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As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

YEAR

Citigroup Inc

Senior Wealth Advisor | Downtown Manhattan

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Senior Wealth Advisor | Brooklyn

Senior Wealth Advisor | Westchester

Senior Wealth Advisor | Uptown Manhattan

Senior Wealth Advisor | Bronx

Senior Wealth Advisor | Nassau County

Senior Wealth Advisor | Staten Island

The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.

Weaver

Senior Wealth Advisor

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OTHER

Chemistry Wealth Management is seeking an experienced, relationship-oriented, and highly organized Private Wealth Advisor to serve as the primary advisor for a select group of high-net-worth individuals and families. This is an opportunity to join a growing independent wealth management firm where you can deepen relationships, improve client outcomes, and help shape the future of a premier advisory business.

Chemistry Wealth Management

Private Wealth Advisor

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Please review the following job description: 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. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corp

Wealth Advisor - Legal Specialty Group

The Associate Wealth Advisor will play an important role in developing and executing customized financial planning strategies across retirement, tax, estate, risk management, and investment planning, while helping to strengthen and deepen long-term client relationships. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Focus Financial Partners

Associate Wealth Advisor

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FULL_TIME

Overview: Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. Working alongside a dedicated team — a financial planner, trust officer, and portfolio manager — you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one.

Tompkins Financial Advisors

Wealth Advisor III

[AW]-iCims

Joining the Focus Team isn't just joining Farther—it's joining a team within Farther that provides: U nmatched Market Access: We conduct events inside major Fortune 500 companies nationwide. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

Farther

Associate Vice President, Focus Team - Wealth Advisor

GreenHouseAPI

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. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Bank

Truist Financial Corporation

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Wealth Advisor, Ultra High Net Worth

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We currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.

SimpleCITI

Wealth Advisor

Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

Mercer Advisors

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

Citizens Financial Group Inc

Virtual Wealth Advisor - Rochester, NY

Strategic Leadership & Execution: Leads departmental strategic planning in alignment with organizational goals by setting clear objectives, anticipating challenges, and developing actionable plans. Overview: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client’s goals and values.

Wealth Advisor Jobs in New York

Senior Wealth Advisor | Downtown Manhattan Citigroup Inc

Senior Wealth Advisor | Brooklyn Citigroup Inc

Senior Wealth Advisor | Westchester Citigroup Inc

Senior Wealth Advisor | Uptown Manhattan Citigroup Inc

Senior Wealth Advisor | Bronx Citigroup Inc

Senior Wealth Advisor | Nassau County Citigroup Inc

Senior Wealth Advisor | Staten Island Citigroup Inc

Senior Wealth Advisor Weaver

Private Wealth Advisor Chemistry Wealth Management

Wealth Advisor - Legal Specialty Group Truist Financial Corp

Associate Wealth Advisor Focus Financial Partners

Wealth Advisor III Tompkins Financial Advisors

Associate Vice President, Focus Team - Wealth Advisor Farther

Wealth Advisor - Legal Specialty Group Truist Bank

Wealth Advisor - Legal Specialty Group Truist Financial Corporation

Wealth Advisor, Ultra High Net Worth Farther

Wealth Advisor SimpleCITI

Wealth Advisor Mercer Advisors

Virtual Wealth Advisor - Rochester, NY Citizens Financial Group Inc

Wealth Advisor II Tompkins Financial Advisors

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