- 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
- 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
- JPMorgan Chase (New York, NY)
- … Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth Management (CWM), JP ... over 5,000 advisors located across 3,500 branches and 20 offices. Our Advisor compensation and incentive programs reinforce our business strategy and drives… 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
- 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
- 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
- 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
- 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)
- …Business Administration, or a related field + Minimum of 5 years of experience in wealth management, financial services, or a related industry, with a focus on ... The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our… more