Wealth Advisor (Book of Business) for HNW Clients
Gaynor Staffing
An established industry player is seeking a dynamic Wealth Advisor to join their rapidly growing team. This role offers the chance to work with high-net-worth clients, utilizing cutting-edge technology and marketing resources to foster client relationships. The ideal candidate will have a proven track record in business development and a passion for providing exceptional financial planning. With a strong emphasis on team culture and personal growth, this firm is dedicated to investing in its people, ensuring a collaborative and fulfilling work environment. If you're ambitious and eager to make a difference, this opportunity is perfect for you. #J-18808-Ljbffr Gaynor Staffing
$100 per hour
...named a Best Place to Work by Los Angeles Business Journal, Investment News, and Inc.... ...row. They are currently looking for a WEALTH ADVISOR (BOOK OF BUSINESS) to join their dynamic team... ...and has experience working with HNW clients. They would lead in client relationships...High net worthDay shift- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients...High net worth
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service... ...with both UHNW & HNW clients. Must have... ...or an established book of clients within the... ...source. Work within a business model that... ...years' experience in the wealth management industry as...High net worth- A leading wealth management firm in New York is seeking an experienced Wealth Advisor to join their Advisory team. The successful candidate will manage a portfolio of high-net-worth clients, delivering exceptional financial insights and tailored solutions. You will engage...High net worth
$58k - $85k
...and services company, were growing fast and are seeking a Business Development & Client Experience Associate in our New York, New York branch... ...relationships naturally Drives new opportunities Established book of business The Client Quarterback Highly...High net worthVisa sponsorshipWork visa$100k - $250k
Empirical Wealth Management in New York is seeking experienced Financial Advisors to enhance their practice. The ideal candidates will focus on high-net-worth clients and provide comprehensive investment and financial services. Responsibilities include onboarding new clients...High net worth$75k - $150k
LE010 Manning & Napier Advisors, LLC seeks a Financial Advisor to collaborate with clients and develop new relationships across various client types. The role requires establishing trust, discussing client investment goals, and monitoring portfolios. A Bachelor’s degree...High net worth- A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional guidance and support while collaborating with internal teams....High net worth
$200k
...HNW Tax Partner/Director – Private Client Group New York, NY Title: HNW Tax... ...accounting, consulting and business management services... ...clients and their advisors, providing... ...relationships with attorneys, wealth advisors, and other... ...and managing a book of business. ~...High net worthFull timePrivate practiceWork at office$250k - $300k
Senior Financial Advisory/Client Portfolio Manager Location: New York... ...institutional research and bespoke wealth advisory. We are seeking a Senior Financial Advisor to serve as a primary steward... ...and scale a significant book of business within a high-conviction investment...High net worthShift work- Hbkswealth is looking for an Advisor Associate in Warrendale, PA. In this role, you will supervise client services and interact regularly with high-net-worth clients, supporting personal financial planning. The ideal candidate should have a Bachelor’s degree in finance...High net worthFlexible hours
- A leading financial services company seeks a Private Client Advisor to deliver personalized investment solutions and financial planning... ...in New York. You will foster relationships and cultivate a book of business while adhering to integrity and client needs. Ideal...
$200k - $250k
A premier global financial services firm seeks an experienced Head of Client Portfolio Management & Strategy to lead a team and engage with ultra high-net-worth clients. This role requires 15+ years of investment experience and expertise in portfolio management strategies...High net worth$200k - $300k
Vaco by Highspring in New York seeks a Client Relationship Portfolio Manager. The ideal candidate will possess over 8 years of experience... ...high-net-worth clients and a proven ability to transition a book of business. This position involves building long-term relationships and...High net worth- ...Tax Partner for Private Client Services At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and... ...compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper...High net worthPrivate practiceWork at officeLocal area
- ...plans, and ultra-high net worth private clients implement and manage custom investment portfolios... ...client relationships, driving new business, and delivering exceptional service to the... ...management, investment consulting, wealth management, or related fields. Proven...High net worthWork at officeLocal areaWorldwide
- ...accounting firm in New York is seeking a Tax Principal or Tax Partner to join their team. This role involves advising high-net-worth clients on complex tax matters, expanding the tax practice, and mentoring team members. Candidates should possess a strong background in...High net worth
- Armanino is seeking a Tax Manager based in New York to lead tax consulting engagements with various clients, including professionals and high-net-worth individuals. The ideal candidate will have a Bachelor's degree in Accounting, an active CPA or EA, and at least 5 years...High net worthFlexible hours
- ...the back of this success is now looking to add a business development professional to its team. The individual... .... Responsibilities Identify and target relevant HNW & Family offices. Work closely with the internal client and investment team to ensure the product is being...High net worth
- A leading accounting and advisory firm seeks an experienced Tax Partner for its Private Client Services in New York. The role involves overseeing tax compliance, engaging with clients, and mentoring staff. Ideal candidates will have over 15 years of progressive tax experience...High net worth
- ...In this role, you'll make an impact in the following ways: Develop and execute business development strategies by leveraging market insights and client feedback to expand BNY's private banking client base. Cultivate and maintain strong client relationships by...High net worth
- A leading financial services firm seeks a Financial Advisor in New York to help clients shape their financial futures. This entry-level role offers robust training and mentorship while providing a competitive base salary plus uncapped bonuses. Candidates should have a strong...
- ...York, NY is seeking innovative Financial Advisors to join their team. This role involves... ...gathering and managing investment-oriented clients while developing lasting relationships... ...will have the opportunity to own their business on their terms, with access to superior...
$80k - $95k
TIAA is seeking a Wealth Advisor in New York, NY, to partner with clients in achieving their financial goals. The candidate will customize financial strategies and manage a book of business through referrals. Preferred qualifications include 5+ years in financial services...$100k - $115k
Account Executive - Private Client Services This range is... ...and working as a trusted advisor with prospects, resulting in bookings and revenue attainment in... ...makers in family offices and HNW households Illuminate the... ...Job function Sales and Business Development Industries:...High net worthFull timeTemporary workWork at officeRemote workWork from homeHome officeFlexible hours- Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...High net worth
- J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team. Based in the United States, Kentucky, you will deliver personalized investment solutions while fostering deep relationships with clients. A successful candidate should have at least...
- A leading financial services firm in Brooklyn is seeking a Private Client Advisor in Chase Wealth Management. This role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years...
- A leading financial services firm is seeking a Private Client Advisor in New York, NY. The role involves offering comprehensive financial planning and developing strong relationships with clients to deliver personalized investment solutions. Ideal candidates should have...Full time
- A leading financial services firm in Brooklyn seeks a Private Client Advisor in Chase Wealth Management. Your role involves offering comprehensive financial planning and advice, cultivating strong client relationships, and providing exceptional service. Ideal candidates...
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