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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the UHNW Wealth Advisor (Tech-Driven, Concierge Services) in New York, NY vacancy
- 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
- ...leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions.... ...product roadmap, ensuring your clients receive exceptional service. This role offers a revenue-based compensation structure,...Suggested
Compound Planning, Inc.
New York, NY2 days ago - ...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
Mancini Duffy
New York, NY3 days ago $85k - $105k
Senior Financial Planner, Advisor Services First Affimative Location: Brooklyn, NY (In-Person)... ...space, 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$94k - $175k
KeyCorp is seeking a Sr. Fiduciary Advisor to provide advisory services to Ultra High Net Worth (UHNW) clients. The role requires managing client relationships, delivering fiduciary advice, and ensuring adherence to compliance and legal standards. Candidates should have...Suggested- ...for an experienced Ultra High Net Worth (UHNW) Investment Counselor to join its team in... ...investment strategies and serving as a trusted advisor to clients worth over $25 million.... ...investments is key to optimizing client services and cross-marketing opportunities. #J-188...
$16.28 - $27.13 per hour
...Responsibilities include managing lobby areas, assisting guests and residents, and maintaining cleanliness. Applicants must have strong customer service and communication skills, and be detail-oriented. The position offers flexible shifts with compensation ranging from $16.28 to $27....Hourly payTemporary workFlexible hours- Servicing Financial Advisor - CSI Group Advisors Join CSI Group - A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial... ...CSI’s CAPTAG culture. Adaptable, detail-oriented, and driven by continuous learning and growth. Why Join CSI Group Advisors...
- ...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 in a...Remote workWork from homeFlexible hours
iBookiGo
Brooklyn, NY12 hours ago $20 - $24.98 per hour
Citi is hiring a Teller in New York, responsible for providing excellent customer service and processing banking transactions. The ideal candidate has a high school diploma, with prior relevant experience preferred. Duties include assisting clients, managing cash supply...Hourly pay- ...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
DT Financial
New York, NY2 days ago $24 - $26 per hour
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$55 - $65 per hour
...CFP® professionals are at the core of our service and are empowered by our best‑in‑class... ...Paperwork: We’ve built a proprietary, AI-enabled tech stack and a dedicated support ecosystem (... ...: You fully embrace technology and AI‑driven tools to enhance your efficiency and the...Part timeLocal areaRemote workFacet LLC
New York, NY2 days ago$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 workBaker Tilly
New York, NY4 days ago$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 hoursEY
New York, NY4 days ago$105.33k - $135k
...to efficient ubiquity. Who We Are We are tech industry veterans in software, hardware,... ...experience. Our team is agile, diverse, and driven. We believe that the best way to solve... ...product infrastructure stack. Work with IT Service Engineering and Product Engineering teams...Full timeWork experience placementLive inLocal areaRemote workNight shiftIndustrious Ventures
New York, NY2 days ago$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...WorldwideDatabricks
New York, NY1 day ago- A leading global financial services firm is seeking a Private Wealth Advisor in New York City. The role involves building and managing client relationships, offering tailored wealth management advice to ultra-high-net-worth individuals. Ideal candidates will have over four...
- ...that combines expert advisors with cutting-edge technology... ..., tailored wealth management experience.... ...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...Work at office
- ...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 maximize...Work at office
- Job Title: Financial Services Advisor (Entry-Level to Experienced) Location: New York, NY (Hybrid... ...tax-efficient solutions, and long-term wealth building. We are expanding rapidly and... ...to grow into a high-income, purpose-driven career. What You’ll Do Work with clients...Full timePart timeRemote workFlexible hours
- ...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...
$94k - $175k
A financial services organization is seeking a Sr. Fiduciary Advisor in Plymouth Meeting to manage fiduciary responsibilities for Ultra High Net Worth clients. This role involves delivering sophisticated advisory services, client relationship management, and ensuring compliance...- ...facing roles and relevant certifications like CFP or CPA. The position offers a hybrid work environment, top-tier benefits including comprehensive health coverage and a 401k plan. Exciting opportunities to change the wealth management space await. #J-18808-Ljbffr Range
- ...Commission + Bonuses Launch a Career in Financial Services — No Experience Required We're expanding and looking for driven, coachable individuals who want to build a long... ...career helping families protect and grow their wealth. As a Financial Consultant, you will work...Full timePart timeFor contractorsRemote workFlexible hours
- A leading technology firm in New York City is seeking a Business Value Consultant specializing in Financial Services. The role involves driving financial impact, addressing data challenges, and fostering strong customer relationships. Candidates should have over 9 years...
- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and possess...
- ...Office Position) REQUIRED: Financial Services/FinTech Industry Experience required.... ...including banks, insurers, payments providers, wealth managers and a range of FinTechs - who... ...generating actionable insights and driving data-driven decision-making. Excellent...Work at officeImmediate startWorldwide
Korn Ferry Executive Search
New York, NY1 day ago - ...equity, or management consulting, along with strong research and analytical skills. Atlas Technica offers a supportive environment with competitive salaries and benefits. Join our mission to provide top-tier IT management and cybersecurity services. #J-18808-Ljbffr...
Atlas Technica
New York, NY2 days ago $80.5k - $159.3k
...and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit... ...written and verbal communication. Act as a strategic advisor to client security and risk functions, helping to build, enhance...Local areaWorldwideCrowe
New York, NY12 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Wealth Advisor (Tech-Driven, Concierge Services). Be the first to apply!
Related searches
- entry level financial advisor New York, NY
- jde finance consultant New York, NY
- morgan stanley financial advisor New York, NY
- oracle financial consultant New York, NY
- financial advisor New York, NY
- financial planner cfp New York, NY
- financial planner New York, NY
- financial advisor internship New York, NY
- senior financial advisor New York, NY
- financial planning assistant New York, NY