- Wells Fargo (Monument, CO)
- **About this role:** Wells Fargo is seeking a Senior Financial Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Working as a ... Financial Advisor in the affluent partnership, you will be working...to collect financial information, conduct the needed discovery, assess investment needs and evaluate client's overall financial needs +… more
- Charles Schwab (Chicago, IL)
- …invests in your growth, and values your contributions, consider a career as a Senior Manager, Schwab Wealth Advisor . **_Senior Manager, Schwab Wealth ... as a fiduciary within Schwab Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. You will provide… more
- Citizens (Franklin Square, NY)
- Description The Private Client Senior Wealth Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching ... and developing self and others. The Private Client Senior Wealth Advisor understands financial...staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office… more
- Citizens (Newark, NJ)
- Description The Private Client Senior Wealth Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching ... and developing self and others. The Private Client Senior Wealth Advisor understands financial...staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office… more
- Citigroup (Los Angeles, 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 (Des Moines, IA)
- …valued clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services....are responsible for business development and client retention. The Senior Wealth Advisor is the… more
- M&T Bank (New York, NY)
- …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, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2024 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Citigroup (Greenburgh, NY)
- 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, 2024 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 (Miami, FL)
- …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 (Dallas, TX)
- …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 (Richmond, VA)
- …**Please review the following job description:** Serve as a specialized business risk advisor for Wealth Brokerage and primary escalation point for risk, ... to and implemented. Escalate unacceptable risks. Partner with GCO Wealth Risk Advisor team to aggregate, integrate,...risk-taking behavior. Provide counsel and advice to BU and senior BU leaders. 3. Monitor risk exposures, concentrations and… more
- Regions Bank (Birmingham, AL)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal ... Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment … more
- Robert Half Finance & Accounting (San Rafael, CA)
- …Advisory on this team, you will support the business and its clients as a wealth manager, investment advisor , consultant, and constant partner in helping ... is a nationally known but very localized independent registered investment advisory firm with about $12B in AUM. Approximately...an Advisor Associate, you'll work directly with Senior Advisors to assist with the wealth … more
- Morgan Stanley (Purchase, NY)
- …services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve ... perspectives and needs is an important part of our culture. The Morgan Stanley Wealth Management Global Investment Office (GIO) is seeking an ambitious research… more
- Citizens (Boston, MA)
- …three decades Clarfeld's team of CFAs, CPAs, attorneys and CFP(R)s provide full investment and wealth management services; comprehensive income tax and estate ... Description Clarfeld|Citizens Private Wealth is continuing it's growth initiative. We are...that would allow the incumbent to be a trusted advisor , educator, communicator, writer and thought leader in the… more
- BMO Financial Group (Los Angeles, CA)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- Truist (Atlanta, GA)
- …Business Unit. Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership. Identify and opine on remediation to address weaknesses ... Committee. 2. Guide risk-taking behavior. Provide counsel and advice to BU and senior BU leaders. 3. Monitor risk exposures, concentrations and limits. Ensure risk… more
- Wells Fargo (Charlotte, NC)
- …and groups for ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will analyze investment performance results, ... **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant...Performance Analytics Consultant for the Ultra-High Net Worth Client Investment Performance Reporting Team within Wealth and… more