Senior Wealth Relationship Advisor
Citigroup Inc.
Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and high-net-worth segments, offering holistic financial solutions and high-touch, in-person engagement. Responsibilities include identifying client needs, coordinating with product specialists, and ensuring strict adherence to KYC/AML, FINRA, and SAFE Act requirements, while coordinating with branch teams for strong client experiences. #J-18808-Ljbffr Citigroup Inc.
- Citigroup Inc. in San Francisco, CA seeks a Senior Analyst for Wealth Relationship Management (Branch) to service affluent and high-net-worth clients with comprehensive financial planning and relationship management. The role emphasizes in-depth client profiling, product...Senior
$70k - $200k
...Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast of developments... ..., cold calling and any other methods of solicitation.Develop relationships and generate ideas with the Bankers and the clients that will...SeniorFull time$170k - $210k
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- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-...Senior
- ...Senior Wealth Advisor About the Company Prominent independent investment management firm Industry Financial Services... ...local team of Wealth Advisors and managing existing client relationships. The successful candidate will be responsible for all aspects...SeniorLocal area
- ...Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...Senior
- ...financial solutions to a portfolio of clients. Ideal candidates will bring meaningful experience in financial sales, particularly in wealth management, and should possess Series 7 and 63 or equivalent licenses. This role involves conducting full needs assessments and...
- 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,...
- ...Branch Banking to manage a select group of affluent clients and relationships within a Branch. You will leverage a proactive, education-... ...education and advice. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to...
$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...$70k - $200k
...The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional... ...cold calling and any other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that will...SeniorFull time- ...President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years of experience in Private Banking and a...Senior
$48k - $100k
...financial services firm is seeking a Financial Advisor in San Francisco to deliver tailored financial planning and wealth strategies. The ideal candidate will have at... ...and possess a proven track record in client relationship management. This role involves maintaining client...Senior$150k - $175k
A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in... ...and a proven ability to build lasting client relationships. This role offers a unique platform with transparent...Senior- Empirical Financial Services, LLC seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals and business owners within its integrated advisory model. This role blends technical estate, gift, and tax knowledge...Senior
- Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model. You will collaborate with financial advisors, tax...Senior
$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$180.27k - $220.33k
U.S. Bank is seeking an experienced professional for a role in wealth management responsible for retention and growth of high net worth client relationships. The ideal candidate will have 10+ years of experience and a Bachelor’s degree, along with excellent networking and...Senior- A boutique staffing firm is seeking a Senior Wealth Management Advisor based in San Francisco, CA. This full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Candidates should have a Bachelor's...SeniorFull time
- Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role involves providing financial solutions to affluent clients while maintaining compliance with industry regulations. The ideal candidate will have strong analytical...Senior
- Goldman Sachs is seeking Wealth Management Professionals for its San Francisco office to deliver high‑touch client service... ...guidance. You will collaborate with Private Wealth Advisors to manage relationships, oversee investment activity, and leverage the firm’s global...SeniorWork at office
- Leah Yosef International in San Francisco, CA is seeking a wealth management advisor to guide clients through comprehensive planning,... ...strategies. The role involves inheriting existing client relationships from the founder, developing partnerships with CPAs, law...SeniorWork at office
- ...financial planning firm in San Francisco is seeking Financial Advisors to lead clients through complex financial decisions. The ideal... ...client service. This full-time role emphasizes strategic growth and client relationship management. #J-18808-Ljbffr Coda Search│StaffingSeniorFull time
- Twin Peaks Wealth Advisors seeks a Wealth Advisor and Relationship Manager to lead a book of high-net-worth clients in San Francisco. You quarterback all facets of their financial lives, from equity compensation and tax strategy to investment management and generational...Senior
- Citi is seeking a Wealth Relationship Mgmt. Sr. Analyst in San Francisco to deepen high-net-worth client relationships through financial planning and advisory services. The role requires 5-8 years of experience, strong analytical and communication skills, and FINRA registrations...Senior
$140k - $300k
Brighton Jones, located in San Francisco, seeks a Lead Advisor to manage client relationships and design comprehensive wealth management strategies. The candidate will act as a Personal CFO, lead a local service team, and drive client acquisition efforts. This role requires...SeniorLocal area- Brighton Jones, located in San Francisco, is seeking a Lead Advisor to provide exceptional service and manage client relationships. In this pivotal role, you'll design and implement comprehensive wealth management strategies to enhance clients' lives. The ideal candidate...SeniorWork at office
- JPMorganChase is seeking an experienced Private Banker in San Francisco, California. This role requires managing client relationships and providing comprehensive wealth management advice to clients. The ideal candidate will have a Bachelor's degree, a minimum of six years in...Senior
- Charles Schwab in San Francisco, CA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance... ...advice tailored to client goals. In person collaboration is emphasized to foster client relationships. #J-18808-Ljbffr Charles SchwabSenior
$77k - $202k
...operational efficiency and achieve strategic objectives.Focused on relationships, you are building meaningful client connections, and learning... ...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,...SeniorFull timeH1b
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