- 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
- Vanguard (Charlotte, NC)
- …make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, ... (CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth ...using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth… more
- HUB International (Albuquerque, NM)
- …in part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and ... senior wealth advisors will create comprehensive wealth plans that include a coordinated financial ...that aligns with each client's goals and values. The Senior Wealth Advisor will be… more
- KeyBank (Portland, ME)
- …ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the ... **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As...a 172 year history of successfully providing advice based financial solutions, this would be a great fit for ... a Senior Wealth Advisor you will be part of a team of...corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to assess client… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the ... overall success of the Wealth & Institutional Management business unit by building and...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… more
- M&T Bank (Wilmington, DE)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act...in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business...a proactive, successful sales and service role in the financial services industry + Strong analytical and financial… more
- US Bank (Scottsdale, AZ)
- …client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System… more
- Vanguard (Malvern, PA)
- …forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you'll play a pivotal ... lifecycle-. Your responsibilities will include: + Serving as an experienced advisor to the business, interfacing regularly with business unit stakeholders, risk… more