Senior Wealth Management Advisor

Job SummaryCitigroup Inc. is seeking a highly skilled and experienced Senior Wealth Management Advisor to join our team. As a Senior Wealth Management Advisor, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key ResponsibilitiesBuild relationships with new clients and deepen...

Explore an Exceptional Opportunity as a Financial AdvisorJoin a distinguished global wealth management firm, where you will:Serve as a trusted financial consultant for affluent clienteleLeverage your expertise in sales and relationship management, drawing on a robust background of 5-10 yearsHighlight your emotional intelligence, inquisitiveness, and...

Position Overview:Join our esteemed team within the financial services sector, where we cater to a diverse range of wealth clients. Our organization integrates the full spectrum of wealth management solutions to serve ultra-high-net-worth individuals and family offices, as well as affluent clients.Role Summary:The Senior Wealth Advisor is tasked with...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

About the RoleThe Credit Executive is a key client-facing position within the Global Wealth and Investment Management division of Bank of America. This role is responsible for developing and maintaining relationships with high-net-worth clients, driving revenue growth, and ensuring the delivery of customized credit solutions.Key ResponsibilitiesLead the...

Wealth Management Consultant Job OverviewWe are seeking a Senior Wealth Management Consultant to become a vital part of our organization, delivering customized financial strategies to help clients achieve their enduring financial goals.Key Responsibilities:Provide expert advice to clients regarding financial planning and investment optionsAssess clients'...

Position Overview:At Bank of America, we are driven by a unified mission to enhance financial well-being through every interaction.Key Responsibilities:As a Registered Wealth Management Client Associate, you will play a vital role in delivering exceptional client service and support to our financial advisors. Your responsibilities will include:Providing...

Position Overview:We are looking for a dedicated and skilled Wealth Management Consultant to provide tailored financial guidance and investment strategies to our clientele. The ideal candidate will engage with clients to comprehend their financial aspirations and create personalized plans to help them reach their objectives.Key Responsibilities:- Deliver...

About Us:At Bank of America, we are driven by a unified mission to enhance financial well-being through meaningful connections.Role Overview:The Registered Wealth Management Client Associate plays a crucial role in delivering exceptional client service and support. This position is integral to our commitment to Responsible Growth, ensuring that we meet the...

Exciting opportunity for a Certified Financial Planner to serve as a personal Chief Financial Officer and oversee clients' wealth management strategiesAbout Us:At Jobot, we pride ourselves on being a leading firm in the financial services industry, committed to creating an exceptional workplace where every team member can thrive. With over two decades of...

Position Overview:We are seeking a seasoned professional to join our Wealth Management team, focusing on the affluent and high-net-worth client segments. This role is pivotal in delivering tailored financial and investment strategies to our esteemed clientele.About Us:Citi Global Wealth is dedicated to uniting the extensive resources of Citi to cater to a...

Explore an Exceptional Opportunity as a Financial AdvisorJoin a renowned global wealth management firm dedicated to serving affluent clientele. This role is designed for individuals who possess a strong background in financial consulting and are eager to provide top-tier advisory services.Client Engagement: Serve as a reliable financial consultant for...

Position Overview:We are looking for a dedicated and knowledgeable Financial Advisor to provide exceptional financial guidance and investment management services. The ideal candidate will collaborate with clients to comprehend their financial aspirations and devise tailored strategies to meet those objectives.Key Responsibilities:- Deliver comprehensive...

Company OverviewOpenTable, a subsidiary of Booking Holdings, is a premier platform in the travel and dining sector. With extensive reach and numerous inquiries across our services, we assist users in discovering ideal travel options, accommodations, and dining experiences.Our commitment extends to enhancing the in-travel experience through innovative...

Job Overview To qualify for this position, your primary residence must be situated within a reasonable distance from the designated branch locations. Wealth Management Associate We are pleased to present an exceptional opportunity for a remote, licensed Wealth Management Service Associate in the Greater Tri-State area. While this role allows for...

Larson Maddox is seeking a seasoned legal professional to join their expanding team as a Senior Legal Advisor. This role offers a unique opportunity to work with a global energy investor and commodities merchant, providing expertise in the power and gas markets of the United States.Key Responsibilities:Provide strategic legal guidance on commercial matters...

Our MissionAt The Bank of America Corporation, we strive to make a positive impact on the financial lives of our clients. Our goal is to provide exceptional client service and support, while fostering a culture of responsible growth and innovation.Key ResponsibilitiesProvide personalized financial guidance and advice to clientsDevelop and maintain strong...

Our MissionAt The Bank of America Corporation, we strive to make a positive impact on the financial lives of our clients. Our goal is to provide exceptional client service and support, while fostering a culture of responsible growth and innovation.Key ResponsibilitiesProvide personalized financial guidance and advice to clientsDevelop and maintain strong...

About Northern Trust Corporation:Northern Trust Corporation is a leading global financial institution that has been in continuous operation since 1889.We are proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and...

About the RoleWe are seeking a highly skilled and service-oriented Client Associate to join our team at UBS. As a Client Associate, you will play a vital role in assisting Financial Advisors and their clients with administrative functions.Key ResponsibilitiesManage client information and update management systems accordingly.Educate clients on account...