UHNW Wealth Advisor - Tech-Driven Concierge Service
CarData
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 over 7 years of experience in wealth management and a deep understanding of complex wealth strategies. Competitive compensation and comprehensive benefits package offered. #J-18808-Ljbffr
Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the UHNW Wealth Advisor - Tech-Driven Concierge Service in New York, NY vacancy
- 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. The role centers on delivering sophisticated... ..., particularly in serving HNW/UHNW clients. Additionally, strong...Suggested
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...including size, growth, service quality, technology,... ...methodology here. Regis UHNW Team: Our Regis... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...~ Company Paid Concierge Services for you and your...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
New York, NY3 days ago- ...in New York is searching for an experienced luxury travel concierge to manage UHNW clients. The role involves designing complex international... ...Join our established team to further enhance your career in the upscale service industry. #J-18808-Ljbffr Entourage CollectionSuggested
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...including size, growth, service quality, technology, succession... ...here. Regis UHNW Team: Our Regis... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...Program ~ Company Paid Concierge Services for you and your...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...The ideal candidate will have strong interpersonal skills and an eagerness to provide top-tier service. Responsibilities include supporting admissions, providing concierge services, and being a liaison between families and medical teams. Compensation ranges from $27.4...SuggestedHourly pay
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending... ...with both UHNW & HNW clients. Must... ...self-motivated, highly driven, and entrepreneurial personality... ...' experience in the wealth management industry as...Avior Executive Search, Inc
New York, NY2 days ago$30k
...Work Caf Concierge Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric...Hourly payFull timeContract workWork experience placementShift work- Secfi Wealth Management is an early-stage, registered investment advisor (RIA) startup on a mission to transform how startup employees... ...deep industry expertise with tech-driven solutions, we empower our... ...of our financial advisory services. About the Role This is a role...Flexible hoursShift work
- ...Technologies Pty Ltd. is seeking a Physician for PrimaryMD, a concierge primary care practice in New York City. As a Physician, you'll... ...developing tailored preventive strategies while eliminating volume-driven pressures. The ideal candidate has an MD, residency in Internal...
- ...support corporate and clinical systems while providing high-quality service to employees. The ideal candidate has 3-5 years of relevant... ...BA in IT or Computer Science. The role includes troubleshooting tech issues, supporting WiFi in offices, and managing technical vendors...Flexible hours
- ...with elite hospitality skills to ensure seamless operations for senior leaders. Key responsibilities include acting as a technology concierge, managing hybrid events, and supporting complex infrastructures. Candidates should have a solid background in IT support and...
- ...insights, empowering our clients to excel in what they do best. Position Overview We are seeking a polished and service-driven Executive Hospitality Concierge to provide exceptional hospitality support to the Head of Office, executive leadership, and VIP guests. This...Full timeWork at officeLocal areaMonday to FridayDay shift
- ...About the Practice Step into a highly successful, solo concierge internal medicine practice in Manhattan. This well-established practice... ...is a premier setting for delivering personalized, relationship-driven patient care. Practice Highlights • Solo practice...Full time
- ...Office Concierge & Client Services Coordinator Are you someone who naturally creates welcoming, memorable experiences? At Mancini, we're looking... ...Maintaining an organized, inviting, and hospitality-driven front-of-house environment Coordinating team lunches, meetings...Contract workWork at officeLocal area
Mancini Duffy
New York, NY8 days ago - ...seamless travel experience. Candidates should possess strong communication skills and a passion for travel. This role offers fully remote flexibility, exclusive travel perks, and opportunities for professional development in a community-driven culture. #J-18808-LjbffrRemote work
Almaaventurera
Hoboken, NJ4 days ago - ...seeking a Luxury Travel Specialist to provide high-touch, concierge-level service to clients. In this remote role, you will coordinate bespoke... ...flexibility, growth opportunities, and a supportive team culture, making it perfect for service-driven professionals. #J-18808-LjbffrRemote work
Rudybtravel
Jersey City, NJ4 days ago $19 per hour
...throughout New York City. Summary The Front Desk Concierge maintains a professional and courteous... ...by providing a high level of customer service and sense of safety for residents. The... ...very best every day. We are a results-driven organization that focuses on empowerment...Flexible hoursShift workWeekend workAfternoon shiftAsian Americans for Equality
New York, NY4 days ago$21 - $24 per hour
...Join Our Team as a Residential Building Concierge! If your skills, experience, and qualifications... ...role in delivering top-notch customer service with a friendly, professional attitude.... ...the team first and lift others up. Driven – You’re eager to learn, grow, and take...Hourly payContract workWork at officeLocal areaGrubb Properties
Long Island City, NY1 day ago- ...Candidates should have strong communication skills and customer service experience in travel or hospitality. The position offers fully... ...work flexibility and exclusive travel perks, fostering a culture driven by a passion for travel and meaningful memories. #J-18808-...Remote work
Almaaventurera
New York, NY23 hours ago $93.8k - $172k
...impact is worldwide. We welcome diverse perspectives, encourage curiosity, and build teams that learn from one another. If you're driven to solve meaningful challenges, we'd love to meet you. What you'll do: This role sits within FP&A and operates as a bridge...Full timeTemporary workWork experience placementLocal areaWorldwideThe Trade Desk
New York, NY4 days ago- ...Job Title: Custom Experience Concierge Dry Farm Wines is the world's premier Artisan Wine... ...most premium Artisan Wine brand, we are driven to execute three things better than... ...wine, deliver the most elegant, seamless service and ecommerce experience, and inspire more...Work at officeMonday to FridayFlexible hoursWeekend work
$60k
...A prominent mortgage company in the United States is seeking a driven Loan Partner 2 (LP2) to manage borrower prequalification, pre-approvals... ...should have a minimum of 5 years of experience in mortgage services, possess an active NMLS license, and have strong communication...Burnham Mortgage Group NAF
New York, NY2 days ago$58k - $70k
...you ready to join the programmatic evolution? The Workplace Concierge and Experience Coordinator role ensures that our New York... ...person brings adaptability, attention to detail, and a strong service mindset to everything they do. What We're Looking For: Adaptable...Work experience placementWork at officeLocal areaWorldwideMonday to FridayFlexible hoursIndex Exchange
New York, NY1 day ago- Intuit Inc. is seeking a results-driven customer experience expert for its new TurboTax retail locations in New York. This role focuses... ...has at least 3 years' experience in sales or customer service, excels in effective communication, and is passionate about providing...
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role... ...environment, seek collaboration and need a tech stack that saves HOURS in manual... ...in a high-velocity, deadline-driven setting while managing multiple...Remote work
Professions
New York, NY4 days ago $85k - $145k
Why Work at Mercer Advisors? For more than 40 years, Mercer... ...size, growth, service quality, technology, succession... .... Job Summary: The Wealth Path Wealth Advisor... ...opportunities Core Tech/Platforms Expert use... ...Program Company Paid Concierge Services for you and your...Temporary workWork at officeLocal areaMonday to FridayFlexible hoursMercer Advisors
New York, NY3 days ago- ...most premium Artisan Wine brand, we are driven to execute three things better than anyone... ..., deliver the most elegant, seamless service and ecommerce experience, and inspire more... ...wine! What’s a Custom Experience Concierge? Glad you asked! It’s someone whose heart...Full timeWork at officeRelocationMonday to FridayFlexible hoursWeekend work
$90k - $125k
...antiquated and siloed public transportation systems into smart, data-driven, and efficient digital networks. With hundreds of agency... ...Via is recognized as the leading transportation technology and service provider globally. As a Strategic Finance Associate Principal...via.com
New York, NY3 days ago- A leading financial services firm is looking for a Relationship Banker to deliver exceptional client experiences at a branch in New York. As a Relationship Banker, you will manage client relationships, provide financial solutions, and leverage technology to enhance banking...
$30 - $33 per hour
...Job Description About the Brand Ring Concierge is the leading luxury jeweler committed... ...Role We are seeking a passionate and driven Assistant Store Manager for our boutique... ...increase revenue, and uphold exceptional guest service standards. In this leadership role, you...Base plus commissionHourly payFull timePart timeLocal areaNight shiftWeekend workLeap
New York, NY10 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Wealth Advisor - Tech-Driven Concierge Service. Be the first to apply!
Related searches
- senior wealth advisor New York, NY
- morgan stanley financial advisor New York, NY
- finance associate New York, NY
- financial advisor New York, NY
- private wealth advisor New York, NY
- patient financial counselor New York, NY
- estate planning consultant New York, NY
- financial planning assistant New York, NY
- finance operations associate New York, NY
- associate corporate finance New York, NY