Private Wealth Advisor
Coda Search│Staffing
Overview A multi-billion multi-family office is seeking an experienced Senior Vice President / Managing Director to join its advisory team. This individual will serve as a trusted advisor to High Net Worth (HNW) and Ultra High Net Worth (UHNW) families, delivering fully integrated wealth management solutions while contributing to the firm’s growth. Candidates must bring a portable book of business of at least $25 million in client assets. Key Responsibilities Act as the primary advisor managing complex relationships with HNW and UHNW individuals, families, and business owners. Deliver holistic wealth advice across investments, estate and tax planning, family governance, and philanthropy, leveraging the firm’s institutional resources. Transition and grow a portable book of at least $25MM, with support from the firm’s platform and business development resources. Partner with the investment team to construct and oversee customized portfolios aligned with client objectives and long-term goals. Cultivate new relationships through personal networks, centers of influence, and referrals, expanding the firm’s HNW and UHNW client base. Collaborate with senior leadership on strategic initiatives designed to enhance client experience and drive growth. Mentor junior advisors and contribute to the development of next-generation client service talent. Qualifications 10+ years of experience advising HNW and UHNW individuals and families within a multi-family office, private bank, or RIA. Demonstrated ability to build and deepen client relationships across multiple generations. Proven record of originating new client relationships and transitioning assets; must bring a portable book of at least $25MM in investable assets. Strong investment and planning acumen, with the ability to coordinate across estate, tax, and philanthropic needs. Professional designations such as CFA, CFP, JD, or CPA are strongly preferred. Highly polished interpersonal, communication, and client service skills. Compensation Competitive base salary, performance-based incentives, pathway to ownership, and long-term upside aligned with client and firm growth. #J-18808-Ljbffr
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J.P. Morgan
New York, NY1 day ago $170k - $300k
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$140k - $175k
...what you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...PrivateFull timeWork at officeLocal areaRemote workFlexible hours3 days per week$114.48k - $200.59k
Lamwork seeks an Advisory Specialist to manage high net worth client portfolios while ensuring fiduciary standards. You will handle trust administration, estate planning, and risk assessment across teams engaged in compliance. The ideal candidate will possess expertise...PrivateLamwork
New York, NY4 days ago- ...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 a trusted advisor, delivering holistic wealth management strategies with access to the firm's platform and network...Private
The Goldman Sachs Group
New York, NY4 days ago $225k - $250k
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Jobtailor
New York, NY4 days ago $175k - $250k
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New York, NY4 days ago$100k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive...PrivateFull timeTemporary workPart time$60k
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New York, NY5 days ago$140k - $175k
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New York, NY3 days ago$80k - $160k
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...Description The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations...PrivateWork at officeLido Advisors, LLC
New York, NY5 days ago- TD Bank in Manhattan, NY seeks a Financial Advisor for a three-year program designed to develop client-focused wealth management professionals. You will provide financial... ...to advance within TD Wealth across Retail and Private Bank teams. #J-18808-Ljbffr TD BankPrivate
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$100k - $275k
...role that focuses on acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client management, and have a strong business development orientation. The...Private$60k
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