• Citi Wealth - Head of Wealth

    Citigroup (New York, NY)
    …providing a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is responsible for leading a group of ~ 30 ... Wealth Planning professionals around the world. These professionals partner closely with Citi Private Bankers to assist in evaluating the client's holistic… more
    Citigroup (05/17/25)
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  • Wealth Strategist

    City National Bank (New York, NY)
    …through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In ... needs. * Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. *… more
    City National Bank (06/06/25)
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  • Wealth Relationship Manager

    HSBC (Buffalo, NY)
    …with high value clients.Professionalism clients focus and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship ... with high net worth client portfolios + Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market… more
    HSBC (05/06/25)
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  • PWM Wealth Strategist

    US Bank (New York, NY)
    …skills and discover what you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with ... (working closely with our Financial Advisors), estate and income tax planning , multigenerational wealth planning , business succession planning , family… more
    US Bank (07/04/25)
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  • Citi Wealth Planner - C15

    Citigroup (New York, NY)
    …service. **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time Type:** **Primary Location:** New York New York ... Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services, which include proactive estate planning solutions based… more
    Citigroup (06/17/25)
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  • Wealth Advisor

    Tompkins Community Bank (Mount Kisco, NY)
    …responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each ... referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across investment, trust,… more
    Tompkins Community Bank (07/20/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Great Neck, NY)
    …resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new ... financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational marketing and administrative… more
    JPMorgan Chase (07/25/25)
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  • Wealth Center Manager-Bilingual…

    HSBC (Flushing, NY)
    …complex, regulatory, global environment. Ensure the effective implementation of a wealth management planning -led strategy to drive and grow profitable ... investors, our communities and the planet we all share. Drive Wealth Center business performance through acquisition, coaching, business development and retention… more
    HSBC (07/26/25)
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  • Tax Senior - Private Wealth

    Deloitte (New York, NY)
    …offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more ... and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth ...estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform… more
    Deloitte (07/11/25)
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  • Senior Wealth Management Relationship…

    Citigroup (New York, NY)
    … products across investments, banking, lending, insurance, trust services and financial planning & advice. Citi Wealth propositions are delivered via tailored ... (CFP(R)) are preferred. + 15+ years of experience in wealth management, financial planning , or related sectors. + Extensive experience working with 3rd… more
    Citigroup (06/20/25)
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