Senior Financial Planner, Tech-Driven Wealth Strategy
Range
A financial technology company is seeking a Senior Financial Planner to join their innovative team in New York or McLean. This role involves providing comprehensive financial planning for members and collaborating with product teams to enhance financial tools. Ideal candidates have 6-9 years in client-facing roles and relevant certifications like CFP or CPA. The position offers a hybrid work environment, top-tier benefits including comprehensive health coverage and a 401k plan. Exciting opportunities to change the wealth management space await. #J-18808-Ljbffr Range
- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and possess...Senior
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech... ...and need a tech stack that saves HOURS in... ...planning across investment strategy, tax aware planning, retirement... ...high-velocity, deadline-driven setting while managing multiple...SeniorRemote work
- A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions. The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (CFP...Senior
- ...hiring an AVP, Advisor to provide tailored investment strategies and manage client relationships across New York. You'll lead complex financial plans and collaborate with external experts to deliver comprehensive wealth solutions. The ideal candidate will have 4-7 years...Senior
- ...Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage ongoing client... ...tailored investment guidance and collaborative financial planning. The role requires expertise in... ...ability to provide holistic financial strategies. Ideal candidates will possess strong...SeniorWork at office
- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This... ...involves leveraging elite technology to deliver tailored financial strategies and concierge-level advisory. The ideal candidate will have...
- A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra... ...clients. The role centers on delivering sophisticated financial planning strategies while leveraging advanced technology. Candidates should possess...
$102.5k - $187.9k
...leader in serving the global financial services marketplace and the... ...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...lead, you will partner with senior stakeholders across... ...assurance, consulting, tax, strategy and transactions. Fueled by sector...SeniorWork experience placementSummer holidayFlexible hours$87.4k - $253k
Accenture is seeking a Technology Strategy Manager/Sr. Manager to advise clients in the Communications, Media & High-Tech Industry on technology strategies. Responsibilities include serving as a trusted advisor to the C-suite, driving innovative business transformations...Senior- ...Job Description The senior wealth advisor position at Mariner will... ...that include a coordinated financial strategy that aligns with each client... ...advisor will be an experienced planner, thoughtful listener, have... ...team mentality and be driven to grow professionally and...Senior
- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial futures. The role requires strong qualifications, including an active FINRA...Senior
- Chris Baily is looking for a Sr. Manager, Wealth Advisor to manage client relationships and deliver tailored investment guidance. This role focuses on comprehensive financial planning and collaboration with an advisory team for client success. The ideal candidate will...Senior
- Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in New York. This seasoned professional... ...skills. The ideal candidate should be self-driven, with a proven track record in financial strategy, and hold the necessary regulatory registrations. Competitive...Senior
- ...Team The New Verticals Finance & Strategy team supports DoorDash's... ...restaurants. We are looking for a Senior Associate who can model the future... ...across the business to support financial decisions and ensure we are making efficient, data-driven decisions. Given the small size...SeniorHourly payWork at officeLocal areaRemote workFlexible hours
$192k - $269k
Wealth Mgmt Strategy The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted advisor to solve their... ...team follows a hypothesis‑driven, fact‑based approach to... ...quantify potential bottom‑line financial impact Work with the team...SeniorWork experience placement$350k
...Jersey. Our client is seeking a Senior Advisor/ Banker who leads... ...opportunities. Provide integrated financial services advice to these... ...Possess a self-motivated, highly driven, and entrepreneurial... ...7+ years' experience in the wealth management industry as either...Senior- Kids for the Future is seeking an Associate Wealth Advisor to join the Client Services Team. This role offers hands-on experience in... ...with experienced Wealth Advisors. You will assist in developing financial plans for clients and ensure exceptional client service. The ideal...
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide... ...net‑worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related...Senior
- ...Description Prosperity is a leading wealth management company dedicated to providing objective financial planning services and... ...EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth... ..., estate planning, tax strategies for assets under management and...SeniorWork at officeLocal areaRemote work
$170.5k - $284.1k
...coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.... ...Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions...SeniorTemporary workWork experience placement$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational... ...in understanding and defining their financial planning and investment needs and... ...situation and be able to advise on investment strategy, tax planning, retirement planning,...SeniorWork at officeImmediate start- Savvy Wealth, Inc. is seeking a Senior Product Marketing Manager to lead the marketing for Savvy Wealth Investment Management (SWIM) and financial products. This role involves collaborating with the CIO to productize investment strategies, creating comprehensive collateral...SeniorWork at office
$180k - $241.5k
Bank of America is looking for a Product Manager specializing in wealth management deposit products in New York. This position involves developing product management plans, leading cross-functional strategies, and overseeing product pricing. The ideal candidate will have...Senior$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...Senior$100k - $300k
...dedicated to delivering personalized financial solutions that provide comfort,... ...an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly... ...successful business development strategies for all markets served in order...SeniorBase plus commissionFlexible hours- Merceradvisors is seeking a Wealth Path Wealth Advisor in New York City. This role focuses on providing tailored financial advice and support to a diverse client base. Candidates should have a strong background in finance, investment knowledge, and a client-oriented mindset...Senior
$140k - $180k
A leading tech company is seeking a Senior Associate to join their Customer Strategy team. This remote role focuses on customer retention and growth, utilizing data-driven decision-making to enhance customer experience. Responsibilities include uncovering churn causes,...SeniorRemote work- Join Neuberger Berman as a Senior Relationship Manager in New York... ...lead relationship management strategies, focusing on high-net-worth... ...portfolio managers, develop wealth strategies, and facilitate asset... ...communication skills and financial planning expertise are essential...Senior
$85k - $145k
Mercer Advisors is seeking a Wealth Path Wealth Advisor in New York, NY, to join their client-focused team. You will manage a diverse client book, providing tailored financial advice and ensuring exceptional client interactions. Candidates should possess a Bachelor's in...Senior$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate...SeniorFull time
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