- Harrison Gray Search and Consulting LLC (New York, NY)
- …partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor . About the Firm: Transforms advisors into fintech entrepreneurs. ... and more. Collaborate with third-party service providers. Influence the development of advisor technology platforms. Assist in recruiting top wealth managers and… more
- Citigroup, Inc. (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and… more
- Citigroup, Inc. (New City, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize client events to… more
- Equitable Advisors (New York, NY)
- …financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build ... clients' financial objectives and risk tolerance to devise personalized strategies , offering clear recommendations and guidance Product and Service Consultation… more
- Northwestern Mutual (Paramus, NJ)
- Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through ... financial planning. On your path to becoming a financial advisor , you start as a financial representative focused on...programs equip you with the education, skill-building, and development strategies you need to be successful in building a… more
- Citigroup, Inc. (New Canaan, CT)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize client events to… more
- Citigroup, Inc. (New York, NY)
- …the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: Actively identify prospects and establish ... clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and business which have… more
- BDO USA (New York, NY)
- …improved May lead marketing campaigns, if applicable to role Presents complex strategies to clients and prospective clients Collaborates with the Firm's National Tax ... use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages...stock and grants employees the chance to grow their wealth over time as their shares vest and grow… more
- NFP (New York, NY)
- …on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor , consultant, and constant partner in helping clients ... and rigor are "have to haves" for this role; previous trading, portfolio management or wealth management experience is a "nice to have." As a key member of a… more
- PIMCO (New York, NY)
- …to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description PIMCO's US Global Wealth Management ... you will concentrate on platform placement and model sales within the US wealth market. You will be responsible for growing PIMCO's ETF business by targeting… more
- Nasdaq (New York, NY)
- …at Nasdaq. Role and Responsibilities: Develop and execute integrated communications strategies to showcase Nasdaq's full suite of capabilities, value proposition, ... what makes us competitively different. Serve as an important strategic communications advisor for the Listings and Corporate Solutions businesses Support issue and… more
- Citigroup (Greenburgh, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver… more
- Tompkins Community Bank (Mount Kisco, NY)
- …which support lasting loyalty and long-term commitment. Responsibilities Position Summary: The Wealth Advisor is responsible for building and maintaining client ... Vision We will be our clients' most trusted financial advisor , a great place to work and a leader...relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned… more
- US Bank (Greenwich, CT)
- …we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments,...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- JPMorgan Chase (New York, NY)
- …and shaping the future of JPMorganChase's proprietary financial planning platform ( Wealth Plan) with your strategic vision and influence. **Summary:** As a ... Product Director in Wealth Management you lead innovation through the development of...customer needs. **Job responsibilities:** + Oversees the Financial Planning advisor product roadmap, vision, development, execution, risk management, and… more
- Truist (Greenwich, CT)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both… more
- PNC (Fort Lee, NJ)
- …respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based in New Jersey or ... Northeast PA. PNC Wealth Advisors execute an advice and planning strategy focused...future. **Job Description** + Consults on investment and insurance strategies , as well as the development of financial plans… more
- JPMorgan Chase (New York, NY)
- …by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and ... alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added...and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist… more
- Bank of America (New York, NY)
- Private Wealth Management Specialist-NR New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth -Management-Specialist-NR\_25028381) **Job Description:** Merrill Wealth Management is… more
- Citigroup (New York, NY)
- …by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored ... strategic priorities for the global wealth business. **Job Description** The Citi's Wealth Strategy team serves as a trusted advisor to senior leadership to… more
