- Citigroup Inc. (New York, NY)
- …to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) Acquire ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new… more
- Citigroup Inc. (New York, NY)
- A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. ... Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This full-time position offers a competitive salary of $70,000 and benefits including medical coverage,… more
- Citi (Paramus, NJ)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... 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 meet the… more
- TD Bank (New York, NY)
- …professionnel experimente pour gerer les relations avec les clients de TD Wealth . Le candidat ideal aura une experience significative en vente d'investissements, un ... diplome de baccalaureat et la capacite d'offrir un service a la clientele exceptionnel pendant chaque interaction. Le poste exige de repondre aux objectifs de vente et d'assurer l'approvisionnement et l'experience complete pour tous les nouveaux clients.… more
- TD Bank (New York, NY)
- …recherche un candidat dynamique pour gerer les relations avec des clients de TD Wealth a New York. Le poste exige une experience en vente de conseils financiers ... et la capacite a fournir une experience client exceptionnelle. Les candidats doivent avoir un diplome de licence et des qualifications specifiques dans ce domaine. Ce role offre une opportunite de croitre au sein d'une equipe engagee dans un environnement… more
- TD Bank (New York, NY)
- …Vous assurerez une experience d'accueil complete pour chaque nouveau client et fournirez des conseils financiers. Une experience dans la vente d'investissements et la ... planification est necessaire. Ce poste necessite un engagement fort envers le service a la clientele et une capacite de voyager dans la region assignee. #J-18808-Ljbffr more
- PowerToFly (New York, NY)
- …Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... As a key member of the service team, in supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams, this role will focus on assisting… more
- JPMorgan Chase & Co. (New York, NY)
- A global financial services firm is looking for a Private Client Advisor in New York. The role involves offering comprehensive financial planning to a diverse client ... base. Key responsibilities include building client relationships, providing personalized investment solutions, and educating clients on available technology. The ideal candidate should have relevant experience, licensure, and a passion for client success. This… more
- Citigroup Inc. (New York, NY)
- A leading financial institution in New York, NY is seeking a Senior Portfolio Advisor to engage with clients and drive investment strategies across LATAM. This role ... demands over 15 years of experience and exceptional communication skills in both English and Spanish. Candidates must demonstrate strategic thinking and the ability to collaborate across various teams. The position offers a competitive salary range of… more
- Morgan Stanley (New York, NY)
- …The Director of Investments provides exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... of Investments is a senior service level position for a Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams who is responsible for helping… more
- NFP Corp (New York, NY)
- …on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor , consultant, and constant partner in helping clients ... is a new role within the firm, reporting to the Head of Advisor Success and responsible for shaping and overseeing Wealthspire's comprehensive financial planning… more
- Citigroup Inc. (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize client events to… more
- Citigroup Inc. (New York, NY)
- Overview Citi's wealth business offers a wide range of products and solutions, from investment strategies to banking and lending, to trust and specialized services. ... The Wealth business delivers solutions to help meet the ...planning, investment finance and banking. Role The Senior Portfolio Advisor , LATAM will report to the Head of Portfolio… more
- TD Bank (New York, NY)
- …Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts* Serves as the primary point of ... contact for TD Wealth client relationships; manages all aspects of the client's...relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed* Implements and executes… more
- JPMorgan Chase & Co. (Paramus, NJ)
- Description Shape the future of wealth management by driving innovation and growth at JP Morgan. Be at the heart of launching strategic initiatives empowering teams ... in financial services. As the Business Development Consultant within JP Morgan Wealth Management you are responsible for executing strategic business initiatives and… more
- Piper Sandler & Co (New York, NY)
- …some of the largest and most sophisticated financial sponsors, pension funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them ... in developing and accessing alternatives to meet their strategic objectives.Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for… more
- PowerToFly (New York, NY)
- Department Overview Morgan Stanley Wealth Management offers a Donor Advised Fund, the Morgan Stanley Global Impact Funding Trust ("DAF" or "MS GIFT"). MS GIFT is a ... enhances the ways that Morgan Stanley can provide its Wealth Management clientele with holistic modern wealth ...and augments the depth and breadth of a Financial Advisor 's relationship with clients. It is also a valuable… more
- Limelight Health (New York, NY)
- …standing at the intersection of finance and technology-and at the cutting‑edge of wealth management. We've been making rapid progress on our mission: to break down ... we've experienced breakthrough growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using 55ip. Job… more
- Citibank (Switzerland) AG (New York, NY)
- …clients.* Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation.* Anticipate events in a client's life and business which ... have significant financial implications.* Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.* Build… more
- Citigroup Inc. (New York, NY)
- …clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and business which have ... significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build relationships with… more
