Client Advisory Associate Strategic Wealth & Planning
Jordan Park Group
A financial advisory firm in New York is seeking a professional to support the advisory process and build client relationships. You will provide strategic financial advice and coordinate with various experts to achieve successful outcomes for clients. The ideal candidate has 3-6 years of experience in financial services and a passion for helping clients navigate complex challenges. This role offers a competitive salary and benefits package. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Advisory Associate Strategic Wealth & Planning in New York, NY vacancy
- ...Merrill Wealth Management is a leading provider... ...management, including planning for retirement, education... ...Wealth Management Client Associates help clients pursue the... ...with their advisory team committed to their... ...supporting enterprise strategic objectives, operational...SuggestedSeasonal workWork at officeShift workDay shift
Chris Baily
New York, NY12 hours ago - Pinnacle Group is seeking a Client Portfolio Associate based in NYC. This role involves supporting the client portfolio management team in providing tailored investment management and wealth planning advice. The ideal candidate will help in managing client relationships...Suggested
- ...Description Merrill Wealth Management is a leading... ..., including planning for retirement, education... ...and Wealth Management Client Associates help clients pursue the... ...relationship with their advisory team committed to... ...supporting enterprise strategic objectives, operational...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00... ...net-worth individuals and families, including financial planning, investment strategy and implementation. We are seeking...SuggestedPermanent employmentWork at officeLocal area- ...have an enthusiasm for helping our clients, taking care of our employees, building... .... As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with... ...assisting the Advisors with ongoing wealth planning for clients and referral source...Suggested
J.P. Morgan
New York, NY4 days ago $75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service,... ...service, business development, account administration, planning coordination, and trading-related workflows, including...Full timeWork at office- Private Client Investment Associate As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative... ...the Advisors with ongoing wealth planning for clients and referral source management...
- ...firm that is seeking Private Client talent for its Chambers... ...aspects of trusts & estates planning and wealth transfer strategies, serving... ...closely with clients’ broader advisory team (financial planners, accountants... ...as a trust & estate associate at an AmLaw firm is required...Temporary workWork at officeLocal areaFlexible hours3 days per week
$70k - $90k
...independent financial advisory services firm. Originally... ...has evolved to offer strategic advice to ultra- and... ...oversees $212 billion in client assets as of April 30,... ...team as a Client Associate. The Client Associate... ...with eMoney financial planning software a plus Compensation...Work at officeLocal area- ...Merrill Wealth Management is a leading provider... ...management, including planning for retirement, education... ...Wealth Management Client Associates help clients pursue the... ...with their advisory team committed to their... ...supporting enterprise strategic objectives, operational...Seasonal workWork at officeWork from homeShift workDay shift
- Overview Merrill Wealth Management is a leading provider of comprehensive... ...wealth management, including planning for retirement, education,... ...Overview This role provides client service support to multiple... ...Client Solutions & Advisory Pipeline Management Prioritization...Seasonal workFlexible hoursShift work
$23.52 - $39.17 per hour
Job Overview Senior Client Service Associate - In‑office role located in Wantagh... ...with advisors on business plans, marketing initiatives, and... ...experience, preferably in wealth management. 2+ years of client... ...in Wealth Management or Advisory Support - ability to manage...Hourly payWork at office$70k - $76k
...UBS is hiring a Client Associate in New York City to join a Private Wealth Management team, focusing on client care and service. You will maintain client records, educate clients on services, and prepare reports for meetings. The ideal candidate has at least 1 year of...UBS
New York, NY4 days ago$165k - $250k
...Business Unit The Private Wealth Public Funds (PWPF)... ..., Institutional Client Solutions, Finance, Tax... ...and committee meeting planning and preparation of meeting... ...practicing law as a law firm associate or in‑house counsel,... ..., public company advisory or similar Familiarity...Local areaFlexible hoursContra Costa County Bar Association
New York, NY3 days ago$310k - $390k
...Shaw Pittman LLP is seeking a mid-level Associate to join its New York office within the Private Client & Family Office practice group. The... ...and family offices on complex estate planning matters, including drafts of trusts and wealth transfer strategies. Candidates must...Private practiceWork at office$29.57 - $43.99 per hour
...Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth and Ultra-High Net Worth client relationships in Wealth Management. Partners and communicates with key stakeholders within the Wealth...Hourly payRotational programWork experience placementInternshipLocal area- J.P. Morgan seeks a Private Client Investment Associate to provide operational support within Wealth Management. This role includes building client relationships, supporting Advisors, and engaging in risk management. The ideal candidate should have a valid Series 7 license...
- Merrill Wealth Management is looking for a dedicated client service support professional to assist Financial Advisors and enhance client relationships. The successful candidate will ensure accuracy in client documentation and provide exceptional service while aligning with...Work at office
- Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills...
$25 - $44 per hour
Bank of America is looking for a Client Service Associate at Merrill Wealth Management. This role involves supporting Financial Advisors and delivering high-quality service to clients, while promoting wealth-management solutions and strengthening client relationships....Hourly pay- Chris Baily seeks a Client Service Support position within Merrill Wealth Management in New York. This role focuses on providing exceptional client service support to Financial Advisors, ensuring timely and accurate client service, and promoting the bank's offerings. The...
$50k - $65k
...Client Sales Associate Join PatientPoint to be part of a dynamic team creating change in and around... ...growth by working with senior-level strategic sellers to prospect new clients and... ...experience in account management, account planning, sales support, communications, or...Full timeInternshipWork at officeFlexible hours$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future... ...Advisors Prepare financial plans, client reports, and other materials for... ...and education programs including firm strategic priorities, professional development and...Temporary workWork at officeLocal area- ...Client Service Delivery Associate II Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission... ...and troubleshooting complex issues. Your proficiency in strategic planning and change management will enable you to identify...
$70k - $110k
...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and... ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have...Work at office$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates specialty knowledge in delivering wealth management services to clients while upholding compliance standards, risk assessment, and communication responsibilities. The successful...$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to... ...and investment advisory and asset management... ...operations of a growing wealth management practice.... ...marketing efforts and plan client events Prioritize... ...Private Wealth, R&I Strategic Partnerships, Associate...Full timeLocal area$100k - $120k
...personal goals is the best way to help our clients and advance our business. We take that... ...is currently recruiting a Senior Client Associate to join our Latin America private... ...relevant experience in a client support role Wealth Management/Private Banking experience required...Full timeWork at officeLocal area$23.52 - $39.17 per hour
LPL Financial LLC is seeking a Senior Client Service Associate for an in-office role located in Wantagh, NY. This position will support financial... ...2+ years of financial industry experience, preferably in wealth management, and a strong client service background. The compensation...Hourly payWork at office- A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Advisory Associate Strategic Wealth & Planning. Be the first to apply!
Related searches
- client services associate New York, NY
- client relationship associate New York, NY
- client success associate New York, NY
- client solutions associate New York, NY
- client account associate New York, NY
- registered client associate New York, NY
- client engagement associate New York, NY
- client services associate
- client relationship associate
- client success associate