Senior Wealth Advisor - UHNW Client Relationships (NY/NJ)
Avior Executive Search
Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated financial services, and developing referral networks. Ideal candidates will have a Bachelor's degree and 7+ years in wealth management, demonstrating a track record of significant AUM. Required qualifications include Series 7 and 66 licenses, along with a self-motivated and entrepreneurial spirit. . #J-18808-Ljbffr Avior Executive Search
- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients...Senior
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank... ...and retain full-service relationships with both UHNW & HNW clients. Must... ...of clients within the NY or NJ metro market and be able... ...years' experience in the wealth management industry as...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 experience and excellent... ...skills. The advisor will build and deepen client relationships and provide investment advice. Candidates...SeniorFull time- ...TwinThread is seeking a Private Client Advisor based in New York, NY, to provide comprehensive financial planning and advice to individuals and... ...acquisition skills, and a proven ability to build and maintain relationships. Bilingual (English and Hebrew) is required, along...Suggested
$150k
...Experienced Financial Advisor – Independence &... ...are local to OR, NY, NJ, FL, IL or CA... ...seeking experienced wealth advisors with an established... ...of their clients. This is a rare opportunity... ...ownership — your relationships remain yours. No... ...with other senior advisors and firm...TraineeshipLocal area$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- ...Truist is seeking a Financial Advisor in New York, NY, to provide personalized investment advice tailored to client goals. This role requires strong analytical and relationship management skills, along with FINRA licenses. Candidates should have a Bachelor's degree and...
$170k - $210k
...Why Work at Mercer Advisors? For more than... ...to act in our clients' best interests -... ...methodology here. Regis UHNW Team: Our... ...challenges. Regis Wealth Advisors work hand... ...be the primary relationship manager and responsible... ...Summary: The Senior Wealth Advisor...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least...Senior
- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates...SeniorWork at office
- ...A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid...Senior
$250k - $275k
...drafting and litigating restrictive covenants and working with diverse clients. Ideal candidates should have strong interpersonal, writing, and analytical skills, and must be in good standing with NJ and NY State Bars. This full-time position offers a competitive salary...SeniorFull time- A leading financial services firm is seeking a Private Client Advisor in Bronx, NY. This role involves delivering personalized investment solutions, building strong client relationships, and providing financial planning to diverse clients. The ideal candidate has 2+ years...
- ...Multi Family Office/ RIA Opportunity Our client is a Global Multi Family Office/ RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra... ...over 15B AUM and growing. The founder is a UHNW banking veteran that was asked by his clients...SeniorWork at officeWorldwide
$200k - $250k
Madison-Davis, LLC is seeking a Senior Relationship Manager - Trade Finance in New York, NY. This hybrid role focuses on developing new corporate client relationships and generating revenue through corporate lending transactions. The successful applicant will have a solid...Senior$181k - $264.38k
A leading engineering firm is seeking a NY/NJ Major Bridges Leader based in New York City. This role focuses on planning and overseeing... ...project deliverables, supervising teams, and engaging with clients. Preferred qualifications include a degree in Structural Engineering...Senior$94k - $175k
...services organization is seeking a Sr. Fiduciary Advisor in Plymouth Meeting to manage fiduciary responsibilities for Ultra High Net Worth clients. This role involves delivering sophisticated advisory services, client relationship management, and ensuring compliance with...Senior- ECG Resources, Inc. is seeking a Private Wealth Advisor in New York or Chicago. This role demands at least 10 years of investment... ...and a Series 65 license. The advisor will manage relationships with high-net-worth clients, serving as a liaison between clients and teams...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 solutions. The ideal candidate will have 5-8 years of experience in financial...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
- ECG Resources, Inc. is looking for a Relationship Manager specializing in HNW Tax & Family Office Services... ...complex tax returns and providing client advisory services. This role offers an opportunity to work closely with UHNW clients while maintaining a balanced work/life...SeniorWork at office
- Valley National Bank in New 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...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 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
- A leading financial services firm in New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering to regulatory compliance. Ideal candidates will have 5-8 years of financial services experience and strong analytical skills. This...SeniorFull time
- 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
- A leading financial services firm in New York is looking for a Wealth Relationship Management Sr. Analyst. The role involves building relationships with affluent clients and offering tailored financial solutions while ensuring full compliance with relevant regulations....Senior
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time- A leading global financial services firm is seeking a Private Wealth Advisor in New York City. The role involves building and managing client relationships, offering tailored wealth management advice to ultra-high-net-worth individuals. Ideal candidates will have over four...
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