Senior Wealth Advisor
3 hours ago
Citigroup 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 clients, utilizing our leading investment solutions platform.
You will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
Key Responsibilities- Build relationships with new clients and deepen relationships with existing clients through financial planning and excellent discovery and profiling skills.
- Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments.
- Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research.
- Master referral opportunities to grow portfolio and refer opportunities to segment partners where appropriate.
- Acquire new clients through converting referral leads and manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
- Ensure strict adherence to KYC/AML and other compliance norms and partner with all roles on branch team to ensure all clients have a positive in-branch experience.
- Assume an informal/formal leadership role within teams, including coaching and training new recruits.
- 5-8 years of experience serving in a financial advisory capacity.
- Experience in a proactive, successful sales and service role in the financial services industry.
- Strong analytical and financial skills, strong verbal and written communication skills, and organized with strong attention to detail.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
- Basic understanding of investment and financial planning strategies preferred.
- Must be a self-starter, problem solver, and goal-oriented team player able to work without direction.
- Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses, and Group 1 Insurance License.
- This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry) and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs.
Citigroup Inc is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
-
Senior Wealth Advisor
4 days ago
Kew Gardens, New York, United States Citigroup Inc Full timeJob Title: Senior Wealth AdvisorCitigroup 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 clients.Key Responsibilities:Build and maintain relationships with new and existing clients to provide tailored financial...
-
Senior Wealth Advisor
5 days ago
Kew Gardens, New York, United States Citigroup Inc Full timeJob 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...
-
Senior Wealth Advisor
5 days ago
Kew Gardens, New York, United States Citigroup Inc Full timeJob 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...
-
Senior Wealth Advisor
4 days ago
Kew Gardens Hills, New York, United States Citigroup Inc Full timeJob 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 in Citi...
-
Business Risk Senior Group Manager
2 days ago
Kew Gardens, New York, United States Citigroup Inc Full timeThe Business Risk Senior Group Manager is responsible for managing multiple risk management activities through direct reports and partnerships with key stakeholders. This position requires in-depth understanding of the industry, direct competitors' products and services, and the commercial objectives of the business to ensure that our business remains within...
-
Business Risk Senior Group Manager
5 days ago
Kew Gardens, New York, United States Citigroup Inc Full timeJob SummaryThe Business Risk Sr Group Manager is responsible for managing multiple risk management activities through direct reports and partnerships with key stakeholders. This position requires in-depth understanding of the industry, direct competitors' products and services, and the commercial objectives of the business to ensure that our business remains...
-
Senior Wealth Management Advisor
1 day ago
Palm Beach Gardens, Florida, United States Evershore Financial Group Full timeWe're seeking a talented and ambitious financial professional to join our team at Evershore Financial Group.About the Role:We're looking for a skilled and experienced financial advisor who can help our clients achieve their long-term financial goals. As a member of our team, you'll have access to a comprehensive range of financial products and services,...
-
Wealth Management Professional
4 weeks ago
Palm Beach Gardens, Florida, United States National Financial Partners Full timeJoin Our Team as a Wealth Management InternWealthspire Advisors is a leading independent registered investment advisory firm with a strong commitment to a fiduciary business model. Our team is dedicated to delivering thoughtful, collaborative strategies that focus on what is most important to each client.About the RoleThis is a hybrid position with in-office...
-
Wealth Management Professional
1 day ago
Palm Beach Gardens, Florida, United States Fidelity Investments Full timeJob Description:We are seeking a skilled Wealth Management Professional to join our team. As a Wealth Management Professional, you will be responsible for building comprehensive financial plans and wealth strategies to prepare clients for future goals and cash flow needs. You will work closely with clients to understand their financial objectives and develop...
-
Financial Advisor
4 weeks ago
palm beach gardens, United States Evershore Financial Group Full timeARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...
-
Financial Advisor
2 days ago
palm beach gardens, United States Evershore Financial Group Full timeARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...
-
Senior Private Client Advisor
4 weeks ago
Palm Beach Gardens, Florida, United States Marsh & McLennan Companies Full timeAbout the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities.Key ResponsibilitiesReview client exposures, loss experience, and current...
-
Senior Private Client Advisor
1 month ago
Palm Beach Gardens, Florida, United States Marsh & McLennan Companies Full timeAbout the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities.Key ResponsibilitiesReview client exposures, loss experience, and current...
-
Student Experience Advisor, FEMBA Program
4 weeks ago
Bell Gardens, California, United States InsideHigherEd Full timeJob SummaryThe Fully Employed MBA Program at UCLA Anderson School is seeking a Student Experience Advisor to support educational initiatives, programs, relationships, classes, and special events. The ideal candidate will have excellent communication and organizational skills, with the ability to work effectively with students, faculty, and staff.Key...
-
Financial Services Professional
7 days ago
Palm Beach Gardens, Florida, United States Evershore Financial Group Full time{"h1": "Unlock Your Potential with Evershore Financial Group", "p": "Are you a motivated and ambitious financial professional looking for a new challenge? Do you want to work with a team that shares your passion for delivering exceptional client experiences?", "ul": ["We specialize in comprehensive wealth management solutions tailored to the unique needs of...
-
Healthcare Director
4 hours ago
Palm Beach Gardens, Florida, United States Brookdale Senior Living Full timeAbout the Director of Nursing PositionAt Brookdale Senior Living, we are seeking a passionate and compassionate clinical leader to join our team as a Director of Nursing. As a key member of our healthcare team, you will be responsible for ensuring the highest quality of care and services for our residents.As a Director of Nursing, you will utilize your...
-
Benefits Enrollment Advisor
3 weeks ago
Palm Beach Gardens, Florida, United States US Health Services Full timeUnlock Your Potential as an Open Enrollment SpecialistAt US Health Services, we're on a mission to empower individuals and families to access affordable benefits and business services. As an Open Enrollment Specialist, you'll play a vital role in helping our clients navigate the complexities of healthcare and benefits administration.What You'll Do:Work...
-
Registered Client Service Associate
3 weeks ago
Palm Beach Gardens, United States Oppenheimer & Co. Full timeCareer Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Registered Client Service Associate (Palm Beach Gardens) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market...
-
Client Service Associate
3 weeks ago
Palm Beach Gardens, Florida, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, assisting with the opening and maintenance of client accounts, and performing various administrative tasks.Key...
-
Client Associate/Registered Client Associate
5 days ago
Palm Beach Gardens, Florida, United States RBC Capital Markets, LLC Full timeJob SummaryEmbracing RBC Wealth Management's core values and inclusive culture, we're seeking a Client Associate/Registered Client Associate to join our team. As a trusted resource, you'll assist financial advisors and clients, leveraging your administrative and operational skills to drive business growth.Key ResponsibilitiesBuild and maintain professional...
-
Client Associate/Registered Client Associate
3 weeks ago
Palm Beach Gardens, Florida, United States RBC Capital Markets, LLC Full timeJob SummaryJob DescriptionWhat is the opportunity?At RBC Wealth Management, we are seeking a highly motivated and detail-oriented Client Associate/Registered Client Associate to join our team. As a Client Associate/Registered Client Associate, you will play a critical role in supporting our financial advisors and clients by providing exceptional...
-
Portfolio Manager
4 weeks ago
Palm Beach Gardens, Florida, United States Ballentine Partners Full timeJob SummaryBallentine Partners is seeking a highly skilled Portfolio Analyst to join our team. As a critical team member, you will support Senior Investment Advisors in all client-related investment matters, constructing portfolio trading programs, monitoring cash positions, and reviewing quarterly investment performance reports.Key ResponsibilitiesSupport...
-
Financial Services Associate
2 weeks ago
Palm Beach Gardens, Florida, United States Oppenheimer & Co. Full timeCareer Opportunities with Oppenheimer & Co. Inc.A leading middle-market investment bank and full service broker-dealer seeks a highly skilled and motivated individual to join our team as a Registered Client Service Associate.About Oppenheimer & Co. Inc.With roots tracing back to 1881, Oppenheimer & Co. Inc. is engaged in a broad range of activities in the...
-
Client Service Associate
3 weeks ago
Palm Beach Gardens, Florida, United States Stifel Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative duties.Key ResponsibilitiesProvide top-notch customer...
-
Senior Tax Analyst
6 days ago
Palm Beach Gardens, Florida, United States Carrier Full timeAbout the Role:This is an exciting opportunity to join Carrier's Tax organization as a Sr. Analyst of Tax Compliance and Reporting. As part of the team, you will be responsible for reviewing and preparing U.S. federal, international, and state income tax returns, as well as overseeing and managing advisors in outsourcing of tax compliance. You will also...
-
Senior Tax Analyst
4 weeks ago
Palm Beach Gardens, Florida, United States Carrier Full timeAbout This OpportunityWe are seeking a highly motivated and strategic thinker to assume the Sr. Analyst of tax compliance and reporting role within the Tax organization at Carrier.Key ResponsibilitiesPrepare and review U.S. federal, international, and state income tax returns;Oversee and manage advisors in outsourcing of tax compliance;Assist in indirect tax...