- Unknown (Westchester County, NY)
- Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held ... About the Role The Company is in search of a Senior Wealth Advisor to take on the role of Lead Client Advisor for a significant portfolio of… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Respected wealth advisory firm Industry Financial Services Type Privately Held About the Role The Company is ... seeking a Senior Wealth Advisor to join their dynamic team. The successful candidate will be responsible for developing and nurturing client relationships,… more
- Unknown (New York, NY)
- Senior Wealth Advisor About the Company Expanding independent investment advisory firm Industry Investment Management Type Privately Held About the Role The ... Company is in search of a Senior Wealth Advisor to become a key member of its leadership team. The successful candidate will be responsible for leading and… more
- Unknown (New York, NY)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About ... the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents...client-first advisory platform. The successful candidates will work alongside senior advisors and subject matter experts, supporting the delivery… more
- Unknown (Long Island City, NY)
- Senior Vice President, Wealth Management Advisory...The Company is in search of an accomplished SVP, Wealth Management Advisor to join their team. ... financial services firm specializing in investment management & private wealth services Industry Financial Services Type Privately Held About...candidate will be responsible for serving as a trusted advisor to High Net Worth (HNW) and Ultra High… more
- Unknown (New York, NY)
- Senior Vice President, Financial Advisor About the Company Top-tier wealth management firm Industry Financial Services Type Privately Held About the Role The ... Company is in search of a Senior Vice President, Financial Advisor to join...and ultra-high-net-worth clients, with a focus on providing holistic wealth management solutions. This includes expertise in investment, estate,… more
- Unknown (New York, NY)
- …Financial Services Type Public Company Founded 1812 Employees 10,001+ Categories Wealth Management Credit Cards Banking Financial Services Banking & Mortgages ... Corporate Citizenship Credit Specialties banking commercial banking investment banking wealth management credit cards capital markets equity and fixed income… more
- Unknown (New York, NY)
- …of investment banking in the region. The successful candidate will be a trusted advisor and strategic partner to senior leaders, driving business strategy, and ... Founded 2000 Employees 10,001+ Categories Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment Banking Investment… more
- Unknown (New York, NY)
- …Founded 2000 Employees 10,001+ Categories Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment Banking Investment ... Business and Middle Market segments. The successful candidate will be a trusted advisor to the General Manager, shaping and supporting growth initiatives, and will… more
- Citigroup (New York, NY)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
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