Senior Wealth Advisor: Private Client Growth

Mariner is a privately held, national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more...

Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Assists in preparing new...

Citizens Bank is seeking a Private Client Financial Advisor (PCFA) in Poughkeepsie. The role involves developing personalized wealth management strategies, enhancing client relationships, and collaborating with various partners. Ideal candidates will have a strong background in financial advisory, business development, and team collaboration. Competitive...

A leading financial services firm in White Plains, NY, is seeking an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice. Candidates should have 5-8 years of experience and strong analytical skills. This full-time position offers a competitive salary alongside robust employee benefits. Join a team dedicated...

J.P. Morgan Wealth Management – Private Client Advisor - Westchester West At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought...

Senior Wealth Client Management Consultant CAPTRUST is seeking a full-time Senior Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial...

Job Title and Location J.P. Morgan Wealth Management - Private Client Advisor - Hempstead, NY (Spanish Speaking) Base Pay Range $64,380.00/yr - $64,380.00/yr Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining...

A leading financial institution is seeking a Private Banker to advise clients in wealth management. The ideal candidate will have over six years of experience in Private Banking, strong business acumen, and proven sales success. Responsibilities include managing client relationships, generating new assets, and advising on complex financial issues. This is an...

DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.The Citizens PCFA is a...

Bluespring Hires Former LPL Exec to Lead Organic Growth PushGraeme Lee, former head of LPL’s advisor affiliation model, joins Bluespring Wealth Partners to help its RIAs with organic growth and practice management. Bluespring Wealth Partners, Kestra Holdings’ registered investment advisor acquisition arm, has hired a former LPL Financial executive and...