Senior Wealth Advisor & Client Relationship Strategist
Citi
Citi in Hewlett, New York, is looking for a Sr. Analyst to manage relationships with affluent clients. Successful candidates will leverage strong analytical and communication skills to provide tailored financial solutions. The position requires 5-8 years of experience, strong attention to detail, and compliance with regulatory requirements. Citi offers competitive salaries and a variety of benefits, including medical coverage and a 401(k) plan. #J-18808-Ljbffr Citi
$88.4k - $132.6k
Citigroup Inc. seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst based in Hewlett, New York. The role involves identifying and nurturing client relationships, anticipating financial needs, and providing tailored solutions to affluent customers. The ideal candidate...SeniorFull time$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Hewlett, New York. In this role, you will build relationships with affluent clients, anticipating their complex financial needs by offering holistic financial solutions. The ideal candidate will have...SeniorFull time$70k
Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This role involves building and maintaining client relationships to grow bank and brokerage assets. The ideal candidate will have 5-8 years of experience in sales within the financial services...Senior- Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective...Senior
- JPMorganChase is seeking a Private Client Advisor in Wantagh, NY to offer comprehensive financial planning and investment solutions to a diverse clientele. This role involves building strong relationships, delivering personalized solutions, and fostering a culture of diversity...Suggested
- JPMorganChase is seeking a Relationship Banker in Hewlett, NY, to provide exceptional client service and build lasting relationships. In this role, you'll engage clients, understand their financial needs, and offer tailored banking solutions. Candidates must have at least...
- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated...SeniorRemote jobFull time
$88k - $123.74k
A leading advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting...SeniorFlexible hours- Koitecc Solutions is seeking a Relationship Banker in Hicksville, NY, to provide exceptional service and support to clients. You will build and maintain relationships, offering tailored financial solutions and using technology to enhance client experiences. The ideal candidate...
- Fairygodboss is seeking a Relationship Banker to represent our brand and culture in Elmhurst, NY. The ideal candidate will engage with clients, understand their financial needs, and provide tailored banking solutions. This role demands sales experience in retail banking...
- Koitecc Solutions located in Manhasset, New York, seeks a Relationship Banker passionate about providing exceptional client experiences. You will manage client relationships and exceed expectations with cutting-edge banking solutions and superior service. The ideal candidate...
$25 - $26.77 per hour
...for a motivated individual in Ridgewood, New York, to engage clients in the lobby, assisting them with transactions through mobile... ...role involves managing cash responsibilities, building client relationships, and effectively communicating banking solutions. Offers a starting...Hourly pay- Koitecc Solutions is seeking a Relationship Banker in Massapequa, NY, to create memorable experiences for clients while managing banking relationships. The role involves delivering exceptional service, using the latest technology, and exceeding client expectations. We'...Full timeWeekend workAfternoon shift
- Koitecc Solutions in Wantagh, NY is looking for a Relationship Banker to deliver exceptional client service while utilizing the latest banking solutions. You will engage with clients, manage relationships, and provide thoughtful financial solutions to meet their needs....
- JPMorganChase in Elmhurst, New York, is looking for a Relationship Banker who excels in providing exceptional customer service. Your primary responsibilities will include managing client relationships, offering tailored banking solutions, and utilizing advanced financial...
- JPMorganChase is seeking a Relationship Banker in Elmhurst, New York, who will provide exceptional client service and build meaningful relationships. This role involves managing client interactions, understanding financial needs, and leveraging technology to enhance banking...
- JPMorgan Chase & Co. in Wantagh, NY, seeks a Relationship Banker to provide exceptional service to clients while managing their financial needs. The ideal candidate will have sales experience, strong communication skills, and the ability to create engaging client experiences...
- JPMorganChase in Wantagh, NY, is seeking a Relationship Banker to enhance client experiences and drive successful banking outcomes. In this role, you will leverage banking solutions to build meaningful relationships with clients, ensuring their financial needs are met....
- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Hewlett, NY. This role involves building and deepening relationships with affluent clients while adhering to compliance norms. The ideal candidate has 5-8 years of experience in the financial sector....Senior
$88.4k - $132.6k
Citi in Hewlett, New York, is seeking a Senior Analyst for Wealth Relationship Management. You'll be responsible for building and managing relationships with affluent clients, anticipating their complex financial needs, and providing tailored solutions. This role demands...Senior$70k
Citi Global Wealth brings together the full power of Citi to... ...entire continuum of wealth clients. The unified business supports... ...Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial... ...team—including a Wealth Relationship Manager and field experts such...SeniorFull timeWork at office- A well-established financial institution is seeking a Senior Personal Banker to provide exceptional service and build long-term customer relationships. Responsibilities include managing customer accounts, achieving sales goals, and ensuring operational compliance. Ideal...Senior
- TD is seeking a Financial Advisor Trainee in Hicksville, New York, to learn skills necessary... .... Responsibilities include analyzing client financial situations, providing advice... ...investment options, and building client relationships. This position requires strong interpersonal...Traineeship
$19.5 - $23 per hour
...to customer needs accurately and timely, leveraging available resources. Evaluate client needs and offer appropriate financial products and services, building and deepening relationships through needs-based conversations. Perform routine teller transactions such as deposits...Flexible hoursWeekend work- TD Bank in Long Beach, New York is looking for a Financial Advisor Associate to manage client relationships and provide personalized financial advice. The role involves analyzing financial data and suggesting investment strategies to meet client goals. The ideal candidate...
$66.56k - $99.32k
...Bank in Hicksville, NY, is seeking a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. This role involves... ...investment strategies, and maintaining strong client relationships. Candidates are required to have a Bachelor's...- A leading financial services firm is seeking a Financial Advisor Associate to manage and grow client relationships within the Wealth Management division. Candidates should have a bachelor's degree, along with SIE and Series 7 licenses. Responsibilities include analyzing...
$66.56k - $99.32k
TD in Hicksville, New York, seeks a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. Responsibilities include... ...tailored investment strategies, and maintaining relationships. The ideal candidate must possess a Bachelor’...$72.28k - $108.16k
TD Bank is seeking a Financial Advisor in Hicksville, NY. This role involves providing financial planning guidance and selling investment management solutions while managing relationships with clients. The ideal candidate will have a bachelor’s degree, 2+ years in financial...- ...Group is seeking bankers for Consumer, Small, and Business Banking in Woodmere, NY. You'll build customer relationships, assist with accounts, and educate clients on digital tools. Applicants should have strong communication skills and at least 6 months of customer experience...
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