- Citigroup (Huntington, 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
- M&T Bank (Hauppauge, NY)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Broadridge Financial Solutions (Edgewood, NY)
- …their normal responsibilities. The individual should also be comfortable acting as an advisor to senior management and leading less- senior associates through ... are seeking a driven Lead Financial Analyst. The position will have high exposure to senior executives both within and outside of finance and will play a key role in… more