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Senior Wealth Advisor Jobs

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  • 3.5
    BKD – Houston, TX
    9 days ago 9d
    at bkd.com. BKD Wealth Advisors, LLC, a wholly owned subsidiary of BKD, LLP is seeking an experienced Wealth Management professional… professional with strong client service and wealth management skills to serve as a lead client advisor to affluent families. This position…
  • 3.3
    Comerica – Costa Mesa, CA
    1 days ago 1d
    Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor is responsible for contributing to the overall… overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of business…
  • 3.2
    Vanguard – Charlotte, NC
    3 days ago 3d
    To provide advice to clients utilizing both one-time and ongoing portfolio management solutions. To clearly communicate…
  • 3.8
    Altfest Personal Wealth Management – New York, NY
    5 days ago 5d
    of the teams clients. You will be working with the most senior advisors at the firm while being supported by other members of the… Personal Wealth Management, a leading independent Wealth Management firm, is seeking a highly capable, hardworking Wealth Advisor…
  • 3.3
    United Bank Inc – Charleston, WV
    5 days ago 5d
    understanding of sophisticated wealth management practices and investment strategies. The Senior Wealth Advisor actively participates in… The Senior Wealth Advisor?s primary role is to act as the relationship manager for a diverse network of clients. This individual…
  • 3.3
    Comerica – Dallas, TX
    6 days ago 6d
    Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor is responsible for contributing to the overall… overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of business…
  • 3.4
    Futurity First Insurance Group – Stuart, FL
    5 days ago 5d
    insurance and financial advisors. With branch offices in major markets across the United States, our community-advisors are empowered to… Manager career path for advisors interested in pursuing a career in sales management. Advisor Responsibilities…
  • 3.5
    BB&T – United States
    5 days ago 5d
    Private Financial Advisors to help train and develop the Private Financial Advisor to become a Private Financial Advisor effectively… information gathering, delivery of financial plans utilizing the Wealth Planning Unit. In addition, work with the client and appropriate…
  • 3.0
    Mariner Holdings – Los Angeles, CA
    13 days ago 13d
    are seeking Senior Wealth Advisors in Sacramento, Los Angeles, San Diego, and San Francisco. The Senior Wealth Advisor will utilize… Mariner Wealth Advisors is a national wealth advisory firm providing unbiased financial advice focused on meeting client needs…
  • 3.5
    TIAA – San Antonio, TX
    1 days ago 1d
    . Our Associates also partner with a senior Wealth Management Advisor or multiple Advisors to further develop their product knowledge… interview process in the absence of the client's Wealth Management Advisor/Senior Advisor Proactively communicate with clients and…
  • International Search Consultants – Wilmington, DE
    10 days ago 10d
    Senior Relationship Manager, Wealth Advisor Our Client is a leading Multi-Family Office & Investment firm with an office in… team of three and be highly visible firm-wide. The Senior RM is a Wealth Advisor to a portfolio of UHNW Client relationships and…
  • 3.8
    HighTower Advisors – Saint Louis, MO
    25 days ago 25d
    solving Learn skills required to grow into an even more senior advisor position within the firm Ensure prospects and clients experience… Financial Planning and Investment Process Coordinate with Senior Advisors to determine client strategy and financial plan development…
  • 3.5
    TIAA – Hamden, CT
    1 days ago 1d
    . Our Associates also partner with a senior Wealth Management Advisor or multiple Advisors to further develop their product knowledge… interview process in the absence of the client's Wealth Management Advisor/Senior Advisor Proactively communicate with clients and…
  • 3.5
    BB&T – United States
    20 days ago 20d
    relationships. 8. Provide mentoring to less experienced BB&T Wealth staff in support of establishing an extraordinarily high level… Participate in the ongoing implementation and development of the BB&T Wealth program. Required Skills and Competencies: The requirements…
  • Signature Financial Design – Atlanta, GA
    EASY APPLY
    17 days ago 17d
    Senior Wealth Advisor SignatureFD is a leading privately held financial design and advisory firm based in Atlanta, Georgia… Primary Function As part of our team of specialists, our Wealth Advisors ensure our clients’ best interests come first, and their…
  • 3.0
    Mariner Holdings – Cincinnati, OH
    24 days ago 24d
    under the leadership of a Senior Wealth Advisor/Senior Portfolio Manager to provide comprehensive wealth management to clients. Relying… as-needed basis. Assist Senior Wealth Advisor/Senior Portfolio Manager to provide comprehensive wealth management for high–net-…
  • 2.0
    Alexander Ash – Indianapolis, IN
    30 days ago 30d+
    dedicated to wealth management/portfolio management/financial planning needs of clients seeks a Senior Wealth Advisor for a relationship… conducting presentations for firm-generated leads), but the Senior Wealth Advisor should be prepared to generate leads by leveraging…
  • 4.1
    Westport One – Las Vegas, NV
    30+ days ago 30d+
    Senior Wealth Advisor Our client is a privately held financial services company with over 100 years of history. They are… assets under management. They are looking for a Senior Wealth Advisor to develop and maintain a book of high net worth business…
  • Lefavi Wealth Management – Salt Lake City, UT
    4 days ago 4d
    customer service. • Work with compliance team and senior wealth advisors to implement strategies and streamline back office operations… $54,000 - $61,000/year Company Description Lefavi Wealth Management is a private wealth management firm based in Salt Lake City, Utah…
  • 3.3
    First Citizens Bank – Raleigh, NC
    Today 9hr
    Senior Financial Advisor Use your LinkedIn Profile to help you apply faster! Apply with LinkedIn Job ID #: 28585 Location:… NC-Raleigh Functional Area: Wealth Management - Sales Employment Type: Full-Time Exempt Education Required: High School Diploma…
  • 3.0
    BNY Mellon – Boston, MA
    7 days ago 7d
    The Senior Wealth Manager serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent… trust and estate, insurance, tax and banking needs. Senior Wealth Advisors work with clients to design and implement asset allocation…
  • 3.1
    Mercer LLC – Boston, MA
    1 days ago 12hr
    Serves as a strategic advisor to the senior leadership team of the Investments segment of Mercer's Wealth/Investments business… provides strategic advice and support to the senior management team of the Mercer Wealth/Investments business, manages complex legal…
  • 3.1
    United Bank – Charleston, WV
    11 days ago 11d
    understanding of sophisticated wealth management practices and investment strategies. The Senior Wealth Advisor actively participates in… The Senior Wealth Advisor’s primary role is to act as the relationship manager for a diverse network of clients. This individual…
  • 3.6
    Morgan Stanley – Los Angeles, CA
    1 days ago 12hr
    POSITION SUMMARY: The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management… client-management skills, and market and product knowledge, the Wealth Management Associate partners with team members to address the…
  • International Search Consultants – Wilmington, DE
    9 days ago 9d
    of three and be highly visible firm-wide. The Senior RM is a Wealth Advisor to a portfolio of UHNW Client relationships and… requests. Communicate with Client's advisors (attorneys, accountants, investment advisors) to provide and obtain client information…
  • 3.0
    BNY Mellon – Cleveland, OH
    5 days ago 5d
    .com/careers. As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals… The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily…
  • 3.1
    LPL Financial – Boston, MA
    Est. Salary $30k-$43k
    4 days ago 4d
    Boston, MA is actively seeking a full-time, experienced, Wealth Advisor Assistant/Office Coordinator. We are looking for a highly… a few days per month in our Westborough office Assisting advisor with meeting preparation and presentation formats. This would…
  • 3.0
    Mariner Holdings – Oak Brook, IL
    11 days ago 11d
    Associate Wealth Advisor assists a team of Wealth Advisors and Senior Wealth Advisors to provide comprehensive wealth management… plans and portfolios Assist Wealth Advisors/Senior Wealth Advisors to provide comprehensive wealth management and financial planning…
  • 3.5
    UBS – New York, NY
    Est. Salary $47k-$86k
    4 days ago 4d
    Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for someone like that… provide support to the branch team. You’ll: –assist Financial Advisors in client conversations, providing analytic information and…
  • 3.0
    The Bank of New York Mellon – New York, NY
    4 days ago 4d
    The Wealth Strategist works with Senior Wealth Strategists and the Wealth Management Segments including Wealth Directors, Wealth… and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Wealth Transfer…
  • 3.1
    First United Corporation – Morgantown, WV
    22 days ago 22d
    Job Title: Senior Wealth Advisor-Team Leader Job Reporting Relationships Supervised by: Senior Trust Officer Supervises… Supervises: Sr. Wealth Advisor, Wealth Advisor, Wealth Advisor Associate, Sr. Trust Administrator, Trust Administrator, Administrative…
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