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Keywords: Senior Wealth Manager, Location: USA

Page: 2

Senior Wealth Advisor SAFE Act - Uptown Manhattan

through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice... to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions...

Company: Citigroup
Location: New York City, NY
Posted Date: 23 Nov 2025
Salary: $70000 per year

Senior Wealth Advisor - Wealth Advisory - Charlotte

Carolina market. The Senior Wealth Advisor (SWA) serves as a relationship manager providing “Total Wealth Advisory” services... our clients, communities, and each other. About the role: CLA is looking to hire a Senior Wealth Advisor to lead our North...

Location: Charlotte, NC
Posted Date: 23 Nov 2025

Senior Consultant - Wealth & Asset Management

and advisor experiences. As a Senior Consultant on the Wealth & Asset Management Team at Capco you will work in a fast-paced.... We are passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes...

Company: Capco
Location: New York City, NY
Posted Date: 22 Nov 2025
Salary: $125000 - 145000 per year

Senior Wealth Advisor SAFE Act - Bronx

through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice... to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions...

Company: Citigroup
Location: The Bronx, NY
Posted Date: 19 Nov 2025
Salary: $70000 per year

Senior Wealth Advisor SAFE Act - Staten Island

through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice... to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions...

Company: Citigroup
Location: Staten Island, NY
Posted Date: 19 Nov 2025
Salary: $70000 per year

Senior Wealth Advisor - Wealth Advisory - Livingston, NJ

a Senior Wealth Advisor to work in our Livingston, NJ office. The Senior Wealth Advisor (SWA) serves as a relationship... manager providing “Total Wealth Advisory” services to their clients. Total Wealth Advisory is a comprehensive service...

Location: Livingston, NJ
Posted Date: 19 Nov 2025

Senior Wealth Advisor SAFE Act - North Jersey

through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice... to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions...

Company: Citigroup
Location: Paramus, NJ
Posted Date: 16 Nov 2025
Salary: $70000 per year

Senior Wealth Advisor SAFE Act - Nassau County

through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice... to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions...

Company: Citigroup
Location: East Meadow, NY
Posted Date: 09 Nov 2025
Salary: $70000 per year

Financial Services Technology Consulting - Wealth and Asset Management - Senior - Charles River

it to go. Join EY and help to build a better working world. Financial Services Technology Consulting - Wealth and Asset... Management - Senior - Charles River Development EY is a leader in serving the global financial services marketplace and the...

Company: EY
Location: New York City, NY
Posted Date: 24 Oct 2025

Senior Wealth Strategy Associate

? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: Assist financial advisors... only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate...

Company: UBS
Location: Newport Beach, CA
Posted Date: 11 Oct 2025
Salary: $70000 - 92000 per year

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate...-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate...

Company: PwC
Location: Boston, MA
Posted Date: 09 Oct 2025

Asset & Wealth Management - Tax Senior Associate

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate... you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex...

Company: PwC
Location: New York City, NY
Posted Date: 08 Oct 2025

Senior Wealth Strategy Associate

Business Divisions Global Wealth Management Your role assist financial advisors in client conversations.../adjustments throughout our recruitment process, you can always Your team You'll be joining a Private Wealth Management team...

Company: UBS
Location: Coral Gables, FL
Posted Date: 20 Dec 2025

Senior Wealth Strategy Associate

wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset...Business Divisions Global Wealth Management Your role assist financial advisors in client conversations...

Company: UBS
Location: Warren, NJ
Posted Date: 05 Dec 2025
Salary: $70000 - 100000 per year

Senior Private Wealth Banker

and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth... for our employees, and making a difference in the communities we serve. Job Description The PRIVATE WEALTH BANKER IV is primarily...

Company: BOK Financial
Location: San Antonio, TX
Posted Date: 02 Dec 2025

Senior Private Wealth Banker

to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Private Banker... communities we serve. Job Description The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing...

Company: BOK Financial
Location: Austin, TX
Posted Date: 02 Dec 2025

Family Wealth Senior Fiduciary Advisor

-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team.... This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated...

Company: KeyBank
Location: Cleveland, OH
Posted Date: 22 Nov 2025
Salary: $94000 - 175000 per year

Senior Wealth Strategy Associate

world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth...Business Divisions Global Wealth Management Your role assist financial advisors in client conversations...

Company: UBS
Location: New York City, NY
Posted Date: 16 Nov 2025
Salary: $85000 - 115000 per year

Senior Wealth Strategy Associate

only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate...Business Divisions Global Wealth Management Your role assist financial advisors in client conversations...

Company: UBS
Location: New York City, NY
Posted Date: 08 Nov 2025
Salary: $85000 - 115000 per year

Senior Executive Assistant (Wealth)

an entire department Manages day to day calendar(s) of senior management Coordinates all aspects of executive level manager...The Senior Executive Assistant provides support to another individual or group of individuals by handling...

Company: Citigroup
Location: New York City, NY
Posted Date: 30 Dec 2025
Salary: $91690 - 119610 per year