- City National Bank (Los Angeles, CA)
- SR AUDIT MANAGER- WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY?The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- vaco (Manchester, CT)
- Vaco is partnered with a financial services firm in CT to help them find a Senior Tax Accountant. The firm provides both wealth and tax advisory services in ... their two CT locations. This role will be based in their northern location near Manchester, CT. This position is for a tax preparation and planning practice inside of a Registered Investment Advisory (RIA) firm.Responsibilities:Prepare and review individual,… more
- City National Bank (Miami, FL)
- …Manager expectation is to meet and exceed goals by developing new Wealth and Depository relationships with prospects and existing clients. Through a proactive ... and Consumer Lending products. The Relationship Manager will collaborate at a senior level with the assigned partner to establish, build, and expand Commercial… more
- Citigroup (Ridgewood, NJ)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions… more
- Columbia Bank (Santa Rosa, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, ... people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a… more
- Citigroup (San Francisco, CA)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions… more
- Charles Schwab (Bethesda, MD)
- …"challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing ... and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients… more
- HUB International (Albuquerque, NM)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral partners, and prospective ... through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans… more
- Citigroup (Boston, MA)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across the entire … more
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