Senior Wealth Relationship Advisor
Citigroup Inc.
Citigroup Inc. in San Francisco, CA, is seeking a Sr. Analyst for Wealth Relationship Management (Branch) SAFE Act operations. This seasoned professional role develops processes and mentors recruits, integrating cross-functional expertise to drive client solutions. You will identify high-net-worth clients, assess complex financial needs, and deliver holistic planning with a high-touch, in-branch experience, while ensuring regulatory compliance and risk controls. #J-18808-Ljbffr Citigroup Inc.
$80.5k - $135k
East West Bank is seeking a Premier Relationship Manager to provide comprehensive financial advice to our Premier clients. This role involves collaborating with internal teams to support clients throughout their financial journeys while ensuring compliance with regulations...Suggested- HSBC Wealth Management seeks a Wealth Relationship Manager in the United States to manage a portfolio of high-net-worth clients and work with Wealth Relationship Officers and service teams to deliver comprehensive financial solutions. This role emphasizes client focus,...Suggested
$158.01k - $268.64k
A leading financial institution in San Francisco is seeking a Sr. Banking Advisor to develop and manage client relationships, negotiate complex agreements, and provide expert financial consulting. The ideal candidate should have over 5 years of relevant experience and...Senior- JPMorgan Chase in San Francisco seeks an experienced Private Banker to advise families on building, preserving and managing their wealth. You will use your knowledge of investments, planning, credit and banking to advise clients and generate new assets, while working with...SeniorLocal area
$70k - $200k
...Citi Global Wealth brings together the full power of Citi to serve the entire continuum... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and... ...Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial...SeniorFull timeWork at office- ...Job Description Job Description Senior Wealth Manager Presented by Rekroot on behalf... ...recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of... ...Wealth Manager who thrives on building relationships, closing new business, and operating with...SeniorRemote work
$150k - $200k
...Senior Recruiter, Finance Experts Company: Halluminate Location: San Francisco, CA (on-site 5 days per week; relocation stipend available) Compensation: $150,000 - $200,000 + 0.15% - 0.3% equity Employment Type: Full-time Visa Sponsorship...SeniorFull timeH1bRelocationVisa sponsorship$63.3k - $117.2k
...the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on... ...funds, 529s, and life insurance). Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs...Contract workTemporary workPart timeLocal area- Atoms is building the machines that power the next era of progress. Over the last decade, software has transformed the digital world. But the physical world, where food is made, minerals are mined, goods are moved, and industries are run, remains far less intelligent, ...Senior
$26 - $29 per hour
...East West Bank is seeking a Senior Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years...SeniorHourly pay$135k - $165k
...scalable systems, simplify complexity, and use AI and automation to amplify our impact. What We’re Looking For We are looking for a Senior Finance Associate to drive priorities across strategic finance, corporate development, and FP&A as Lightning AI scales. You will...SeniorWork at officeWork from homeFlexible hours2 days per week- Flagstar Bank is seeking a Senior Financial Planner (CFP) to lead comprehensive, goals-based... .... You will partner with bankers and advisors to deliver sophisticated planning analyses... ...planning deliverables and integration into wealth management #J-18808-Ljbffr Flagstar BankSenior
- A consulting firm in San Francisco is looking for a Financial Due Diligence professional to perform extensive analysis on M&A transactions. You will work closely with clients to provide insights into financial performance and risks. The company offers a comprehensive benefits...Senior
- Perigon Wealth Management seeks an experienced Senior Financial Planner to deliver comprehensive, goals-based financial planning for firm clients. You will partner with Advisors and allied professionals to design, implement, and monitor sophisticated strategies supporting...Senior
- Job Overview A law firm seeks a Senior Project Finance Associate specializing in renewable energy to join their team in San Francisco, CA. The role involves handling debt and tax equity financings, as well as development and transactional work for renewable energy assets...Senior
- The WCIRB is seeking a Senior Accountant in San Francisco to lead monthly close, financial reporting, budgeting, and asset accounting in a hybrid role (40% onsite). You will partner with finance and business stakeholders to ensure GAAP compliance, accurate schedules, and...Senior
- Baker Tilly Advisory Group, LP is seeking a Senior Consultant to join our Financial Advisory Services practice within the CFO Advisory team in the United States. The role focuses on improving financial reporting processes, delivering technical analysis, and driving value...Senior
$117k - $187k
...-making across the company. We’re seeking a Strategic Finance Senior Associate to support the General & Administrative (G&A) organization... ...strategic and operational decisions. Build strong relationships across all levels of the organization and develop a deep understanding...SeniorFull timeWork at officeLocal area- Job TitleWhen you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. Because we respect your right to privacy, you can choose not to allow some types of cookies. However, blocking some types of cookies may impact your...Senior
$77k - $214k
...careers, now and in the future. As a Senior Associate, you'll work as part of a team... ...situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and... ...lead the way as technology-enabled tax advisors who provide significance through...SeniorH1bLocal area$122.4k - $228k
...Wealth Management Relationship Manager Develops, manages, retains and grows profitable banking relationships... ...objective of becoming their trusted advisor. Develops relationship with client... ...needs. Makes recommendations to senior leaders on strategy and new...SeniorPart timeShift work$120k - $250k
...manages, retains and grows profitable banking relationships with high-net-worth clients and... ...an objective of becoming their trusted advisor. Develops relationship with client's... ...banking needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorContract workPart timeLocal areaShift work$160.5k - $217.5k
...and Analysis team. This role is a trusted advisor to functional leaders across the... ...across G&A; experience partnering with senior functional leaders on budget strategy and... ...Candor with Connection: We build meaningful relationships that enable honest feedback and direct conversations...SeniorContract work- ...You will gain exposure to project finance debt, tax equity, bonds, and other structured financing solutions while partnering with senior team members on modeling, due diligence, and execution. Over time, you will take on more responsibility and lead financing transactions...Senior
$119k
About the Role We’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team. This role partners closely with cross‑functional leaders across Marketing, Growth, Product, and Data to manage marketing budget, evaluate growth initiatives...SeniorFull timeWork at officeLocal areaRemote workNight shift$350k - $400k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand... .... You will be the primary relationship manager and responsible for delivering... ...management.Job Summary:The Senior Wealth Advisor focuses on...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$95k - $125k
...0.00/yr Associate Director, Executive Recruitment (Accounting/Finance) A rapidly expanding pharmaceutical company is looking for a Senior Financial Analyst to partner with Sales & Marketing leadership on budgeting, forecasting, and strategic planning initiatives. This...SeniorContract work$350k - $400k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...dreams. You will be the primary relationship manager and responsible for... ...management. Job Summary: The Senior Wealth Advisor focuses on...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Senior Financial Analyst Iconic. Approachable. Connected. These are some of the ideas that guide our every day at Janie and Jack. We set ourselves apart with outstanding quality and great care for every detail, from our clothing to our customer service to the...SeniorContract workWork at officeFlexible hours
- Scion Nonprofit Staffing has been engaged to conduct a search for an FP&A Manager for a mission-driven nonprofit organization serving youth and families throughout Northern California. This is a part-time, direct-hire, hybrid position based in San Francisco, CA. POSITION...SeniorPart timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!
- junior oracle financial functional consultant San Francisco, CA
- oracle cloud financials consultant San Francisco, CA
- senior wealth advisor San Francisco, CA
- associate corporate finance San Francisco, CA
- financial advisor development program San Francisco, CA
- associate leveraged finance San Francisco, CA
- financial planning assistant San Francisco, CA
- jde finance consultant San Francisco, CA
- senior financial advisor San Francisco, CA
- financial advisor part time San Francisco, CA



