- Columbia Bank (Eugene, OR)
- …by providing a turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can ... processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of… 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
- 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 ... financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have… more
- Vanguard (Charlotte, NC)
- …career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe 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...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… 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 ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- M&T Bank (Wilmington, DE)
- …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
- Citigroup (San Francisco, CA)
- The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise.… more
- US Bank (Scottsdale, AZ)
- …is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all ... areas of Wealth Management. This position requires National Mortgage Licensing System...of experience in high and ultra-high net worth client wealth management activities Preferred Skills/Experience - Excellent relationship management,… more
- KeyBank (Portland, ME)
- …ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the ... **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Tax Preparer Role Overview We're seeking an experienced Senior Tax Preparer to support high‑net‑worth clients across a diverse range of tax ... and recommend strategic planning opportunities + Provide internal guidance to wealth advisors on tax‑related topics and planning considerations + Knowledge in… more
- Huntington National Bank (Chicago, IL)
- …business segment that aligns with business priorities. + Serve as a trusted communications advisor for senior Wealth Management leadership . + Lead the ... Business Segment Communications, Associate Director will support Huntington's growing Wealth Management business , leading communications strategy and execution that… more
- City National Bank (West Hollywood, CA)
- … ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...WILL YOU DO? * Business Development serves as the wealth mgmt. point of contact for Personal & Business… more
- Vanguard (Malvern, PA)
- …forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you'll play a pivotal ... lifecycle-. Your responsibilities will include: + Serving as an experienced advisor to the business, interfacing regularly with business unit stakeholders, risk… 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
- US Bank (Minneapolis, MN)
- …skills and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared ... soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and… more
- Regions Bank (Little Rock, AR)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal ... and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to… more
- Neuberger Berman (New York, NY)
- …Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a ... and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more