Talent.com
Senior Wealth Advisor: Growth & Client Impact
Senior Wealth Advisor: Growth & Client ImpactCiti • New York, NY, United States
Senior Wealth Advisor : Growth & Client Impact

Senior Wealth Advisor : Growth & Client Impact

Citi • New York, NY, United States
5 days ago
Job type
  • Full-time
Job description

A global financial services firm is seeking a Wealth Relationship Advisor in New York, NY. The role involves building and deepening client relationships through strategic financial planning and investment advice. Successful candidates will have 5-8 years of experience in the financial sector, strong analytical skills, and a proactive sales background. The position offers a salary of $70,000 per year along with competitive benefits.

#J-18808-Ljbffr

Create a job alert for this search

Senior Wealth Advisor • New York, NY, United States

Related jobs
Financial Wealth Advisor - Greater Washington, DC / Northern VA

Financial Wealth Advisor - Greater Washington, DC / Northern VA

Corebridge Financial • Staten Island, NY, US
Full-time
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Show more
Last updated: 22 days ago • Promoted
People Advisory Services - Mobility - Senior

People Advisory Services - Mobility - Senior

EY • New York, NY, US
Full-time
People Advisory Services - Mobility - Senior.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career...Show more
Last updated: 30+ days ago • Promoted
Senior Wealth Advisor

Senior Wealth Advisor

Weaver • New York, NY, US
Full-time
Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting...Show more
Last updated: 30+ days ago • Promoted
Senior Wealth Advisor - Remote

Senior Wealth Advisor - Remote

Harrison Gray Search and Consulting LLC • New York, NY, United States
Remote
Full-time
Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor.Transforms advisors into fintech entrepreneurs. Emphasizes automation and efficiency to ...Show more
Last updated: 17 days ago • Promoted
Wealth Advisor Private Client Advisor

Wealth Advisor Private Client Advisor

Mercor • New York City, New York, USA
Full-time
Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions.Were seeking an exp...Show more
Last updated: 11 days ago • Promoted
Senior Wealth Strategy Associate

Senior Wealth Strategy Associate

UBS • New York, NY, United States
Full-time
New York : the salary range for this role is $100000 to $140000.The expected salary range(s) for this role as of the date of this posting is / are based on factors including, but not limited to, exper...Show more
Last updated: 17 days ago • Promoted
Wealth Management Advisor (NYC)

Wealth Management Advisor (NYC)

TIAA • New York City, New York, USA
Full-time
Supported with a robust array of resources and solutions Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through...Show more
Last updated: 15 days ago • Promoted
Wealth Advisor

Wealth Advisor

Lee, Nolan & Koroghlian, LLC • New York, NY, NJ, US
Full-time
Quick Apply
You’ve spent a good portion of your career building the practice you envisioned.You also know that the next step of your journey would benefit from a bold, forward-thinking partner.We respect...Show more
Last updated: 30+ days ago
Senior Wealth Advisor

Senior Wealth Advisor

Confidential • New York, NY, United States
Full-time
Expanding independent investment advisory firm.The Company is in search of a Senior Wealth Advisor to become a key member of its leadership team. The successful candidate will be responsible for lea...Show more
Last updated: 17 days ago • Promoted
Wealth Advisor I

Wealth Advisor I

Mercer Advisors • New York, NY, United States
Full-time
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...Show more
Last updated: 13 days ago • Promoted
Wealth Advisor

Wealth Advisor

Lee Nolan and Koroghlian LLC • New York, NY, United States
Full-time
You've spent a good portion of your career building the practice you envisioned.You also know that the next step of your journey would benefit from a bold, forward-thinking partner.We respect your ...Show more
Last updated: 13 days ago • Promoted
Associate, Business Development (Wealth Advisor)

Associate, Business Development (Wealth Advisor)

Lido Advisors, LLC • New York, NY, United States
Full-time
Lido Advisors, LLC, an established and rapidly growing wealth management firm, is seeking an Associate to join our Business Development team as a Wealth Advisor to make an immediate impact expandin...Show more
Last updated: 15 days ago • Promoted
Senior Wealth Advisor SAFE Act - Brooklyn

Senior Wealth Advisor SAFE Act - Brooklyn

Citigroup Inc • New York, NY, United States
Full-time
The Wealth Relationship Advisor SAFE Act is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes ...Show more
Last updated: 7 days ago • Promoted
Senior Wealth Management Associate Individual Wealth

Senior Wealth Management Associate Individual Wealth

Cerity Partners • New York City, New York, USA
Full-time
Are you passionate about building relationships that fuel the firms expansion Then this may be the perfect fit for you!.The Wealth Management Associate role is tasked with cultivating new individua...Show more
Last updated: 5 days ago • Promoted
Senior Financial Advisor — Investment & Client Growth

Senior Financial Advisor — Investment & Client Growth

Santander Bank, N.A. • New York, NY, United States
Full-time
A leading financial institution is seeking a Financial Advisor in Brooklyn, NY.The role involves achieving sales goals, maintaining regulatory compliance, and managing client relationships.Ideal ca...Show more
Last updated: 4 days ago • Promoted
Senior Financial Advisor : Phone-Based Client Growth

Senior Financial Advisor : Phone-Based Client Growth

Banco Santander SA • New York, NY, United States
Full-time
A leading financial services company is seeking a Financial Advisor to identify client needs and recommend investment solutions. The ideal candidate will have over 5 years of experience in investmen...Show more
Last updated: 6 days ago • Promoted
Wealth Advisor - PNC Wealth Management

Wealth Advisor - PNC Wealth Management

PNC • Red Bank, NJ, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
Last updated: 17 days ago • Promoted
Wealth Financial Advisor

Wealth Financial Advisor

HDJ + Associates, Inc. • New York, NY, United States
Full-time
Our client is seeking an experienced Financial Wealth Advisor with exemplary regulatory records to join their team.As an advisor, you'll cultivate deep client relationships, tailor financial strate...Show more
Last updated: 17 days ago • Promoted