- Citigroup (Stamford, CT)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… 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 ... needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person for all client relationships… 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 ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- The Croghan Colonial Bank (Maumee, OH)
- Senior Wealth Management Advisor & Financial Planner, Full-time (Maumee/Toledo, OH) - Job Summary - Responsible for the complete administration and financial ... and follow up on actions needed to implement the wealth plan. + Establish new advisory accounts and facilitate...estate planning, tax planning and gifting strategies. + Research wealth management issues in response to client questions. +… more
- M&T Bank (Boston, MA)
- …as a manager to a team of Wealth Advisors and for being a Wealth Advisor . Leads, hires, coaches and develops assigned team. Works closely with senior ... a team of Wealth Advisors to meet established objectives. + Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI… more
- M&T Bank (Wilmington, DE)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… 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 is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the… more
- Charles Schwab (Boston, MA)
- …helping us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you ... 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)
- …invests in your growth, and values your contributions, consider a career as a Senior Manager, Schwab Wealth Advisor . **_Senior Manager, Schwab Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the... Wealth Advisory, Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co.,… more
- JPMorgan Chase (Columbus, OH)
- As a Senior Associate Advisor , Onboarding within the Advisor Onboarding Team for JP Morgan Wealth Management you are responsible for initiating the ... end to end process, efficiency, and control improvements. The Advisor Onboarding Team for JP Morgan Wealth ...The Advisor Onboarding Team for JP Morgan Wealth Management develops and manages the centralized Advisor… more
- Wells Fargo (Nashville, TN)
- **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...training, military experience, education + 2+ years of financial advisor experience or 1+ year of financial advisor… more
- HUB International (Tulsa, OK)
- …are currently seeking qualified candidates to join Bridgecreek Investment Management as a Senior Wealth Advisor . Bridgecreek Investment Management is a ... leading RIA in Private Wealth and Institutional business. Bridgecreek can help Advisors grow...Institutional business. Bridgecreek can help Advisors grow with Private Wealth , Retirement Plans, Deferred Comp, and Institutional business. The… more
- Truist (Charlotte, NC)
- …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 (Atlanta, GA)
- …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 and ... 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
- 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 ... and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …achieve their aspirations. As an Advisor Associate, you'll work directly with Senior Advisors to assist with the wealth management and financial planning ... will support the business and its clients as a wealth manager, investment advisor , consultant, and constant...implementation Requirements * 1-4+ years of relevant experience in wealth management * Series 65 license (of ability to… more
- BMO Financial Group (Milwaukee, WI)
- …the Wealth Management side of Banking / Financial Services Industry. Most Senior Wealth Advisors within the industry have Certified Financial Planning (CFP) ... provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding… 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
- Charles Schwab (Newport Beach, CA)
- …guidance and advice to clients in the context of a dedicated relationship. The Wealth Advisor works across a wide spectrum of investment needs to help ... **Your opportunity** As a Schwab Wealth Consultant at Charles Schwab you are responsible...clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes… more
- Bank of America (Houston, TX)
- Private Wealth Senior Investment Manager Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... make a difference. Join us! **Job Description:** The Private Wealth Senior Investment Manager is responsible for...Manager is responsible for defining and owning the Financial Advisor (s) and/or Advisor Team(s) overall investment management… more