UHNW Wealth Advisor (Tech-Driven, Concierge Services)
Farther
A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients. The role centers on delivering sophisticated financial planning strategies while leveraging advanced technology. Candidates should possess over 7 years of wealth management experience, particularly in serving HNW/UHNW clients. Additionally, strong communication skills and a solid understanding of complex wealth strategies are essential. The position offers competitive compensation and excellent benefits. #J-18808-Ljbffr Farther
- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves leveraging... ...to deliver tailored financial strategies and concierge-level advisory. The ideal candidate will have over 7...Suggested
- ...Fartherfinance in New York is seeking a seasoned Wealth Advisor to provide high-touch advisory services to ultra-high-net-worth clients. The successful candidate... ...optimization, and alternative investments. Join a tech-savvy team focused on exceptional client experiences...Suggested
$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...size, growth, service quality, technology, succession... ...methodology here.Regis UHNW Team: Our Regis Group... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...ProgramCompany Paid Concierge Services for you and your...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Rate is a leading retail mortgage lender delivering a tech-driven experience to help customers achieve homeownership. We partner with Loan... ...team with comprehensive benefits and commitment to client service. Training and growth opportunities are available in a dynamic,...Suggested
$102.5k - $187.9k
...a leader in serving the global financial services marketplace and the only professional services... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...or comparable experience working as an advisor to a financial services companyExperience...SuggestedWork experience placementSummer holidayFlexible hours- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role... ...environment, seek collaboration and need a tech stack that saves HOURS in manual... ...in a high-velocity, deadline-driven setting while managing multiple...Remote work
- ...Office Concierge & Client Services Coordinator Are you someone who naturally creates welcoming, memorable experiences? At Mancini, we're looking... ...Maintaining an organized, inviting, and hospitality-driven front-of-house environment Coordinating team lunches, meetings...Contract workWork at officeLocal area
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...including size, growth, service quality, technology, succession... ...here. Regis UHNW Team: Our Regis... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...Program ~ Company Paid Concierge Services for you and your...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$200k - $250k
...Unit:Corporate FinanceIndustry:Business Services OverviewHoulihan Lokey, Inc. (NYSE:HLI)... ...transaction volumes provide differentiated, data-driven perspectives that help our clients... ...global M&A transactions. Business Services - Tech Enabled Professional Services Houlihan...Full time$56k - $70k
...ideal candidate will possess a customer-focused mindset and have strong expertise in mortgage loan processing, ensuring a seamless service experience for clients using innovative technologies. This position offers a competitive salary between $56,000 - $70,000 annually,...$27 - $30 per hour
...hotel company in the U.S.and growing fast. An epic blend of full-service and focused hotels in major cities, Sonesta's uniquely diverse... ...and franchised properties makes us everywhere you want to be. Driven by the human side of hospitality, we deliver service with passion...Hourly payTemporary workSeasonal workWork at officeLocal areaShift workWeekend workDay shiftAfternoon shift$130k - $185k
...practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of... ...and Transactions sub-service lines.Business and Commercially Driven - working in a fast-paced, exciting environment with strong business...Work experience placementSummer holidayWork at officeFlexible hours- ...RIA that combines expert advisors with cutting-edge... ...comprehensive, tailored wealth management experience.Farther... ..., high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide concierge-level advisory for our...Work at office
- ...ambassador, handling deposits, withdrawals, transfers, and payments with accuracy. You will educate members on credit union products and services, promoting relationships and cross-sell opportunities. You will contribute to a compliant, collaborative team environment,...Flexible hours
- ...About the job Customer Service Travel Concierge Customer Service Travel Concierge - Remote Our agents are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working...Remote workWork from homeFlexible hours
$125k - $135k
...future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to... ...Real Estate industry (CRE) is at an inflection point driven by several macroeconomic factors including on-going market volatility...Full timeContract workLocal area- Customized Energy Solutions (CES) is a global energy services and technology company that helps market participants operate, comply, and... ...daily, weekly, and monthly operational tasks with market-driven deadlines and competing priorities. Develop, maintain, and operate...InternshipFlexible hours
$86.66k - $164.3k
...LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the... ...quantitativeand qualitative financial analysis and ability to generate data-driven insightsAbility to work autonomously, to meet tight deadlines,...Full timeLocal areaImmediate startWorldwideShift work- ...year Your effort directly builds your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and simplifying complex solutions Building and managing a...
$176.72k - $265.08k
Investor Services Technology - Data Solutions Senior Vice President Job Req Id: 26973631 Location... ...batch, near‑real‑time, and event‑driven data flows from source systems to downstream... ...standards automatically. Business & Tech Collaboration Serve as the primary bridge...Full timeContract work$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending... ...with both UHNW & HNW clients. Must... ...self-motivated, highly driven, and entrepreneurial personality... ...' experience in the wealth management industry as...$135k - $203.5k
...- whether shaped by military service, community college education,... ...retail and Ultra-High-Net-Worth (“UHNW”) clients based across the... ...on the Team develop research-driven strategic and tactical trading... ...derivatives capacityfamiliar with wealth management business and our...Full timeWork at officeWork from homeFlexible hoursDay shift- ...We are a full-fledged wealth and financial consulting firm. We represent just about every... ...in a fast-paced, highly productive, value-driven environment !!! Requirements - (PLEASE... ...not have one yet. 2-3 years of customer service/client interaction recommended (not required...Part timeImmediate start
$77k - $214k
...career in our State and Local Tax Financial Services practice, within State and Local Tax... ...PwC needs to be a purpose-led and values-driven leader at every level. To help us... ...lead the way as technology-enabled tax advisors who provide significance through digitization...Full timeH1bLocal area- ...solutions for advanced electronics and high-tech industries - we’re a tight‑knit team that... ...the FP&A team; promote a hands‑on, data‑driven, continuous‑improvement mindset.... ...Self‑motivated, organized, and dependable; service‑oriented; eager to learn, take ownership...
- ...Japanese-speaking clients throughout their relocation and housing journey in New York. The successful candidate will provide exceptional service while facilitating tenancy-related matters and collaborating with internal teams. This part-time position requires fluency in...Part timeRelocation
- Visa Hunt is seeking a detail-oriented Customer Service Coordinator to support clients in coordinating reservations and related services in a fully remote capacity. You will communicate clearly by email and phone, verify details, and handle updates or inquiries while collaborating...Remote job
- Kaizen Lab Inc. in Georgia is seeking a Front Desk Clerk to ensure excellent customer service during guest check-ins and check-outs. The role involves managing guest inquiries, maintaining the front desk area, and promoting local attractions. The ideal candidate should...Local area
- ...welcoming environment and managing appointment flows. Ideal candidates are communicative, detail-oriented, and have a passion for customer service. The position offers extensive benefits including health insurance, 401(K) matching, and wellness programs. Spear values...
- Tourneau | Bucherer in New York's Rolex Flagship is seeking a Service Client Advisor to deliver a luxe client experience across intake, estimates, and handover upon service completion. You will be the main liaison between clients and our technical team, guiding timelines...
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