Associate Wealth Advisor (AWA) MarinerAssociate Wealth Advisor (AWA)McMinnville, OregonAs an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items.
Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios) InvescoDirector, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)New York City, New YorkThe Solutions & Custom Strategies Technology team partners with Invesco’s wealth and asset management business to deliver scalable, flexible technology solutions supporting model portfolios, separately managed accounts (SMAs), and customized investment strategies. Invesco’s platform enables financial advisors and institutions to deliver personalized equity and fixed income solutions through custom model portfolios and SMAs tailored to client objectives, risk preferences, and tax considerations.
Wealth Consultant First Citizens BankWealth ConsultantRaleigh, North CarolinaFull timeQualifications: Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice. This Wealth Consultant is responsible for identifying, acquiring, expanding, and retaining high net worth clients through comprehensive wealth management and financial planning solutions.
Wealth Advisor III Tompkins Financial AdvisorsWealth Advisor IIIPittsford, New York$100,000–$135,000 / yearFull timeOverview: 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.
Private Wealth Advisor I/II/III Trustmark BankPrivate Wealth Advisor I/II/IIIBirmingham, AlabamaFull timeLevel III Additional Qualifications: At least one of the following: High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or. Identify opportunities to deepen relationships by reviewing client holdings—including those outside the firm—to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.
Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen) Citigroup IncWealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen)Centreville, VA$83,920–$125,880 / 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 - Chinatown - Chicago (Multilingual Skills Required) Citigroup IncWealth Relationship Manager SAFE Act - Chinatown - Chicago (Multilingual Skills Required)Chicago, IL$78,080–$117,120 / 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 SAFE Act - Chicago Citigroup IncWealth Relationship Manager SAFE Act - ChicagoChicago, IL$78,080–$117,120 / yearAppropriately assess risk when business decisions are made, demonstrating particular 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 - Chinatown - Chicago (Multilingual Skills Required) Citigroup Inc.Wealth Relationship Manager Safe Act - Chinatown - Chicago (Multilingual Skills Required)Chicago, IL$78,080–$117,120 / 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.
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.
Wealth Management Lending Center - Business Risk Professional US BankWealth Management Lending Center - Business Risk ProfessionalMinneapolis, MN$81,515–$95,900 / yearThe Business Risk Professional will partner with Wealth Management, other Business Risk Professionals, and Business Risk Managers to, depending on their function, create, implement, maintain, review or oversee an effective risk management framework. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewProduct Integrations Manager II Envestnet IncProduct Integrations Manager IIBerwyn, PA$94,600–$118,300 / yearEnvestnet's Open ENV offering extends the availability of Envestnet''s solutions, empowering advisors and firms with new opportunities to leverage the complete platform to meet their unique business needs. Open ENV rapidly accelerates the ability to deliver customized implementations through a library of open architecture application programming interfaces (APIs), Single Sign-On, and bulk data delivery.
Wealth Advisor, Annapolis, DC or No.VA area. Wilmington TrustWealth Advisor, Annapolis, DC or No.VA area.Baltimore, MarylandEducation and Experience Required: Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Wealth Advisor, Naples, FL Wilmington TrustWealth Advisor, Naples, FLNaples, FloridaEducation and Experience Required: Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Family Offices Services Manager (Remote) FinStrat ManagementFamily Offices Services Manager (Remote)Annapolis, MDRemoteThis is a rare seat for a CFA who has managed real money, is fluent in multi-asset portfolio construction, and can simultaneously operate at the orchestration level — sitting above a roster of outside managers — and at the execution level, managing positions directly. Develop and maintain liquidity waterfall models under defined stress scenarios, incorporating LP lockups, directly held positions, real estate assumptions, and credit line availability.
Family Offices Services Manager FinStrat ManagementFamily Offices Services ManagerAnnapolis, MDThis is a rare seat for a CFA who has managed real money, is fluent in multi-asset portfolio construction, and can simultaneously operate at the orchestration level — sitting above a roster of outside managers — and at the execution level, managing positions directly. Develop and maintain liquidity waterfall models under defined stress scenarios, incorporating LP lockups, directly held positions, real estate assumptions, and credit line availability.
NewLead Product Manager - AI EnvestnetLead Product Manager - AIBerwyn, PAFull timeOwn and drive execution of AI-enabled and insights-driven features across the Enterprise/Advisor (Advisor Portal), RIA (Tamarac), and Planning (MoneyGuide) lines, including decision intelligence and Next Best Action capabilities, with accountability for adoption and measurable business outcomes in each domain. . • Partner with channel Product leaders across Enterprise/Advisor, RIA, and Planning, as well as PMC Solutions stakeholders, to apply AI and insights consistently across products and lines of business, including emerging asset manager distribution intelligence capabilities. .
Lead Product Manager EnvestnetLead Product ManagerALL USA$138,500–$173,100 / yearFull timeYou will join the MoneyGuide product team at Envestnet, a collaborative group focused on delivering innovative financial planning solutions for advisors and their clients to guide them to recognize and achieve their financial goals. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
PWM Private Wealth Advisor US BankPWM Private Wealth AdvisorNaples, FL$152,370–$186,230 / yearThe PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor Beverly Hills US BankWealth Management Advisor Beverly HillsBeverly Hills, CA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.