- Citigroup, Inc. (Forest Hills, NY)
- … 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
- JPMorgan Chase & Co. (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, ... South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain...Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and… more
- Strategies for Wealth (New York, NY)
- …person's individual financial status, income, financial goals, and other factors contributing to wealth management *Serve as a trusted advisor for new clients ... We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room...to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to… more
- Nonprofit Finance Fund (New York, NY)
- …maturity in building trusted partnerships across all levels, serving as a credible advisor to senior leadership Navigates complex, ambiguous environments with an ... financial consulting, and advocacy, so they advance community health, wealth and well-being. You can learn more about our...total rewards. This role will serve as a trusted advisor to the CEO, COO, and Executive Team on… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a… more
- BDO USA (New York, NY)
- …and leads a small team of Associates/Analysts May act as a Career Advisor to Associates and Senior Associates, as assigned Qualifications, Knowledge, Skills, ... BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's… more
- JPMorgan Chase & Co. (New York, NY)
- …framework to drive adoption and business readiness Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to ... lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale,...environments and are passionate about shaping the future of wealth management, this is the role for you. Key… more
- Wealth Enhancement Group (Tarrytown, NY)
- …Enhancement Group trainings, educational events, coaching programs, and proficient in advisor /client facing technology Adherence to the Wealth Enhancement ... About Wealth Enhancement Wealth Enhancement is an...We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as… more
- Citigroup (Hewlett, NY)
- … 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
- 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 ... 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
- Truist (New York, NY)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
- City National Bank (New York, NY)
- … ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...WILL YOU DO? * Business Development serves as the wealth mgmt. point of contact for Personal & Business… more
- Truist (New York, NY)
- …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
- Citigroup (Jersey City, NJ)
- …Engineering Choices for Wealth Business + Background of Engineering Wealth Advisory Solutions for financial planning/ advisor and UHNW client businesses. ... Engineering Choices for Wealth Business + Background of Engineering Wealth Advisory Solutions for financial planning/ advisor and UHNW client businesses.… more
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. As a Senior Wealth Planner, you will work closely with high and ultra-high net worth ... Banking teams to provide outstanding client service. As our Senior Wealth Planneryou will: + Commitment to... Planner is a known expert in the professional advisor community, with a strong professional network and deep… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... Enterprise sales in the US. + Work closely with senior sales management team to generate prospect client leads,...experience in selling complex enterprise SaaS + Knowledge of wealth platforms (home office and advisor facing… more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology...insights into industry and customer dynamics. + Client & Advisor Experience: Transformation of client & advisor … more
- Deloitte (Jericho, NY)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- M&T Bank (New York, NY)
- …other related duties as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business ... Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo Wealth and Investment Management is seeking a Senior Product Manager to join the Advisor Gateway Product Team. This role is ... military experience, education **Desired Qualifications:** + Experience in financial services, wealth management, or advisor platforms. + Strong understanding of… more
