- Citigroup (Greenburgh, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...and retention awards. Citi offers competitive employee benefits, including: medical , dental & vision coverage; 401(k); life, accident, and… more
- Tompkins Community Bank (Ithaca, NY)
- …Headquarters in Ithaca, or Syracuse, New York offices. Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships ... by delivering comprehensive wealth planning and coordinated financial strategies aligned with each...goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and… more
- US Bank (New York, NY)
- …we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments,...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- US Bank (New York, NY)
- …is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all ... areas of Wealth Management. This position requires National Mortgage Licensing System...vary based on role, location or hours): + Healthcare ( medical , dental, vision) + Basic term and optional term… more
- NBT Bank (Williamsville, NY)
- …Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover ... paid leave at 100% of your salary. + Comprehensive Medical Coverage : Includes employer contributions to HSA for.... Benefits for Part-Time Employees Working 20+ Hours/Week: + Medical Coverage : Includes employer contributions to HSA for… more
- Neuberger Berman (New York, NY)
- … management needs. + Lead the design and implementation of the NB Private Wealth Advisor Workstation and associated tools, ensuring advisors have access to ... Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client...a comprehensive package of benefits including paid time off, medical /dental/vision insurance, 401(k), life insurance and other benefits to… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth -Relationship-Manager\_25035783-2) **Job Description:** Merrill Wealth Management is… more
- Neuberger Berman (New York, NY)
- …self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and ... all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Berman's multi-year strategic program… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) ... (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly… more
- Neuberger Berman (New York, NY)
- **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the ... planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm. Working in… more