Jobs near Brooklyn: 23,015

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Relevance Score ranked on: WEALTH ADVISOR

Wealth Advisor - Brooklyn, NY

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens ...

Search Terms: Wealth Advisor, Wealth, Advisor, Financial Planning, Business Partner

89.5

0mi

Updated: July 10

Senior Wealth Advisor SAFE Act - Staten Island

Build relationships with new clients with the goal of bringing in new bank and brokerage assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills. Respond to referrals and in...

Search Terms: Wealth Advisor, Financial Planning, Advisor, Wealth, Senior

88.5

4mi

Updated: July 21

Wealth Advisor - Legal Specialty Group

A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. The Legal S...

Search Terms: Wealth Advisor, Legal, Wealth, Advisor, Client Relations

85.9

4mi

Updated: July 08

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

At Schwab, you're empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution built on trust, personal...

Search Terms: Wealth Advisor, Advisor, Wealth, Manager, Financial Planning

85.1

4mi

Updated: June 27

Associate Wealth Advisor, Schwab Wealth Advisory

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non-discretionary investment advisory solution built on trust,...

Search Terms: Wealth Advisor, Advisor, Wealth, Associate, Client Relations

84.9

4.7mi

Updated: June 27

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

At Schwab, you're empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution built on trust, personal...

Search Terms: Wealth Advisor, Advisor, Wealth, Manager, Financial Planning

84.9

4.7mi

Updated: June 27

Portfolio & Wealth Advisor - Lazard Wealth

Actively nurture and deepen strong rapport with clients to win confidence, establish mutual trust and gain intimate knowledge of their lives to be able to anticipate their needs; act as their trusted advisor. Proactively identify, communicate, and solve clients’ questions Leverage internal and extern...

Search Terms: Wealth, Wealth Advisor, Portfolio, Advisor, Client Relations

84.7

4mi

Updated: June 17

Wealth Advisor (Upstate York)

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor ...

Search Terms: Wealth Advisor, Financial Planning, Wealth, Advisor, Business Development

84.6

4mi

Updated: June 13

Senior Wealth Advisor SAFE Act - Bronx

Build relationships with new clients with the goal of bringing in new bank and brokerage assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills. Respond to referrals and in...

Search Terms: Wealth Advisor, Financial Planning, Advisor, Wealth, Senior

84.6

4mi

Updated: June 13

Asset & Wealth Management, Private Wealth Management, Equity Structuring, Vice President - New York

YOUR IMPACT Equity Structuring is currently seeking a Vice President to work as part of the Single Stock Structuring team with a focus on equity derivative structuring and capital markets transactions. You will play a pivotal role in driving the growth of our global equity derivatives franchise. You ...

Search Terms: Management, Wealth, Equity, Vice President, Private

80.7

4mi

Updated: July 17

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