Premier Banker- Staten Island/Richmond The Toronto-Dominion BankPremier Banker- Staten Island/RichmondStaten Island, NY$27.75–$41.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Premier Banker- Hackensack The Toronto-Dominion BankPremier Banker- HackensackHackensack, NJ$27.75–$41.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Finance Business Partner Iron Mountain IncFinance Business PartnerNewark, NJ$93,400–$124,500 / yearIron Mountain helps lower cost and risk, comply with regulations, recover from disaster, and enable digital and sustainable solutions, whether in information management, digital transformation, secure storage and destruction, data center operations, cloud services, or art storage and logistics. We proudly partner every day with our 225,000 customers around the world to preserve their invaluable artifacts, extract more from their inventory, and protect their data privacy in innovative and socially responsible ways.
Vice President , U.S. Logistics Development Ares OperationsVice President , U.S. Logistics DevelopmentRutherford, New JerseyAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Directly manage and support the work activities of project managers and senior project managers throughout assigned region by applying effective leadership, coaching and mentoring skills.
Senior Associate, Credit, US Direct Lending Ares OperationsSenior Associate, Credit, US Direct LendingNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Working closely with senior and junior investment professionals, the Senior Associate will be expected to maintain a high level of analytical and execution excellence while assuming increasing ownership of investment committee presentations, legal documentation, portfolio oversight and external relationships.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateWhite Plains, NY$59,000–$82,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
NewFinancial Reporting Manager Rockefeller Capital ManagementFinancial Reporting ManagerJersey City, New Jersey$175,000–$200,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Gather, analyze, and reconcile client financial information across multiple investment institutions, including alternative investments, fixed income securities, cash flow reporting, budgets, and income reporting.
J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Queens, NYQueens, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY (Bilingual Chinese Cantonese/Mandarin) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY (Bilingual Chinese Cantonese/Mandarin)Queens, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Midwood, Brooklyn, NY (Bilingual Hebrew) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Midwood, Brooklyn, NY (Bilingual Hebrew)Brooklyn, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Paramus / Wayne / Wyckoff - New Jersey JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Paramus / Wayne / Wyckoff - New JerseyParamus, NJFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Strategic Accounts Director Professional Capital Services, LLCStrategic Accounts DirectorNY$127,000–$165,000 / yearUnder the direction of the Head of Sales, work closely with and communicate information to other units and their managers when needed to ensure consistency with various Retirement Plan Operations with a high level of customer service and overall retention of plans/assets. The average salary for this position is expected to be between $127,000 and $165,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
Cross Asset Solutions Salesperson Solutions for Financial Intermediaries, Assistant Vice President or Vice President Citigroup IncCross Asset Solutions Salesperson Solutions for Financial Intermediaries, Assistant Vice President or Vice PresidentNew York, NY$150,000–$175,000 / yearCross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management.
Cross Asset Solutions Salesperson Solutions for Financial Intermediaries, Vice President Citigroup IncCross Asset Solutions Salesperson Solutions for Financial Intermediaries, Vice PresidentNew York, NY$175,000–$250,000 / yearCross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management.
Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Vice President Citigroup Inc.Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Vice PresidentNew York, NY$175,000–$250,000 / yearCross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management.
Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Assistant Vice President Citigroup Inc.Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Assistant Vice PresidentNew York, NY$150,000–$175,000 / yearCross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management.
Global Wealth Solutions Internal Sales Analyst/ Associate KKR & Co. Inc.Global Wealth Solutions Internal Sales Analyst/ AssociateNew York, NY$130,000–$165,000 / yearThe Global Wealth Solutions ("GWS") team seeks to recruit an experienced Internal Sales Analyst/ Associate to work in partnership with the External Relationship Managers that cover financial advisors at private wealth management firms in their respective territories. The ideal candidate will bring a team-orientated work ethic, knowledge of alternative asset classes across private and registered fund structures, a strong inclination for a sales-oriented career path, and an ability to represent the KKR brand with institutional quality in the marketplace.
Sales Consultant KKR & Co IncSales ConsultantWayne, NJKKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. You'll develop deep product knowledge, sharpen your client-facing skills, and gain hands-on exposure to the sales lifecycle-all while completing a structured training and licensing program designed to accelerate your professional growth.
NewAccounting Manager, Housing/Real Estate CFSAccounting Manager, Housing/Real EstateNew York, NY$110,000–$125,000 / yearAccountingManagerHousingRealEstate #AccountingJobs #FinanceJobs #RealEstateFinanceJobs #AffordableHousingJobs. Key Responsibilities for the Accounting Manager, Housing & Real Estate: • Lead accounting, financial reporting, consolidations, and compliance across housing and real estate entities.
Wealth Relationship Manager - New York Hub (Multilingual Skills Required) Citigroup IncWealth Relationship Manager - New York Hub (Multilingual Skills Required)NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Westchester County Citigroup IncWealth Relationship Manager - SAFE ACT - Westchester CountyNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Director of Strategic Finance & Investment Strategy Mozilla CorpDirector of Strategic Finance & Investment StrategyNYRemote$217,000–$289,000 / yearMaster of Financial Modeling: Exceptional ability to build complex, scalable, and intuitive risk-adjusted financial models from scratch to evaluate partnerships, macro trends, and multi-year scenarios (ideally has utilized different AI tools in financial modeling). Executive Advisory: Act as a trusted financial advisor to senior leadership and business unit heads, distilling complex strategic data, financial models, and portfolio performance into concise, strategic narratives for board meetings and executive reviews.
Wealth Relationship Manager -Westchester / Crosby Citigroup IncWealth Relationship Manager -Westchester / CrosbyBronx, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Downtown Manhattan Citigroup IncWealth Relationship Manager - Downtown ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Business Communications Manager - Citi Wealth, Vice President Citigroup IncBusiness Communications Manager - Citi Wealth, Vice PresidentNew York, NY$129,840–$194,760 / yearThis VP-level communications role will support in the execution of communications initiatives for senior leaders across those two businesses, aid in the translation of complex market views, asset allocation frameworks, and investment product narratives into compelling, audience-appropriate communications across all channels. The CIO and Investment Solutions teams are at the heart of Citi Wealth's value proposition - delivering differentiated investment insights, portfolio solutions, and wealth management strategies to high-net-worth and ultra-high-net-worth clients globally.
Wealth Relationship Manager SAFE Act - NYC Metro Citigroup IncWealth Relationship Manager SAFE Act - NYC MetroPlainview, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act - Assistant Vice President Citigroup IncWealth Relationship Manager SAFE Act - Assistant Vice PresidentNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Westbury, NY Citigroup IncWealth Relationship Manager - SAFE ACT - Westbury, NYWestbury, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Hewlett, NY Citigroup IncWealth Relationship Manager - SAFE ACT - Hewlett, NYHewlett, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager -Manhattan Citigroup IncWealth Relationship Manager -ManhattanNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Farmingdale, NY Citigroup IncWealth Relationship Manager - SAFE ACT - Farmingdale, NYFarmingdale, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Court Square Citigroup Inc.Wealth Relationship Manager - Court SquareNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager Safe Act - Brooklyn Citigroup Inc.Citi Wealth - Wealth Relationship Manager Safe Act - BrooklynNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Manhattan Citigroup Inc.Wealth Relationship Manager - ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.Citi Wealth - Wealth Relationship Manager - ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Director, Technology Finance & Finops OneMain (Formerly Springleaf & OneMain Financials).Director, Technology Finance & FinopsNew York, NY$220,000–$240,000 / yearThis leader serves as the primary financial advisor to technology leadership and helps drive informed decisions across technology portfolios, infrastructure, cloud, software, and strategic initiatives. The role combines traditional strategic finance capabilities with FinOps practices to improve cost transparency, optimize spending, and ensure technology investments deliver measurable business outcomes.
Wealth Relationship Manager - New York Metro Citigroup Inc.Wealth Relationship Manager - New York MetroNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Elmhurst, NY Citigroup IncWealth Relationship Manager - SAFE ACT - Elmhurst, NYElmhurst, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Financial Advisor Forest Hills Financial GroupFinancial AdvisorNew York, NY$80,000–$150,000The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Senior Oracle Fusion Developer - Procure to Pay Envestnet IncSenior Oracle Fusion Developer - Procure to PayNYRemote$94,600–$118,300 / yearYou own the technical implementation of Envestnet''s procure-to-pay pipeline - building and maintaining AP automation workflows, writing integrations between procurement systems and Oracle Fusion Payables, and using Oracle SQL and REST APIs to keep the P2P process accurate, automated, and audit-ready. Oracle REST APIs: Consume and test Oracle Fusion REST services for journal import, supplier/customer management, invoice processing, and period-close operations; read API documentation and design integration payloads.
Financial Advisor - TruStage Wealth Management LPL Financial Holdings IncFinancial Advisor - TruStage Wealth ManagementNY$60,000–$100,000 / yearThis employment opportunity at TruStage located at TruStage Wealth Management in Remote, USA would allow you to join TruStage Wealth Management as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at TruStage Wealth Management supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Citi Wealth - Wealth Relationship Manager SAFE Act - Brooklyn Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - BrooklynNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Senior Financial Advisor M&T Bank CorpSenior Financial AdvisorCTEducation and Experience Required: Combined minimum of 8 years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
Wealth Relationship Manager - SAFE ACT - Norwalk Citigroup IncWealth Relationship Manager - SAFE ACT - NorwalkNorwalk, CT$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Financial Advisor - Flagstar Bank LPL Financial Holdings IncFinancial Advisor - Flagstar BankSayreville, NJ$60,000–$120,000 / yearThis employment opportunity at Flagstar Bank in Sayreville, NJ would allow you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Flagstar Bank for financial solutions.
Wealth Relationship Manager - Allerton Avenue Citigroup IncWealth Relationship Manager - Allerton AvenueBronx, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Financial Advisor - Fourleaf Federal Credit Union LPL FinancialFinancial Advisor - Fourleaf Federal Credit UnionWestbury, New York$50,000–$70,000 / yearThis employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Fourleaf Federal Credit Union for financial solutions.
Wealth Relationship Manager SAFE ACT - Albertson, NY Citigroup IncWealth Relationship Manager SAFE ACT - Albertson, NYNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Financial Advisor Charter Oak FinancialFinancial AdvisorMelville, NY$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
Wealth Relationship Manager - SAFE ACT - Long Island City Citigroup IncWealth Relationship Manager - SAFE ACT - Long Island CityNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.