Senior Wealth Advisor jobs in New York
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SENIOR WEALTH ADVISOR
Substantial experience in the wealth management industry and knowledge of different product areas. M.B.A. or J.D. preferred, or equivalent combination of education and experience. Comprehensive knowledge of investments, tax and es...
| Company | Bessemer Trust Company |
|---|---|
| Address | New York, NY |
| Category | Retail |
| Salary | $175,000 - $200,000 a year |
| Date Posted | 4 weeks ago See detail |
Senior Wealth Advisor
Bessemer Trust Company
New York, NY
$175,000 - $200,000 a year
Substantial experience in the wealth management industry and knowledge of different product areas. M.B.A. or J.D. preferred, or equivalent combination of education and experience. Comprehensive knowledge of investments, tax and es...
4 weeks ago seen See more...
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Senior Wealth Advisor
Titan
New York, NY
$150,000 - $225,000 a year
Turn prospects into clients and clients into raving Titan fans. Source and manage prospects, utilize Titan's client prospecting tools, hone multiple outreach efforts, and build deep relationships with clients. Consult with clients...
a month ago seen See more...
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Financial Literacy Benefit Advisor/Senior Case Manager
Volunteers Of America Greater New York
Bronx, NY
life insurance, retirement plan
Conduct client financial coaching through one-on-one, couple, or small group sessions. . Competently assess clients' current financial situation by reviewing their income, assets, and debts. . Provide resources on financial manage...
4 days ago seen See more...
SVB - Senior Advisor, Global Treasury & Payments Advisory
Cit
New York, NY
They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping...
2 weeks ago seen See more...
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10101- Senior Policy Advisor, Healthcare Accountability
Fphny Recruitment Team
New York, NY
Lead the creation and implementation of a dynamic, interdisciplinary policy portfolio that advances a more transparent, accountable, and equitable health care system. Work in close collaboration with the data analytics team to dev...
7 days ago seen See more...
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Asset & Wealth Management Tax Senior Associate
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
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Asset & Wealth Management Tax Senior Manager
Pix11
New York, NY
Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...
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Asset & Wealth Management - Tax Senior Associate
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
2 weeks ago seen See more...
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Senior Director, Lead AML Advisor - Retail Bank & Financial Services
Capital One
New York, NY
Provide risk management consultation to Retail Bank and Financial Services and its Executives on conducting risk assessments, identifying and mitigating risk, developing mitigation plans, business initiatives, and other risk manag...
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Senior Associate/Analyst, Wealth Solutions Operations
Macquarie Group
New York, NY
This role will also have integration responsibilities as the operating model for Wealth Solutions evolves post the Central Park Group acquisition.You will be part of a team responsible for managing and providing oversight for the...
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Asset & Wealth Management Tax Senior Manager
Pix11
New York, NY
Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...
2 weeks ago seen See more...
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Academic Senior Advisor (HEOa) - Student Academic Success Hub
The City University Of New York
New York, NY
$64,649 - $72,667 a year
To provide comprehensive academic advisement to students who have not yet declared a major. Maintain and tracking student records, advises and takes action regarding program requirements Assist the director in developing new sessi...
a month ago seen See more...
Senior Advisor/Full Charge Bookkeeper
Dejoy & Co. Advisors & Cpas
Rochester, NY
$58,000 - $63,000 a year
Full-charge bookkeeping responsibilities to include but not limited to,. Process accounts payable and receivable. Posting and reconciling payroll. Classification, reconciliation and analysis of general ledger accounts including ca...
2 months ago seen See more...
Wealth Management Advisor Top Team in Northeast - Madison Avenue, NYC
Northwestern Mutual
New York, NY
$78,000 - $168,000 a year
Bachelors Degree from a Four - Year Institution. Prior sales and/or business experience preferred. Possess a history of personal and professional success. Ability to commute to the NYC Metro Area and ability to work onsite in our...
4 weeks ago seen See more...
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Financial Advisor- Wealth Management
Nfp Corp
Melville, NY
$126,000 - $151,000 a year
Lead and/or support other advisors in the management of client engagements. Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other...
a month ago seen See more...
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Asset & Wealth Management - Tax Senior Manager
Pwc
New York, NY
Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...
a month ago seen See more...
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Wealth Management Advisor (Training and CFP Track)
Pontemla.com
New York, NY
$82,414 a year
Build relationships with prospective clients. Help clients think about future financial planning and personal goals. Constructing comprehensive plans. Educating clients on recommendations and sharing financial advice. Follow up wi...
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Wealth Management Advisor
Tri-Harbor Financial Group
New York, NY
$82,000 - $114,000 a year
Bachelor's degree Required. Preferred: CFA | CFP | J.D. | Ivy League Undergrad | College / Professional Athlete. Relationship building, communication, sales, negotiation, or client-facing skills. History of professional success: c...
a month ago seen See more...
Wealth Relationship Advisor SAFE Act - Bronxville
York State Department Of Labor
New York, NY
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.. Anticipate the complex finan...
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Senior Administrative Assistant - Wealth Management, Manhattan
Jpmorgan Chase & Co
New York, NY
$30.60 - $41.83 an hour
Maintain complex and detailed calendars. Screen incoming calls and determine the level of priority, while using caution in dispensing information. Manage the coordination and logistics of both internal and external meetings. Arran...
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J.P. Morgan Wealth Management - Private Client Advisor- Staten Island, NY
Pix11
New York, NY
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...
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Senior Financial Advisor, Kingston
Savvy Wealth
Kingston, NY
Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...
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Senior Financial Advisor
Prudential Advisors - Nyc/Nj
New York, NY
Medical, Dental, and Vision benefits Turnkey marketing materials that quickly enable you to reach your market A robust leads program (at no additional cost to you) Practice building programs Recruiting support to help you find tal...
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Senior Scientific Advisor
Bioivt
Westbury, NY
Support the revenue goals of the business unit through pro-active outreach to target client segments. Actively seek out scientist to scientist conversations that bring value to BioIVT and our clients. Establish a high level of tec...
2 months ago seen See more...
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SVP - Senior Audit Manager - Wealth and Investment Services Products - Hybrid
Citi
New York, NY
$163,600 - $245,400 a year
Document audit procedures in a quality manner and in compliance with the IIA Standards and departments audit methodology. Manage a team of Internal Audit professionals, recruit staff, lead professional development, build effectiv...
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Senior Internal Audit Advisor
Sumitomo Mitsui Trust Bank, Limited
New York, NY
$130,000 a year
Provide support and advice to NYIAD's activities as follows. Review applications and reports prepared by NYIAD for conformity with the policies, procedures, and standards of HOIAD and/or the Americas Division. Perform such other a...
2 months ago seen See more...
Senior Financial Advisor, Niagara Falls
Savvy Wealth
Niagara Falls, NY
Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...
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Senior Financial Advisor, Oneida
Savvy Wealth
Oneida, NY
Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...
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Senior Financial Advisor, Utica
Savvy Wealth
Utica, NY
Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...
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Senior Financial Advisor, North Tonawanda
Savvy Wealth
North Tonawanda, NY
Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...
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