Senior Wealth Advisor - CFP/CFA | Portfolio Growth
JCW Group
A financial services firm in Pennsylvania is seeking Wealth Advisors to manage existing client portfolios and generate new business. Candidates must hold a CFP or CFA certification and have at least 2 years of banking experience. This role requires a strong understanding of wealth management. Interested candidates should email their resumes to Sean at the provided address. This opportunity is ideal for motivated professionals looking to advance their careers in a dynamic environment. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - CFP/CFA | Portfolio Growth in New York, NY vacancy
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...for enhanced lead flow and growth for our Advisors. Responsibilities Build... ...Financial planning experience preferred CFP®, CFA, or other professional designations preferred...Senior
Beacon Pointe
New York, NY4 days ago - ...U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role... ...of relevant experience. A professional designation such as CFA or CFP is preferred. The position offers a hybrid work model and a comprehensive...Senior
U.S. Bank
New York, NY14 hours ago $85k - $145k
...Mercer Advisors is looking for a Wealth Path Wealth Advisor in New York, NY. This role entails functioning as the primary advisor for a portfolio of clients while supporting business development. The... ...experience in financial planning and a CFP designation. The position...SeniorMercer Advisors
New York, NY3 days ago- ...located in New York is seeking an experienced Financial Advisor to deliver personalized wealth management solutions. The ideal candidate will have a... ...providing financial planning strategies and maintaining client portfolios. A bachelor's degree is preferred, along with FINRA...Senior
- ...Job Description The senior wealth advisor position at Mariner will lead a... ...and customized investment portfolios Participate in building... ...experience ~ Series 65, CFP or CFA required Skills And Knowledge... ...nurturing professional growth and giving back to the community...Senior
Mariner
New York, NY4 days ago $170k - $210k
...Work at Mercer Advisors? For more than... ...size, growth, service quality... ...challenges. Regis Wealth Advisors work hand... ...: The Senior Wealth Advisor... ...of experts in portfolio management, financial... ...Planner (CFP) designation required... ...Analyst (CFA), Chartered Investment...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
New York, NY3 days ago$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...SeniorLazard
New York, NY21 hours ago- ...Liability Company in New York is seeking an experienced Underwriter responsible for the development and growth of our lead book of business. You will manage portfolio aspects, evaluate submissions, and build relationships with brokers and clients. The ideal candidate...Senior
Starr Indemnity & Liability Company
New York, NY4 days ago $145k
...Nelnet, Inc. is seeking a Senior Manager for Product Portfolio Management to lead and scale market-validated products. This role focuses on executing strategies for growth and operational performance, balancing strategic planning with hands-on execution. The ideal candidate...SeniorNelnet
Brooklyn, NY3 days ago- Lazard in New York is seeking a Portfolio & Wealth Advisor to engage with clients and provide tailored financial solutions. The role emphasizes nurturing client relationships and developing strategies for investment needs. The ideal candidate should have extensive experience...Senior
$150k - $175k
...with private capital solutions to drive long-term growth and offer institutional investors, individual investors... ...Assets is looking for an Sr. Analyst / Associate / Senior Associate to Investments Team, focused on Portfolio Management. Our team is responsible for the...SeniorPermanent employmentFlexible hoursBlue Owl
New York, NY14 hours ago$250k - $300k
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client... ...Candidates should have over 12 years of experience in wealth advisory or client management, demonstrating excellent...Senior$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients... ...bespoke financial advice, and driving product growth through collaboration. Candidates should have over 7...Senior$100k - $300k
...just in their professional growth, but also in their... ...Profile Weaver Capital Advisors, LLC is seeking talented... ...our services include wealth management and wealth planning. The Senior Wealth Advisor works directly... ...license preferred CFP, CFA, CAIA, and/or CPWA preferred...SeniorBase plus commissionFlexible hoursWeaver
New York, NY14 hours ago- Kushner Companies LLC is seeking an experienced Senior Regional Manager to oversee operations across a multi-property portfolio in New Jersey. This leadership role demands... ..., managing Community Managers and driving growth. Candidates should have a minimum of 5 years...Senior
$58k - $120k
...Senior Associate, IWM Portfolio Analyst At BNY, our culture allows us to run our company... ...and enables employees’ growth and success. As a leading global... ...Analyst to join our Wealth Management team. This role... ...and experience; MBA and/or CFA preferred. 3‑5 years of prior...SeniorTemporary workWorldwideBNY
New York, NY4 days ago$145k
...Nelnet, Inc. is seeking a Senior Manager, Product Portfolio Management to oversee and scale market-validated products. This role demands a balance of strategic planning and hands-on execution, with a focus on collaboration with customers and sales teams. The ideal candidate...SeniorNelnet
New York, NY14 hours ago$170k - $210k
...Work at Mercer Advisors? For more than... ...size, growth, service quality... ...challenges. Regis Wealth Advisors work hand... ...Summary: The Senior Wealth Advisor... ...of experts in portfolio management, financial... ...Planner (CFP) designation required... ...Analyst (CFA), Chartered Investment...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$58k - $120k
...Senior Associate, IWM Portfolio Analyst At BNY, our culture allows us to run our company... ...and enables employees' growth and success. As a leading global... ...Analyst to join our Wealth Management team. This role... ...and experience; MBA and/or CFA preferred. ~3-5 years of...SeniorTemporary workWorldwideFlexible hoursBNY Mellon
New York, NY3 days ago$189.29k - $331.2k
001 The Northern Trust Company in New York is seeking a Wealth Advisor to develop comprehensive wealth profiles and design wealth plans for high-net-worth clients. The ideal candidate will have 5–7 years of wealth-planning experience and strong knowledge of wealth transfer...Senior001 The Northern Trust Company
New York, NY1 day ago$250k - $300k
...Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary... ...and bespoke wealth advisory. We are seeking... ...Senior Financial Advisor to serve as a primary... ...integrity. Growth & Relationship Management... .... Credentials: CFA, MBA, or CFP® preferred; Series...Shift workVaco Recruiter Services
New York, NY14 hours ago- ...A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorFull time
Valley Bank
New York, NY3 days ago $70k
...A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...SeniorCitibank (Switzerland) AG
New York, NY3 days ago- ...Wmapts is looking for an extraordinary Senior Regional Manager to lead operations across properties in New Jersey. The role involves strategic... ...team leadership, ensuring operational excellence and driving growth. The ideal candidate has over 5 years of property management...Senior
Wmapts
New York, NY14 hours ago $100k - $150k
...A high-growth financial services company in New York is seeking a Senior Credit Analyst to evaluate financing opportunities and structure transactions. This role... ...financial health and maintaining a high-quality loan portfolio, while contributing to business growth. The...SeniorArootah
New York, NY4 days ago$250k
...A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial needs. This role requires a Certified Financial Planner (CFP) with at least 7 years in a client-facing role in the financial services industry...SeniorRitholtz Wealth Management
New York, NY2 days ago$220k - $240k
...Senior Director, Senior Portfolio Manager - Private Equity New York, NY About Us:... ...cryptocurrency-linked ETFs, dividend growth portfolios, interest rate-... ...equity sponsors, secondary advisors, and market participants.... ...advanced degree (MBA, JD, CFA, or CPA) preferred. ~10+...SeniorProShares
New York, NY2 days ago$90k - $150k
...Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time,...SeniorFull timeYtswealth
New York, NY3 days ago- ...Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients... ...clients and advanced qualifications such as CFP or MBA. Enjoy a comprehensive benefits... ...supportive work environment that encourages growth and flexibility. #J-18808-Ljbffr...Senior
Northern Trust
New York, NY14 hours ago $200k
...- Powered by Savvy Wealth management is a $545 billion... .... 75% of financial advisors don't offer digital... ...pivotal point in its growth trajectory, having established... ...long-term investment portfolios and asset allocations... ...and retention CFA or CFP certification (preferred...Work at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - CFP/CFA | Portfolio Growth. Be the first to apply!
Related searches
- senior financial advisor New York, NY
- financial planning assistant New York, NY
- senior wealth advisor New York, NY
- work from home financial advisor New York, NY
- junior financial advisor New York, NY
- financial consultant New York, NY
- wealth advisor associate New York, NY
- financial advisor associate New York, NY
- patient financial counselor New York, NY
- financial planning associate New York, NY