Senior Wealth Advisor
Citi Group
Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver holistic client experiences, focusing on wealth preservation, growth, and intergenerational transfer. Strong North Asia expertise and a client-centric mindset are essential. #J-18808-Ljbffr
- ...Citi is hiring a Wealth Relationship Manager for the San Lorenzo, CA area to manage and grow relationships with affluent clients through comprehensive financial planning and personalized service. The role requires in-depth knowledge of investment and banking products,...Senior
$100k - $275k
Bank of America is seeking a seasoned professional in New York for a role that focuses on acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client...Senior$90k - $150k
...Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time,...SeniorFull time$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private...Senior$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management...SeniorTemporary workWork experience placement- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...Senior
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...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 remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered...SeniorRemote work
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those... ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-...SeniorWork at office
- ...Position Type Regular Role Overview As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee‑based, non‑discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing...Senior
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active...SeniorWork at officeImmediate start$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided by Stonepath... ...expertise. You will partner directly with clients and advisors to design and implement advanced planning strategies tailored...SeniorFull timeWork at officeRemote workFlexible hours$100k - $300k
...weaver.com. Position Profile Weaver Capital Advisors, LLC is seeking talented professionals to join our growing... ...Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will...SeniorBase plus commissionFlexible hours- A leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over...Senior
$90k - $110k
...diverse, and we are committed to embracing diversity of thought, experience, and perspective across our team. We're looking for a Senior Financial Analyst, FP&A to join our Finance team. Reporting to the Senior Manager, FP&A, you'll play a key role in helping leaders...SeniorFull timeWork at officeRemote workWork visaFlexible hoursShift work1 day per week$125k - $145k
Senior FP&A analyst Location: Hybrid in New York City (3 day in-office requirement) Qualifications: 4+ years of experience as an FP... ...leaders across GTM, Finance, Strategy, and BizDev as a trusted advisor Contribute to Melio’s top-line revenue planning and...SeniorOngoing contractFull timeWork at office$130k - $150k
...Job Overview – Senior Finance Associate (Remote) Compensation: $130,000 – $150,000/year + bonus Location: New York, NY (Remote... ...reporting, including allocations, K-1 review, and coordination with advisors. Audit Coordination: Support financial statement...SeniorRemote work- ...Full Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients...SeniorFull time
- ...BPP Wealth Solutions is looking for a Senior Financial Planner to help lead our team and work with our clients to help fulfil their dreams. You'll join... ...team members, keep things running smoothly Be the trusted advisor — guiding clients through financial plans fulfilling...SeniorWork at office2 days per week3 days per week
- ...strategic initiatives, investments, and business growth opportunities. Develop executive-level presentations and financial materials for senior leadership meetings and business reviews. Produce timely ad hoc financial analysis and reporting to support evolving business needs...Senior
- ...Analytics ("CFA") is part of the Financial Analysis group of JPMorgan Chase. The team provides financial analysis and perspective to senior management to support decision‑making on high‑profile, topical issues. As a Senior Associate on this team, you will develop a...SeniorVisa sponsorship
- ...established and respected independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first advice to high-net... ..., investment strategy, tax, estate, risk, cash flow, and wealth transfer Partner with investment and financial planning...SeniorWork at officeRemote work
- ...Finance Associate, you will be responsible for developing complex strategic and financial analyses, delivering financial reporting to senior management, and partnering with key cross‑functional teams to provide actionable insights. Reporting to the Director, Strategic...SeniorWork at officeRemote workFlexible hours
$150k - $200k
...ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. We are seeking a Senior Fund Accountant to serve as the direct deputy and right hand to the CFO and Treasurer of Lazard’s retail Funds. This remit...SeniorFull timeLocal areaNight shift- ...eagerness to reimagine the world of luxury furnishings. As our Senior Associate of Strategic Finance, you will play a pivotal role in... ...days ago New York, NY $90,000.00-$110,000.00 5 days ago Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Finance Associate...SeniorFull timeTemporary work
- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater NYC market. If you are looking... ...assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor). - Ensure that the proposed solutions maximize...Senior
- Overview State & Local Tax (SALT). Industry: Not Applicable. Time Type: Full time. Travel Requirements: Up to 20%. In this role you will help our clients solve business issues related to state and local taxes, including business restructuring, adoption of new tax laws,...SeniorFull timeLocal area
$65k - $75k
...Senior Finance Associate The Senior Finance Associate provides support to the Finance Department in managing various accounting, budgeting, reporting and audit support functions. Pay Status and Classification: Exempt, Regular Full-time, Hybrid. This position is not eligible...SeniorFull timeRelocation packageFlexible hours$10k
About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing...SeniorFull timeWork at officeHome officeRelocation packageFlexible hours$135.7k - $170.2k
Beast Industries is a multifaceted media and entertainment company founded by Jimmy Donaldson, popularly known as MrBeast, the most watched person in the world. Renowned for revolutionizing digital content creation, Beast Industries encompasses a diverse portfolio of ventures...SeniorRelocation packageFlexible hoursShift work
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