Senior Wealth Management Professional

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...

About UsAltfest Personal Wealth Management is a leading independent wealth management firm based in NYC. We are seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, while managing existing client relationships. Our fee-only approach prioritizes clients' best interests.About the RoleThe successful...

The Senior Wealth Management Professional at Citigroup Inc. plays a pivotal role in delivering exceptional client experiences while driving business growth through strategic partnerships and innovative solutions. This dynamic professional must possess a deep understanding of wealth management principles, coupled with excellent communication and...

About the RoleWe are seeking a skilled and experienced individual to fill the role of Client Service Associate at Modera Wealth Management. In this position, you will work closely with our team to deliver exceptional customer service to our clients.Your primary responsibilities will include assisting Client Service Specialists with various tasks, such as...

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...

Job DescriptionEmpire Wealth Management is a renowned full-service CPA firm seeking a skilled Senior Tax Accountant to lead our taxation team in Brooklyn, NY. As a key member of our team, you will be responsible for preparing complex tax returns, including multi-state filings, and finalizing financial statements with accuracy and precision.Key...

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...

About Citi Global WealthCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Our unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth...

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,...

Company Overview\Our client is a global multi-family office/RIA with headquarters in Europe and worldwide relationships. The firm focuses on the Ultra High Net Worth Space.\Job Responsibilities\As the Senior Wealth Manager, you will cater to this level of clientele from a private bank or RIA, seeking equity surrounded by top-level talent and clients. You...

The Importance of Wealth Management ConsultingWealth management is a critical component of the financial services industry, and our team specializes in delivering tailored solutions to meet the unique needs of our clients.Senior Wealth Industry Advisor RoleThis role involves working closely with clients to deliver strategic engagements and pursue new...

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...

Job Summary:We are seeking an experienced Wealth Management Support Professional to join our team in New York. As a key member of our platform management group, you will provide administrative support to senior executives and coordinate complex meetings and travel arrangements.Your responsibilities will include handling high-volume phone calls, interacting...

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...

Company OverviewCorient Private Wealth LLC is a national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients.We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a...

Job OverviewBluZinc is seeking an experienced wealth management professional to join our team as a global wealth management professional.This role involves providing expert advice to clients on complex financial matters, including product knowledge, front office operations, technology, risk management, and compliance.The successful candidate will have a...

As a Licensed Client Service Associate at Citigroup Inc, you will play a critical role in delivering high-quality wealth management services to clients. This position requires a unique blend of analytical thinking, excellent communication skills, and the ability to work effectively in a fast-paced environment.Responsibilities:Collaborate with Banker teams to...

Join Our TeamAt Next Capital Management LLC, we strive to deliver a personalized wealth management experience through a collaborative and professional atmosphere.Job SummaryWe are seeking a skilled Investment Portfolio Coordinator to join our team. This role will involve assisting in implementing investment recommendations, creating client proposals, and...

About the Role:Baker Tilly is a leading advisory firm providing professional services to clients across the globe. We are currently seeking a Senior Manager of Private Wealth Tax Services to join our team in Texas. In this role, you will provide tax consulting services to high-net-worth individuals, family offices, and their private businesses and/or...

We are looking for a skilled professional to join our team as an Investment Banking Specialist. In this role, you will work closely with our Asset Management and Wealth Planning team to provide excellent service to our clients.You will be responsible for executing Investment, Banking, and Credit transactions for Mexican clients, as well as assisting in the...