Private Wealth Associate - High-Net-Worth Clients
Quontic Bank
Quontic Bank is seeking a Private Wealth Management Associate for their Greenwich, CT location. This role involves supporting clients and managing daily interactions within Wealth Management. The ideal candidate should possess a Bachelor’s Degree and have at least 5 years of experience in a banking environment, along with excellent interpersonal and organizational skills. Competitive benefits are offered, including health insurance and retirement plans. #J-18808-Ljbffr
$80k - $86k
...AllianceBernstein L.P. is seeking an Associate for its Private Wealth Management team in Stamford, Connecticut. This role involves collaborating... ...with Financial Advisors and providing exceptional client service to high-net-worth clients. Candidates should possess strong...PrivateHigh net worth- ...Job Highlights Title : Private Wealth Management Associate Type : Full Time Experience : 5 Years Function... ...area and accounts through frequent client contact and execution of standard departmental... ...Interacts frequently with high-net-worth clients and financial advisors May...PrivateHigh net worthFull timeTemporary workWork experience placementWork at officeShift work
$80k - $86k
...AllianceBernstein L.P. in Stamford, Connecticut is hiring for a Private Wealth Associate. This role focuses on client service, collaborating with Advisors to provide personalized wealth management solutions. Associates will undergo a comprehensive training program aimed...Private- ...Wealth Manager job at Norman Alex. Greenwich, CT. We are recruiting... ...: A global book of clients from $100MM - $2BBMM+ in assets... ...assets from new and existing High Net Worth clients focused in the US. Responsible... ..., credit, mortgage and all private bank offerings for your...PrivateHigh net worthWork at office
$100k - $150k
...The Client Advisor role is an exciting opportunity to join a collaborative... ...service Bessemer's ultra-high net worth clients. The Client Advisor... ...annual unitrust payments and private foundation grant payments... ...and families of substantial wealth. Its more than 1,300 employees...PrivateHigh net worthTemporary workWork at officeRemote work$80k - $100k
...Ultra High Net Worth Rule 10b5-1 Strategy Associate Morgan Stanley is a leading global financial... ...management and wealth management services. The Firm's employees serve clients worldwide including corporations... ...Global Capital Markets, Private Wealth Management and Family...PrivateHigh net worthTemporary workWork at officeImmediate startWorldwide$175k - $250k
...Wealth Advisor The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and... ...substantial, enduring practices around client segments for which they feel a... ...Wealth Management advises high-net-worth clients on planning for—and...PrivateHigh net worthFlexible hours$103.1k - $188.9k
...side by side with a range of clients from our most venerable institutions... ...Banking and Capital Markets, Wealth and Asset Management,... ...opportunity EY's FSO EDGE Private practice provides... ...tailored to the unique needs of the high-net worth tax industry. The team has a...PrivateHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours$80k - $90k
...Franklin Templeton is seeking a Private Wealth Associate in Stamford, CT, to support their client service efforts for the Western US. The role involves managing business development initiatives, onboarding new clients, and collaborating with advisory teams to enhance client...Private- A leading financial services firm in White Plains is seeking a Private Client Advisor for Chase Wealth Management. You will provide financial planning and personalized investment solutions to clients, focusing on developing client relationships and educating them on available...
- ...Description Stelvio Private Wealth is a boutique Wealth... ...transitioned out of the Private Client Group at Wells Fargo... ...role for a Wealth Tax Associate. The role will take on... ...Ability to maintain a high level of... ...Stelvio works with high-net-worth individuals and families...PrivateHigh net worthFull timeTemporary workWork at officeImmediate startFlexible hours
$45k - $110k
...strategic advice to ultra- and high-net-worth individuals and families,... ...Firm oversees $221 billion in client assets as of May 31, 2026. Position A Private Advisor team, located in our Stamford... ...our growing team as a Client Associate. The Client Associate will...PrivateHigh net worthWork at officeLocal area$25 - $38.46 per hour
...Private Client Banker Location: 270 Martine Avenue - White Plains, New York 10601 Job Summary... ...clients and Key. Education: High School Diploma, GED, or equivalent... ...maintaining strong relationships with high-net-worth clients, providing personalized service...PrivateHigh net worthHourly payWork experience placementDay shift- ...our brand and interacting with our clients to offer the best investment solutions... ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...equal opportunity employer and place a high value on diversity and inclusion at...
- ...the First to Apply Job Description Our High Net Worth practice one of the largest practices in New England, servicing clients both locally and nationally. Our client base... ...employee Family Office to manage the Family wealth. This practice also works with some of the...High net worthWork at office3 days per week
- ...Associate, Private Equity Co-Investments Darien, Connecticut, United States Founded in 2... ...History of outstanding performance and high level of motivation. Future Standard... ...serving institutional and private wealth clients, investing across private equity, credit...Private
- ...independent, partner-owned wealth management firm... ...management, the firm serves high-net-worth individuals and multi-... ..., catering to clients such as families in transition... ...in Stamford, CT. The Associate Advisor will work with... ...experience in HNW Private Client tax accounting,...High net worthFull time
$200k
...Duties: Lead engagement team and directly interact with clients and family office personnel to ensure communication and... ...regulation Demonstrated success providing consultative service to high-net-worth individuals and families Market leading technical...High net worthWork at office- ...KeyCorp is seeking a Private Client Banker in White Plains, NY. This role focuses on delivering financial solutions and building strong relationships with clients while helping them achieve financial wellness. As a Private Client Banker, you will assess client needs,...
$115k - $140k
...active in venture capital, private equity, private credit... ...engages in private wealth management through Sagard... ...an Investor Relations Associate to join its investor relations... ...remote). This is a highly visible, hands-on role... ..., marketing or client communications within the...PrivateFull timeTemporary workWork at officeRemote work- ...Fairygodboss is seeking a Private Client Advisor for its Thornwood, NY location. The role involves offering comprehensive financial planning to individuals and families, leveraging digital tools for an exceptional client experience. Ideal candidates will have at least...
$75k - $100k
...Advancement Opportunities Our Company We are a wealth management boutique located in Stamford, CT serving high net worth families. Job Summary We are seeking an... ...screen calls Assist with events, marketing, client development Proofread and edit documents and...High net worthWork at office- ...Coverage Morgan Stanley Wealth Management's Legal and... ...its Capital Markets and Private Markets businesses.... ...expansion of the desk and associated policies and procedures... ...complex trading strategies by high net worth and ultra-high net worth clients Advising on...PrivateHigh net worth
- ...Search is seeking an experienced Private Client International Trusts & Estates Planning Associate to join their office in... ...international estate planning for high-net-worth individuals and companies. The... ....S. and non-U.S. taxpayers on wealth management structures and engaging...High net worthPart timeWork at officeRemote work
$80k - $110k
...Personal Lines Private Client Account Executive A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals... ...verbal & written communication skills. ~ Detail oriented, highly organized and ability to meet deadlines. ~ Customer service...PrivateHigh net worthWork at officeImmediate startFlexible hours- ...technology-powered learning, and high standards for students and... ...beyond traditional education: private schools, selective programs, luxury... ...personally managed high-value client journeys end-to-end. What... ...with senior executives, high-net-worth individuals, or sophisticated...PrivateHigh net worthLive inRemote workRelocationVisa sponsorship
$250k - $325k
...Practice Area : High-Net-Worth Marital Dissolution / Domestic Relations / Private Client Services § Location: Greenwich,... ...strategies align with broader wealth preservation and tax planning... ...objectives. ⨖ Mentoring junior associates and contributing to the firm'...PrivateHigh net worthFull timeContract workLocal areaFlexible hours$76k - $125.3k
...side by side with a range of clients from our most venerable institutions... ...Banking and Capital Markets, Wealth and Asset Management and... ...specialized facets of hedge fund, private equity fund and mutual fund... ...simultaneously Demonstrate a high level of professional ethics...PrivateSummer holidayWork at officeLocal areaFlexible hours- JPMorganChase is looking for a Private Client Advisor in Thornwood, New York. This role is essential in delivering personalized financial planning and investment solutions to clients. You will leverage your expertise in financial advisory and client management to foster...
$81k - $125k
...significant risk, workforce, wealth management and retirement challenges... ...approach. Job Summary: P&C Private Client Group (PCG/affluent lines) is... ...and correspondence; maintain high‑speed internet, be present... ...have Personal Lines and High Net Worth/Private Client Group (PCG)...PrivateHigh net worthFull timeImmediate startRemote workWork from homeShift work2 days per week
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