• Financial Advisor Senior

    City National Bank (New York, NY)
    *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains...provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete… more
    City National Bank (07/16/25)
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  • Senior Wealth Advisor SAFE Act…

    Citigroup (Hewlett, NY)
    …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
    Citigroup (07/22/25)
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  • Senior Trust Advisor - Truist Wealth

    Truist (New York, NY)
    …solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
    Truist (05/31/25)
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  • Credit Solutions Advisor - Flatbush

    Bank of America (Brooklyn, NY)
    … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor ... Credit Solutions Advisor - Flatbush Brooklyn, New York **To proceed...expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This… more
    Bank of America (05/03/25)
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  • Sr. Wealth Advisor

    Truist (New York, NY)
    …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth ... clients. Responsible for developing and deepening client relationships through needs-based, high-level client service...working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven… more
    Truist (06/25/25)
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  • Senior Lead Commercial Banking…

    Wells Fargo (New York, NY)
    **About this role:** Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager supporting the Brooklyn Market. Learn more about the career ... + Develop, retain, and grow complex to highly complex client relationships through the art of relationship ...influence others in growing relationships + Act as an advisor to senior leadership to develop, influence,… more
    Wells Fargo (05/30/25)
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  • Relationship Manager Senior Sports…

    City National Bank (New York, NY)
    …MANAGER SENIOR SPORTS FINANCE & ADVISORY* WHAT IS THE OPPORTUNITY? The Senior Relationship Manager develops new business prospects and manages existing ... within the portfolio across entertainment and sports related firms. * Act as a senior advisor , demonstrating expertise in industry trends, and market dynamics to… more
    City National Bank (07/16/25)
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  • Advisor Transitions Specialist

    Guardian Life (New York, NY)
    Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team player ... to work effectively across functions to deliver successful results + A relationship builder who is comfortable engaging with internal and external partners,… more
    Guardian Life (07/22/25)
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  • Global Private Bank Advisor Program…

    JPMorgan Chase (New York, NY)
    …working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building ... client relationships and making meaningful contributions to our business...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more
    JPMorgan Chase (07/01/25)
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  • Global Private Bank Advisor Program…

    JPMorgan Chase (New York, NY)
    …excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst ... of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil. As an… more
    JPMorgan Chase (07/11/25)
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