UHNW Wealth Advisor | Concierge Planning & Estate
Fartherfinance
Fartherfinance in New York is seeking a seasoned Wealth Advisor to provide high-touch advisory services to ultra-high-net-worth clients. The successful candidate will have over 7 years of experience in wealth management, advising on complex financial strategies including estate planning, tax optimization, and alternative investments. Join a tech-savvy team focused on exceptional client experiences with competitive compensation, unlimited PTO, and full health benefits. If you are passionate about wealth management and meet the criteria, we want to hear from you! #J-18808-Ljbffr
$170k - $210k
...Why Work at Mercer Advisors? For more than 4... ...financial planning, investment management... ...management, tax, estate, insurance, and more... ...here. Regis UHNW Team: Our Regis... ...challenges. Regis Wealth Advisors work hand... ...~ Company Paid Concierge Services for you and...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Overview Position : Wealth Advisor Create your success story at Delta Community Credit Union... ...-level wealth management and financial planning services to a growing clientele. You will... ..., including CFAs, tax advisors, and estate planning attorneys. You will guide clients...SuggestedFull timeRemote workFlexible hours
$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...SuggestedTemporary workWork at officeRemote workFlexible hours3 days per week- ...NFP, an Aon company, is seeking a Wealth Planner in New York City to assist clients with financial planning needs, including estate planning and overall wellness. This entry-level... ...while collaborating closely with senior advisors. The ideal candidate will possess a...Suggested
- ...together. We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google... ...-facing experience with HNW and UHNW individuals of all ages...SuggestedWork at officeRelocationMonday to Friday
$116k
...services firm in New York is seeking an enthusiastic entry-level financial advisor. The role offers opportunities for growth and focuses on helping clients reach their financial goals through various planning services. Candidates should be dedicated to excellent client service...$100k - $150k
...been looking for. At Strategies for Wealth , we specialize in helping driven... .... Who We Are Comprehensive planning across insurance, investments, and estate strategies Deep coaching and mentorship... ...industry into elite Financial Advisors, supported by: Structured training...Work at office3 days per week- ...firm provides comprehensive wealth management and investment expertise... ...: We are seeking a Wealth Advisor, Managing Director. Our... ...portfolio management and financial planning guidance through phone... ...wealth management, financial, estate planning, and/or tax related...Live inWork at officeLocal areaImmediate start
- A leading travel agency is seeking a Remote Travel Services Coordinator to guide travelers from planning to their return home. The role focuses on providing personalized support, handling travel arrangements, and ensuring client satisfaction. Ideal candidates must possess...Remote workFlexible hours
- ...currently seeking motivated individuals to join our growing team as Remote Travel Agents. In this role, you will assist clients with planning and booking travel experiences including flights, hotels, cruises, vacation packages, and tours. This opportunity is ideal for...Remote workWork from homeFlexible hours
$42 per hour
...Concierge Position at Faena New York The Concierge is responsible for creating personalized, unforgettable guest experiences through thoughtful recommendations, detailed planning, and elevated service. Whether arranging reservations, sourcing rare items, or opening doors...Hourly payFull timeSeasonal workShift work$35k - $65k
...a Customer Service Representative to join our remote team in the travel industry. The role involves assisting clients with travel planning and providing exceptional service. Ideal candidates will have client-focused experience and strong communication skills. This position...Remote workFlexible hours$65k - $75k
...service to high-net-worth clients. This role involves assisting with various member requests, including booking dining reservations and planning events. Strong communication, organizational skills, and the ability to work under pressure are essential. The position offers a...$45k - $65k
...travel experiences in a remote setting. This role requires strong communication and organizational skills, focusing on high-end travel planning and client coordination. Applicants should have a customer service mindset, attention to detail, and experience with digital...Remote workFlexible hours$150k - $250k
...Alliance group isa boutique wealth advisory firm serving ultra-high... ...Advanced trust and estate planning coordination ERISA retirement... ...Institutional portfolio strategy UHNW client-facing engagement Cross... ...client meetings alongside senior advisors Articulate portfolio...Work at office- ...Wealth Management Advisor Why Join Us? If you’ve built a strong book of business and are looking for... ...Access to institutional-grade financial planning, portfolio management, and CRM tools—including... ...and external partners across tax, estate planning, and legal disciplines, so...Permanent employment
$225k - $250k
...Legal Wealth Advisor 3 A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee... ...partners within LSG client firms. 2. Develop a business plan annually to include marketing and client acquisition plan in conjunction...Private practiceWork at officeLocal area- ...Financial Advisor This Fortune 500 financial institution is built on the strength and... ...of experience in investment advisory or wealth management ~ Proven, transferable book... ...opportunities Deliver holistic financial planning Support training initiatives and help...Work at office
- ...Beyond Elite Travel is looking for passionate individuals to join as Remote Travel Agents. In this position, you'll assist clients in planning and booking their travel experiences, providing outstanding customer service while working flexibly from home. You will manage...Remote workWork from home
- A remote travel service company is seeking a Travel Helper to assist customers with trip planning and booking from home. Responsibilities include helping with flight and hotel bookings, answering travel-related questions, and ensuring a seamless travel experience. The...Full timePart timeRemote work
- ...the job Senior Financial Advisor We are... ...investment, banking and trust/estate solutions for core... ...Investor, Capital Advisor and Wealth Advisor). - Ensure... ...Management working with HNW/UHNW individuals and... ...identification of wealth planning opportunities. - Strong...
$140k - $175k
...Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify... ...advise clients holistically on wealth and estate planning, investments, banking, credit,... ...transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing...Temporary workWork at officeLocal areaRemote workFlexible hours3 days per week- ...As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for...
- ...is looking for detail-oriented individuals to join as Online Trip Consultants. This role involves guiding clients through the trip-planning process, providing recommendations, and ensuring seamless travel experiences. Candidates should have strong communication skills...Remote workFlexible hours
$20.5 per hour
...Planned Companies Concierge Job Description Position at Planned Companies Schedule: Friday & Saturday 7am-3pm, Sunday & Monday 3pm-11p (full-time) Pay Rate: $20.50 Location: Manhattan, NY Summary Planned Companies' clients realize welcoming tenants, guests...Full timePart timeLocal areaWeekend work$100k - $300k
...at weaver.com. Position Profile Weaver Capital Advisors, LLC is seeking talented professionals to join our growing... ...Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients...Base plus commissionFlexible hours- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...
- ...Travel Concierge A remote opportunity with flexible hours. We are seeking individuals who have a level of expertise in luxury travel... ...a Travel Concierge, you will provide customized luxury travel planning and create seamless worldwide travel experiences for business...Remote jobWork at officeWorldwideFlexible hours
$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the... ...and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client...Temporary workWork experience placement$45k - $70k
Destination Knot is seeking a Remote Travel Booking Specialist to join their team in New York. This fully remote position involves assisting clients with travel arrangements, including flights, hotels, and vacation packages. The ideal candidate is detail-oriented, enjoys...Remote workFlexible hours
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