Senior Wealth Planner & Trusted Advisor (Hybrid)
GemHarvest Executive Recruiting
GemHarvest Executive Recruiting is seeking a Senior Financial Advisor in New York City. The role delivers sophisticated, planning-first guidance to high-net-worth clients in a fiduciary, collaborative environment. You will lead key client relationships and coordinate comprehensive planning across retirement, taxes, estate, and wealth transfer. Ideal candidates have 7+ years in wealth management, strong client leadership, and CFP preferred. #J-18808-Ljbffr GemHarvest Executive Recruiting
- J.P. Morgan Wealth Management seeks an Executive Director, Advanced Planner with deep knowledge of tax and trusts & estate laws to serve clients and advisors across the US. You will translate complex concepts into plain language while partnering with field leadership to...Senior
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time- Lenox Advisors is seeking a highly organized Event Coordinator to plan and execute complex events that support business growth and client engagement. This hybrid role will be based in Stamford, CT or New York, NY with regular travel between offices. The standard schedule...SeniorWork at office3 days per week
$77k - $214k
Industry/SectorAsset and Wealth... ...technology-enabled tax advisors who provide benefits through... ...increased efficiencies. As a Senior Associate you analyze complex... ...establish a secure and trusted workplace for all.SummaryLocation... ...; IL-Chicago; US-Hybrid; NY-New YorkType: Full...SeniorFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...Investment Company (RIC) - Senior Manager, you will focus on... ...to establish a secure and trusted workplace for all.... ...Angeles; MD-Baltimore; IL-Chicago; US-Hybrid; NY-New YorkType: Full timeSeniorFull timeH1b$120k - $196k
...Wells Fargo is seeking a Senior Strategy & Planning Consultant to join the Wealth & Investment Management... ...industry — client segments, advisor models, platform... ...deposits, lending, and trust. Support the digital... ...position currently offers a hybrid work schedule. This position...SeniorFull timeWork experience placementRelocation package$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among... ...partner directly with clients and advisors to design and implement... ...estate planning, tax law, trusts, and family governance Strong... ...true work‑life balance Hybrid schedule with 2 days in office...SeniorRemote jobFull timeWork at officeFlexible hours$200k - $260k
...please visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...Client Collaboration: Review estate planning and trust documents. Serve as a bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement...SeniorFull timeRemote work$174k - $261k
...existing skills and learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”... ...into a full-service registered investment advisor and trust company, offering comprehensive wealth management, and overseeing some $35 billion in assets...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours- Orion Placement in Brooklyn, NY is seeking a senior estate planning attorney to advise high-net-... ...comprehensive plans involving wills, trusts, and wealth transfer, and analyze taxable estates. This role offers a hybrid work arrangement in Brooklyn and requires a...Senior
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing... ...Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its... ...degree with 7+ years' experience in the wealth management industry as either a Financial...Senior$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 retention... ...with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals...SeniorTemporary workWork experience placement- ...Financial Advisor This Fortune 500 financial institution is built on the strength and... ...of experience in investment advisory or wealth management ~ Proven, transferable book... ...Responsibilities Serve as a trusted advisor to high-net-worth individuals and...SeniorWork at office
- An established industry player is seeking dedicated financial advisors to join their team. This role offers the opportunity to empower clients through innovative financial planning, helping them achieve their dreams. As a vital partner in their financial journey, you will...
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive... .... Coordinate with third party specialists across tax, trust and estate, and insurance, ensuring clients leverage the right...SeniorRemote work
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth... ...allocations. Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on...SeniorWork at officeImmediate start- ...financial technology company is seeking a Senior Financial Planner to join their innovative team in New... ...CFP or CPA. The position offers a hybrid work environment, top-tier benefits including... ...Exciting opportunities to change the wealth management space await. #J-18808-...Senior
- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Senior
- ...generate new business, coordinate a multidisciplinary team, and deliver comprehensive wealth management solutions tailored to client goals. You will leverage investment, mortgage, and trust concepts while maintaining exceptional client experiences and expanding COI-based...Senior
$100k - $300k
...Position Profile Weaver Capital Advisors, LLC is seeking talented... ...and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with...SeniorBase plus commissionFlexible hours- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored... ...to engage clients effectively. This role entails building trust through regular communication and ensuring compliance with...Senior
$145k - $185k
A leading financial firm is seeking a Private Wealth Capital Specialist in New York, NY. The position is hybrid and offers a competitive annual compensation between $145,000 and $185,000, which varies based on employer needs. Candidates will engage in private wealth capital...- Citigold Client Advisor (Onshore Market) Apply (opens in new window)... ...-job training and exposure to senior leaders, as well as more traditional... ...Career with Citi Citi Global Wealth brings together the full power... ...Citigold Client Advisor is a trusted partner to emerging affluent...SeniorLocal areaImmediate start
- StevenDouglas' Financial Services Group is partnering with a leading multibillion-dollar RIA to identify an experienced Wealth Planner for its growing New York team. The role focuses on comprehensive financial planning for sophisticated clients, with an average relationship...Senior
- JPMorganChase is seeking a Vice President, Private Wealth Planner to join its Wealth Management team in New York. The role involves providing customized financial planning and wealth management advice to clients and working collaboratively with the client service team....Senior
$158.01k - $276.46k
...About Northern Trust: Northern Trust, a Fortune 500 company,... ...technology and exceptional service. Wealth Strategist/Client Development... ...sales executive role. As a senior member of the Northern Trust... ...existing), and professional advisors. You understand this is an...SeniorLocal areaFlexible hours$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal candidate...Senior- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments. You will collaborate...Senior
- A leading consulting firm is seeking a Senior Legal Pricing Analyst to manage and optimize client fee arrangements. In this hybrid role in New York City, you will analyze billing and profitability data, support RFPs, ensure compliance with guidelines, and implement pricing...Senior
$120k - $150k
...with various teams to enhance profitability. Candidates should have 2-4 years of relevant experience, excel in data analysis, and be highly organized. This position is hybrid, offering competitive compensation between $120,000 - $150,000 annually. #J-18808-Ljbffr Tier1usaSenior
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