- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the financial needs of… 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...meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning,… more
- HUB International (New York, NY)
- …& Private Wealth (RPW) division with a focus on tailored financial services for unique client segments, including the music and entertainment industry. **Mission ... insurance, entity formation, and investment basics. - Collaborate with senior advisors to create and execute personalized financial...a related field. - 1-3 years of experience in financial services, financial coaching, or wealth… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... insights informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services… 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 ... to address the industry's risk management, portfolio construction and financial technology demands. The Aladdin Wealth team...experience in selling complex enterprise SaaS + Knowledge of wealth platforms (home office and advisor facing… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice,...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… 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 ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Citigroup (New York, NY)
- …**Job Description** The Citi's Wealth Strategy team serves as a trusted advisor to senior leadership to address high-impact strategic issues across Citi ... **Overview** Citi Wealth is a leading provider of financial...families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law… 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 ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
- JPMorgan Chase (New York, NY)
- …their long-term financial goals and is comprised of the Chase wealth management business, JP Morgan Advisors, Personal Advisors and Self-Directed - our digital ... visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and JPMA), Consumer… more