- Umpqua Bank (Vancouver, WA)
- Senior Wealth Advisor ... executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... for business. Together for better. **About the Role:** A Senior Wealth Advisor is an...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Citigroup (Paramus, NJ)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...at the center of everything we do. As a Senior Wealth Advisor , you will… more
- Citigroup (Pleasant Hill, CA)
- …Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...at the center of everything we do. As a Senior Wealth Advisor , you will… more
- HUB International (Albuquerque, NM)
- …in part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services....that aligns with each client's goals and values. The Senior Wealth Advisor will be… more
- Charles Schwab (Lone Tree, CO)
- …work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. You will ... Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship,...mitigation, and liquidity needs. As a Sr. Manager, Sr. Wealth Advisor , you will work with clients… more
- Vanguard (Charlotte, NC)
- …mission. We're on a mission, and we want you to be a part of it! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you ... by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team… more
- HUB International (New Orleans, LA)
- …valued clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services....are responsible for business development and client retention. The Senior Wealth Advisor is the… more
- Comerica (San Diego, CA)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success ... of the Wealth & Institutional Management business unit by building and...custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities… more
- M&T Bank (West Hartford, CT)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of...segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business… more
- Deloitte (Sacramento, CA)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Robert Half Finance & Accounting (Marin County, CA)
- …info and immediate consideration. Requirements + 8+ years in financial planning, wealth management, or investment advisory. + CFP(R) certification required; ... consideration. Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the… more
- Deloitte (Cleveland, OH)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers ... large companies. Senior consultants will evaluate emerging vendor solutions within investment and wealth management. You will help present your team's… more
- Regions Bank (Orlando, FL)
- …careers section of the system. **Job Description:** At Regions, the Associate Wealth Advisor , through the mentorship of a senior advisor , will build ... and expertise needed to further their advancement to an advisor role. The Associate Wealth Advisor... role. **Primary Responsibilities** + Under the guidance of senior Wealth Advisors, serves as a relationship… more
- Deloitte (Fort Worth, TX)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Truist (Atlanta, GA)
- …primarily in support of Truist Wealth 's fiduciary businesses, including Wealth Fiduciary (personal trust), Institutional Investment Management, and Corporate ... as risk Subject Matter Expert (SME) to assigned Business Units, primarily Wealth Fiduciary (personal trust), Institutional Investment Management, and Corporate… more
- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Truist (Louisville, KY)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Vanguard (Charlotte, NC)
- …We're on a mission, and we want you to be a part of it! As a Wealth Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop ... success by providing financial planning solutions using our time-tested research and investment methodology. Wealth Advisors work in a collaborative team… more
- Citigroup (Jacksonville, FL)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending ... The Wealth Solutions Advisor SAFE Act position...a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and… more