Wealth Management Professional
1 week ago
Citigroup Inc is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our Financial Planning Services group, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our affluent and high-net-worth clients.
Key Responsibilities- Client Relationship Management: Build and deepen relationships with clients to identify their complex financial needs and provide holistic financial solutions.
- Financial Planning: Develop and implement comprehensive financial plans that meet the unique needs and goals of each client.
- Product and Service Knowledge: Stay up-to-date on a wide range of financial products and services, including banking, credit, and investment solutions.
- Communication and Presentation: Effectively communicate complex financial information to clients and present financial plans and solutions in a clear and concise manner.
- Team Collaboration: Work closely with other members of the Financial Planning Services team to ensure seamless delivery of financial solutions to clients.
- Compliance and Risk Management: Ensure that all financial solutions and recommendations are in compliance with regulatory requirements and align with the company's risk management policies.
- Education: Bachelor's degree or equivalent experience in a related field.
- Experience: 5-8 years of experience in financial planning, wealth management, or a related field.
- Skills: Strong analytical and financial skills, excellent communication and presentation skills, and the ability to work in a team environment.
- Certifications: FINRA series 6, 63, and 65 registrations required; Series 7 and 66 or equivalent certifications encouraged.
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Wealth Management Professional
1 week ago
New York, New York, United States Capital Group Full timeAbout the RoleCapital Group is seeking a highly skilled Private Wealth Advisor to join its team of wealth management professionals. As a Private Wealth Advisor, you will work closely with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key ResponsibilitiesWealth Management...
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Wealth Management Professional
1 week ago
New York, New York, United States Chilton Trust Full timeJob DescriptionChilton Trust is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Private Wealth Advisor, you will be responsible for delivering exceptional client service and providing tailored investment solutions to our high net worth clients.Key Responsibilities:Client Relationship Management: Build and...
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Wealth Management Professional
5 days ago
New York, New York, United States EisnerAmper Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Advisor to join our wealth management team at EisnerAmper. As a Wealth Advisor, you will be responsible for managing client relationships and formulating and implementing advice to help our clients achieve their financial goals.Key ResponsibilitiesProvide objective, unbiased financial...
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Wealth Management Professional
7 days ago
New York, New York, United States Citigroup Inc Full timeAbout the RoleCitigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our Private Client Coverage group, you will be responsible for providing exceptional financial planning and wealth management services to our affluent and high-net worth clients.Key ResponsibilitiesIdentify and build relationships with...
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Wealth Management Professional
5 days ago
New York, New York, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our Private Client Coverage group, you will be responsible for providing exceptional financial planning and wealth management services to our affluent and high-net-worth clients.Key ResponsibilitiesClient Relationship Management: Build...
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Senior Wealth Management Professional
5 days ago
New York, New York, United States Avior Executive Search, Inc Full timeJob Title: Senior Wealth AdvisorJob Summary:We are seeking a highly experienced Senior Wealth Advisor to join our team at Avior Executive Search, Inc. as a Senior Wealth Advisor. This is a unique opportunity to work with a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S.Key...
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Senior Wealth Management Professional
2 weeks ago
New York, New York, United States Norman Alex Full timeSenior Private Banker - OpportunityOur company, Norman Alex, is a leading wealth management boutique operating in the global market, serving international ultra high net worth clients across various regions. We provide a range of services including investment management, private assets, and family office services. This is an exciting opportunity for a senior...
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Wealth Management Specialist
1 week ago
New York, New York, United States Capital Group Full timePrivate Wealth Advisor Position at Capital GroupCapital Group Private Client Services, a leading wealth management firm, is seeking experienced wealth advisors to join their team. As a Private Wealth Advisor, you will be responsible for generating new leads of high-net worth clients, developing business strategies, and creating customized wealth plans. You...
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Wealth Management Officer
2 weeks ago
New York, New York, United States gpac Full timePosition Overview We are in search of a skilled wealth management officer to become a vital part of our organization, overseeing client trusts and estates. In this role, you will engage directly with affluent clients to manage their trust assets, execute estate plans, and offer tailored guidance on wealth transfer strategies. Key Responsibilities Administer...
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Wealth Lending Professional
1 week ago
New York, New York, United States Citigroup Inc Full timeAbout the RoleThe Aircraft Finance Specialist will be a Subject Matter Expert in the private aviation industry, working closely with the Aircraft Finance Product Head to manage Citi Global Wealth's aircraft loan portfolio. This is a highly visible position with significant input on driving the strategic direction of the AF product and setting and managing...
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Wealth Management Advisor
2 weeks ago
New York, New York, United States Right Executive Search, LLC Full timeJob OverviewPosition: Wealth Management AdvisorLocation: New York, NY (Hybrid Schedule)Compensation: $130k-$170k base salary plus performance bonuses (Total compensation potential of $200k) Our client, a prominent and reputable Registered Investment Advisor (RIA) and Wealth Management firm, is seeking a seasoned, client-oriented Wealth Management Advisor to...
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Wealth Management Advisor
2 weeks ago
New York, New York, United States F.N.B. Corporation Full timePosition Overview: The role of a Private Banker is essential in promoting private banking solutions to entrepreneurs, executives, and influential professionals within a designated area. The individual in this position is tasked with managing client relationships in private banking to ensure high satisfaction levels while identifying opportunities for...
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Wealth Management Specialist
3 days ago
New York, New York, United States RightWorks Staffing Full timeJob Opportunity: Wealth AdvisorAbout RightWorks Staffing: RightWorks Staffing is a leading provider of high-end talent to the financial services industry. We specialize in connecting top professionals with top-tier investment firms.Job Summary: We are seeking experienced Wealth Advisors to join our team. As a Wealth Advisor, you will be responsible for...
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Wealth Management Advisor
2 weeks ago
New York, New York, United States Citigroup Inc Full timeCiti Global Wealth Overview:Citi Global Wealth consolidates the extensive resources of Citi to cater to a diverse range of wealth clients. This integrated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, engages affluent and high-net-worth segments via Citigold and Citigold Private Client, and facilitates wealth...
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Wealth Management Advisor
2 weeks ago
New York, New York, United States Citigroup Inc Full timeCiti Global Wealth Overview: Citi Global Wealth unites the extensive resources of Citi to cater to a diverse range of wealth clients. This integrated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses affluent and high-net-worth segments via Citigold and Citigold Private Client, and facilitates wealth...
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Wealth Management Advisor
2 weeks ago
New York, New York, United States Citigroup Inc Full timeCiti Global Wealth Overview:Citi Global Wealth integrates the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This cohesive unit provides services to ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and...
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Private Wealth Management Consultant
1 week ago
New York, New York, United States Capital Group Full timePrivate Wealth Advisor Position at Capital GroupCapital Group Private Client Services, a leading wealth management firm, is seeking experienced wealth advisors to join their team. As a Private Wealth Advisor, you will be responsible for generating new leads of high-net worth clients, developing business strategies, and creating customized wealth plans. You...
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Senior Wealth Management Consultant
2 weeks ago
New York, New York, United States M&T Bank Full timeRole Overview:As a Senior Client Advisor at M&T Bank, you will collaborate with Wealth Advisors and other members of the internal client team to address the distinct requirements of our ultra-high net worth (UHNW) clientele.Key Responsibilities:- Partner with Wealth Advisors to create and implement tailored wealth management strategies for UHNW clients.-...
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Lead Wealth Management Advisor
1 week ago
New York, New York, United States Norman Alex Full timeLead Wealth Management AdvisorCompany Overview: Norman Alex is a distinguished wealth management firm dedicated to providing exceptional financial services to a select clientele. Position Overview: We are currently seeking a Lead Wealth Management Advisor to enhance our presence in existing markets and identify new opportunities for growth. Key...
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Experienced Wealth Management Advisor
1 week ago
New York, New York, United States Right Executive Search, LLC Full timeWealth Management AdvisorLocation: New York, NY (Hybrid)Compensation: $140k-170k with potential earnings up to $200K based on experienceRight Executive Search, LLC is representing a distinguished Registered Investment Advisor (RIA) firm known for its excellence in wealth management. We are seeking a seasoned Wealth Management Advisor to join our dynamic team...