Senior Financial Advisor

Our boutique RIA in Pasadena seeks a seasoned Wealth Advisor to manage high net worth client relationships and provide comprehensive financial planning services.The ideal candidate will have a strong background in investments, financial planning, and client relationship management, with a proven track record of delivering exceptional results in a fast-paced...

Job SummaryCity National Bank is seeking a Senior Financial Advisor to serve as the primary point of contact for assigned line of business, developing new business and maintaining ongoing relationships with affluent individuals and families within a specific market.Key ResponsibilitiesInteract with clients, prospects, and colleagues on a regular basis,...

Job SummaryBMO Financial Group is seeking a highly skilled Financial Planning and Investment Advisor to join our team. As a key member of our banking solutions team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...

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...

Job Summary:This role is responsible for working with high-net worth clients to identify their needs, develop relationships, review investment goals, and prepare investment recommendations that align with the goals of both existing and prospective clients.Key Responsibilities:Leverage technology to achieve business growth goals and profile activities to...

A leading financial services firm in California is seeking an experienced professional to join their team in Los Angeles as a Senior Wealth Management Advisor. In this role, the Senior Wealth Management Advisor is responsible for maintaining existing clients and helping to grow and expand the firm.Key Responsibilities:Manage client relationships with...

Job SummaryCiti Global Wealth is seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand...

Citi Global Wealth offers a comprehensive wealth management service that caters to the needs of affluent and high-net-worth individuals. As a Senior Wealth Advisor, you will be responsible for providing expert financial and investment advice to our clients, leveraging our leading investment solutions platform to deliver tailored solutions.The role requires a...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals work closely with clients to understand their unique financial goals and develop personalized...

Job SummaryCitigroup Inc. is seeking a skilled Wealth Management Professional 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.The ideal candidate will have a strong analytical and financial skills, with experience in a...

Job Title: Senior Corporate Development AdvisorAbout the Role:We are seeking a highly skilled and experienced Senior Corporate Development Advisor to join our team at American Lebanese Syrian Associated Charities (ALSAC). As a key member of our organization, you will be responsible for recruiting new national and global corporate partners and achieving...

About the RoleAs a Senior Financial Strategist at 3rd Delta, you will play a critical role in expanding the firm's client base. This is a unique opportunity to focus solely on what you do best: building strong relationships with qualified clients and closing deals. The firm's established infrastructure handles prospecting, appointment setting, and client...

Senior Private Client AdvisorAt Marsh McLennan Agency, we're seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities. Key Responsibilities:Review client exposures, loss experience,...

Associate Wealth Advisor RoleAt Advisor Business Solutions, we are seeking a highly skilled and motivated Associate Wealth Advisor to join our team. This role is a fantastic opportunity for an individual to develop their skills and expertise in financial advisory services.Key Responsibilities:Act as the primary point of contact for all client interactions,...

Job SummaryCitigroup Inc. is seeking a skilled Wealth Management Professional 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.The ideal candidate will have a strong analytical and financial background, with experience in a...

Job Title: Senior Investment Advisor AssociateJob Summary:We are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors, working closely with senior-level managers and outside...

We're seeking a talented Financial Services Specialist to join our team at 49 Financial. As a comprehensive financial planning firm, we're passionate about developing the next generation of leaders in the financial services industry.Our Financial Advisors work closely with clients, helping them navigate the expected and unexpected in life, and offer...

Job OverviewAt 49 Financial, we're dedicated to developing the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development.Key...

Job SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our team at BMO Financial Group. As a Financial Advisor, you will be responsible for providing financial and investment planning advice to clients, working collaboratively with other team members to deliver a comprehensive banking solution.Key ResponsibilitiesProvides...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.We are committed to being a great place to work for our teammates around the world....