Senior Wealth Advisor — Strategic 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...

Senior Wealth Advisor Safe Act - WestchesterDiscover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewCiti Global Wealth...

A multinational financial services company seeks a Senior Wealth Relationship Advisor in the Village of Tarrytown, NY. This full-time role involves building and deepening relationships with clients, providing tailored investment advice, and ensuring compliance with regulatory standards. Ideal candidates will have 5-8 years of experience in a financial...

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are...

Senior Wealth Advisor Safe Act - WestchesterWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe Wealth Relationship Advisor Safe Act is a...

Blue Ocean Wealth Solutions, LLC - A MassMutual Firm located in East Hills, Long Island, New York is dedicated to providing innovative financial solutions tailored to the unique needs of our clients. We believe in building lasting relationships and empowering our clients to achieve their financial goals through holistic wealth management strategies. Our team...

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...

**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.We are...

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas...

A leading financial services company located in White Plains is seeking a Wealth Client Relationship Manager. This role involves partnering with Wealth Management Advisors to support high-net-worth clients, managing relationships, and ensuring effective implementation of financial plans. Candidates should possess strong communication skills and be motivated...