Senior Wealth Advisor

Job SummaryCitigroup Inc. is seeking a highly skilled Wealth Management Professional 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 Relationship Management: Build and maintain strong relationships with clients to understand their...

Citi Global Wealth unites the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This integrated business serves 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 manages wealth solutions in the...

Citi Global Wealth integrates the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This consolidated division serves 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 provides wealth management...

Citi Global Wealth integrates the extensive capabilities of Citi to cater to a diverse range of wealth clients. This cohesive division serves 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 captures wealth management opportunities...

Job Title: Senior Wealth AdvisorWiss Family Office, a boutique wealth management firm, is seeking a Senior Wealth Advisor to support and implement our Private Client offering. As a key member of our team, you will be responsible for managing High Net Worth and Ultra High Net Worth client relationships, working closely with our Estate Planning, Tax, and...

Job OverviewThe Client Service Associate plays a pivotal role in supporting the Financial Advisor, ensuring that client interactions are handled with the utmost professionalism and efficiency. This position is essential for optimizing the Advisor's time and enhancing client satisfaction through exceptional service and problem-solving capabilities.Key...

Job OverviewThe Client Service Associate plays a pivotal role in supporting the Financial Advisor, ensuring optimal use of their time. This position demands exceptional customer service and problem-solving abilities to deliver timely and professional information and education to clients.Key ResponsibilitiesPrepare for client meetings and follow up, including...

Job OverviewThe Client Service Associate plays a pivotal role in supporting the Financial Advisor, ensuring that client interactions are handled with utmost professionalism and efficiency. This position demands exceptional customer service and problem-solving abilities to deliver timely and accurate information to clients.Key ResponsibilitiesPrepare for...

Citrin Cooperman Advisors LLC is a prominent accounting and consulting firm in the United States, recognized for its commitment to excellence and innovation. We pride ourselves on fostering a collaborative environment where talented professionals can thrive and contribute to our clients' success. We are currently seeking a Senior Tax Consultant to enhance...

Descripción del Trabajo:En Bank of America, estamos guiados por un propósito común: ayudar a mejorar las vidas financieras a través del poder de cada conexión. El Crecimiento Responsable es la forma en que operamos nuestra empresa y cómo entregamos resultados a nuestros clientes, compañeros, comunidades y accionistas cada día.Una de las claves para...

Job Description**About Oppenheimer & Co. Inc.**Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment...

Position OverviewSalary: $115,000 - $140,000Role: Estate Litigation Associate AttorneyAt Abrams Fensterman, we pride ourselves on delivering exceptional legal services characterized by innovative solutions and tailored client support. Established in 2000, our firm boasts a team of over 110 skilled attorneys, each bringing years of experience and a wealth of...

The ideal candidate will serve as a strategic business partner and a leader of organizational transformation. You will plan, develop, and implement initiatives to drive business results and enhance the organization's human capital function.Key ResponsibilitiesProvide visionary leadership and guidance by overseeing talent acquisition, employee development,...

Overview:Marcum LLP presents a remarkable opportunity with outstanding benefits. When considering your career path, Marcum provides a wealth of possibilities, competitive compensation, exceptional benefits, flexible work arrangements, and cutting-edge technology, all within a culture that appreciates your contributions and fosters your professional...

PhD Leadership Development Program (LDP) Internship - Summer 2025 The world needs solutions, and we need you At BASF, we create chemistry through the power of connected minds. By balancing economic success with environmental protection and social responsibility, we are building a more sustainable future through chemistry. As the world's leading chemical...

Job descriptionAvanade Inc. is seeking Data Engineering Managers in Florham Park, NJ to partner with cross-functional teams to initiate, lead, and drive to completion client projects involving the transformation of enterprise data solutions. In this role, you will: lead and manage a team of data engineering professionals and cross-functional teams to design,...

Manufacturing Diverse Leaders Program (DLP) – Class of 2025 The world needs solutions, and we need you At BASF, we create chemistry through the power of connected minds. By balancing economic success with environmental protection and social responsibility, we are building a more sustainable future through chemistry. As the world's leading chemical company,...

Now hiring Diversity Equity and Inclusion Strategy Implementation ManagerThe world needs creative solutions. We need YOU Florham Park (Hybrid) Where chemistry happens...The DEI Strategy Implementation Manager serves in the lead role for full implementation of the DEI strategy across the North America Region. This position enables and facilitates all elements...

WISS Family Office (Wiss Private Client Advisors, LLC) Senior Wealth Advisor Wiss Family Office currently advises on $870million in assets and is a full service boutique wealth management firm offering a variety of services to HNW and UHNW client base, referrals from our parent firm, Wiss (fast growing full service CPA firm servicing middle market businesses...

Position Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...

Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

Position OverviewAs a Client Investment Consultant at Rival Sourcing LLC, you will play a pivotal role in fostering and nurturing client relationships. Your primary focus will be to:Understand Client Needs: Engage with clients to gain a comprehensive understanding of their financial goals and objectives.Asset Acquisition: Drive business growth by acquiring...

Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

Summary: As a Wealth Advisor, you play a pivotal role in helping our members achieve their long-term financial goals. You'll develop customized financial plans and offer investment recommendations to support their financial future. Duties & Responsibilities: Analyze investment strategies and provide well-informed recommendations to our members. Achieve...

Position Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...

Job DescriptionJob DescriptionFirm OverviewOpes Wealth Management considers every aspect of our client’s financial life, bringing together wealth management and real estate expertise to take a holistic look at our clients’ financial well-being. Our portfolios mix ETFs, mutual funds, alternative interval funds, and Separate Account Managers, creating a...

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, were one of the country's most respected, innovative, and successful financial institutions, and have con Management, Advisor, Wealth, Financial Planning, Spring, Investment, Banking

Job DescriptionJob Summary:We are seeking a highly skilled and experienced Wealth Support Specialist II to join our team at Truist. As a key member of our Wealth Support team, you will provide exceptional client and advisor support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors managing a portfolio of high net-worth clients.Key...

This is an office-centric position located at 400 Park Avenue South, Winter Park, FL. Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients. Closely Support Specialist, Wealth, Support, Winter, Specialist, Relationship Manager, Banking, Business Services

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

Job SummaryWe are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Truist. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our mass affluent clients.Key ResponsibilitiesClient Relationship Management: Establish...

Position Overview:As a pivotal member of our team, you will act as the main liaison for a select group of high-net-worth clients, ensuring their financial aspirations are met with tailored solutions.Key Responsibilities:Serve as the primary contact for a designated portfolio of affluent clients.Assess and interpret client financial requirements, offering...

Job DescriptionJob DescriptionPosition Title:                   Client Service AssociateJob Classification:            Non-Exempt; Part or Full-Time                                 Work Schedule:                Monday through Friday 8:00 a.m. to 5:00 p.m.Reporting...

Job Description: For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We're Looking For FINRA Series 7 & 63 licensed; Series 65 or 66...

Job Duties •Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience •Drive business results and acquire new assets, both from existing client base and new client acquisition •Advise clients on their...

Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

Job Description: For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.The Expertise We re Looking For FINRA Series 7 & 63 licensed; Series 65 or 66...