- KeyBank (Tarrytown, NY)
- …ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the ... - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank… more
- Citigroup (Staten Island, 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) ... the center of everything we do. As a Senior Wealth Advisor , you will partner closely with...preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver… more
- 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
- TIAA (Albany, NY)
- ** Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify ... develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book… more
- M&T Bank (New York, NY)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... for growth and retention of that client base. The Wealth Advisor is focused on the profitable...net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:**… more
- Neuberger Berman (New York, NY)
- …Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a ... and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change… more
- Citigroup (New York, NY)
- …by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored ... Citi Wealth is a leading provider of financial solutions...owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, to… more
- Citigroup (Brooklyn, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) + ... The Wealth Relationship Advisor SAFE Act is...preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver… more
- M&T Bank (Hauppauge, NY)
- …high net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Bank of America (New York, NY)
- …Advisor -Development-Program-Client-Associate\_25045819) **Job Description:** ** Advisor Development Program Client Associate** ... to make a career transition and follow their passion of becoming a Financial Advisor . **Job Description:** The Wealth Management Client Associate - Advisor … more