UHNW Family Office Wealth Planner
JPMorganChase
JPMorganChase is seeking an Outsourced Family Office Wealth Planner to deliver tailored wealth management solutions to ultra-high-net-worth clients. In this role, you will develop comprehensive financial plans, facilitate family wealth transfer strategies, and maintain enduring client relationships. The ideal candidate has a strong background in trust and estate planning, excellent communication skills, and at least five years of professional experience in financial planning. This position offers opportunities for career growth within a dynamic team. #J-18808-Ljbffr JPMorganChase
$30 per hour
...Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist... ...complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be... ...entrepreneurs. The team works across multiple offices to help preserve and transfer wealth,...Work at officeRemote work- A wealth management firm in New York seeks a motivated individual with 3-5 years of wealth management experience to analyze client financial situations and prepare comprehensive financial plans. The ideal candidate holds a Bachelor's degree in finance and possesses strong...Suggested
$130k - $173k
UBS is seeking a professional in New York to guide families in effective wealth management and philanthropy. This role involves collaborating with... ...governance, succession, and philanthropy strategies tailored for UHNW clients. The ideal candidate will have 10-15 years of...Suggested$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be... ...high‑net‑worth individuals and families. The firm is seeking a... ...Hybrid schedule with 2 days in office Equity buy‑in program offering... ...benefits Direct impact on HNW/UHNW client strategy at a nationally...Work at officeRemote jobFull timeFlexible hours- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth... ...requires travel among branches and offices as needed. The successful candidate... ...comfortable working with individuals and families ranging from affluent to high- and...Work at office
$130k - $250k
...Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United... .... With over 350 professionals across 11 offices around the world, XIG provides manager... ...institutions, endowments, foundations, and family offices, for which we invest or advise on...Work at officeFull timeTemporary workPart time$70k - $150k
Join to apply for the Wealth Planner role at Corient 1 week ago Be among the first 25 applicants... ...ultra-high-net-worth individuals and families to enjoy a full life, while enabling... ...the physical capabilities to work in an office environment, which may include prolonged...Work at office16 hoursPermanent employmentTemporary workFlexible hours$130k - $170k
...Description Job Description BBR Partners' Wealth Strategies team serves as a centralized,... ...that framework, BBR takes a holistic, family office-style approach—supporting clients and... ...techniques and structures related to UHNW clients (life insurance planning, property...Work at officeTemporary workCasual workRemote workFlexible hours- Corps Team is searching for a Senior Advisor in New York City, focused on providing exceptional investment guidance to ultra-affluent families. This role involves deep client engagement, developing personalized investment strategies, and leading client discussions to...Work at office
- Goldman Sachs is seeking a Vice President for Family Office Reporting & Advisory based in New York. This role focuses... ...experience in family office advisory and wealth management operations, particularly with UHNW clients. Join Goldman Sachs to enhance client experiences...Work at office
- The AmeriFlex Group in Haddon Heights, NJ is seeking a Transitional Wealth Planner to deliver comprehensive financial planning within a thriving practice. This full-time in-office role offers the opportunity to collaborate with an established advisor and integrate planning...Work at officeFull time
- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New... ...TITLE Senior Vice President language OFFICE LOCATION(S) New York account_balance DIVISION... ...advocacy service for employees and family members facing critical health situations...Work at officeFull timeTemporary work
$120k - $175k
Transitional Wealth Planner — CFP® The AmeriFlex Group® • Haddon Heights, NJ Job Type: Full-time — In-Office Reports To: Hannah Buschbom, CFP®, CPWA®, CDFA™, CFF® — Chief Transitional Wealth Planner Compensation: $120,000-$175,000 base salary + potential incentive compensation...Work at officeFull timeLocal areaMonday to Friday$57.65k - $65k
...Description Description: JOB TITLE: Bilingual?Case?Planner JOB TYPE : Full-Time DEPARTMENT/PROGRAM : Family Support Program EXEMPTION : Non-Exempt... ...families. IV. WORKING CONDITIONS Share an office with other program staff Access to an...Work at officeFull timeLocal areaMonday to FridayFlexible hoursAfternoon shift$90k - $130k
CapTrust Advisors, LLC is seeking a Centralized Wealth Planning Senior Specialist to work directly with wealth management teams. The... ...involves supporting financial planning solutions, onboarding new offices, and training staff on financial planning software such as...Work at officeRemote work$104.7k - $174.5k
Overview Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division . The role serves... ...(HNW) and Ultra‑High Net Worth (UHNW) clients, providing advanced legal... ...Proficiency with Microsoft Office (PowerPoint emphasis) and modern AI...Work at office- Soteria Reinsurance Ltd. is seeking a Wealth Planner based in Kentucky. This role is dedicated to helping clients develop comprehensive wealth strategies while fostering deeper relationships. The ideal candidate will have a Bachelor’s degree, be preferably CFP certified...
$130k - $173k
...Overview Are you looking for a role guiding families of exceptional financial success on matters related to doing good with wealth for loved ones and the communities they care... ...Philanthropy Services, U.S., you’ll operate within the UHNW coverage and advisory model as an extension...Full time- ...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...
- 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...Remote job
$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type: Full timeposted on: Posted... ...the world’s most successful individuals, families, and institutions by remaining true to our... ....* You’ll work with ultra high net worth(UHNW) individuals, families and businesses as...Local areaFlexible hours$72k - $77k
...Manhattan dedicated to serving children and families with medical complexity, chronic health... ...licensure. Title of Position: Case Planner Supervisor, Specialized Family Foster Care... ...basis for 24-hour on-call duty and Saturday office administrative coverage. Required...Work at officeFull timeLocal areaMonday to Friday- 255 Clark Capital Management Group, Inc. is seeking an experienced financial planning expert to develop customized wealth-planning solutions for high net worth clients. This role involves significant travel and requires expertise in estate planning, liquidity events, and...
- ...global investment firm is seeking a Vice President to oversee family office advisory for Ultra-High-Net-Worth clients. This role involves... ...relationships. The ideal candidate should have extensive experience in wealth management, strong leadership skills, and expertise in...Work at office
$310k - $390k
...is seeking a mid-level Associate to join its New York office within the Private Client & Family Office practice group. The role involves advising ultra... ...estate planning matters, including drafts of trusts and wealth transfer strategies. Candidates must have a JD from an...Work at officePrivate practice$115k - $270k
...bank is seeking a Vice President in New York to lead consolidated reporting and family office advisory for ultra-high-net-worth clients. The role requires over 10 years of experience in wealth management and strong communication skills. Candidates should hold a relevant...Work at office$200k - $250k
A premier asset management firm in New York seeks a Director of Family Office Services to oversee comprehensive wealth management for ultra-high-net-worth families. The role requires building and managing client relationships, leading a multidisciplinary team, and developing...Work at office$115k - $270k
YOUR IMPACT Goldman Sachs Family Office is seeking a highly experienced and dynamic individualto... ...the client lifecycle. OUR IMPACT Wealth Management Across Wealth Management, Goldman... ...our most strategic Ultra-High-Net-Worth (UHNW) clients and family offices. HOW YOU...Work at officeFull timeTemporary workPart time- ...reporting packages, and cash flow reporting for senior leadership and family stakeholders. Manage payroll, benefits administration, and... ...the platform. Requirements 8 - 15+ years experience - family office, UHNW, management company accounting experience #J-18808-Ljbffr...Work at office
- TwinThread in New York is offering a Summer Analyst position in Asset & Wealth Management. As part of the Global Families Group, you'll collaborate with specialists to understand client needs, examine market activities, and help develop strategies that meet financial goals...Work at officeSummer work
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