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

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the UHNW Wealth Advisor | Concierge Planning & Estate in New York, NY vacancy
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    16 days ago
  •  ...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... 
    Suggested
    Full time
    Remote work
    Flexible hours

    Delta Community Credit Union

    New York, NY
    2 days ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Remote work
    Flexible hours
    3 days per week

    U.S. Bancorp

    New York, NY
    2 days ago
  •  ...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

    NFP, an Aon company

    New York, NY
    1 day ago
  •  ...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... 
    Suggested
    Work at office
    Relocation
    Monday to Friday

    RANGE

    New York, NY
    3 days ago
  • $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... 

    New York Life

    New York, NY
    5 days ago
  • $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 office
    3 days per week

    Strategies for Wealth

    New York, NY
    2 days ago
  •  ...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 in
    Work at office
    Local area
    Immediate start

    BakerAvenue

    New York, NY
    a month ago
  • 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 work
    Flexible hours

    Getaway Travel Agency

    New York, NY
    1 day ago
  •  ...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 work
    Work from home
    Flexible hours

    Bliss & Beyond Elite Travel

    New York, NY
    4 days ago
  • $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 pay
    Full time
    Seasonal work
    Shift work

    JO&JOE

    New York, NY
    3 days ago
  • $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 work
    Flexible hours

    Medium

    New York, NY
    3 days ago
  • $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... 

    Four Hundred

    New York, NY
    4 days ago
  • $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 work
    Flexible hours

    Medium

    New York, NY
    2 days ago
  • $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

    Wall Street Alliance Group

    New York, NY
    1 day ago
  •  ...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

    Vista Wealth Solutions

    New York, NY
    3 days ago
  • $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 practice
    Work at office
    Local area

    SunTrust Investment Services, Inc.

    New York, NY
    4 days ago
  •  ...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

    New Day Executive Search

    New York, NY
    2 days ago
  •  ...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 work
    Work from home

    Bliss & Beyond Elite Travel

    New York, NY
    4 days ago
  • 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 time
    Part time
    Remote work

    Remotetravelcareers

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

    Norman Alex

    New York, NY
    1 day ago
  • $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 work
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

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

    Mariner

    New York, NY
    4 days ago
  •  ...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 work
    Flexible hours

    HB Travels

    New York, NY
    4 days ago
  • $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 time
    Part time
    Local area
    Weekend work

    Planned Companies

    New York, NY
    4 days ago
  • $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 commission
    Flexible hours

    Weaver

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

    Mariner

    New York, NY
    1 day ago
  •  ...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 job
    Work at office
    Worldwide
    Flexible hours

    Concierge Travel Associates

    New York, NY
    5 days ago
  • $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 work
    Work experience placement

    Wilmington Trust

    New York, NY
    1 day ago
  • $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 work
    Flexible hours

    Destination Knot

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Wealth Advisor | Concierge Planning & Estate. Be the first to apply!