our clients receive the high-quality, tailored solutions Gallagher is... ...prior experience working closely with high net worth and ultra high net worth clientele and...High net worthWork at officeLocal areaFlexible hours
- Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected,... ...Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and...High net worthWork at officeFlexible hours
- Koitecc Solutions is looking for a Relationship Banker in Yorktown, NY, to enhance client relationships and offer tailored banking solutions. You will deliver exceptional service and help clients navigate financial products, contributing to branch success. Ideal candidates...
- ...financial services corporation is seeking a motivated individual for client engagement in Yorktown Heights. Responsibilities include... ...communication skills, a focus on results, and flexibility in scheduling. A high school diploma is required, and experience in financial services...Hourly pay
- ...Chase & Co. is seeking a Relationship Banker at Jefferson Valley Mall, Yorktown Heights, NY. This full-time role involves managing client relationships and delivering exceptional customer service. The ideal candidate will have at least 1 year of sales experience in banking...Full time
- JPMorgan Chase & Co. is seeking a Relationship Banker in Yorktown Heights, NY. In this role, you will engage with clients, manage their accounts, and deliver top-notch financial services, tailored to their needs. The ideal candidate will bring over a year of sales experience...
- ...Banker in Yorktown Heights, NY, to provide exceptional service to clients by managing relationships and educating them on banking... ...sales experience and exemplary communication skills to ensure a high client experience. This role involves engaging clients to identify...
- ...A leading accounting firm in New York seeks a Tax Senior to manage client communications and ensure tax compliance. The role includes preparing complex tax returns, mentoring junior staff, and maintaining relationships with clients. Ideal candidates will possess a Bachelor...Senior
$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a... ...wallet share of the affluent and High Net Worth segment with financial... ...complex financial needs of the client and offer solutions through a... ...Lending Consultants and Financial Advisor, Small Business Partners,...High net worthFull timeWork at office- Merrill Wealth Management is a leading provider of comprehensive... ...Role Specifics As a Merrill Advisor Development Program - Financial... ...Advisor, you will work with high‑net‑worth individuals to identify needs... ...both existing and prospective clients. You will also collaborate with...High net worthInterim roleImmediate startShift workDay shift
- ...financial institution is seeking a motivated individual to provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client needs, recommending appropriate investment products, and ensuring...
- ...Banking Associate to manage financial transactions and enhance client relationships. You will handle deposits, withdrawals, and assist... ...cash handling experience and excellent customer service skills. A high school diploma is preferred. This role includes various benefits...
$88.4k - $132.6k
...The Wealth Relationship Management (Branch) Senior Analyst SAFE Act role is a seasoned professional... ...processes, workflows, and client service within the affluent and High Net Worth segments. The role requires... ...Consultants and Financial Advisors, Small Business Partners,...High net worthWork at office- ...services organization in Town of Bedford is seeking a motivated Client Engagement Specialist to enhance client experiences by providing... ...self-service banking options and processing cash transactions. A High School Diploma is required, and a Bachelor's Degree is preferred...Hourly payFull time
$25 - $27.88 per hour
...America is seeking a motivated individual for a banking role in Katonah, NY. The candidate will execute the bank's risk culture, build client relationships, and manage appointments effectively. Key qualifications include a strong commitment to client service, adaptability...Hourly payFlexible hours- ...Find out more about life at Alter Domus at careers.alterdomus.com Senior Fund Accountant - Real Estate Location: Carmel, IN JOB... ...auditor queries Communicate and interact with property manager(s) and client(s) Prepare/review monthly, quarterly, and annual reports for clients...SeniorFlexible hours
$60k - $200k
...Commercial Lines Sales Executive (Client Advisor) World Insurance Associates ("World") is a unique financial services organization... ...challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll...High net worthBase plus commissionImmediate start- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients,... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...equal opportunity employer and place a high value on diversity and inclusion at our...
- ...solutions. Position Summary The Senior Client Manager independently serves as the... ...for the strategy meeting with Client Advisor. ~ Creates complete carrier submission... ...- and long-term strategies that have high impact on client/prospects and the business...SeniorContract workTemporary workWork experience placement
$200k - $290k
...IBM is seeking a Quantum Industry Applications Consultant in Yorktown, NY. This role involves managing client engagements in financial services, identifying quantum use cases, and delivering advisory services. The ideal candidate will possess a Master's degree and at...- ...financial services tailored to their clients needs. This exciting opportunity at Webster... ...invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial... ...institution requirements Delivering a high quality customer service experience...Work at officeLocal area
$62.4k
...Private Client Advisor Location: 3000 East Main Street, Cortlandt Manor New York Job Summary The Private Client Advisor's focus will... ...best interests of Key's clients and Key. Education High School Diploma or equivalent experience (required) or Bachelor...Bank staffWork at officeImmediate startNight shift$62.4k
...Private Client Advisor Location: 1505 Rt 22, Brewster New York The Private Client Advisor's focus will be on our Mass Affluent client... ...best interests of Key's clients and Key. Education High School Diploma or equivalent experience (required) or Bachelor...Temporary workBank staffWork at officeFlexible hoursNight shift$66.3k - $80k
LPL Financial is seeking a Wealth Advisor in Somers, NY, to provide tailored financial solutions and build strong client relationships. This on-site role involves working directly... ...products. Ideal candidates should have a high school diploma (Bachelor’s preferred), relevant...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor for High-Net-Worth Clients. Be the first to apply!
- finance associate Yorktown Heights, NY
- financial planning administrator Yorktown Heights, NY
- financial planning assistant Yorktown Heights, NY
- financial associate Yorktown Heights, NY
- estate planning consultant Yorktown Heights, NY
- financial consultant Yorktown Heights, NY
- jde finance consultant Yorktown Heights, NY
- associate corporate finance Yorktown Heights, NY
- financial counselor Yorktown Heights, NY
- financial advisor associate Yorktown Heights, NY


