Wealth Management Advisor

1 week ago

New York, New York, United States City National Bank Full time

Position Overview:

PRIVATE BANKER

What is the Opportunity?
As a Private Banker, you will cultivate and oversee relationships with affluent individuals and families in a designated market. Your role will encompass delivering comprehensive financial services guidance, including banking, credit solutions, asset management, trust and estate planning, and brokerage services. You will be accountable for the profitability of client relationships and managing portfolio risks while driving growth.

Key Responsibilities:

  • Establish new connections through referrals from clients, community engagement, and collaboration with internal partners.
  • Assess the diverse needs of high-net-worth clients and provide customized advice in partnership with the client team.
  • Lead the CNB team in developing new business opportunities, including facilitating pre-brief and de-brief meetings.
  • Identify further opportunities within existing client relationships and leverage resources to become the primary service provider.
  • Oversee client relationships by guiding the client team in planning, service delivery, and regular client reviews.
  • Maintain proactive communication with clients regarding market conditions and necessary adjustments to their investment strategies.
  • Evaluate clients' financial needs and adjust strategies based on their evolving circumstances.
  • Ensure the implementation of relationship plans and collaborate with the Client Manager for presentation preparation.
  • Confirm that clients' goals and risk tolerances are accurately reflected in their investment policies.
  • Conduct regular, tailored investment reviews with clients to ensure alignment with their objectives.
  • For colleagues with FINRA Licenses, review asset management and brokerage statements with clients and discuss market conditions and investment strategies.
  • Stay informed about clients' financial situations and ensure they understand the solutions provided.
  • Communicate promptly with clients and all relevant risk areas, particularly the Credit Team.
  • Participate in ongoing training and professional development.

Essential Qualifications:

  • Bachelor's Degree or equivalent experience.
  • A minimum of 10 years in asset management, banking/credit, personal trust, or brokerage services.
  • At least 10 years of sales and relationship management experience in financial services, ideally with high-net-worth clients.
  • Possession of FINRA Series 7, 63, and 65 or 66 licenses.
  • California Insurance License.

Skills and Expertise:

  • In-depth knowledge of products and services tailored for high-net-worth clients.
  • Strong understanding of credit policies and banking operations.
  • Proven sales and marketing capabilities.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to initiate and foster relationships with clients requiring comprehensive financial solutions.
  • Contribute positively to collaboration with business lines and product partners to enhance growth.
  • May partner with another CA to manage a revenue portfolio of up to $2 million.
  • Typically holds a BA or MBA with around 8 years of experience in financial services.
  • Possession of CFP, JD/LLM, CIMA, or Cannon Certified Wealth Strategist designations is advantageous.
  • Preferred: FINRA Series 7, 63, and 65 or 66 securities licenses and state insurance license.

Compensation: Starting base salary ranges from $127,626 to $237,014 annually, with variations based on skills, experience, and location. This position is eligible for bonuses and/or commissions.

Benefits and Perks: City National Bank offers a comprehensive benefits package aimed at supporting our colleagues.

Diversity and Inclusion: City National Bank is an equal opportunity employer dedicated to fostering diversity and inclusion in the workplace.

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Right Executive Search, LLC Full time

    Job 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...

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Manning & Napier Advisors Full time

    Overview As a Wealth Management Advisor at Manning & Napier Advisors, you will engage with our diverse clientele while fostering new connections across various sectors, including affluent individuals, charitable organizations, corporate entities, and retirement plans. Our comprehensive financial services encompass: retirement strategy, cash-flow analysis,...

  • Experienced Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Right Executive Search, LLC Full time

    Wealth 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...

  • Lead Wealth Management Advisor

    1 week ago

    New York, New York, United States Norman Alex Full time

    Lead 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...

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States F.N.B. Corporation Full time

    Position 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...

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States IDB Full time

    Company Overview For over seven decades, IDB Bank has dedicated itself to being the premier banking institution for our clients by prioritizing their needs. Our success is fundamentally attributed to our exceptional team. At IDB, you will collaborate with some of the most skilled professionals in the sector, all of whom share a commitment to teamwork and a...

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Citi 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...

  • Senior Wealth Advisor

    1 month ago

    New York, New York, United States Hopwood Financial Services, Inc Full time

    This position will take over top-tier clients within 18 months and may also train and supervise other staff in client service delivery.A Senior Wealth Advisor shows an interest in the long-term growth of the firm and will have the opportunity to become an owner in the firm.Oversee the client experience: Ensure clients receive a holistic wealth management...

  • Wealth Management Advisor at Citi Trust

    2 weeks ago

    New York, New York, United States Citigroup Full time

    Wealth Management Advisor at Citi TrustThe Wealth Management Advisor at Citi Trust collaborates closely with Private Bankers and other members of the Citi Private Bank team to identify and secure trust, estate, and insurance opportunities for both existing clients and potential prospects.Key Responsibilities:Offer expert guidance on estate, gift, and tax...

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Citi 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...

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Citi 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...

  • Senior Wealth Management Consultant

    2 weeks ago

    New York, New York, United States UpTick Financial- Advisor Recruiters and Consultants Full time

    UpTick Financial is a cutting-edge wealth management firm that leverages technology to enhance automation and efficiency for financial advisors, allowing them to prioritize what truly matters—meaningful interactions with their clients.Our leadership team consists of seasoned entrepreneurs and operators who have successfully launched and exited two...

  • Associate Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Equitable Advisors Full time

    Become a Part of Equitable AdvisorsEquitable Advisors stands as a prominent firm in wealth management, committed to guiding clients towards financial stability and enriching their lives. Our diverse cadre of Financial Professionals hails from a variety of backgrounds, unified by shared principles, an entrepreneurial mindset, and a dedication to positively...

  • Wealth Management Specialist

    1 week ago

    New York, New York, United States Capital Group Full time

    Private 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...

  • Senior Wealth Advisor

    5 days ago

    New York, New York, United States Citigroup Inc Full time

    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 relationships with new...

  • Private Wealth Manager

    2 hours ago

    New York, New York, United States Capital Group Full time

    About the RoleWe are seeking a highly skilled and experienced Private Wealth Advisor to join our team at Capital Group. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key ResponsibilitiesIdentify and cultivate new business...

  • Senior Wealth Advisor

    4 days ago

    New York, New York, United States Citigroup Inc Full time

    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 play a critical role in providing comprehensive financial and investment advice to our clients.Key ResponsibilitiesClient Acquisition and Relationship Building: Build relationships with new clients and deepen...

  • Private Wealth Management Consultant

    1 week ago

    New York, New York, United States Capital Group Full time

    Private 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...

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Northwestern Mutual Full time

    Position Overview:We are looking for a dynamic, enthusiastic, and driven sales professional to become a part of our organization as a wealth management advisor.Our ideal candidate will be motivated by the desire to assist clients in recognizing and fulfilling their financial aspirations through a range of advisory services.You will be integrated into an...

  • Senior Wealth Management Consultant

    2 weeks ago

    New York, New York, United States M&T Bank Full time

    Role 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.-...