Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor (Book of Business) for HNW Clients in New York, NY vacancy
  • $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 worth
    Day shift

    Gaynor Staffing

    New York, NY
    2 days ago
  •  ...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 worth
    Full time

    Bank of America

    New York, NY
    2 days ago
  •  ...Travel: Nationwide (as needed for client engagement) The Opportunity:...  ...As a Private Client Risk Advisor, your primary objective is simple...  ...: You will hunt for new business nationwide, leveraging your network...  ...familiarity with the specialized HNW carrier market. You should be... 
    High net worth
    Local area

    Hirewell

    New York, NY
    1 day ago
  • Delta Community Credit Union in Peachtree City is seeking a Wealth Advisor to provide high-level wealth management and financial planning...  ...services. You will mentor junior advisors, manage high-net-worth clients, and collaborate with other professionals. Ideal candidates... 
    High net worth
    Remote work

    Delta Community Credit Union

    New York, NY
    4 days ago
  • 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

    Citigroup Inc.

    New York, NY
    3 days ago
  • Hirewell is seeking a Private Client Risk Advisor for its rapidly scaling Private Client Group in NYC Metro. This hybrid position is ideal for a driven professional with 2+ years in high-net-worth insurance sales. As the first dedicated salesperson in this division, you... 
    High net worth

    Hirewell

    New York, NY
    1 day ago
  • $105k - $250k

    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

    Citizens Bank

    New York, NY
    2 days ago
  •  ...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... 

    JPMorgan Chase

    New York, NY
    2 days ago
  • 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

    Titan

    New York, NY
    2 days ago
  • $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

    Empirical Wealth Management

    New York, NY
    5 days ago
  • $160k

     ...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

    Goldman Sachs

    New York, NY
    1 day ago
  • 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

    Titan

    New York, NY
    5 days ago
  • ECG Resources, Inc. is seeking a Private Wealth Advisor in New York or Chicago. This role demands at least 10 years of investment industry...  .... The advisor will manage relationships with high-net-worth clients, serving as a liaison between clients and teams within the firm... 
    High net worth

    ECG Resources, Inc.

    New York, NY
    4 days ago
  • USI Insurance Services in New York, NY, seeks a Private Risk Advisor to promote solutions for high net worth clients. Responsibilities include developing risk management programs, attracting clients, and delivering exceptional service. The ideal candidate has over 5 years... 
    High net worth

    USI Insurance Services

    New York, NY
    5 days ago
  • $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 worth
    Shift work

    Vaco Recruiter Services

    New York, NY
    3 days ago
  • 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... 

    J.P. Morgan

    Brooklyn, NY
    2 days ago
  • $200k

    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 worth
    Full time
    Private practice
    Work at office

    Anchin, Block & Anchin LLP

    New York, NY
    4 days ago
  • $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

    CFA Institute

    New York, NY
    4 days ago
  • $250k - $275k

     ...The Head of Client Data Strategy is a member of Neuberger's Business Enablement and Global Operations Group. Our New York office is looking for a Head of Client...  ...channels such as Intermediary, Institutional, HNW across all investment vehicles including Mutual Funds... 
    High net worth
    Work at office
    Local area
    Flexible hours
    Shift work

    Neuberger Berman Group LLC

    New York, NY
    3 days ago
  • $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

    Vaco by Highspring

    New York, NY
    5 days ago
  • $70k - $90k

     ...agents to deliver flawless experiences for ultra‑high‑net‑worth clients at serious scale. You'll be the operational backbone of our...  ...Google Workspace Build automations to eliminate manual data entry (booking confirmations, follow‑up sequences, task routing) Ensure all... 
    High net worth

    Sienna Charles

    New York, NY
    1 day ago
  • $90k - $100k

    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 worth
    Remote work

    Eittem

    New York, NY
    5 days ago
  •  ...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

    Henderson Harbor Group

    New York, NY
    2 days ago
  • Secfi Wealth Management is an early-stage, registered investment advisor (RIA) startup on a mission to transform how...  ...unique financial needs of clients who receive stock options...  ...role is heavily focused on business development: growing your own book, contributing to the... 
    High net worth
    Flexible hours
    Shift work

    Secfi

    New York, NY
    5 days ago
  • $150k

     ...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... 

    Crete Professionals Alliance

    New York, NY
    4 days ago
  • $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 worth
    Full time
    Temporary work
    Work at office
    Remote work
    Work from home
    Home office
    Flexible hours

    BLACKCLOAK

    New York, NY
    4 days ago
  • 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 worth
    Flexible hours

    Armanino

    New York, NY
    4 days ago
  •  ...reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice to serve as an Administrative and...  ...compliance work, we’re able spend more time conducting impactful business advisory services for our clients. About EisnerAmper EisnerAmper... 
    High net worth
    Private practice
    Work at office
    Local area

    EisnerAmper

    New York, NY
    5 days ago
  • $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 worth
    Full time
    Temporary work
    Part time
    Private practice
    Work at office
    Local area
    Remote work

    Aon

    New York, NY
    1 day ago
  • $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

    Eittem

    New York, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor (Book of Business) for HNW Clients. Be the first to apply!