- Umpqua Bank (Walnut Creek, CA)
- 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 (Bethesda, MD)
- …integrity and building success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor , you will work directly with referral ... 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
- 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
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the ... overall success of the Wealth & Institutional Management business unit by building and...custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities… more
- M&T Bank (Fairfield, 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
- 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
- Truist (Philadelphia, PA)
- …not mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice ... 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
- Regions Bank (Clearwater, FL)
- …**Job Description:** At Regions, the Private Wealth Management Associate Wealth Advisor , through the mentorship of a senior advisor , will build ... and expertise needed to further their advancement to an advisor role. The Associate Wealth Advisor...relationship management point of contact under the guidance of senior Wealth Advisors, delivering administrative support to… 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
- JPMorgan Chase (New York, NY)
- …recommendations to senior management for opportunities to further advance the investment product offering and advisor toolset + Research and analyze the ... The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients.… more
- Wells Fargo (Minneapolis, MN)
- …**Program Overview** WIM Early Careers seeks to attract, develop, and retain exceptional **rising- senior ** students to Wealth & Investment Management. Our ... Wells Fargo is seeking talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and… more
- HUB International (New York, NY)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment , and wealth management products and services. A subsector of ... on financial literacy topics including budgeting, taxes, insurance, entity formation, and investment basics. - Collaborate with senior advisors to create and… 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 (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, to ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in ... & Experience + Experience: 5-10 years in financial services or wealth management with client-facing investment responsibilities. + Education: Bachelor's… more