- Citigroup, Inc. (Flushing, NY)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Simplex (Tampa, FL)
- …over 3.5 Billion for high-net-worth individuals and family clients, who are looking for a Wealth Manager to work directly with the CEO to grow the Florida ... Management services to the client base. Requirements: Experience in a Senior or Lead Wealth Management position. ( We feel 5+ years, but would also love… more
- National Financial Partners (Pittsford, NY)
- …learn more, please visit: https://www.NFP.com . Job Summary: The Commercial Lines, Sr . Account Manager is responsible for working with Advisors/Client Executives ... individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first… more
- National Financial Partners (Westport, CT)
- …on what is most important to each client. Wealthspire Advisors acts as a wealth manager , investment Advisor , consultant, and constant partner in helping ... Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading, and capital markets assumptions (among… more
- Bank of Montreal (Portland, OR)
- …products and services. Provides strategic input into business decisions as a trusted advisor . Makes recommendations to senior leaders on strategy and new ... Application Deadline: 09/29/2025 Address: 810 SW Broadway Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in… more
- Shoker Investments (Oxford, OH)
- Wealth Manager (Full-Time) Location: Oxford, Ohio Company: Shoker Investments Job Type: Full-Time Experience Level: Mid-to- Senior Level Position Summary We ... are seeking a dedicated and experienced Wealth Manager to join our advisory team....long-term client success. Key Responsibilities Serve as the primary advisor to clients, providing comprehensive wealth management… more
- Westwood Holdings Group (Houston, TX)
- …impact, embrace innovation, and build long-term relationships with our clients. As a Wealth Portfolio Manager , you are a strategic partner to advisors and ... decisions impacting client portfolios. Team Collaboration & Mentorship Serve as a senior voice within the Wealth investment team, helping guide investment… more
- Citigroup, Inc. (Brooklyn, NY)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.) Organize client… 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 ... where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager , etc.) Organize client… more
- BDO USA (New York, NY)
- Job Description Job Summary: The Core Tax Services ("CTS") Senior Manager - ASC740 is responsible for advising clients on the tax implications of their business ... tax issues. In this role, the Core Tax Services Senior Manager is charged with applying knowledge...use all current software tools Acts as a Career Advisor to associates and senior associates Schedules… more
- Cetera Financial Group, Inc. (El Segundo, CA)
- …to join our team. The Senior Accountant will report to the Senior Accounting Manager . The position will be responsible for supporting various aspects ... Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered… more
- Baird (Scottsdale, AZ)
- …and Branch Manager on branch marketing initiatives (ie, Next Gen, wealth planning, etc.). Workin partnership with the Market Director and/or Branch Manager ... and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins… more
- Bank of America (Albuquerque, NM)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of ... Job Description: Merrill Wealth Management is a leading provider of comprehensive...financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division… more
- NFP (Minneapolis, MN)
- …and a people-first approach. To learn more, please visit: https://www.NFP.com. The Senior Broker-Account Manager is responsible for working with Underwriters, ... entails a great deal of verbal, electronic and other written communications. The Broker- Senior Account Manager will manage the renewal and marketing process, and… more
- EY (New York, NY)
- …institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our ... of high-net worth taxation. Your key responsibilities A Services Manager in FSO EDGE Private will be responsible for...as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our… more
- National Financial Partners (Tallahassee, FL)
- …individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first ... approach. To learn more, please visit: https://www.NFP.com . Summary: The Account Manager II is responsible for working with Advisors/Client Executives and Account… more
- NFP (Littleton, NH)
- …individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first ... approach. To learn more, please visit: https://www.NFP.com. Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account… more
- Charles Schwab (Bellevue, WA)
- …the selected candidate for this role to work on site in the specified location.** As a Sr . Manager , Wealth Advisor within Schwab Wealth Advisory ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- Charles Schwab (San Diego, CA)
- …products to meet income generation, risk mitigation, and liquidity needs. As a Sr . Manager , Sr . Wealth Advisor , you will work with clients to build a ... in your growth, and values your contributions, consider a career as a Sr . Manager , Sr . Wealth Advisor . Sr . Manager , Sr . Wealth … more
- Umpqua Bank (Walnut Creek, CA)
- Senior Wealth Advisor ...executive, financial advisor , certified financial planner, investment advisor Representative, or wealth manager . ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
