- 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
- Umpqua Bank (Eugene, OR)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Los Angeles, California San Diego, California San ... 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
- Citigroup (Downey, 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
- 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
- HUB International (Bethesda, MD)
- …and building success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor, you will work directly with referral partners, and ... through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans… 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 (New York, NY)
- …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
- Deloitte (Minneapolis, MN)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... the global investment industry and a passion for providing strategic advice to senior executives. The CQ Knowledge Center is seeking a visionary, market-savvy … more
- Truist (Atlanta, GA)
- …(United States of America) **Please review the following job description:** The Truist Wealth Omni Digital Senior Strategist is responsible for working in ... for Truist wealth and investment clients and teammates. The Wealth Omni Digital Senior Strategist provides the strategic vision for a wealth segment/area… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Job Title: Senior Wealth Manager Location: Mill Valley, CA (Hybrid: 2-3 days/week onsite) Salary: $150,000 - $200,000+ (DOE) + Bonus + Profit Sharing ... Maintain compliance and accurate records of all client interactions + ( Senior Wealth Manager) Lead complex client engagements, mentor junior advisors, and… more
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