Senior Wealth Planner & Investment Counselor
Flagstar Bank
Flagstar Bank is seeking a Group Director - Investment Counselor based in New York, NY. This role is responsible for delivering comprehensive financial planning for high-net-worth clients, ensuring that solutions fulfill clients' needs through a holistic planning approach. The successful candidate will have over 10 years of experience in Financial Services or Private Banking, combined with a strong understanding of investment strategies and client relationship management. Flagstar is committed to offering competitive compensation and a variety of benefits. #J-18808-Ljbffr
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner & Investment Counselor in New York, NY vacancy
$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years...Senior- Mercer Advisors is seeking a Senior Investment Strategist to join its Investment Department’s Portfolio Management Group. This remote role is... ...and investment advice. You will leverage your extensive wealth management experience and communication skills to work closely...SeniorRemote job
- ...Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth... ...strategies, maintaining strong relationships, and advising on investment opportunities. Candidates should possess over 8 years of experience...Senior
Teachers Insurance and Annuity Association of America
New York, NY4 days ago $160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided by Stonepath... ...the firm provides comprehensive in‑house services spanning investment management, advanced tax planning, and multi‑generational wealth...SeniorFull timeWork at officeRemote workFlexible hoursStonepath
New York, NY3 days ago- United Cerebral Palsy of Georgia in New York, NY is seeking an experienced Investment Advisor. The role involves conducting investment reviews and developing policy statements while adhering to internal policies. Ideal candidates will have over ten years in Private Banking...Senior
$200k - $225k
...A prominent financial advisory firm seeks a Senior Wealth Planner in New York City. The ideal candidate will provide tailored financial planning services to high-net-worth clients, including cash flow management and estate planning. Responsibilities include partnering...SeniorRockefeller Financial
New York, NY18 hours ago$200k
...A rapidly growing financial advisory firm in the United States is looking for a qualified wealth planner to advise clients on financial matters. The role requires a CFP certification and a minimum of five years of lead advisor experience. Responsibilities include analyzing...SeniorFull timeRemote workWedmont Private Capital
New York, NY3 days ago$200k
...A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading complex financial planning engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners...SeniorRemote workFlexible hoursStonepath
New York, NY3 days ago$200k - $225k
...billion in client assets as of December 31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate professional who is focused... ...pay and CFO analytics. Be an integral part the Family Office Counselor Services’ growth Qualifications Bachelor's degree Juris...SeniorWork at officeLocal areaRockefeller Financial
New York, NY20 hours ago- ...A wealth management firm is seeking a Senior Financial Planner to support client-facing advisors and enhance financial planning resources. The ideal candidate has over 10 years of experience in financial and tax planning, holds a CFP/PFS designation, and possesses mastery...Senior
Choreo
New York, NY3 days ago $170k - $200k
...Mercer Advisors is seeking a Senior Wealth Strategist who will utilize their estate planning and tax knowledge to enhance client relationships and support advisors. This role involves business development, guiding teams, and reviewing planning structures for high-net-worth...SeniorMercer Advisors
New York, NY2 days ago$30 per hour
...Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a... ...Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and...SeniorWork at officeRemote workBeacon Pointe Advisors
New York, NY18 days ago$104.7k - $174.5k
M&T Bank seeks a Wealth Management Senior Associate in New York City to join its Family Wealth Division. This role focuses on delivering customized solutions for High Net Worth clients through advanced legal research and strategic wealth planning. The successful candidate...Senior- ...Services LLC, based in New York, NY, seeks a seasoned financial planning expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of 8 years in advanced financial planning and demonstrate expertise...Senior
- Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...SeniorRemote job
$200k - $250k
...CIBC, please visit CIBC.com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely... ...like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program...SeniorRemote workCIBC
New York, NY4 days ago$175k - $210k
...Senior Investment Strategist Location: Onsite – SoHo, New York City At Vise, we're building the future of investment management—powered... ...level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized...SeniorCasual workWork at officeAfternoon shiftVISE Inc
New York, NY1 day ago- Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will engage with clients primarily in the $5-$15 million investable assets range and communicate complex financial strategies...SeniorRemote job
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra...SeniorTemporary workFlexible hoursRBC
New York, NY5 days ago$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 timePowerToFly
New York, NY5 days ago- ...replacements when needed. Essential Functions Work with clients primarily in the $5‑$15 million investable assets spectrum to deliver customized solutions in multiple wealth-planning areas based on their goals and objectives. Act as subject‑matter expert for Advisors on...Senior
- Heritage Wealth Advisors, LLC in Wexford, PA seeks a Senior Wealth Planning Associate to enhance our financial planning and tax platform. This full-time position requires strong communication, analytical, and collaboration skills as the role supports client relationships...SeniorFull time
$119k - $160k
...for an Associate, Non-Self-Sustaining Advisor. This role involves creating comprehensive wealth management strategies for ultra-high net worth individuals, focusing on investments, asset allocation, and client relationships. Candidates should possess a Master’s or Bachelor...Goldman Sachs Group, Inc.
New York, NY18 hours ago$119k - $160k
...York, New York is seeking a professional to create comprehensive wealth management plans for ultra-high net worth individuals and... ...includes developing business strategies, delivering customized investment advice, and extracting business intelligence through data analysis...$160k - $200k
A leading financial services firm is seeking an experienced Investment Strategist to lead the investment process for its Wealth Advisor Team. The candidate will develop strategic asset allocation models and customized investment solutions for clients. Required qualifications...- Senior Financial Consulting Director The Senior Financial Consulting Director supervises... ...and COR teams, enterprise analytics, wealth management, TRAC, national plan event teams... ...pensions, tax-deferred annuities and investment options to retain and grow assets Educate...SeniorWork experience placementImmediate start
- ...A forward-thinking wealth management company based in New York is seeking a Senior Wealth Advisor. The ideal candidate will have 4-6+ years of experience in wealth... ...be responsible for client communication and investment consultations. This role offers a unique opportunity...Senior
Titan
New York, NY4 days ago $131.2k - $233.6k
Senior Financial Consulting Director The Financial Consulting Director role supervises... ...COR teams • Enterprise Analytics (TEA) • Wealth Management • TRAC (In-Market Financial Consultants... ...deferred annuities and other available investment options in order to help clients retain...SeniorWork experience placementWork at officeImmediate start- ...Charles Schwab in New York is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build lasting client relationships while guiding them on their financial journeys. Required qualifications include...Senior
Charles Schwab
New York, NY5 days ago - ...BNY Mellon is seeking a Senior Associate, IWM Portfolio Analyst to join their Wealth Management team in New York. In this role, you will directly support Portfolio Managers by assisting with the management of complex portfolios and conducting detailed analyses. The ideal...Senior
BNY Mellon
New York, NY19 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & Investment Counselor. Be the first to apply!
Related searches
- case planner New York, NY
- airport planner New York, NY
- entry level transportation planner New York, NY
- corporate meeting planner New York, NY
- capacity planner New York, NY
- master planner New York, NY
- retail planner New York, NY
- planner New York, NY
- business continuity planner New York, NY
- transportation planner New York, NY