UHNW Wealth Advisor - Fiduciary, Boutique Experience
$170k - $210kMercer Advisors
A leading financial services firm in New York seeks a Senior Wealth Advisor to manage ultra-high-net-worth clients. This role emphasizes deepening relationships, providing tailored financial solutions, and leveraging an in-house expert team. The ideal candidate has over 15 years of experience, advanced financial planning knowledge, and a CFP certification. The job offers a hybrid work schedule, competitive salary ranging from $170,000 to $210,000, and is part of a supportive, collaborative environment. #J-18808-Ljbffr Mercer Advisors
$94k - $175k
KeyCorp is seeking a Sr. Fiduciary Advisor to provide advisory services to Ultra High Net Worth (UHNW) clients. The role requires managing client relationships, delivering... ...standards. Candidates should have robust experience with high-net-worth clients and a strong grasp...Suggested$94k - $175k
A financial services organization is seeking a Sr. Fiduciary Advisor in Plymouth Meeting to manage fiduciary responsibilities for Ultra High... ...skills. The position offers a competitive salary ranging from $94,000 to $175,000 based on experience. #J-18808-Ljbffr KeyBankSuggested$170k - $210k
...Why Work at Mercer Advisors? For more than 40... ...is an independent fiduciary legally bound to act... ...methodology here. Regis UHNW Team: Our Regis... ...challenges. Regis Wealth Advisors work hand-... ...for delivering a boutique-level and highly intimate experience to each client,...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients.... ...possess over 7 years of wealth management experience, particularly in serving HNW/UHNW clients. Additionally, strong...Suggested
- ...for an experienced Ultra High Net Worth (UHNW) Investment Counselor to join its team in... ...ideal candidate should have over 15 years of experience in investment advice and a proven ability... ...strategies and serving as a trusted advisor to clients worth over $25 million. Knowledge...Suggested
- ...financial services including banking, trust, and asset management. The ideal candidate will have a Bachelor's degree, over 10 years of experience in financial services, and demonstrable sales skills. Strong knowledge of credit and banking policies is essential. The position...
$100k - $130k
...believe that everyone, from seasoned professionals to first-time advisors, can build something both profitable and personal.... ...About The Role Fora is seeking an Advisor Events Manager, Boutique Experiences to lead the strategy and execution of boutique, high-impact...Full timePart timeWork at office- ...leading global financial services firm is seeking a Private Wealth Advisor in New York City. The role involves building and managing client... ...individuals. Ideal candidates will have over four years of experience in financial services, possess relevant licenses, and demonstrate...
- ...growing RIA that combines expert advisors with cutting-edge... ...a comprehensive, tailored wealth management experience. Farther’s founders are leaders... ...our ultra-high-net-worth (UHNW) clients. You\'ll leverage... ...adherence to all regulatory and fiduciary standards The Ideal Match...Work at office
- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves... ...advisory. The ideal candidate will have over 7 years of experience in wealth management and a deep understanding of complex...
$100k - $160k
A leading global financial institution seeks a Private Wealth Management professional in New York, New York, to build and nurture client... .... Ideal candidates will have over four years of relevant experience, strong problem-solving skills, and necessary financial licenses...$100k - $160k
...global financial firm in New York City is seeking a Private Wealth Advisor to deliver tailored wealth management strategies and build lasting... .... This role requires over four years of relevant experience and strong analytical and interpersonal skills. The firm offers...Full time- ...Offices, Trust Companies and Boutique Wealth Firms across the United... ...on us to identify Financial Advisors who fit their culture, planning... ...and upholding compliance and fiduciary standards Supporting or leading... ...or wealth management experience Licenses such as Series 7...
- ...TANDEMS is looking for a Licensed Financial Advisor to serve our D2C clients, providing fiduciary investment advice and acting as a subject-matter expert on... ...software solutions. The ideal candidate has 4+ years of experience and a Series 65 or Series 66 license. This role...Remote work
- ...Group based in New York. You will be responsible for advising UHNW/HNW clients on wealth management, maximizing client relationships, and driving... ...results. The ideal candidate has over three years of experience in private banking or financial services, a Bachelor's degree...
- Citigroup Inc. is seeking an experienced investment advisor to lead growth in investment revenue with Ultra High Net Worth clients in... ...York, New York. The ideal candidate will have 10+ years of experience in investment management, the ability to oversee and construct...
- ...seeking a Private Banker in New York. You will advise UHNW clients on managing their wealth across various jurisdictions while providing tailored financial... ...candidate has over three years of Private Banking experience, holds a Bachelor's Degree, and possesses relevant...
$192k - $288k
...seeking a Private Banker Sr. Lead to manage relationships with Ultra High Net Worth clients. This role requires over 10 years of experience in Private Banking, along with a strong background in relationship selling and fluency in both English and Spanish. The position...- JPMorganChase is seeking a Private Banker in New York, responsible for advising UHNW clients on wealth management across jurisdictions. This role requires over three years of experience in Private Banking, along with strong sales skills and the ability to manage complex...
$94k - $175k
...PennsylvaniaJob DescriptionThe Sr. Fiduciary Advisor is primarily responsible for... ...to Ultra High Net Worth (UHNW) clients with a net-worth... .... As a member of the Family Wealth relationship management team... ...leading family office experience.While serving UHNW clients,...Work at officeFlexible hours$200k - $300k
...clients’ businesses and sources of wealth generation. Anticipate... ...implications. Serve as a trusted advisor to clients who frequently... ...team members acquire the experience necessary to establish credibility... ...Banking having covered the UHNW market / Extensive experience...Full time- ...identify prospects and convert them into clients. The ideal candidate will have extensive experience in Private Banking, with a proven track record in relationship selling for UHNW clients. This role requires excellent communication and negotiation skills to manage...
- ...relationships and collaborate with teams to ensure an exceptional client experience. The ideal candidate has a CFP® designation and five years of... ...planning software is preferred. The position offers competitive compensation and benefits. #J-18808-Ljbffr Bluespring Wealth Partners
$110k - $145k
...compliance with legal requirements, and maintaining strong relationships with stakeholders. The ideal candidate will have beginner's experience with Letters of Credit, proficiency in Excel and Word, as well as effective communication skills. The position offers a...- Une entreprise bancaire renommée recherche un professionnel expérimenté pour gérer les relations avec les clients de TD Wealth. Le candidat idéal aura une expérience significative en vente d'investissements, un diplôme de baccalauréat et la capacité d'offrir un service...
$100k - $220k
Wealth Advisor New York, NY (In Office) Wealth Advisor Overview Our Mission NerdWallet Wealth Partners (NWWP) is a rapidly... .... We provide an elevated and relatable advisory experience built on trust, fiduciary excellence, and long-term partnership. Job Purpose Advisors...Full timeWork at officeRemote workFlexible hours$200k - $250k
...Educational Consultants Association in New York is seeking a Lead Advisor to manage financial planning and investment services for... ...advice. The successful candidate will bring over 10 years of experience, a CFP® certification, and a passion for building high-trust relationships...Full timeWork at officeRemote work$159.57k - $265.95k
Senior Wealth Advisor page is loaded## Senior Wealth Advisorremote type: Hybrid Positionlocations... ...ethical standards and adhering to our fiduciary culture. Accountable for revenue growth... ...:**None.## **Education and Experience Required:**Bachelor's degree and a minimum...Temporary workWork experience placement$85k - $145k
For 40 years, Mercer Advisors has worked with families to help them... ...are an independent, national fiduciary legally obligated to always act... ...clients. Job Summary The Wealth Path Wealth Advisor works in... ...related); Master’s degree a plus Experience Five to twenty‑five years of...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$100k - $130k
Who We Are: Wealthspire Advisors, founded in 1995, is a New York City... ...a strong commitment to a fiduciary business model, the firm believes... ...Advisors acts as a wealth manager, investment Advisor,... ...worth, income, and investment experience, or other knowledge. Execute...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Wealth Advisor - Fiduciary, Boutique Experience. Be the first to apply!
- entry level financial advisor New York, NY
- jde finance consultant New York, NY
- morgan stanley financial advisor New York, NY
- oracle financial consultant New York, NY
- financial advisor New York, NY
- financial planner cfp New York, NY
- financial planner New York, NY
- financial advisor internship New York, NY
- senior financial advisor New York, NY
- financial planning assistant New York, NY


