• Senior Wealth Advisor SAFE Act…

    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 Citigold(R) ... clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the… more
    Citigroup (07/25/25)
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  • Wealth Advisor

    Tompkins Community Bank (Mount Kisco, NY)
    Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning ... with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to… more
    Tompkins Community Bank (07/20/25)
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  • Wealth Managment Advisor

    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 (06/19/25)
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  • Senior Trust Advisor - Truist Wealth

    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...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
    Truist (05/31/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (New York, NY)
    …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
    JPMorgan Chase (08/08/25)
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  • Wealth Advisor

    HUB International (New York, NY)
    …property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. A subsector of HUB, Trusted Capital ... located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus on tailored financial...and entertainment industry, you will act as a key advisor to artists, performers, and other professionals with non-traditional… more
    HUB International (07/31/25)
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  • Private Wealth Advisor

    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 ... additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients. + 20% Develops and executes individual business plan to meet sales goals and maintain… more
    NBT Bank (06/14/25)
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  • Head of Private Wealth Platforms…

    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...the financial services sector. + Deep understanding of Private Wealth business models, digital client engagement, and advisor… more
    Neuberger Berman (08/02/25)
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  • Wealth Management Assistant

    Tompkins Community Bank (Ithaca, NY)
    … Advisors/Trust Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. ... coordinating client events; client mailings and holiday gifts and notify Wealth Advisor /Trust Officer when set alerts/ticklers are triggered. + Assist financial… more
    Tompkins Community Bank (07/16/25)
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  • Wealth Analyst I

    City National Bank (New York, NY)
    …for accuracy. * Generate properly formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new account paperwork ... initial drafts of Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum 1 year of… more
    City National Bank (08/07/25)
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