Senior Wealth Relationship Advisor
Citi Group
Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate strong analytical skills and have a proven track record in financial services. With responsibilities that include proactive client engagement, compliance adherence, and collaboration with product specialists, this position offers a dynamic environment aimed at enhancing client satisfaction and portfolio growth. Candidates must have a relevant degree and significant industry experience. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Advisor in New York, NY vacancy
- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates...SeniorWork at office
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office$23.17 - $26 per hour
A regional commercial bank in New York seeks a Banking Center Relationship Banker 2 to deliver exceptional customer service and support the team in achieving sales and operational goals. The ideal candidate will have 3-4 years of customer sales/service experience with...SeniorHourly pay$23.17 - $26 per hour
Webster Bank is looking for a Banking Center Relationship Banker 2 to provide exceptional services to our clients in New York. This role involves processing financial transactions, understanding customer needs to recommend appropriate products, and achieving sales targets...SeniorHourly pay- ...financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role... ...new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should...Senior
$120k - $150k
Virtus Investment Partners, Inc is seeking an experienced financial advisor to provide comprehensive wealth management services to high-net-worth clients. The ideal candidate will have over 5 years of experience in financial services with strong communication and ethical...Senior$100k - $110k
TIAA is seeking a Wealth Management Advisor in New York, NY to develop a high-quality wealth management practice by managing and deepening relationships with high-net-worth clients. You will provide tailored financial strategies and proactively grow your client base while...Senior- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Senior
- ...Advisory Team based in Newtown Square, PA. This role supports Directors in delivering comprehensive wealth management services to ultra-high-net-worth clients, managing relationships, overseeing investment implementations, and conducting analysis. The position requires...Senior
- A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions. The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (CFP...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior$100k - $275k
Bank of America is seeking a seasoned professional in New York for a role that focuses on acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client...Senior- Citigroup Inc. is hiring a Senior Wealth Advisor in New York, NY. In this role, you will provide comprehensive financial and investment advice to affluent clients, utilizing a range of investment solutions. The ideal candidate will have 5-8 years of experience in financial...SeniorFull time
$100k - $110k
Retirement Resource Center, LLC. in New York is seeking a Wealth Management Advisor to develop and manage a practice specializing in high-net... ...clients. The role includes building and deepening client relationships and delivering tailored financial strategies with a...Senior- Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated... ...have a Bachelor's degree and 7+ years in wealth management, demonstrating a track record of...Senior
$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 New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...Senior
$70k
A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...Senior- U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates...Senior
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorFull time
- Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll build lasting relationships through trust and engage clients in their financial journeys. The ideal candidate holds a valid FINRA...Senior
- A leading financial services firm in New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering to regulatory compliance. Ideal candidates will have 5-8 years of financial services experience and strong analytical skills. This full...SeniorFull time
$350k
...or New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have... ...with 7+ years' experience in the wealth management industry as either a Financial...Senior$70k
A major financial institution in New York, New York is seeking an experienced Financial Advisor. Responsibilities include building relationships with new clients and providing investment advice while adhering to compliance regulations. The ideal candidate has 5-8 years...Senior$250k - $300k
...investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio... ...is pivotal for fostering complex client relationships and delivering bespoke investment strategies... ...should have over 12 years of experience in wealth advisory or client management,...Senior- ...major financial institution is seeking an Affluent Market Senior Financial Advisor in Parsippany, NJ. This role focuses on providing customized... ..., strong sales capabilities, and be proficient in client relationship management. The position emphasizes risk compliance and...Senior
$90k - $150k
...Export, PA, to build and maintain client relationships while providing tailored financial... ...financial plans, collaborating with external advisors, and pursuing new business opportunities... ...candidate will have at least 5 years in wealth management, relevant licenses, and strong...SeniorFull time$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior- Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth...Senior
- A premium wealth management firm in New York seeks a Senior Associate/Manager to partner with client service leads. This role involves delivering financial plans and investment advice to high-net-worth clients, requiring 2-5 years of experience and a commitment to professional...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!
Related searches
- strategic finance associate New York, NY
- associate leveraged finance New York, NY
- oracle cloud financials consultant New York, NY
- associate corporate finance New York, NY
- oracle financial functional consultant New York, NY
- financial planner New York, NY
- junior oracle financial functional consultant New York, NY
- international financial advisor New York, NY
- financial advisor part time New York, NY
- financial advisor internship New York, NY