Senior Wealth Advisor High-Net-Worth Planning
$120k - $150kVirtus Investment Partners
Virtus Investment Partners, Inc seeks a seasoned professional to provide comprehensive wealth management and financial planning services. The role involves partnering with the BDO to enhance client experiences and develop strategies for high-net-worth clients. Candidates must possess a Bachelor’s degree in finance or related fields and have 5+ years of experience in financial services. Competitive salary ranges from $120,000 to $150,000, complemented by robust benefits including medical and tuition reimbursement. #J-18808-Ljbffr
$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...SeniorHigh net worth$175k - $225k
...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 will possess...SeniorHigh net worth- ...Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients... ...profiles and design integrated wealth plans while collaborating with multiple professionals... ...5-7 years of experience working with high net worth clients and advanced qualifications...SeniorHigh net worth
- ...Mariner in New York, NY seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans aligned with client goals. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates. Candidates must...SeniorHigh net worth
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... .... The role partners closely with high–net‑worth individuals and families to develop... ...We bring together holistic financial planning, access to institutional quality investments...SeniorHigh net worth
- The Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment...SeniorHigh net worth
$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients... ...determine solutions through the financial planning process. Prioritize short term and... ...minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment...SeniorHigh net worthTemporary workWork experience placement- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that... ...wealth management advice to high-net-worth clients through thoughtful, comprehensive...SeniorHigh net worth
- ...Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing... ...expanding the client base, delivering high-impact planning and investment advice, and partnering... ...discipline. Experience advising high-net-worth households, including clients with $...SeniorHigh net worthRemote work
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that... ...a fintech lens. In this high-impact role, you will operate... ...developing and managing high net worth client relationships and portfolios... ...defining their financial planning and investment needs and...SeniorHigh net worthWork at officeImmediate start- ...experienced, independent financial advisors who want to own and grow their practice... ...organic growth. Deliver high-impact financial planning and investment advice across: Investment... ...fintech. Background advising high-net-worth households ($1M+ investable assets)....SeniorHigh net worthRemote work
- Citigold Client Advisor (Onshore Market) Apply (opens... ...and exposure to senior leaders, as well as more... ...with Citi Citi Global Wealth brings together the full... ...from affluent to ultra-high net worth to family offices. The... ...management, retirement planning, legacy planning and...SeniorHigh net worthLocal areaImmediate start
$100k - $300k
...Our goal is to balance high development with high performance... ...Weaver Capital Advisors, LLC is seeking talented... ...and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly... ...relationships with high net worth and ultra-high net worth...SeniorHigh net worthBase plus commissionFlexible hours$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...integrating financial planning, investment management... ...formed to serve ultra-high-net-worth families ($25M+), who... ...and challenges. Regis Wealth Advisors work hand-in-... ...Job Summary: The Senior Wealth Advisor focuses...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$136.8k - $198.38k
...licenses active in good standing. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy)... ...and primary point of contact for high-net-worth client households. This role is... ...related to client onboarding, financial planning, and investor education. Collaborate...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...About the job Senior Financial Advisor We are recruiting for a top... ...assets from new and existing High Net Worth clients focused in the US.... ..., Capital Advisor and Wealth Advisor). - Ensure that... ...identification of wealth planning opportunities. - Strong...SeniorHigh net worth
- ...Banker focused on Latin America to manage high-net-worth clients. Your role includes building... ...relationships while delivering tailored wealth management solutions. The ideal... ...strong background in investments and wealth planning, along with a proven ability to meet client...SeniorHigh net worth
- ...is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth individuals and families. Candidates must have over... ...new business, and advising on all aspects of wealth planning and investment management. International travel is required...SeniorHigh net worth
- ...Banker in New York to advise clients on wealth management. Candidates should have over... ...of investments and financial planning. Spanish fluency is essential, along with... ...ability to develop relationships with ultra-high net worth families. The role requires adherence to...SeniorHigh net worth
$189.29k - $331.2k
...institution, has operated since 1889, offering wealth management services to high‑net‑worth individuals and families. Major Duties... .... Design and implement a wealth plan in collaboration with the client’s professional advisors and Northern partners, integrating wealth...SeniorHigh net worth$189.29k - $331.2k
...personal and financial wealth profile on the client and... ...the client's professional advisors and Northern partners, a wealth plan integrating wealth... ...wealth plans for ultra-high net worth clients where a Regional... ...organization is encouraged, senior leaders are accessible,...SeniorHigh net worthFlexible hours$100k
...Senior Financial Advisor - Remote New York, New York, United States... ...is revolutionizing wealth management through... ...wealth management. This high-impact position... ...investment strategies, tax planning, retirement planning,... ...Experience with high-net-worth clients ($1 million+...SeniorHigh net worthRemote jobWork at office$189.29k - $331.2k
...personal and financial wealth profile for... ...implement wealth plans that integrate wealth... ...clients’ professional advisors and Northern... ...and partners at a high technical level. Carry... ...high/ultra‑high net worth clients in financial... ...is encouraged, senior leaders are accessible...SeniorHigh net worthFlexible hours- ...Description This is a remote position. Senior Wealth Advisor Fee-Only Registered Investment... ...relationships across financial planning, portfolio construction, and ongoing... ...registration Proven experience advising high-net-worth or mass affluent clients Strong...SeniorHigh net worthFor contractorsWork at officeRemote workFlexible hours
- ...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 involves building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates...SeniorHigh net worth
- Glocap Search is seeking a skilled Wealth Advisor in New York, NY. The ideal candidate should have over 7 years of experience in wealth management, focusing on managing high-net-worth client relationships and delivering personalized investment strategies. This role requires...SeniorHigh net worth
- Lazard in New York is seeking a Portfolio & Wealth Advisor to engage with clients and provide tailored financial solutions. The role emphasizes... .... The ideal candidate should have extensive experience with high-net-worth individuals, excellent communication skills, and proficiency...SeniorHigh net worth
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...integrating financial planning, investment management... ...formed to serve ultra-high-net-worth families ($25M+), who... ...and challenges. Regis Wealth Advisors work hand-in-... ...Job Summary: The Senior Wealth Advisor focuses...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $110k
TIAA is seeking a Wealth Management Advisor in New York, NY to develop a high-quality wealth management practice by managing and deepening relationships with high-net-worth clients. You will provide tailored financial strategies and proactively grow your client base while...SeniorHigh net worth$250k - $300k
...investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio... ...should have over 12 years of experience in wealth advisory or client management, demonstrating... ...looking to make an impact in high-net-worth and institutional capital management. #J...SeniorHigh net worth
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