Wealth Management Advisor
Next Level Recruiting, LLC
Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 45+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership. They are seeking experienced Lead Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity . The Role Serve as lead advisor for high-net-worth clients and families Deliver comprehensive planning: retirement, tax, estate, investments, and more Collaborate with in-house specialists (planning, investments, tax, estate, client service) Leverage the firm’s marketing, M&A, and referral pipeline to grow your book Lead your client service team and mentor junior staff Contribute to internal initiatives and have a voice in firm direction Hybrid schedule with flexibility to work remotely and from a local office Ideal Background 8–10+ years of experience serving high-net-worth clients CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus Background in RIA, private bank, or wirehouse environments Strong relationship management and planning expertise Leadership and growth mindset; team-first approach Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key Why This Platform Stands Out Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops Growth Engine: Robust inbound lead channels, marketing support, and business development team Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients. #J-18808-Ljbffr Next Level Recruiting, LLC
- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand...SuggestedWork at officeFlexible hours
Teachers Insurance and Annuity Association
New York, NY3 days ago $50 per hour
...entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership... .... They are seeking experienced Lead Wealth Advisors to join their team in key... ...wirehouse environments ~ Strong relationship management and planning expertise ~ Leadership...SuggestedWork at officeLocal areaRemote workNexxt, Inc.
New York, NY2 days ago- ...Financial Advisor – Entry Level Job Type: Full-time Candidates must be local to Financial District, NYC. While professional... ...Broker Dealer (Financial Advisor Magazine and InvestmentNews) • Wealth Management: $281 billion retail investment client assets held or managed...SuggestedFull timeWork at officeLocal areaFlexible hours
Northwestern Mutual
New York, NY14 days ago $125k - $250k
YOUR IMPACTThe Regional Advisor Enablement Associate / Vice President will support the delivery and execution of regional advisor development initiatives across Private Wealth Management. This role serves as a key connector between advisors, regional leadership, and Talent...SuggestedFull timeTemporary workPart timeWork at officeGoldman Sachs
New York, NY3 days ago$35.5k
...Job Description Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our... ...goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Client Engagement:...SuggestedWork experience placementLocal areaFlexible hoursEquitable Advisors
New York, NY2 days ago$61k - $119k
...Job description Financial Advisor / Wealth Management Advisor Career Description: Ensure you read the information regarding this opportunity thoroughly before making an application. Northwestern Mutual, New York, NY We are seeking an eager, strategic, and...Full timeWork at officeRelocationMonday to FridayNorthwestern Mutual
New York, NY14 days ago$61k - $110k
...description \n Job title: Financial/Insurance Sales Advisor: Training Provided \n \n As a Financial Advisor, you... ...including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor...Work experience placementWork at officeRelocationMonday to FridayNorthwestern Mutual
New York, NY16 days ago- ...invests in your success. \n \n About the Role \n \n As a wealth management trainee on our team, you'll work one-on-one with clients to... ...’re proud of. Ready to make a difference? Join our Financial Advisor Development Program today. \n \n Responsibilities \n...Full timeTraineeship
Bankers Life
New York, NY15 days ago - Northwestern Mutual in the Financial District of NYC is seeking motivated professionals for a full-time Financial Representative role with The Abbass Agency. You’ll help clients plan long-term financial security through insurance, investments, retirement, and education ...Full timeFlexible hours
- ...as well as recognition and rewards. An unlimited income potential directly tied to production. Career growth opportunities with management and leadership potential. Qualifications: Bachelor's degree from a four‑year institution preferred. MUST live in the Tri‑State Area...Full timeLive inWork at office
- About the Role Our client is seeking an experienced and client-focused Wealth Management Advisor to join their prestigious practice in Randburg. This role is dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals...
- ...and fiduciary advice. What You'll Do: Manage and deepen relationships with high-net-worth... ...and affluent clients Serve as a trusted advisor, helping clients navigate complex... ...planning Deliver customized investment and wealth management strategies aligned with client...Flexible hours
$78.5k - $105k
...innovative financial planning? At Northwestern Mutual, we’re more than advisors; we’re partners in progress and change-makers in people’s... ..., and customer service skills. Strong organization and time management skills. Stellar interpersonal skills to build lasting client...Full timeRemote workRelocation- ...a company that invests in your success. About the Role As a wealth management trainee on our team, you'll work one-on-one with clients to create... ...’re proud of. Ready to make a difference? Join our Financial Advisor Development Program today. Responsibilities No finance...Full timeTraineeship
$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business... ...tailored to every client’s unique needs Manage your client’s financial plans to help... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...Full timeContract workFor contractorsWork at office$115k - $270k
YOUR IMPACTThe Practice Management Vice President will play a pivotal role in driving the growth, efficiency, and scalability of our advisor franchises across Private Wealth Management (PWM). By partnering directly with Private Wealth Advisors, Regional Heads, and business...Full timeTemporary workPart timePrivate practiceWork at officeGoldman Sachs
New York, NY4 days ago$223.7k - $372.9k
...strategic advice to senior executives. Work You’ll Do As a Senior Manager, you will shape forward-looking views, synthesize complex... ...efforts and intellectual agenda development for investment and wealth management topics.Create forward-looking, hypothesis-driven market...Visa sponsorshipDeloitte
New York, NY2 days ago$100k - $110k
...monitor spending relative to budget; investigate changes or discrepancies, analyze data to understand causes, and present analyses to management.? Lead strategic oversight and collaboration with department heads of corporate and subsidiary budget operations including...Permanent employmentFull timeWork at officeRemote workState of New York, USA
New York, NY1 day ago$104.8k - $192.3k
...background in commercial claims adjusting to join our practice as a Manager. This role is ideal for a property, business interruption,... ...our clients' needs. If you aspire to be part of a community of advisors making a significant impact on prominent businesses, this role...Summer holidayWork at officeFlexible hoursEY
New York, NY1 day ago$171.2k - $285.3k
...working world.The OpportunityYou will leverage your expertise in wealth management platforms, product management, and business analysis to lead... ...next-generation wealth management solutions that enhance advisor experiences, improve operational efficiency, and support evolving...Summer holidayImmediate startFlexible hoursEY (Ernst & Young)
New York, NY3 days ago$180k - $225k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across... ...required to meet and interact with prospective clients and their advisors.The Wealth Director should be well versed in a range of...Work at officeLocal areaFranklin Templeton
New York, NY4 days ago- ...monitor spending relative to budget; investigate changes or discrepancies, analyze data to understand causes, and present analyses to management. Lead strategic oversight and collaboration with department heads of corporate and subsidiary budget operations including...Work at office
Empire State
New York, NY1 day ago $105k - $160k
DescriptionBudget Manager, Patient Financial Services -Corporate 42nd Street-Full-Time Days-HybridThe Budget Manager, Patient Financial Services (PFS) for the Mount Sinai Health System (MSHS) provides leadership and oversight for expense budgeting, workforce planning, financial...Full timeContract workTraineeshipLocal areaMount Sinai Health System
New York, NY3 days ago- ...Technology Enabled Services.Job DescriptionThis position works primarily with senior business leaders and subject matter experts to manage the completion of business tasks and strategic initiatives. The position oversees all aspects of the initiatives including...Contract workH1b
Sonsoft
New York, NY4 days ago $80k - $120k
Overview:The Claims Liability Manager will ensure all claims; RIG Cargo Liability Claims are handled in a timely basis. Performs administrative functions related to the handling of those claims, and will follow the Claims Department Policies, Procedures, Rules and Regulations...Permanent employmentRemote workTEKsystems
New York, NY1 day ago$225k - $240k
...AmericaEmployment type: RegularCategory: ConsultingIndustry: Real EstatePosted: 2026-09-23 Who We Are? Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries, Oliver Wyman combines deep industry knowledge with specialized...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekOliver Wyman Group
New York, NY4 days ago$176k
...responsible for a portfolio of mid to complex EPL and D&O claims including litigation and coverage matters. Primary Role Duty: To manage a caseload of EPL and D&O claims including mid/higher value cases involving litigation. To ensure ongoing adjudication of claims within...Work at office2 days per week3 days per weekOliver James Associates
New York, NY20 hours ago- ...communication, organizational and technical skills. Strong business acumen and ability to interact, communicate and present to senior management. Ability to travel to clients and brokers. Thorough knowledge of the claims process. -5-10 years direct experience with ocean...Contract work
Hollinger
New York, NY2 days ago $97k - $189k
...abilities of all employees are used to their fullest potential. Individual contributor responsible for the direct handling and overall management of the most complex, highest exposure claims in the Mass Tort Claims Unit. This individual contributor is recognized as the most...Full timeWork experience placementWork at officeLocal areaShift workCNA Financial
New York, NY1 day ago- Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we will represent the brand, interact with clients, and offer investment solutions that meet their financial needs. Job Responsibilities...
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