- Cerity Partners (Pittsburgh, PA)
- The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized ... a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across...holistic approach to each client's financial plan. Identify cross-department solutions for client needs and able to speak generally… more
- Citigroup, Inc. (Forest Hills, 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) ... segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...the center of everything we do. As a Senior Wealth Advisor , you will partner closely with… more
- AllianceBernstein Holding LP (Minneapolis, MN)
- …impact for our clients, society, and the world around us. THE ROLE The Wealth Advisor represents Bernstein Private Wealth Management within the communities ... beyond managing wealth . As part of clients' inner circle, the Wealth Advisor intimately understands each client's values, lifestyle and philanthropic goals.… more
- German American Bancorp (Louisville, KY)
- Job Title: Wealth Advisor Summary of Duties and Responsibilities: We're looking for a motivated Wealth Advisor to build lasting relationships with ... their financial goals by understanding their unique needs and providing tailored wealth management strategies. You'll also collaborate with key partners and centers… more
- TalenTrust (Pittsburgh, PA)
- Title: Senior Wealth Advisor Client: Grant Street Asset Management Location: Pittsburgh, PA, Charlotte, NC About Us: Grant Street Asset Management (GSAM) is a ... work schedules to promote work-life balance and flexibility. Job Summary: The Senior Wealth Advisor role at GSAM is designed for a strategic, business-driven… more
- National Financial Partners (West Hartford, CT)
- …you'll contribute to strategic initiatives and guide the development of comprehensive wealth solutions . Embracing diversity and fostering a culture of continuous ... on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor , consultant, and constant partner in helping clients… more
- Farther (Tampa, FL)
- … wealth strategies blending traditional investments with Darwin Private Solutions to meet clients' unique financial goals Use Farther's innovative technology ... expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from… more
- SHELL FEDERAL CREDIT UNION (Pasadena, TX)
- …Description Shift Hours: Monday - Friday : 9:00 AM - 5:00 pm A Financial Advisor with Shell Wealth Services shapes our community and members' financial futures ... meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. Achieve or exceed program standards;… more
- Goldman Sachs, Inc. (Miami, FL)
- …and customers around the world to reach their financial goals. Our advisor -led wealth management businesses provide financial planning, investment management, ... Job Description Wealth Management Across Wealth Management, Goldman...corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and… more
- JPMorgan Chase & Co. (Beverly Hills, CA)
- …investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... range of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions … more
