Senior Wealth Advisor

Job Title: Senior Wealth AdvisorCiti Global Wealth is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key Responsibilities:Build relationships with new clients and deepen relationships with...

Job SummaryCitigroup Inc. is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients through...

Job SummaryCitigroup Inc is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

Role SummaryWe are seeking a highly skilled Senior Private Banker to join our team at Pacifica Continental. As a trusted advisor, you will be responsible for developing and managing relationships with high-net-worth individuals and families, providing them with comprehensive wealth management solutions and exceptional service.Key Responsibilities• Identify...

About the RoleWe are seeking a highly motivated and results-driven Prospect Appointment Setter to join our team at Guerra Wealth Advisors. As a key member of our sales team, you will play a crucial role in scheduling appointments with prospects and qualifying them for our financial advisors.Key ResponsibilitiesDevelop and execute a sales strategy to schedule...

Job Title: Senior Network EngineerCorient Private Wealth LLC is seeking a highly skilled Senior Network Engineer to join our team. As a key member of our IT department, you will be responsible for designing, implementing, and maintaining our network infrastructure.Key Responsibilities:Oversee network architecture, deployment, and ongoing administrationManage...

Senior Network EngineerAt Corient Private Wealth LLC, we're seeking a highly skilled Senior Network Engineer to join our team. As a key member of our IT department, you'll be responsible for designing, implementing, and maintaining our network infrastructure to ensure seamless communication and data transfer across our offices.Key Responsibilities:Design and...

About the RoleGuerra Wealth Advisors is seeking a highly motivated and results-driven Prospect Appointment Setter to join our team. As a key member of our sales team, you will play a crucial role in identifying and qualifying new business opportunities, scheduling appointments with financial advisors, and building strong relationships with clients.Key...

Job SummaryAs a Wealth Management Advisor at U.S. Bank, you will be responsible for meeting with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate each client's unique circumstances. You will determine which financial products are suitable for the client's unique circumstances and facilitate the...

Job Title: Configuration Engineer Senior AdvisorRIT Solutions, Inc. is seeking a highly skilled Configuration Engineer Senior Advisor to support our test environments for Regional, Enterprise, and special project releases.Key Responsibilities:Assign and handle customer service requests for internal workgroups, manage and monitor environment...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at EFG International. As a key member of our organization, you will be responsible for providing exceptional financial services to our clients, managing their assets, and delivering expert advice to help them achieve their financial goals.Key...

Job Title: Senior Client AdvisorWe are seeking a highly skilled and experienced Senior Client Advisor to join our team at James Perse Los Angeles. As a Senior Client Advisor, you will be responsible for achieving sales targets, building strong relationships with clients, and providing exceptional customer service.Key Responsibilities:Achieve daily, monthly,...

Key Responsibilities:As a Criminal Justice Advocate at Guerra Wealth Advisors, you will be responsible for performing quality control surveys to ensure our services meet the highest standards. You will also gather referral opportunities to expand our reach in the community, input and update notes into our CRM and data trackers, and maintain professional...

Job Title: Senior Client AdvisorJames Perse Los Angeles is seeking a highly skilled and experienced Senior Client Advisor to join our team at our Bal Harbour location.Job Summary:The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in...

About the RoleWe are seeking a highly experienced Financial Advisor to join our team at Bank of America Merrill Lynch. As a key member of our wealth management team, you will be responsible for delivering comprehensive financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement personalized financial plans for...

Unlock Your Potential with Equitable AdvisorsAre you looking for a career that offers stability, innovative solutions, and a commitment to helping people build fulfilling futures? Look no further than Equitable Advisors, a leading firm in the financial services and insurance industry.We are currently seeking a Retirement Benefits Group (RBG) Financial...

About the RoleWe are seeking a highly motivated and results-driven Client Advocate to join our team at Guerra Wealth Advisors. As a key member of our team, you will play a critical role in building and maintaining strong relationships with our clients and prospects.Key ResponsibilitiesBuild and maintain relationships with clients and prospects through...

About the RoleWe are seeking a highly skilled PPC Specialist to join our team at Guerra Wealth Advisors.Key ResponsibilitiesDevelop and execute campaign strategies to optimize lead generation and cost-per-leadCreate, implement, and manage PPC campaigns across multiple platformsConduct thorough keyword research and analysis to identify target keywords and...

At Bank of America, we foster a culture of responsible growth, where every connection matters.We seek individuals with diverse backgrounds and experiences to join our team, investing heavily in their well-being through competitive benefits.The Credit Executive role is a client-facing position, responsible for developing new custom credit relationships with...

Job SummaryCitigroup is seeking a highly skilled Wealth Investments Business Performance Analyst to join our team. As a key member of our Wealth Investments group, you will be responsible for analyzing financial performance and drivers, business metrics, expense management, and sales productivity.Key ResponsibilitiesSupport the annual financial plan, revenue...