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 clients, utilizing our leading investment solutions platform.You will partner closely with a dedicated Wealth team to meet the financial needs of...

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 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 SummaryCitigroup Inc. is seeking a 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 clients in Citi...

The Business Risk Senior 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 within...

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...

We're seeking a talented and ambitious financial professional to join our team at Evershore Financial Group.About the Role:We're looking for a skilled and experienced financial advisor who can help our clients achieve their long-term financial goals. As a member of our team, you'll have access to a comprehensive range of financial products and services,...

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...

Job Description:We are seeking a skilled Wealth Management Professional to join our team. As a Wealth Management Professional, you will be responsible for building comprehensive financial plans and wealth strategies to prepare clients for future goals and cash flow needs. You will work closely with clients to understand their financial objectives and develop...

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...

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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About the Director of Nursing PositionAt Brookdale Senior Living, we are seeking a passionate and compassionate clinical leader to join our team as a Director of Nursing. As a key member of our healthcare team, you will be responsible for ensuring the highest quality of care and services for our residents.As a Director of Nursing, you will utilize your...

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. Your administrative and operational skills will help our advisors manage and grow their business, while you demonstrate a client-first approach to meet...

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...