Senior Wealth Relationship Advisor
Citi Group
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.
$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- ...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...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
- ...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
- ...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...
- Modern Wealth Management seeks accomplished wealth management professionals to expand nationwide footprint. Executive Wealth Advisors handle top clients and develop new relationships, with a portable book of at least $45M and accelerated transition support. Primary duties...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
$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- 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
- 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
- JPMorgan Chase & Co. in San Francisco seeks a Private Banker to advise high-net-worth families on building, preserving and managing wealth across investments, planning and credit options. You will collaborate with a local team and the broader institutional platform to...SeniorLocal area
- Lido Advisors in San Francisco seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies with our team and...Senior
- ...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
$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- Bank of America seeks a seasoned wealth planning professional to support Merrill advisors in addressing clients’ objectives across planning, philanthropy, and wealth transfer. You will build relationships with advisors, centers of influence, and internal partners, and analyze...Senior
- 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
- ...frameworks where there is limited precedent, and the person in this role will play a key part in developing them.We are looking for a Senior Associate to serve as a finance partner to Rippling's R&D organization. You will own the financial models that underpin our...SeniorWork at office3 days per week
- Citi Private Bank in San Francisco, CA seeks an Investment Counselor to lead ultra-high-net-worth client relationships, providing strategic investment advice and portfolio guidance across currencies and asset classes. The role requires deep knowledge of traditional and...Senior
$105.4k - $207.8k
...transformational projects or transactions creating long-term, measurable impact. Recruiting for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction strategy, diligence, integration, and separation...SeniorLocal areaVisa sponsorship- Citigroup Inc. is seeking an Investment Counselor Principal in San Francisco, California to manage investment relationships with ultra-high net worth clients. This role requires over 15 years of experience in investment advisory, along with strong analytical skills and...Senior
$77k - $202k
...& SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence... ...- Building meaningful client connections and managing client relationships effectively- Utilizing critical thinking to break down complex...SeniorFull timeH1b$77k - $202k
...SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence... ...due diligence processes- Developing meaningful client relationships to anticipate needs and deliver tailored solutions- Managing deal...SeniorFull timeH1b$110.7k - $218.3k
...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...processes, improving reporting, and building lasting client relationships along the way. Recruiting for this role ends on 12/31/2026....SeniorLocal areaVisa sponsorship- Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience,...Senior
$119k
About the RoleWe’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 work$107k - $172k
...and continuous improvement across high-impact financial workflows such as accrual processes and headcount & position management. The senior associate will be focused on either our Marketplace/GTM or Foundations business units, and a mix of OPEX/expense management and...SeniorFor contractorsWork at officeFlexible hours$77k - $202k
...& SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...- Navigating complex situations to build meaningful client relationships and inspire team members- Anticipating the needs of teams and...SeniorFull timeH1b
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