- M&T Bank (Buffalo, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and… more
- Umpqua Bank (Scottsdale, AZ)
- Senior Wealth Advisor ... executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... for business. Together for better. **About the Role:** A Senior Wealth Advisor is an...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Citigroup (New York, NY)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...at the center of everything we do. As a Senior Wealth Advisor , you will… more
- Citigroup (Downey, CA)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...at the center of everything we do. As a Senior Wealth Advisor , you will… more
- HUB International (Albuquerque, NM)
- …in part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services....that aligns with each client's goals and values. The Senior Wealth Advisor will be… more
- Vanguard (Charlotte, NC)
- …career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management ... by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team… more
- Truist (Asheville, NC)
- …**Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and proven at acquiring new clients...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- M&T Bank (West Hartford, CT)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role ... is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in… more
- Robert Half Finance & Accounting (Marin County, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Wealth Advisor at a respected RIA in Marin County. This is a full-time, ... balance, and professional development. Responsibilities: + Serve as a trusted advisor , providing personalized financial planning and investment guidance. +… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of...segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Truist (Mclean, VA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Truist (Chattanooga, TN)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- UMB Bank (Leawood, KS)
- …skills. + You show exceptional written communication and presentation skills. + Youshow wealth advisor sales skills with acumen to close new business. + ... segments within the practice. You will serve as the senior mentor for other wealth advisors on... planning goals and objectives. + You will deliver wealth , financial planning, insurance, investment , and estate… more
- Citigroup (Jacksonville, FL)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending ... The Wealth Solutions Advisor SAFE Act position...a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Role: Senior Wealth Advisor Location: San Francisco; hybrid (2 days in ... their continued success, they are looking to add a Senior Wealth Advisor to their...high volume of clients, offering personalized financial planning and investment advice. + Lead end-to-end client meetings, including preparation,… more
- Citigroup (Orland Park, IL)
- The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... family. **Responsibilities:** + Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United… more
- US Bank (Rancho Palos Verdes, CA)
- … Advisor at the Associate level. Under the guidance and in partnership with a senior advisor , this advisor will learn and develop skills to consult with ... securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then...of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65… more
- Citigroup (New York, NY)
- …directly by the candidate, function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Team Lead manages a team of...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more