Wealth Management Specialist

Join Altfest Personal Wealth Management, a respected leader in independent wealth management, as a senior wealth management professional specializing in estate planning. This role involves working closely with clients to understand their estate planning needs and developing tailored solutions to meet those needs. The ideal candidate will have significant...

**Responsibilities**We are seeking a skilled Wealth Management Specialist to join our team at Citigroup, Inc. in New York City. This role offers an exciting opportunity for a professional with extensive experience in Private Banking and a strong track record in relationship selling.As a Wealth Management Specialist, you will be responsible for establishing...

Job Title: Wealth Management ExpertEstimated Salary: $150,000 - $220,000 per yearAbout Dynamic Wealth Strategies Inc.We strive to provide exceptional wealth management services, empowering our clients to make informed decisions about their financial futures. Our experienced team offers tailored advice on investments, protection, and financial planning,...

Job Title: Wealth Management Technology SpecialistWe are seeking a highly skilled Wealth Management Technology Specialist to join our team at Pierce Technology Corp. As a key member of our organization, you will be responsible for collaborating with stakeholders to gather and document business requirements for wealth management technology projects.The ideal...

About the JobWe are looking for a talented Wealth Management Specialist to join our team at TD Bank Group. As a key member of our Wealth Management division, you will have the opportunity to work with high-net-worth individuals and families, providing personalized financial guidance and support.Key ResponsibilitiesDevelop and implement comprehensive wealth...

Altfest Personal Wealth Management, a leading independent wealth management firm based in NYC, is seeking an experienced estate planning specialist to join its team as a subject matter expert. This role will involve partnering with financial advisors and planning specialists to provide estate planning expertise to clients.The ideal candidate will have a deep...

Company OverviewAt First Citizens Bank, we are dedicated to delivering exceptional client experiences and driving growth through strategic partnerships. Our Wealth Management division is a key driver of this strategy, and as a Senior Wealth Management Specialist, you will play a critical role in achieving our goals.

Business Description:As a Wealth Management Development Specialist at Winged Keel Group, you will contribute to the success of our clients by developing their wealth accumulation and transfer strategies. You will work closely with experienced professionals to cultivate your skills and knowledge in sales, marketing, administration, and design analysis.Key...

Job OverviewTranscend Practice Management is seeking an experienced Wealth Management Professional to join our team. As a key member of our wealth management team, you will play a vital role in delivering exceptional client experiences and driving business growth. Our team is committed to providing high-quality, high-touch experiences to our clients, and we...

About Modera Wealth Management: As a pioneering firm in comprehensive financial planning and intelligent investment management, we strive to make a lasting positive impact on the lives of our clients. We are committed to delivering exceptional service and creating opportunities for growth from entry level to ownership.Compensation Range: $60,000 - $75,000...

OverviewThe Wealth Consultant identifies high net worth clients and prospects, engaging them in holistic wealth management planning. As a primary relationship manager, they coordinate advice and activities with other team members to achieve growth and profitability goals.ResponsibilitiesClient Acquisition: Identify new clients through direct prospecting...

Role DescriptionWe are looking for an Experienced Wealth Management Specialist to join our team. As a key member of our team, you will play a crucial role in delivering exceptional client experiences and driving business growth.You will be responsible for analyzing client needs, providing personalized investment recommendations, and developing strategic...

About the RoleThe Senior Wealth Management Specialist is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This position requires a strong understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.Key...

Job Summary:Dynamic Wealth Strategies Inc is seeking a highly motivated Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for helping clients achieve their financial goals.Estimated Salary: $90,000 - $140,000 per yearAbout the Role:In this role, you will...

We offer deep sector expertise across a range of products and services in investment banking, equities, fixed income, asset, and wealth management.

Company OverviewTranscend Practice Management is a premier independent wealth management firm specializing in serving high-net-worth families, foundations, and trusts.Salary and BenefitsWe offer a competitive salary of $100K - $120K per year, along with benefits that include a monthly MTA pass and opportunities for career growth and professional...

About iCapitaliCapital is a pioneering fintech company that empowers the world's alternative investment marketplace. Our transformative financial technology platform has enabled advisors and wealth managers to discover bespoke public and private market strategies for their high-net-worth clients. With approximately $200 billion in global client assets...

About BakerAvenueBakerAvenue is a San Francisco-based wealth management firm serving high-net-worth individuals, families, trusts, foundations, and endowments since 2004.We strive to make a positive impact on society alongside financial return, with a focus on community, excellence, trust, and inclusion.Our award-winning culture has earned us recognition...

Job Description:Citi's global presence and ability to serve clients comprehensively has positioned us as a leader in Wealth management. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help them achieve their goals.We act as trusted advisors to many of the world's most successful and...

Job OverviewWe are seeking a highly experienced Wealth Preservation Specialist to join our Top Tier Reps LLC team in New York. This role will involve managing sophisticated matters for high-net-worth clients domestically and internationally, requiring strong academic credentials and a broad background in estate planning, tax, real estate, disputes,...