UHNW Wealth Strategy Advisor
$150k - $190kNewEdge Capital Group
NewEdge Capital Group is seeking a Wealth Strategist for their Wealth Strategy team. This mid-level role involves comprehensive wealth planning for high-net-worth clients, managing sophisticated engagements across various financial scenarios. Ideal candidates will have a Bachelor's degree, a CFP designation, and a minimum of 7 years of experience in wealth planning, with proficiency in eMoney Advisor. The position is based in New York, NY, offering a competitive salary of $150,000 – $190,000 depending on experience. #J-18808-Ljbffr NewEdge Capital Group
- Larson Maddox is partnering with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market. You will inherit and grow an established HNW/UHNW client book and deliver comprehensive financial planning and investment solutions...Suggested
- 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... ...financial planning strategies while leveraging advanced technology... ...particularly in serving HNW/UHNW clients. Additionally, strong...Suggested
- ...Fartherfinance in New York is seeking a seasoned Wealth Advisor to provide high-touch advisory services to ultra-high-net-worth clients.... ...experience in wealth management, advising on complex financial strategies including estate planning, tax optimization, and alternative...Suggested
- ...seeking a high-caliber professional to join its Private Wealth Management division in New York City. This advisor-focused role emphasizes building trusted client relationships and delivering holistic wealth strategies for ultra-high net worth individuals. Candidates...Suggested
- Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to build a client-centered business in New York. You will grow relationships as... ...trusted advisor, delivering holistic wealth management strategies with access to the firm's platform and network....Suggested
- Goldman Sachs is seeking a Private Wealth Advisor in New York to partner with Private Wealth Management and the Goldman Partner Office Invest team to deliver holistic wealth management solutions. You will act as a trusted advisor to ultra-high net worth clients, leveraging...Work at office
- 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...
- Goldman Sachs is seeking a Private Wealth Advisor Associate in New York to serve ultra-high net worth clients, delivering tailored wealth strategies and holistic planning. You will work with senior professionals, build a strong network, and grow the private wealth business...
- Lido Advisors in New York seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You... ...client relationships, delivering personalized wealth strategies built on planning, tax, estate, and investment...
- Goldman Sachs seeks a Private Wealth Advisor (NPWA) within the Goldman Partner Office Invest team in New York, NY. You will work with ultra-high net worth clients, build trusted relationships, and deliver holistic wealth advice. The role emphasizes investment acumen, client...Work at office
- A leading global financial services firm is seeking a Private Wealth Advisor in New York City. The role involves building and managing client relationships, offering tailored wealth management advice to ultra-high-net-worth individuals. Ideal candidates will have over...
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...- Jobtailor seeks an experienced wealth advisor to serve UHNW clients in New York, overseeing tailored investment strategies, estate planning, and intergenerational wealth transfer. You will collaborate with investment teams on alternative opportunities including private...Work at office
- Search Masters, Inc. seeks a Senior Wealth Advisor to join a growing Wealth Management practice. The role focuses on advising high-net-worth and ultra-high-net-worth individuals, families, trusts, and family entities within a respected national public accounting and advisory...
- ...assisting a Westchester County, NY-based wealth management firm seeking a driven Paraplanner... ..., schedule reviews, and coordinate with advisors and specialists. Ideal candidates have a... .... You’ll gain mentorship, exposure to UHNW client work, and a clear growth path with...
- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves... ...leveraging elite technology to deliver tailored financial strategies and concierge-level advisory. The ideal candidate will have...
$200k
...Citi Private Bank - UHNW Private Banker - Director / MD Job Req Id: 25885495 Location... ...that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value... ...as the client’s advocate and trusted advisor (primary contact) for strategic advice...Full time- ...Director/MD Private Banker, Private Banking and Wealth Management, Dubai, UAE is a client-facing... ...will act as the principal contact for UHNW family offices and high-net-worth clients, developing tailored wealth strategies and delivering multi-asset investment solutions...
- IDB Bank is seeking a Wealth Planning Specialist to provide dedicated planning and investment resources within the Private Banking division. The role involves working closely with Private Bankers across New York, California, and Florida, delivering sophisticated financial...
- ...advice, tailored solutions, and develop deep connections with clients. The ideal candidate will have a minimum of 10 years of experience, a Bachelor’s degree (Master’s preferred), and a track record of working with UHNW clients in the Indonesia market. #J-18808-Ljbffr Citi
- ...growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW relationships in the NYC metropolitan area.... ...sourcing capabilities, and a proven track record in wealth management with a significant AUM. Series 7 and...
$170k - $300k
...Executive, WealthCompany: CitiCiti Wealth is a leading provider of... ...Private Bankers, Financial Advisors and Lending Advisors act as trusted... ...financial management strategies that today’s wealth requires.... ...BankersQualifications10+ years’ experience in UHNW lending origination and...Full timeFor contractorsLocal area- ...growing RIA that combines expert advisors with cutting-edge technology... ...a comprehensive, tailored wealth management experience.Farther... ...to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther... ...sophisticated planning strategies rather than business development...Work at office
- ...Create, review, and maintain customer special pricing agreements, ensuring accuracy, compliance, and alignment with company pricing strategy. Monitor and manage the full lifecycle of special pricing agreements, including renewals, expirations, inactive agreements, and...
$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...Full time$135k - $203.5k
...executing transactions for both retail and Ultra-High-Net-Worth (“UHNW”) clients based across the Americas. Focus on over the counter... ...in a structured products/OTC derivatives capacityfamiliar with wealth management business and our broader enterprise and mindful of risk...Full timeWork at officeWork from homeFlexible hoursDay shift$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required... ...multi‑generational wealth strategies. This opportunity is ideal... ...partner directly with clients and advisors to design and implement... ...benefits Direct impact on HNW/UHNW client strategy at a...Full timeWork at officeRemote workFlexible hours$150k - $190k
...The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients... ...plans using eMoney Advisor, serving as the team’s primary... ...detailed cash flow models for UHNW clients. Coordinate modeling with...Work at office- ...Responsibilities Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving... ...sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer. Collaborate with the investment team...Work at office
- JPMorgan Chase & Co. is seeking a Lending Specialist to manage complex borrowing relationships within the U.S. Private Bank. This role involves collaborating with a talented team to present credit solutions to ultra-high net worth clients. The ideal candidate should have...
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