Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Elite Private Client Wealth Strategist

Citizens Bank

Citizens Bank is seeking a Private Client Relationship Manager to engage directly with affluent clients, delivering personalized financial planning and relations management. You will partner with Wealth Advisors and CFPs to develop strategic plans for high-net-worth clients and manage a book of business. The role requires proactive outreach, deep client understanding, and a track record of selling sophisticated financial solutions while maintaining compliance and strong partner relationships #J-18808-Ljbffr Citizens Bank

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Elite Private Client Wealth Strategist in Needham Heights, MA vacancy
  • $125k - $200k

     ...financial services firm specializing in wealth management is seeking a Wealth Strategist to join their Sales & Marketing...  ...-worth and ultra-high-net-worth clients. Job Responsibilities:...  ...planning needs Collaborate with the Private Client team on client engagement and... 
    Private client

    Landing Point

    Boston, MA
    2 days ago
  • $137.4k - $240.4k

     ...years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.Wealth Strategist/Client Development Sales ExecutiveOverview:At Northern Trust, our Wealth Strategist position is a... 
    Suggested
    Full time
    Local area
    Flexible hours

    Northern Trust

    Boston, MA
    3 days ago
  • $133.9k - $185.4k

    DescriptionNatixis Investment Managers is seeking a seasoned Tax and Wealth Planning Strategist to serve as a subject matter expert for the Natixis Sales team to offer additional value to advisor and client engagements. This highly visible role will shape sophisticated... 
    Suggested
    Permanent employment
    Temporary work
    For contractors
    Work at office

    Natixis Global Asset Management

    Boston, MA
    7 days ago
  •  ...Wealth Manager Opportunity In Private BankingOur client is one of the nation's oldest and largest financial institutions, with over $200+ billion in assets is seeking a Wealth Manager for their high-net-worth clients. The ideal candidate will provide comprehensive, personalized... 
    Private client

    Suncap Technology

    Boston, MA
    15 hours ago
  • Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth and investment strategies for high-net...  ....3+ years of experience in wealth management, private client advisory, or investment advisory roles working... 
    Private client

    CyberCoders

    Boston, MA
    2 days ago
  • Citizens Private Client is seeking a Relationship Manager to engage affluent clients and deliver long-term financial planning in partnership with Wealth Advisors and CFPs. You will onboard new clients, expand assets and lending, and provide high-touch service while coordinating... 
    Private client

    Citizens

    Dedham, MA
    1 day ago
  •  ...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and...  ...planning and wealth transfer matters impacting HNW and UHNW clients. Identify, design, and communicate sophisticated planning... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Services LLC

    Boston, MA
    5 days ago
  • BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment guidance and comprehensive planning. You will lead client engagements, help manage investments, taxes, and estate planning while... 
    Private client
    Work at office

    BridgePort Financial Solutions

    Boxborough, MA
    4 days ago
  • $150k - $190k

     ...professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you...  ...about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for sourcing... 
    Private client
    Full time
    Remote work

    CIBC Bank

    Boston, MA
    5 days ago
  •  ...personal goals is the best way to help our clients and advance our business. We take that...  ...a fulfilling career. Join us as a Sr. Wealth Planner Brown Brothers Harriman is currently...  ...a Sr. Wealth Planner to join our Private Banking team in Boston. In this role you... 
    Private client
    Local area

    Brown Brothers Harriman & Co.

    Boston, MA
    2 days ago
  • J.P. Morgan Wealth Management in Marlborough, MA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, provide personalized investment solutions, and... 
    Private client

    JPMorgan Chase & Co.

    Marlborough, MA
    2 days ago
  • $137.4k - $240.4k

     ...we serve the world’s most sophisticated clients using leading technology and exceptional...  ...leading technology and our goals-driven wealth management approach. Working with Us: As...  ...strengthening the communities we serve! Wealth Strategist/Client Development Sales Executive... 
    Local area
    Flexible hours

    001 The Northern Trust Company

    Boston, MA
    4 days ago
  • $91k - $202.8k

     ...opportunity to contribute to the company’s success. As a Wealth Strategist III within PNC's Private Bank organization, you will be based in Cleveland, OH,...  ...on and implements tax, estate and financial plans for clients, including those of greater complexity. Collaborates... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Boston, MA
    1 day ago
  • JPMorgan Chase & Co. in Framingham, MA is seeking a Private Client Advisor to support Chase Wealth Management. This full-time role focuses on delivering comprehensive financial planning, investment solutions, and client relationship management for individuals and families... 
    Private client
    Full time

    JPMorgan Chase & Co.

    Framingham, MA
    3 days ago
  • $61.88k - $103.13k

    Summary: The Analyst will support the Private Markets team focused on delivering products and solutions to the Advisors and Clients across Global Private Wealth firms & platforms (broker-dealers, private banks, wirehouses, independent advisors). This is a fast growing... 
    Private client
    Full time
    Temporary work
    Local area
    Flexible hours

    John Hancock

    Boston, MA
    5 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Massachusetts. This role focuses on delivering comprehensive financial planning and investment strategies to individuals and families, leveraging a broad product suite and digital platforms... 
    Private client

    JPMorganChase

    Wayland, MA
    2 days ago
  • $116.25k - $159.64k

     ...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major...  ...You are looking for an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert to the clients you serve... 
    Private client
    Work at office
    Local area
    Worldwide

    Baker Tilly US

    Tewksbury, MA
    2 days ago
  • $134.28k - $164.12k

     ...Wealth Banking Services Private Banking At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make...  ...relationships with high income/high net worth private banking clients. Provides advice, counsel, and high-level customer... 
    Private client
    Temporary work
    Work experience placement
    3 days per week

    US Bank

    Boston, MA
    2 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build deep client relationships and offer investment solutions aligned with each client’s goals... 
    Private client

    Aumni

    Framingham, MA
    3 days ago
  • J.P. Morgan Wealth Management in Marlborough, MA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build a book of business, rely on relationship-building, and offer advised solutions... 
    Private client

    Testing Site - JPMC

    Marlborough, MA
    5 days ago
  •  ...attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role focuses on advising UHNW families on estate...  ...Responsibilities include crafting sophisticated estate plans, meeting clients and their advisors, and coordinating with other professionals... 
    Remote job

    Jobleads-US

    Boston, MA
    4 days ago
  •  ...Our client, a large national wealth manager, seeks an attorney with deep estate planning expertise to join as Senior Wealth Strategist. The role centers on advising UHNW families on complex estate planning, financial planning, and tax considerations. Responsibilities... 
    Remote job

    Jobleads-US

    Boston, MA
    4 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build client relationships, provide advised solutions, and collaborate with partners... 
    Private client

    JPMorgan Chase

    Wayland, MA
    3 days ago
  •  ...entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue...  ...coordinated marketing campaigns for HarbourVest’s Global Private Wealth business. This role translates fundraising priorities,... 
    Private client
    Full time
    Work at office
    Local area
    Remote work
    Home office
    1 day per week

    HarbourVest Partners

    Boston, MA
    4 days ago
  • Citizens Bank is seeking a Private Client Relationship Manager to engage with affluent clients, delivering personalized financial planning and long-term guidance. You will collaborate with Wealth Advisors and CFPs to create a seamless client experience and help clients... 
    Private client

    Citizens Bank

    Wilmington, MA
    5 days ago
  • Citizens Bank is seeking a Private Client Relationship Manager (PCRM) to engage affluent clients, deliver long‑term financial planning, and partner with Wealth Advisors to grow the Book of Business. You will onboard new clients, grow deposits and investments, and coordinate... 
    Private client

    Citizens Bank

    Stow, MA
    2 days ago
  • $110k - $150k

     ...Compensation: $110,000 - $150,000 base salary, depending on experience, plus bonuses About the Opportunity: Our client is a boutique wealth management firm in the Boston area, serving high-net-worth individuals and families throughout New England. They are looking... 

    Claire Myers Consulting

    Wellesley, MA
    1 day ago
  • $47.52k

    Framingham, MA, United States Job: Private Client Advisor - Chase Wealth Management Job Schedule: Full time Base Pay/Salary: $47,520.00 Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... 
    Private client
    Full time

    JPMorgan Chase & Co.

    Framingham, MA
    3 days ago
  •  ...J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA Job Information Job Identification 210703004 Job Category Client Management Business Unit Consumer & Community Banking Posting Date 01/21/2026, 08:53 PM Locations 1617 Blue... 
    Private client
    Full time
    Local area

    Testing Site - JPMC

    Boston, MA
    1 day ago
  • Baker Tilly US in New York, NY is seeking a Tax Manager to deliver tax and business advisory services to private clients and small businesses. You will work with firm leadership to serve clients and guide a staff of professionals to help them grow and succeed. The role... 
    Private client

    Baker Tilly US

    Tewksbury, MA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Elite Private Client Wealth Strategist. Be the first to apply!