- The Wealth Advisor will be developing, managing, and retaining full-service relationships with both UHNW & HNW clients.
- Developing clients with your strong COI's within your market to deliver top service to clients.
- Work in a business model which strengthens collaborations between internal departments, teams and specialists to maximize cross selling opportunities.
- Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Works collaboratively and proactively with branches and regional teams to identify and generate referrals.
- Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
- Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
- Actively participate in community and business functions/groups
- A self-motivated, highly driven, and entrepreneurial personality.
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Wealth Advisor
1 week ago
Lee Nolan & Koroghlian LLC Saddle Brook, United StatesYou've spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you'll have the freedom to build your ...
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EisnerAmper New York, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
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Wealth Advisor
2 weeks ago
Lee, Nolan & Koroghlian, LLC Saddle Brook, United StatesJob Description · Job DescriptionYou've spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you' ...
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Wealth Management Advisor
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Northwestern Mutual Farmingdale, United StatesAbout Us: · Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the exper ...
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Truist New York, United States Full timeESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.* Meet revenue growth, profitability and cl ...
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Entech Network Solutions, LLC. New York, United StatesGet ready to be part of something groundbreaking We're seeking top-tier RIA's to join forces with this innovative Wealth Management company that spent the last 2 years developing software tailored specifically for the wealth management industry. · I know you heard this before, bu ...
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JK Executive Strategies, LLC New York, United StatesWealth Advisor, Associate · Rochester, NY · JK Executive Strategies is partnering with a well-respected financial services firm in search of a Wealth Advisor, Associate to join its team. The Wealth Advisor will be responsible for servicing an existing book of business by assist ...
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Titan New York, United StatesTitan is the rebel challenger in a very old industry: wealth management. The present era is dominated by ancient players like Fidelity, Schwab, and Goldman Sachs. The problem is that none of them were built on modern rails, and their antiquated user experiences reflect that reali ...
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JK Executive Strategies LLC New York, United StatesWealth Advisor, Associate · Rochester, NY · JK Executive Strategies is partnering with a well-respected financial services firm in search of a Wealth Advisor, Associate to join its team. · The Wealth Advisor will be responsible for servicing an existing book of business by assi ...
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M&T Bank New York, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
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Northwestern Mutual New York, United StatesNorthwestern Mutual | Wealth Management Advisor · Through a distinctive, whole-picture planning approach, Northwestern Mutual Wealth Management and Financial Advisors empower their clients to make the most of every single day and plan for important moments in their future. They ...
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Citigroup Inc Stamford, United StatesPositions are located within the TRI - State Area; NY/CT/NJ Market · Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private ...
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Private Wealth Advisor
4 weeks ago
U.S. Bank Greenwich, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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Wealth Management Advisor
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Equitable Advisors New York, United StatesIf you want to unlock your potential as a financial advisor, apply to join our team at Equitable Advisors Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, · Equitable is pos ...
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Wealth Management Advisor
1 week ago
Equitable Advisors LLC Secaucus, United StatesEquitable Advisors · is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a po ...
Senior Wealth Advisor - Westbury, United States - Avior Executive Search, Inc
Description
Senior Wealth AdvisorPositions in: Long Island-New Jersey-Orlando
Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage, Trust, Credit & Insurance. Due to its active growth in key markets such as Long Island, New Jersey & Orlando our client has engaged us to identify candidates in these specific markets.
•Bachelor's degree with 7+ years' experience from the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating AUM exceeding 100M USD
•Must have Series 7 and 66 or equivalent, Insurance licenses for Life, Health, and Variable products
To apply for this position, please send your resume and cover letter to