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
- ...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
- 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
- ...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
- Kids for the Future is seeking an Associate Wealth Advisor to join the Client Services Team. This role offers hands-on experience in wealth management, working closely with experienced Wealth Advisors. You will assist in developing financial plans for clients and ensure...Suggested
- ...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
$96.8k - $159.6k
...Deals - Financial Diligence - Financial Services - Senior Associate Location: New York Other... ...across the financial services industry. Wealth and asset management: investment managers... ...to work in a fast‑paced, deadline‑driven environment. Excellent oral and written...Work experience placementSummer holidayWork at officeFlexible hours- ...Executive Search is seeking a Senior Advisor/Banker located in New York City.... ...managing relationships with UHNW and HNW clients, providing integrated financial services, and developing referral... ...Bachelor's degree and 7+ years in wealth management, demonstrating a track...
- ...Guest Services Agent At Firmdale Hotels, we believe every guest interaction creates an opportunity to deliver... ...hospitality. We are seeking a warm, polished, and service-driven Guest Services Agent to join our Concierge team at Warren Street Hotel. This position is...Work at officeLocal areaFlexible 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 passion...Hourly payTemporary workSeasonal workWork at officeLocal areaShift workWeekend workDay shiftAfternoon shift- Kaizen Lab Inc. is seeking individuals for a customer service role to provide excellent hospitality to our residents. Duties include meeting tenants at the front desk, answering phones, and tracking visitors. Ideal candidates must have customer service experience, strong...Full timePart timeNight shiftWeekend work
$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$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,...- ...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
- ## Temporary-WOKA Guest Services RepresentativeApplylocations: Watts, Oklahomatime type: Part timeposted on: Posted Yesterdayjob requisition... ...Ability to work well under pressure in a calm, mature, process-driven manner* Maintain a flexible schedule and regular availability...Temporary workSeasonal workFlexible hoursNight shiftAfternoon shift
$20 - $22.5 per hour
...a part-time Teller in West New York, NJ. The role primarily involves processing transactions while delivering exceptional customer service to ensure a positive banking experience. Candidates must have a High School Diploma or equivalent and at least six months of cash handling...Hourly payPart time- ...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
- ...the energy of nightlife with the fun of tech-infused mini golf. Each location features... ...is a reason to celebrate. Job Purpose The Concierge is the first point of contact for guests,... ...engaging personality with a passion for guest service Ability to thrive in a fast‑paced, high‑...Weekend workAfternoon shift
- ...Concentra is seeking a Patient Service Specialist in New York to provide exceptional care and support for patients. In this role, you will handle various administrative responsibilities including patient registration, scheduling, and managing multi-line phone systems....
$350k
...growing super regional full-service bank encompassing... ...client is seeking a Senior Advisor/ Banker who leads with... ...with both UHNW & HNW clients. Must have... ...self-motivated, highly driven, and entrepreneurial personality... ...years' experience in the wealth management industry as...$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$25 - $30 per hour
...Concierge - Citi - 388 Greenwich Lobby Services Location: New York, NY, US, 10013 Career Area: General Management Compensation: The hourly rate for this position is $25.00 to $30.00. Aramark offers comprehensive benefit programs and services for eligible employees...Hourly pay$30k
...Work Caf Full Time Concierge Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer...Hourly payFull timeContract workWork experience placementShift work- ...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
- ...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
$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- ...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...
- 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
- 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
- Flying Seekers is seeking a Premium Guest Services Coordinator based in New York, New York. In this role, you will ensure exceptional customer service by managing club and lounge operations while handling guest inquiries and travel issues. Responsibilities include greeting...
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