Senior Wealth Advisor

About the RoleCitigroup Inc. is seeking a highly skilled and experienced 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 your expertise in financial planning and wealth management.Key ResponsibilitiesBuild and maintain...

Job Summary:Citigroup Inc. is seeking a highly 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 clients.Key Responsibilities:Build relationships with new clients and deepen relationships with existing clients through financial...

An exceptionally accomplished and fervent Director of Private Banking and Wealth Management, boasting 20+ years of demonstrated success in new business development, increasing competitive market share, and leading business management.Location: Miami, FLWilling to Relocate: NoWants: Seeking a W2 salary role, ideally within a Private Bank or Wealth Management...

OUR IMPACTAre you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking...

Position Title: Wealth Planner at Citi TrustThe Wealth Planner at Citi Trust collaborates closely with Private Bankers and other members of the Citi Private Bank team worldwide to enhance revenue by recognizing and securing trust, estate, and insurance opportunities with clients and potential clients.Key Responsibilities:Crafting tailored wealth strategies...

About the RoleWe are seeking a skilled Wealth Strategy Associate to join our team at UBS. As a key member of our Wealth Management Americas division, you will play a critical role in helping high net worth and ultra-high net worth individuals and families achieve their financial goals.Key ResponsibilitiesAssist financial advisors in client conversations,...

Position Overview:Are you passionate about cultivating enduring client relationships while guiding them towards financial prosperity? The Wealth Strategy Consultant is responsible for developing holistic financial plans and wealth management strategies to equip clients for their future aspirations and liquidity requirements through effective savings,...

Job OverviewClient Relations Specialist - Wealth ManagementProvide exceptional support to Financial Advisors catering to Ultra High Net Worth clients within a dynamic Wealth Management environment.QUALIFICATIONSBachelor's degree in Finance, Business Administration, Economics, or a related discipline.Minimum of 2 years' experience in client services,...

Are you a motivated individual with the following qualities?DrivenInnovativeReceptive to feedbackEffective communicatorDisciplinedGenuineIf so, consider a rewarding career as an insurance agent where you can make a significant difference in the lives of families every day. At Staff My Agency, you have the opportunity to shape your professional...

This position is a hybrid opportunity, requiring 3 days in-office and 2 days working remotely. Our organization, Simplex, is a reputable and expanding investment and wealth management firm dedicated to serving ultra-high-net-worth individuals, family offices, and institutional clients. With a workforce of approximately 140 professionals, we manage over $30...

About the RoleThe Financial Professional role at Equitable Advisors is a relationship-driven position that provides the opportunity to help individuals and families make informed financial decisions. Our team believes in teamwork, collaboration, and rewarding work, which is why we offer various ways to strengthen relationships with colleagues, invest in...

Position Overview:Are you passionate about cultivating meaningful connections with clients while guiding them towards financial prosperity? The Wealth Strategy Consultant is responsible for developing holistic financial plans and wealth management strategies that equip clients to achieve their future objectives and manage their cash flow requirements through...

Position Overview:Are you passionate about fostering enduring client relationships while guiding them towards financial prosperity? The Wealth Management Consultant is responsible for crafting detailed financial strategies and wealth management plans to assist clients in achieving their future objectives and cash flow requirements through effective savings,...

Job SummaryWe are seeking a highly motivated Financial Sales Advisor to join our team at Horace Mann. As a Financial Sales Advisor, you will be responsible for retaining and growing our Life, Retirement, and Wealth Management business by leading marketing events at various worksites.Key ResponsibilitiesRetain and grow Horace Mann's Life, Retirement, and...

Position Overview:Are you passionate about fostering meaningful connections with clients while guiding them towards financial prosperity? The Wealth Management Consultant is responsible for developing comprehensive financial strategies and wealth management plans to assist clients in achieving their future objectives and managing their cash flow needs...

About the RoleAt Marsh & McLennan Companies, we pride ourselves on our exceptional workplace culture, which is recognized as award-winning and inclusive. This culture is not a mere coincidence; it is the result of dedicated efforts by remarkable individuals.Your ImpactAs a Senior Wealth Management Consultant, you will play a crucial role in our mission to...

About this Role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of its Financial Services division. In this role, you will be responsible for providing exceptional service to clients and supporting Financial Advisors in their daily activities.Key Responsibilities:Assist Financial Advisors with service and operational...

Miami, FL Full-Time Patient ExperienceSummary The Senior Advisor, Consumer Experience provides leadership over clinical staff engagement and delivery of care initiatives that favorably affect the patient and consumer experience across the Jackson Health System continuum of care. The Advisor serves as an administrative and operational resource to medical...

Position OverviewApollo is seeking an Internal Sales Professional to support the Private Bank/Wirehouse Channel within its Global Wealth Management Solutions (GWMS) business. GWMS is a vertically integrated sales channel within Apollo's broader Client & Product Solutions (CPS) ecosystem, designed to provide individuals and their advisors with a growing range...

Position Overview:As a Financial Advisor at First Command Financial Services, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored advice and strategic planning.Who We Are:First Command Financial Services is dedicated to serving those...