Wealth Advisor - Inherit 80-100 HNW Clients, Warm Leads
$150k - $155kMohr Talent
Mohr Talent is looking for a Wealth Advisor (HNW Relationship Manager) based in Brentwood, NY, to manage established client relationships and provide tailored financial advice. This role offers a high-touch model with limited business development pressure, focusing instead on deepening multifaceted client relationships. The successful candidate will inherit a book of 80-100 existing clients, receive strong internal support, and be part of a respected firm with growth opportunities. Compensation is competitive, with a base salary between $150,000–$155,000 plus incentives. #J-18808-Ljbffr Mohr Talent
$150k - $155k
...Talent is searching for an experienced Wealth Advisor in Smithtown, NY. The ideal candidate will inherit approximately 80-100 established client relationships and will focus on delivering... ...network that generates qualified leads. Join a client-first advisory team focused...Suggested$150k - $155k
Wealth Advisor (HNW Relationship Manager) Brentwood,... ...incentive Schedule: 100% Onsite |... ...true white‑glove client experience for high... ...steady flow of warm inbound... ...typically 2-4 qualified leads per week). You’... ...Role Stands Out Inherit a book : take over ~80-100 existing...High net worthLocal areaImmediate startMonday to Friday$150k - $155k
...boutique Registered Investment Advisor (RIA) is seeking an experienced Wealth Advisor to join its growing team... ...for delivering a white-glove client experience and building long-term... ...planning. This advisor will inherit approximately 80-100 established client relationships...High net worthFull timeLocal area- A prominent financial services firm is seeking Financial Advisors to engage with high-net-worth individuals, identify financial goals,... ...experience in financial services or sales. The role emphasizes building client relationships and requires strong communication skills. This...High net worth
$120k
Personal Lines Insurance Private Client Advisor (High Net Worth Personal Lines) Location: Hauppauge... ...and service an assigned high‑net‑worth (HNW) book of business. Prepare new business... ...in good standing. Familiarity with leading HNW carriers such as Chubb, AIG, PURE, Cincinnati...High net worth- ## Financial Advisor - Hauppauge, NYApplyremote... ...of Business:**TD Wealth**Job Description:**... ...needs of TD Wealth clients by reviewing financial... ...and promote lead generation* Manages... ...clients to appropriate HNW Wealth partners as... ...6%; Continuous: 67-100%* Domestic Travel...High net worthWork at office
$72.28k - $108.16k
...Description The Financial Advisor (FA) role is a three‑... ...complex needs of TD Wealth clients by reviewing financial... ...to partner and promote lead generation. Manages goals... ...clients to appropriate HNW Wealth partners as needed... ...4‑66% ; Continuous: 67‑100% Domestic Travel -...High net worthWork at officeLocal areaFlexible hours$66.56k - $99.32k
...Description The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain... ...client discovery leading to a truly exceptional... ...clients to appropriate HNW Wealth partners, as needed... ...34‑66%; Continuous: 67‑100% Domestic Travel - Continuous...High net worthTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- DGA Careers USA Inc is seeking a Private Client Account Executive to join their expanding team in Brentwood, New York. The role focuses on managing and growing high net worth clientele relationships while delivering exceptional client service in a fast-paced environment...High net worth
- J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial advice and build client relationships in Commack, New York. The role requires at least 2 years of financial advising experience, with strong skills in relationship management and financial...
- JPMorgan Chase & Co. is looking for a Private Client Advisor in Commack, NY. In this role, you will provide comprehensive financial planning and advice tailored to individuals and families. Your focus will be on building relationships and delivering personalized investment...
- JPMorganChase in Hauppauge, New York, seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships while offering personalized investment solutions, ensuring an exceptional client experience. The ideal candidate...
- A leading financial institution in Hauppauge, New York, seeks a Financial Advisor Associate to attract and retain clients. The role involves analyzing clients' financial information, advising on investment strategies, and building client relationships. Candidates should...Full time
- ...Private Client Account Executive (High-Net-Worth Personal Lines) Hauppauge, NY | Full-Time... ...and service an assigned High-Net-Worth (HNW) personal lines book of business. Prepare... ...assistance to fellow Private Client Advisors as needed. Qualifications Minimum...High net worthFull timeWork at office
$85k
Responsibilities Provide processing support to the Private Client Advisor team for all lines of personal insurance; ensure that policy transactions... ...of AMS360; 2+ years of solid personal lines experience - HNW a plus but not required; Property & Casualty Insurance License...High net worthWork at office- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...
$85k - $140k
...Institutional Securities, Wealth Management, and Asset... ...and services to its clients including brokerage, investment... ...Private Banker(s) and Advisors to assess opportunities... ...doing the right thing, leading with exceptional ideas,... ...and more than 80,000 employees in 1,200...High net worthTemporary work$80k - $90k
Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... ...benefits information Pay range $80,000.00 - $90,000.00 annualized...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift$120k
Eerstelijnszorg Zoetermeer seeks a Personal Lines Insurance Private Client Advisor in Hauppauge to manage a high-net-worth book of business. Responsibilities include preparing submissions and conducting client reviews while collaborating with team members. The ideal candidate...High net worth- TD Bank is seeking a Financial Advisor in Hauppauge, NY. The role involves providing financial planning guidance and selling investment management solutions while ensuring exceptional client service. The Financial Advisor is expected to manage client relationships, facilitate...
$24.5 - $28 per hour
...into one of the nation’s leading credit unions. As we... ...contribution Teachers pays 100% Premium Coverage for Vision... ...000.00 1 month ago Citi Wealth - Wealth Relationship... ...ago Senior Home Lending Advisor - Kings Park, NY RIA... ...Bellmore, NY Melville, NY $80,000.00-$110,000.00 3...High net worthFull timePart timeWork experience placementWork at officeLocal areaImmediate start- ...orchestrating customer flow, warmly welcoming customers, and guiding... ...: 34-66%; Continuous: 67-100% Domestic Travel – Occasional... ...Are:**TD is one of the world's leading global financial institutions... ...committed to being a leader in client experience, that is why we believe...Temporary workWork at officeLocal areaWork from homeFlexible hoursNight shiftAfternoon shift
$70k - $120k
Citibank (Switzerland) AG is seeking a Wealth Relationship Advisor in Town of Huntington, NY. This role involves building relationships with new and existing clients to manage their bank and brokerage assets, ensuring compliance with KYC/AML guidelines. Candidates should...Full time- J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series...
$95k - $130k
...PRIVATE CLIENT ACCOUNT EXECUTIVE High Net Worth | Personal Lines... ...manage and grow a sophisticated HNW book of business. This is a high... ...support to Private Client Advisor colleagues as needed Ideal... ...required Hands-on experience with leading HNW carriers including Berkley...High net worthWork at office$40k
...governance. Candidates must hold a West Virginia law license or be eligible for admission. Responsibilities include leading deal teams and managing complex client transactions. The position offers a competitive salary, benefits, and a bonus potential of over $40,000. #J-188...$115k - $180k
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth... ...our clients, society, and the world around us. Our Market‑Leading Training Program: The firm’s culture is deeply rooted in...High net worthFlexible hours- A leading financial institution is seeking an experienced financial advisor to provide tailored advice and solutions to clients. Responsibilities include building financial plans, triaging requests, and recommending suitable products. The ideal candidate should have at...
- A leading financial services company in Commack is seeking an experienced financial advisor to help clients achieve their financial goals through tailored investment strategies. The role includes providing comprehensive advice, triaging client leads, and building strong...
$55k - $75k
...for candidates who dream big. We currently have an opening for a Client Coordinator within our Employee Benefits Practice in our Deer Park... ...about why we are #ProudlyPlexus. The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable...Full timeZero hours contractWork at officeWorldwideMonday to Friday
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