Senior Wealth Advisor
The Forum Group
We're partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth individuals and families. The platform is built on an open architecture investment platform, robust firm generated lead flow, and decades of investment in technology and specialist resources. About the Role: As a Private Wealth Advisor, you'll manage and grow relationships with high and ultra high net worth clients, drawing on institutional grade technology, research, and a deep bench of specialists to deliver sophisticated financial strategies. This role is built for advisors who want to focus on clients and growth rather than administration, with firm generated leads supplementing your pipeline and a dedicated support team handling the operational lift. Responsibilities: Client Relationship Management: Build and maintain strong relationships with high and ultra high net worth clients, delivering tailored wealth management and investment strategies. Business Development: Leverage firm generated lead flow alongside your own network and referral sources to consistently grow AUM and revenue. Complex Planning: Partner with in-house lending, banking, trust, estate, and capital markets specialists to address sophisticated client needs. Market Analysis: Stay current on market trends and investment strategies to provide clients with relevant, timely advice. Compliance: Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service. Representation: Represent the firm at industry events and networking functions to build visibility and reputation in the market. Qualifications: An established book of business or strong referral pipeline serving high and ultra high net worth clients Deep experience managing complex, high balance client relationships A consistent track record of production growth Series 7, 65, or 63, or CFP required Experience with cross border or multi jurisdictional client needs a plus Featured Benefits: Considerable transition package, global brand recognition, institutional grade technology and research, direct access to solutions specialists, dedicated support team, long term career stability
- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing... ...opportunities Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters...SeniorLocal area
TWM Executive Search
New York, NY3 days ago $170.5k - $284.1k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... ...Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation...SeniorTemporary workWork experience placementLocal areaM&T Bank Corporation
New York, NY2 days ago- ...Founding Wealth Advisor/Equity Partner | Backed by a Prominent American Family Location: United States – Nationwide Sector: Private Wealth Management | Multi-Family Office | UHNW Opportunity: Founding Partnership | Equity Ownership | Wealth Advisory The...SeniorFor contractorsWork at office
Wiseman Family Office
New York, NY4 days ago $175k - $225k
...our business forward — and for careers to take flight. Our wealth management business ( Lazard Wealth )collaborates with our clients... ...their specific needs. We are seeking a Portfolio & Wealth Advisor to support the team’s relationship management efforts,...SeniorWork experience placementLocal areaShift workLazard, Inc.
New York, NY4 days ago- ...Most advisors want to grow. Very few are given a platform that makes them materially better advisors — and fewer still are given something... ...to grow into. Freedom Family Office is hiring one senior wealth advisor with established client relationships who wants strong...SeniorPermanent employmentWork at office
LinkedIn
New York, NY1 day ago $170.5k - $284.1k
## Senior Wealth Investment AdvisorApplyremote type: Onsite Positionlocations: New York, NYtime type: Full timeposted on: Posted Todayjob... ...necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment...SeniorWork experience placementWork at officeM&T Bank Corporation
New York, NY2 days ago$350k
...in the NYC, Long Island or New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and... ...Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private...SeniorAvior Executive Search
New York, NY11 days ago- ...About the Company ~ We are seeking an Experienced Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients based on their financial situation and goals, helping them make informed decisions for their future. Considering...Senior
Prudential Financial
New York, NY16 days ago - ...Description Job Description Partner with my client, a Modern, Tech-Forward RIA They partner with experienced, independent Financial Advisors who want to own and grow their practice without the operational drag or outdated technology that comes with doing it alone. This...SeniorRemote work
Professions Inc
New York, NY15 days ago $70k
Citi in Brooklyn, NY is seeking a Wealth Relationship Advisor to build and deepen client relationships, promote investment solutions, and drive new asset growth within Private Client Coverage. The role emphasizes financial planning, discovery, and compliant advisory processes...SeniorFull time$150k
...of accounting. Experienced Financial Advisor - Bring and Grow Your Book Location:... ...Cross Financial is seeking experienced wealth advisors with an established client base... ...clients’ needs Collaborate with other senior advisors and firm leadership Participate...SeniorTemporary workLocal areaCurrent
New York, NY17 days ago- Mom Corps is recruiting a Senior Advisor for a direct hire role in New York City. This position requires deep expertise in integrated investment planning for ultra-high net worth families, with a focus on aligning tax, estate, and family governance decisions. The successful...Senior
- ...financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role... ...new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should...Senior
- Citigroup Inc. is seeking a Senior Wealth Advisor for Citi Private Bank/Citi Global Wealth in New York. You will provide comprehensive financial planning and investment advice to Citigold and Private Client segments, partnering with a Wealth team to meet the needs of affluent...Senior
- A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience as a Financial Advisor, with a portable book of business exceeding $25M in assets under management. The role involves owning...SeniorRemote job
$150k - $200k
...Bring your expertise to a new asset class: as a Senior Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating... ...RIA with a team of advisors primarily from traditional wealth management backgrounds. Senior Advisors are expected to lead...SeniorMasterworks
New York, NY10 days ago- A dynamic fintech company based in New York is seeking a Senior Wealth Advisor to shape the future of wealth management. This role involves developing high net worth client relationships, advising on investment strategies, and collaborating with various teams to enhance...Senior
- ...Talent Acquisition Partner for the Private Wealth Management team in the United States. The... ...on identifying and attracting Wealth Advisor talent across the country, acting as a researcher... ...career ambassador. You will partner with senior leaders to anticipate needs, develop...Senior
- ...Job Description About the Company - We are seeking an Experienced Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients based on their financial situation and goals, helping them make informed decisions for their future....Senior
Prudential Financial
New York, NY5 days ago $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, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior- Addepar seeks a Senior Product Manager to lead the Advisor experience for Registered Investment Advisors, owning surface areas, features, and capabilities for wealth managers across web and mobile. You will analyze early user feedback and adoption metrics to establish a...Senior
- Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered...SeniorRemote work
- Global Advisers, LLC seeks a Senior Private Wealth Advisor in Brooklyn, NY to lead high-net-worth relationships with comprehensive investment, planning, and estate coordination. You will collaborate with attorneys, accountants, and internal specialists to deliver coordinated...SeniorFull time
$10.4k
The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients...SeniorWork at officeImmediate start$84k - $202k
...The Opportunity As a Risk Consulting - Financial Services Senior Associate Intern, you will engage in a dynamic environment where you will support teams and participate in projects, focusing on learning and gaining exposure to PwC's practices. You will perform basic...SeniorSummer workInternshipH1bPwC
New York, NY4 days ago- JPMorgan Chase & Co. is seeking an experienced Private Banker to advise families on building, preserving, and managing wealth in the U.S. Private Bank. You will leverage investments, planning, credit and banking expertise to advise current clients and grow assets, working...Senior
- Testing Site - JPMC is seeking an experienced Private Banker to advise families on building, preserving and managing wealth in the U.S. Private Bank. You will leverage investments, planning and credit to serve clients and grow assets through trusted relationships. The...Senior
- JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing wealth. This role leverages investments, wealth planning, credit and banking to serve current clients and attract new assets within a local...SeniorLocal area
- JPMorgan Chase & Co. in New York seeks a Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will use your knowledge of investments, financial planning, credit and banking to guide clients on balance sheet strategy...SeniorLocal area
$80k - $135k
...religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround & Restructuring Location: Boston, MA Position Type: Full time...SeniorFull timeWork experience placementLocal areaBerkeley Research Group, LLC
New York, NY7 days ago
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