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- ...institution in New York is seeking a Financial Advisor to work with high-net-worth individuals. In this role, you will identify client needs, develop relationships, and provide... .... Responsibilities include building a business portfolio, recommending suitable investment...High net worthFull time
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Citizens Bank is seeking a Wealth Advisor to join their New York branch. In this role, you will develop personalized wealth management strategies and enhance relationships with partners to boost client engagement. Candidates should have licenses in Series 7, 63, 65 (or...Flexible hours- ...leading financial services firm in New York is seeking a Private Client Advisor to offer financial planning and investment solutions to... ...a Financial Advisor. Responsibilities include building a book of business and educating clients on investment technologies. This role...
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...an Associate, Non-Self-Sustaining Advisor in New York, NY to create wealth management plans for high-net-worth... ...relevant experience in investments and client relationship management.... ...investment platform and developing new business opportunities. Strong investment acumen...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
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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- 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...
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HNW Tax Partner/Director - Private Client Group New York, NY Title: HNW Tax Partner... ..., consulting and business management services... ...clients and their advisors, providing... ...relationships with attorneys, wealth advisors, and other... ...and managing a book of business. Exceptional...High net worthFull timePrivate practiceWork at office$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$250k - $275k
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Eittem is seeking a Sales and Client Relations Manager to drive direct-to-consumer sales through high-touch client relationships and... ...a luxury environment. The ideal candidate brings an existing book of HNW clients within luxury, jewelry, fashion, or adjacent sectors,...High net worthRemote work- ...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
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...A leading financial services organization is seeking experienced Financial Advisors with a transferable book of business. This role offers an elite payout structure of 60–80%+, unmatched client ownership, and opportunities for long-term growth. Candidates should have robust...$100k - $115k
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$135k - $170k
...territory. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Private Risk Management business group. We are seeking a dynamic people leader responsible for managing and...High net worthFull timeTemporary workPart timePrivate practiceWork at officeLocal areaRemote work$90k - $100k
Eittem, located in New York, is seeking a Sales and Client Relations Manager to drive direct-to-consumer sales through high-touch client... ...experiences. The ideal candidate must possess an existing book of high-net-worth clients and 5-10 years of luxury sales experience...High net worth
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