Senior Wealth Consultant Financial Planning & Investments
Charles Schwab
Charles Schwab in New York is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build lasting client relationships while guiding them on their financial journeys. Required qualifications include a valid FINRA Series 7 license and a commitment to client service. Candidates will enjoy a competitive benefits package including a 401(k) plan, paid time off, and family building benefits. #J-18808-Ljbffr
$250k
...A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial needs. This role requires a Certified Financial Planner... ...develop and manage complex financial plans while ensuring compliance with industry...Senior$70k
...Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building... ...client relationships, providing investment advice, and ensuring compliance with regulations... ...'s degree, 5-8 years of experience in financial services, and strong analytical and...Senior$70k
...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...SeniorFull time- ...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... ...financial advisory, proficiency in financial planning software, and strong communication...SeniorFull time
$120k - $150k
...Virtus Investment Partners, Inc seeks a seasoned professional to provide comprehensive wealth management and financial planning services. The role involves partnering with the BDO to enhance client experiences and develop strategies for high-net-worth clients. Candidates...Senior$200k - $250k
...The Independent Educational Consultants Association in New York is seeking a Lead Advisor to manage financial planning and investment services for diverse clients. This position emphasizes a commitment to ESG values while providing strategic advice. The successful candidate...SeniorFull timeWork at officeRemote work- ...A leading financial services firm in the United States is seeking an experienced financial modeler to build advanced valuation models... ...analyses. The ideal candidate will have progressive experience in investment banking or private equity, strong expertise in financial...SeniorRemote work
- ...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 competitive benefits including medical, dental, and retirement plans. #J-18808-Ljbffr...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... ...health coverage, retirement plan, and paid time off. #J-18808-...Senior$350k
...Senior Advisor/Banker Our client is a growing super... ...Banker who leads with investments. Responsibilities:... ...Provide integrated financial services advice to these... ...and trust and estate planning. Work collaboratively... ...' experience in the wealth management industry as...Senior- ...A leading financial services firm in New York seeks a Wealth Relationship Advisor to build and deepen client relationships... ...-solving abilities alongside investment advisory qualifications.... ...offered, including medical, dental, and retirement plans. #J-18808-Ljbffr...SeniorFull time
- ...A forward-thinking wealth management company based in New York is seeking a Senior Wealth Advisor. The ideal candidate will have 4-6+ years of experience... ...be responsible for client communication and investment consultations. This role offers a unique opportunity to influence...Senior
$70k
...A major financial institution in New York, New York is seeking an experienced Financial Advisor. Responsibilities include building relationships with new clients and providing investment advice while adhering to compliance regulations. The ideal candidate has 5-8 years...Senior- ...About the job Senior Financial Advisor We are recruiting for a... ...advising on and implementing investment, banking and trust/estate solutions... ..., Capital Advisor and Wealth Advisor). - Ensure that the... ...identification of wealth planning opportunities. - Strong relationship...Senior
- ...Job Description The senior wealth advisor position at Mariner... ...comprehensive wealth plans that include a coordinated financial strategy that aligns with... ...and customized investment portfolios Participate... ...experience with fee-based consulting, tax, mutual funds, money...Senior
$88k - $125k
...Senior Financial Services Professional - Remote We are expanding our team of Financial Consultants in a fully remote environment and are seeking experienced... ...consolidation, retirement planning, college savings, insurance, long-term care, investments, and related strategies....SeniorRemote workFlexible hours$150k - $200k
...Role Overview As a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW... ...Banksy and Basquiat, and educate them on the benefits of investing in art. Key Responsibilities Attend evening gallery events at...SeniorAfternoon shift- ...Senior Associate, General and Administrative Finance Rippling... ...functions, support our long-range planning work, and contribute to... ...prior background in banking or investing preferred, though not required... ...decision making Create financial models from scratch to size business...Senior
- ...A major financial institution is seeking an Affluent Market Senior Financial Advisor in Parsippany, NJ. This role focuses on providing customized investment solutions to high net worth clients and requires significant experience in financial advisory services. The ideal...Senior
$170.5k - $284.1k
...of a book of business. Consults and coordinates on the... ...for a comprehensive wealth management strategy for... ...Managers, Custom Credit, Investment Advisors and Trust... ...assess client's current financial situation, goals and... ...through the financial planning process. Prioritize short...SeniorTemporary workWork experience placement- ...military families toward financial security since 1958.... ...through a high-touch, consultative approach. What You'... ...across all stages of wealth-accumulation, preservation... ...progress, and adjust plans based on life events,... ...plans that integrate investment management, retirement...SeniorFor contractorsLocal areaShift work
$115k - $125k
...at the intersection of financial rigor and operational... ...warehousing, and network planning, and will actively... ...analysis for capital investments and network optimization... ...initiatives Partner with the Senior Manager on bottoms up... ..., investment banking, consulting, or private equity ~...SeniorWork experience placement- ...are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe... ...families to develop personalized financial strategies and help clients make... ...together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact...Senior
- ...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 in a... ...expanding the client base, delivering high-impact planning and investment advice, and partnering cross-functionally to...SeniorRemote work
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future... ...work with clients in understanding and defining their financial planning and investment needs and objectives. Review and analyze a client's...SeniorWork at officeImmediate start- ...Senior Associate, Strategic Finance Rippling is looking to hire... ..., support our long-range planning work, & contribute to select... ...prior background in banking or investing preferred, though not required... ...driven decision making Create financial models from scratch to size...SeniorWork at office3 days per week
$55 - $65 per hour
...Why Facet? The Future of Financial Planning Facet was founded in 2016 on the belief that objective, personalized financial advice is essential... ..., we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP professionals...SeniorPart timeLocal areaRemote work- ...Senior Financial Planner Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-... ...understanding of financial planning, investments, and tax planning Be an active part...SeniorWork at officeRelocationMonday to FridayFlexible hours
$110k
...) Job #47878 Salary: $110,000 Job Overview - Senior Financial Reporting Associate (BDC) Compensation: $110,000 - $125,00... ...reporting and financial oversight for a publicly registered investment vehicle, including 10-Q and 10-K filings, NAV review, dividend...SeniorPermanent employmentMonday to Friday- ...Senior Associate Rippling is growing rapidly, and we're hiring... ...Associate to help build our GTM financial strategy and drive decisions... ...from high-growth tech, investment banking, private equity, and... ...during quarterly and annual planning Use the latest technology...SeniorWork at office3 days per week
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