Senior Wealth Advisor for High Net Worth Clients
Citi
Citi, located in Westbury, New York, is searching for a Wealth Relationship Management Senior Analyst. This seasoned professional will engage with affluent clients, offering tailored financial solutions with a focus on compliance and risk assessment.
Successful candidates will have 5-8 years of relevant experience, strong analytical and financial skills, and must hold necessary FINRA registrations. Opportunities for growth and competitive benefits accompany this full-time role.
#J-18808-LjbffrVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor for High Net Worth Clients in Westbury, NY vacancy
$70k
Citi Global Wealth brings together the full power of Citi to serve... ...the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive...SeniorHigh net worthFull timeWork at office$96.7k - $125k
...and assurance firm, providing clients with a genuine coast-to-coast... ...Tilly (BT) as a Federal Tax Senior Associate! This is a great opportunity... ...to be a valued business advisor delivering industry-focused... ...in the state and local, high net worth, international, research and...SeniorHigh net worthLocal areaWorldwideBaker Tilly Advisory Group, LP
Hempstead, NY2 days ago- ...Description Growing and highly entrepreneurial mid-... ...is seeking a Tax Senior to join their growing team... ...partnerships (1065), and high-net-worth individuals/trusts (104... ...papers to bridge client bookkeeping directly to... ...software.Serve as a frontline advisor, answering client...SeniorHigh net worthLocal area
Tiger Search Group
Jericho, NY21 days ago $76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for... ...compliance services tailored exclusively to high-net-worth individuals, closely held business... ..., protecting and preserving their wealth and to meet their financial goals.This...SeniorHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hoursForvis Mazars
Woodbury, NY2 days ago- ...SimpleWEALTH, based in Garden City, NY, seeks an experienced wealth advisor to manage a book of high-net-worth and ultra-high-net-worth clients. The role focuses on comprehensive wealth planning across investments, tax-aware strategies, and estate coordination, with a...High net worth
SimpleMANAGE
Garden City, NY1 day ago - Santander is seeking a Banking Center Senior Relationship Banker in Levittown, NY. You will support the Banking Center Manager in achieving... ...service, and operational targets while ensuring an exceptional client experience. You will process transactions, open accounts, and...Senior
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking... .... Possess a self-motivated, highly driven, and entrepreneurial personality... ...degree with 7+ years' experience in the wealth management industry as either a...SeniorHigh net worth- ...SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management... ...focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients...High net worthWork at officeImmediate start
SimpleMANAGE
Garden City, NY22 hours ago $250k
...Job Description Tax Senior Manager – Long Island \n Melville, NY | Public accounting... ...experience \n Business owners | HNW clients | Complex tax advisory \n \n... ...varied client base of businesses, owners and high-net-worth individuals, combining technical review...SeniorHigh net worthDistinct | North America
Melville, NY2 days ago$120.8k - $231.87k
...Tax Senior ManagerAre you interested in joining one of the fastest... ...become an expert for your clients? If yes, consider joining Baker... ...opportunity to be a valued business advisor delivering industry-focused... ...in the state and local, high net worth, international, research and...SeniorHigh net worthLocal areaBaker Tilly
Uniondale, NY4 days ago- ...Work For. We're looking for a Senior Tax Manager who wants a real... ...including staffing, technology, and client service. • Better work-life... ...clients. That includes high-net-worth individuals and families,... ...and coordinate on estate and wealth-transfer planning • Assist...SeniorHigh net worthWork at officeLocal areaRemote workFlexible hours
Lilling & Company LLP
Hempstead, NY20 hours ago $197.5k - $348.7k
...and assurance firm, providing clients with a genuine coast-to-coast... ...to be a valued business advisor delivering industry-focused tax... ...matters in the state and local, high net worth, international, research and... ...experience preferred* Private wealth industry experience preferred...High net worthFull timeLocal areaWorldwideBaker Tilly International
Uniondale, NY3 days ago- ...New York Life - Uniondale is seeking a Financial Sales Representative to help clients achieve their financial goals through personalized planning and advisory services. You will build strong client relationships, assess needs, and recommend insurance, investments, and...
New York Life
Uniondale, NY2 days ago - ...EisnerAmper seeks a Tax Director to join the Private Client Services (PCS) practice, able to sit in multiple offices. The role demands... ..., oversee engagements, and drive innovative tax solutions for high-net-worth clients. We value a CPA with 10+ years in tax compliance,...High net worthPrivate practice
EisnerAmper
Melville, NY20 hours ago - Citi, a global financial services leader, seeks a Senior Wealth Advisor for Citi Private Bank/Citigold segments in East Meadow, NY. You will deliver... ...comprehensive financial and investment guidance to affluent clients, partnering with Wealth teams to tailor solutions and manage...Senior
- ...TD Bank Group in Melville, NY seeks a Private Client Specialist I to support onboarding for high-net-worth clients, coordinating with Relationship Managers and Investment Advisors. You will assist with new account onboarding, funding, and client communication, while handling...High net worth
TD Bank Group
Melville, NY2 days ago - ...Tax Senior The Tax Senior is responsible for preparing and reviewing tax returns, managing day-to-day client engagements, and supporting the development of junior staff. This role... ...individuals (Form 1040), including high-net-worth clients Analyze financial data...SeniorHigh net worthWork at officeLocal areaRemote work
$120k
...Luxury Client Advisor | Luxury Fashion | Manhasset, NY Lerryn House | Confidential Search... ...becoming a trusted advisor to a portfolio of high-value customers. You will be... ...customer service. Experience serving high-net-worth (HNW) or ultra-high-net-worth (UHNW)...High net worthLerryn House
Hempstead, NY3 days ago- ...Acrisure in New York seeks a Senior Personal Lines High Net Worth Account Executive to serve as trusted advisor for affluent clients, review exposures, and recommend appropriate coverage. You will maintain relationships, monitor market changes, and support clients with...SeniorHigh net worth
Acrisure LLC
Woodbury, NY2 days ago $44k - $80k
...Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri-... ...Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and...High net worthFull timeRemote workFidelity Investments
Garden City, NY2 days ago$90k - $130k
Tax Senior - Melville, NY In Office Opportunity (No Hybrid / Remote) Compensation... ...planning engagements for a varied client base, including high net worth individuals, partnerships, corporations... ...with partners and external advisors.Support business development and client...SeniorHigh net worthWork at officeLocal areaRemote workCyberCoders
Melville, NY7 days ago$225k
...proximity to Manhasset, is looking for a Senior Tax Manager who will review all tax... ...research, planning, work directly with clients and report to the Partner. This is a position... ...in 2-3 years. You will work with complex high net worth individual tax returns, along with...SeniorHigh net worthWork at office2 days per week3 days per weekCareer Professional Associates, Inc.
Manhasset, NY2 days ago- ...Description Role Description The HNW Personal Lines Senior Account Manager is a full-time, on-site role based in Woodbury... .... This role is responsible for managing a portfolio of high-net-worth personal lines clients, including homeowners, auto, umbrella, and other...SeniorHigh net worthFull timeWork at office
FINITETEK INC
Woodbury, NY3 days ago $160k - $185k
...closely held businesses, entrepreneurs, high-net-worth individuals, and families. We combine... ...technology of a larger firm with the direct client relationships and accessibility of a... ...practice. We are seeking a Tax Manager or Senior Tax Manager who wants more than a...SeniorHigh net worthFull timeWork at officeLocal areaRemote workHarbor Accounting Group
Syosset, NY20 hours ago- ...Senior Tax AccountantA well-established Certified Public Accounting firm... ..., and more.Manage multiple client engagements, ensuring timely deliverables and high-quality service.Oversee workflow... ...and financial planning for high-net-worth individuals, including estates,...SeniorHigh net worth
Hatch Global Search
Melville, NY20 hours ago - ...Summary: Job Title: Senior Tax Manager Duration... ...and serve long-standing clients in both compliance and... ...Lead the preparation and high-level review of Form 1040 returns for high-net-worth individuals and... ...coordinate on estate and wealth-transfer planning • Assist...SeniorHigh net worthPermanent employmentFull timeLocal area
Abacus
Port Washington, NY22 hours ago $85k - $110k
...knowledgeable tax and accounting a Senior tojoin our firm’s Real... ...strong career path for high performing... ...for completing multiple client assignmentsPreparation... ...helping companies and high net worth individuals find... ...services and Citrin Cooperman Advisors LLC, which provides...SeniorHigh net worthTemporary workRemote workFlexible hoursCitrin Cooperman
Melville, NY3 days ago- ...Development Executive- Private Client Services (PCS) is a senior, marketfacing executive... ...important private wealth markets and advisor channels. The executive... ...negotiation skills. ~ High level of professionalism... ...entities as well as high-net-worth individuals, family offices...High net worthWork at officeLocal area
EisnerAmper
Melville, NY4 days ago - ...Tax Planning Associate to join our client, a boutique Wealth Management firm on Long Island. This... ...planning and wealth management services to high-net-worth clients. \n The successful... ...working collaboratively with wealth advisors and other professionals to develop thoughtful...High net worthWork at office
JCW Group
Jericho, NY21 days ago - ...DescriptionWe are looking for a highly effective NetSuite Support... ...resolve support requests from clients and as needed, identify and... ...by helping companies and high net worth individuals find practical, actionable... ...and Citrin Cooperman Advisors LLC, which provides business...SeniorHigh net worthFull timeTemporary workRemote work
Citrin Cooperman
Melville, NY8 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor for High Net Worth Clients. Be the first to apply!
