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
$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$130k - $140k
Overview Sr. Client Success Manager - NY/NJ Candidates ONLY - (Salary $130-140k) This... ...0/yr Job Responsibilities Senior Client Success Manager will lead and grow strategic relationships with our key clients in... ...You will act as a trusted advisor and advocate for clients,...SeniorFull time$100k - $110k
TIAA is seeking a Wealth Management Advisor in New York, NY to develop a high-quality wealth management practice by managing and deepening relationships with high-net-worth clients. You will provide tailored financial strategies and proactively grow your client base while...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$350k
Our client is a growing super regional full-service... ...client is seeking a Senior Advisor/ Banker who leads... ...retain full-service relationships with both UHNW & HNW clients. Must... ...clients within the NY or NJ metro market and be... ...' experience in the wealth management industry...Senior$20.21 - $24.7 per hour
U.S. Bank is seeking a Client Relationship Consultant 3 in Martin, KY to build and manage client relationships through various channels. The role involves engaging with clients, assessing their banking needs, and providing tailored solutions while emphasizing a digital...SeniorHourly pay- 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 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
- Kearny Bank is hiring a Senior Personal Banker to deliver exceptional service to clients in New Jersey. This full-time onsite position involves managing client relationships, executing transactions, and ensuring operational excellence. The ideal candidate will have at least...SeniorFull timeWork at office
$54.38k
...Senior Relationship Banker Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact... ...Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients...SeniorHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- Senior Account Manager, Financial Services & Commercial (Northeast: NY, NJ, CT, MA) Job Category: Sales Requisition Number: ACCOU... ...maintain deep, strategic relationships with key client stakeholders, serving as... ...point of contact and trusted advisor. Identify, pursue, and...SeniorFull timeFor contractors
$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$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$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...Senior$70k
Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring compliance with regulations. The ideal candidate should have a Bachelor's degree, 5-8 years of experience...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
$100k - $110k
Retirement Resource Center, LLC. in New York is seeking a Wealth Management Advisor to develop and manage a practice specializing in high-net-worth clients. The role includes building and deepening client relationships and delivering tailored financial strategies with a...Senior$195k - $215k
Popular in New York City is seeking a Sr Commercial Relationship Officer to develop and manage a commercial customer portfolio focusing on... ...expertise in commercial banking products. The role involves client management, compiling loan packages, and collaborating with credit...Senior- 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
- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate...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- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships, delivering tailored investment guidance and collaborative financial planning. The role requires expertise in complex client interactions and the ability to provide...SeniorWork at office
- ...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
$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- ...Bank in Rutherford, New Jersey is looking for a Senior Personal Banker to deliver exceptional service to clients. The role requires managing client relations... ...position supports growth and retention of client relationships while adhering to compliance standards. #J-188...SeniorFull time
- A prominent banking institution is seeking a Commercial Private Banker III in Red Bank, NJ, to develop and manage a portfolio of commercial client relationships. The ideal candidate will have over 10 years of experience in commercial banking, with solid expertise in relationship...Senior
$192k - $288k
A global financial services firm in New York is seeking a Private Banker Sr. Lead to manage relationships with Ultra High Net Worth clients. This role requires over 10 years of experience in Private Banking, along with a strong background in relationship selling and fluency...Senior- ...financial services firm is seeking a Private Client Advisor to provide comprehensive financial... .... The role includes building strong relationships with clients and supporting their financial goals, from saving to significant wealth management. Candidates must have at least...
- 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...
- ...Description Job Description Senior Network Engineer / Principal... ...Infrastructure Consulting | Remote (NY/NJ Metro) CCIEs are strongly... ...practice. These are client-facing consulting roles supporting... ...onsite and are trusted advisors throughout the lifecycle of complex...SeniorRemote job
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