Senior Wealth Advisor

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...

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...

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...

Job 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...

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.-...

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...

Senior Wealth Management Consultant Opportunity at Capital GroupCapital Group Private Client Services, a leading firm in wealth management, is on the lookout for seasoned wealth management consultants to enhance their team. As a Senior Wealth Management Consultant, your primary focus will be on attracting new high-net-worth clients, formulating strategic...

Position: Senior Wealth Advisor / Relationship ManagerCompany: Avior Executive Search, IncWe are collaborating with a prominent and growing International Private Banking institution that operates a well-regarded Registered Investment Advisor (RIA) across various locations in the United States. Our client is in search of a Senior Wealth Advisor to join their...

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,...

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 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...

About SavvyWealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client...

Position Overview: This role involves collaborating with Wealth Advisors and other internal team members to cater to the distinctive requirements of Wilmington Trust's ultra-high net worth (UHNW) clientele. The position requires close cooperation with Wealth Advisors to formulate and implement tailored wealth strategies for UHNW clients and families,...

Position Overview: This role involves collaborating with Wealth Advisors and internal client teams to address the distinct requirements of Wilmington Trust's ultra-high net worth (UHNW) clientele. The individual will work closely with Wealth Advisors to create and implement tailored wealth strategies for UHNW clients and families, utilizing the full spectrum...

Full Time Senior Financial Advisor Avior Executive Search, Inc. is in search of experienced Senior Financial Advisors to enhance their team of high-performing financial professionals. The successful candidate will possess a deep knowledge of financial strategy and will be equipped to deliver thorough advisory services to clients. Key Responsibilities:...

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...

Role Overview:As a pivotal member of our team, you will collaborate with Wealth Advisors and other internal stakeholders to address the distinct requirements of M&T Bank's ultra-high net worth (UHNW) clientele.Key Responsibilities:- Work in tandem with Wealth Advisors to create and implement tailored wealth management strategies for UHNW clients.- Foster...

Role Overview:As a pivotal member of our team, you will collaborate with Wealth Advisors and other internal stakeholders to address the distinctive requirements of M&T Bank's ultra-high net worth (UHNW) clientele.Key Responsibilities:- Work in tandem with Wealth Advisors to formulate and implement tailored wealth management strategies for UHNW clients.-...

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 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...