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
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...including size, growth, service quality, technology,... ...methodology here. Regis UHNW Team: Our Regis... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...~ Company Paid Concierge Services for you and your...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...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...SuggestedContract workWork at officeLocal area
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...Senior Financial Planner, Advisor Services First Affimative Location: Brooklyn, NY (In-Person) Type... ..., to build something new: a modern, tech-enabled platform purpose-built for values... ...coordinate with advisors on trust, gifting, and wealth transfer strategies. Review client...SuggestedFull time- ...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...SuggestedRemote work
- ...for future roles at our private concierge medicine practice (primary... ...professionals who: Highly organized, tech‑savvy healthcare... ...working in fully digital, EMR‑driven systems and demonstrate a proven... ...outstanding, relationship‑focused service. The ability to combine professionalism...Private practiceImmediate start
$160k
Financial Planner Recruiting, LLC is looking for a Wealth Advisor to join their New York City-based team. In this role, you will manage the end-to-end client relationship, providing comprehensive financial planning and investment management to clients in the emerging wealth...- ...significant responsibilities in underwriting, portfolio analysis, and deal execution as they support lending solutions for growth-driven businesses. The ideal candidate will have over 3 years of experience in areas such as credit analysis and direct lending, alongside...
$40 - $50 per hour
...Workplace Services Concierge Trident Consulting is seeking a Workplace Services Concierge for one of our clients in New York, NY (5 days in the office a week). Role: Workplace Services Concierge Locations: New York, NY (5 days in the office a week) Type: Contract Rate...Contract workWork at officeLocal area- ...Telehealth - Concierge Psychiatry Services Provider - F/T About MindCare Solutions: MindCare Solutions is a premier provider of behavioral health services, supporting hospitals, emergency departments, inpatient behavioral health units, long-term care centers, correctional...Part timeRemote work
- ...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
$40k - $60k
Romeocars in Lake Katrine, NY is looking for a personable and knowledgeable Express Service Advisor to enhance customer experience in the Express Service lane. You will act as the primary liaison between customers and service technicians, ensuring high customer satisfaction...- A travel support company is seeking a Customer Service Representative to assist clients throughout their travel journey. This remote role involves responding to inquiries, aiding with luxury travel bookings, and ensuring client satisfaction. Ideal candidates are detail-...Remote jobFlexible hours
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Loro Piana is seeking a Client Services Specialist in New York to provide exceptional support and maintain high standards of guest service. This role requires at least 1 year of guest service experience, preferably in luxury retail, along with strong communication and...Hourly pay- EasyCare Recruiting is looking for a Service Advisor to enhance customer satisfaction and communication in a fast-paced dealership environment in Burlington, New Jersey. You will greet customers, articulate repair needs, provide accurate estimates, and follow up on repairs...
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- ABOUT THIS POSITION The Service Concierge position combines wonderful relationship skills with strong problem solving and business acumen. The primary responsibility and goal of this role is to work with our customers and retail partners to ensure they have the very best...Remote work
- ...Mail Services Concierge New York, NY, USA 19.00-23.00 per hour DOE Hourly Full Time Yes Responsibilities: Serve as liaison between TMG's mail and office services team and client departments. Responsible for receiving, sorting, and distributing incoming...Hourly payFull time
- ...Wealth Advisor, Ultra High Net Worth Hybrid - New York, NY Company Description... ...deliver exceptional, 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 most complex...Work at office
- ...working with a world-class team from top tech companies (e.g. Uber, Airbnb, Google, Amazon... ....g. HBS, GSB, Wharton), and professional services (e.g. Bain, BCG, Goldman). Become a... ...financial projections based on operationally driven inputs. Own the weekly forecast, monthly...Hourly payWork experience placementWork at officeFlexible hoursShift workNight shiftWeekend work3 days per week
- ...Titan is an award-winning wealth manager with a mission... ...putting a human wealth advisor in every pocket.... ...status quo. Our goal is to tech-enable the relationship... ...through proactive, value-driven guidance. Deliver... ...share, cross-sell relevant services, and help clients...Work at office
- ...products and solutions that are driven by clients' individual goals,... ...strategic direction of the Financial Advisor team to increase assets under management, sales and service. Develop and maintain a... ...products currently offered by Truist Wealth and complete continuing...Work at office
$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...$106.9k - $176.5k
...world. Senior Consultant – Financial Services - Data & Analytics – Data Management and... ...data. Our clients look to us as trusted advisors to provide insights on how to ingest,... ...relationships and networks. Lead AI-Driven Initiatives: Manage client engagement teams...Work experience placementSummer holidayFlexible hours$25 - $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...Hourly payTemporary workSeasonal workWork at officeLocal areaShift workWeekend workDay shiftAfternoon shift$86.66k - $164.3k
...LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the... ...and qualitative financial analysis and ability to generate data-driven insights Ability to work autonomously, to meet tight...Local areaImmediate startWorldwideShift work$133.5k - $183.5k
...offline. At Faire, we're using the power of tech, data, and machine learning to connect... ...a plus). ~ Highly analytical and data-driven with a strong ability to scope define KPIs... ...with disabilities in employment, its services, programs, and activities. Accommodations...Work experience placementBank staffWork at officeLocal areaRemote workMonday to FridayFlexible hours3 days per week- ...up-to-date with industry trends and leveraging expertise in key cyber security areas. Define Security Strategies: Develop business-driven security strategies and roadmaps that align with client goals and objectives. This involves communicating effectively with stakeholders...Worldwide
$308.7k - $424.5k
...Business Value Consultants are trusted advisors who connect our cutting-edge data and AI... ...Acceleration team focusing on Financial Services in the Americas, you'll partner with sales... ...Consultant ~ Experience applying data-driven problem solving to business challenges...Worldwide- ...seeking a Private Banker to develop and manage relationships with high-net-worth clients. This role involves integrating financial services including banking, trust, and asset management. The ideal candidate will have a Bachelor's degree, over 10 years of experience in...
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