CFP Licensed Wealth AdvisorVirtualVocations • Paterson, New Jersey, United States
serp_jobs.error_messages.no_longer_accepting
CFP Licensed Wealth Advisor
VirtualVocations • Paterson, New Jersey, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Senior Advisor, Wealth Management Service.
Key Responsibilities
Provide exceptional onboarding experiences for new clients
Develop comprehensive financial plans tailored to clients' unique situations and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Required Qualifications
CFP or IQFP designation required (CPA is a valuable asset)
CIM or CFA designation required
5+ years of experience in wealth management or financial advisory roles
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
serp_jobs.job_alerts.create_a_job
Wealth Advisor • Paterson, New Jersey, United States
Job_description.internal_linking.related_jobs
You’ve spent a good portion of your career building the practice you envisioned.You also know that the next step of your journey would benefit from a bold, forward-thinking partner.We respect...serp_jobs.internal_linking.show_more
Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields.
We seek to bring a human element to the world of accounting...serp_jobs.internal_linking.show_more
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis.
As senior members of the service team, thro...serp_jobs.internal_linking.show_more
Chilton Trust (CTC) is a private wealth management firm launched in 2010 by Richard L.CTC offers full-service, bespoke private wealth management services, including asset allocation advice, managem...serp_jobs.internal_linking.show_more
We are seeking a highly experienced Senior Wealth Advisor / Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm.
Our client is a leader in the ind...serp_jobs.internal_linking.show_more
Citi Wealth - Senior Wealth Advisor Safe Act - Ridgewood.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the glob...serp_jobs.internal_linking.show_more Senior Wealth Advisor Safe Act - Forest Hills / Queens.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe....serp_jobs.internal_linking.show_more Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.
At Citi, you'll have the opportunity to grow your caree...serp_jobs.internal_linking.show_more 
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.
Consults and coordinates on the d...serp_jobs.internal_linking.show_more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.
As senior members of the ser...serp_jobs.internal_linking.show_more 
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and dev...serp_jobs.internal_linking.show_more
Portfolio And Wealth Advisory Associate.BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts.Advisory Ass...serp_jobs.internal_linking.show_more
I can succeed as a Private Wealth Advisor at Capital Group.One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of w...serp_jobs.internal_linking.show_more
Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...serp_jobs.internal_linking.show_more Bank, we're passionate about helping customers and the communities where we live and work.The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and suc...serp_jobs.internal_linking.show_more Senior Wealth Advisor SAFE Act - 200 Park Ave.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, ...serp_jobs.internal_linking.show_more The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.
The WMA is responsible for facilitating the delivery...serp_jobs.internal_linking.show_more Senior Wealth Advisor Safe Act - Brooklyn / Queens Area.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe...serp_jobs.internal_linking.show_more
Wealth Advisor
Lee, Nolan & Koroghlian, LLC • New York, NY, NJ, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Senior Wealth Advisor
Weaver • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
PWM Wealth Management Associate
Morgan Stanley • Morristown, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - NY / CT
Chilton Trust • Corona, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor
International Staffing Consultants • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Citi Wealth - Senior Wealth Advisor SAFE Act - Ridgewood
Citigroup • Ridgewood, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor SAFE Act - Forest Hills / Queens
Citigroup • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Citi Wealth Planner - C15
Citigroup • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor
M&T Bank • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Managment Advisor - New York 10036-6702
U.S. Bancorp • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Associate
Morgan Stanley • Short Hills, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Management Advisor, New YorkCategorySales & Relationship ManagementJob Id2025-0025165LocationNew York, NY, United StatesPosting Start Date10 / 17 / 2025Anticipated Posting End Date10 / 24 / 2025Job TypeFull time
US Bank • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Advisor
TIAA • USA, New Jersey, Hackensack
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days
Associate, Portfolio & Wealth Advisory
BBR Partners • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
SVP Private Wealth Advisor
Capital Group • New York, NY, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor Partner
Wisepath Group • New York, NY, US
serp_jobs.job_card.permanent
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Wealth Managment Advisor - New York 10036-6702CategorySales & Relationship ManagementJob Id2025-0013919LocationNew York, NY, United StatesPosting Start Date06 / 18 / 2025Anticipated Posting End Date09 / 18 / 2025
US Bank • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor SAFE Act - 200 Park Ave
Citigroup • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Advisor, New York
U.S. Bancorp • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Wealth Advisor SAFE Act - Brooklyn / Queens area
Citigroup • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted