Senior Wealth Advisor

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 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...

Join 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...

ARE 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...

About 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...

About 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...

Job 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...

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Job SummaryJob DescriptionWhat is the Opportunity?As a Client Associate/Registered Client Associate at RBC Wealth Management, you will play a vital role in supporting financial advisors and clients. You will be responsible for providing exceptional client service, managing administrative tasks, and maintaining accurate records. If you are a detail-oriented...

Unlock 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...

Career 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...

Job 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...

Job 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...

Job 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...

Job 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...

Career 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...

Job 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...

About 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...

About 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...

Job DescriptionJob DescriptionOverviewVoted by Newsweek in 2024 as one of America's Greatest Workplaces for DiversityBrookdale Palm Beach Gardens is searching for a Health and Wellness Director (Director of Nursing) for our beautiful community! The ideal candidate will have strong prior leadership experience with a dedication to the care provided to our...

Job Description We are seeking a highly skilled and experienced Real Estate Controller to join our dynamic finance team. This role requires a proven leader with 15-20 years of experience in finance, a bachelors degree, and a CPA certification. The Senior Accounting Manager Manager will oversee a team of Accounting Professionals. Key Responsibilities: Tax...