Wealth Management Advisor
Placements24
About the Role Our client is seeking an experienced and client-focused Wealth Management Advisor to join their prestigious practice in Randburg. This role is dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals and families. You will be responsible for developing and implementing personalized wealth strategies, managing investment portfolios, and nurturing long-term client relationships. The ideal candidate possesses exceptional financial acumen, a deep understanding of investment products, and a commitment to helping clients achieve their financial aspirations within the Gauteng region. Key Responsibilities Develop and execute tailored wealth management and financial plans for affluent clients. Provide expert advice on investment strategies, portfolio management, retirement planning, and estate planning. Conduct thorough client needs analysis to understand financial goals, risk tolerance, and time horizons. Monitor investment portfolios, research market trends, and make strategic adjustments as necessary. Cultivate and maintain strong, trusting relationships with clients through proactive communication. Ensure compliance with all regulatory requirements and ethical standards in financial advisory services. Requirements Bachelor's degree in Finance, Economics, Business, or a related field; advanced degrees or certifications (e.g., CFP, CFA) are highly valued. Minimum of 5 years of experience in wealth management, financial planning, or investment advisory. Proven track record of managing client relationships and investment portfolios. Strong knowledge of investment vehicles, financial markets, and economic principles. Excellent analytical, problem-solving, and interpersonal skills. Familiarity with financial planning software and CRM systems is essential. Benefits Competitive base salary with a generous performance-based commission structure. Comprehensive medical, dental, and vision insurance. Opportunities for professional growth and advanced certifications. A collaborative environment with access to cutting-edge financial tools and resources in Randburg. Be part of a leading wealth management firm focused on client success and ethical practice. #J-18808-Ljbffr Placements24
- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand...SuggestedWork at officeFlexible hours
Teachers Insurance and Annuity Association
New York, NY3 days ago $50 per hour
...entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership... .... They are seeking experienced Lead Wealth Advisors to join their team in key... ...wirehouse environments ~ Strong relationship management and planning expertise ~ Leadership...SuggestedWork at officeLocal areaRemote workNexxt, Inc.
New York, NY2 days ago- ...global investment banking firm headquartered in New York City. We provide a full array of financial services including private wealth management; investment banking; global institutional equity sales and trading, fixed income and derivative sales & trading, equity...SuggestedTemporary workFlexible hours
Maxim Group LLC
New York, NY5 hours ago - ...Financial Advisor – Entry Level Job Type: Full-time Candidates must be local to Financial District, NYC. While professional... ...Broker Dealer (Financial Advisor Magazine and InvestmentNews) • Wealth Management: $281 billion retail investment client assets held or managed...SuggestedFull timeWork at officeLocal areaFlexible hours
Northwestern Mutual
New York, NY14 days ago $125k - $250k
YOUR IMPACTThe Regional Advisor Enablement Associate / Vice President will support the delivery and execution of regional advisor development initiatives across Private Wealth Management. This role serves as a key connector between advisors, regional leadership, and Talent...SuggestedFull timeTemporary workPart timeWork at officeGoldman Sachs
New York, NY3 days ago$61k - $119k
...Job description Financial Advisor / Wealth Management Advisor Career Description: Ensure you read the information regarding this opportunity thoroughly before making an application. Northwestern Mutual, New York, NY We are seeking an eager, strategic, and...Full timeWork at officeRelocationMonday to FridayNorthwestern Mutual
New York, NY14 days ago$35.5k
...Job Description Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our... ...goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Client Engagement:...Work experience placementLocal areaFlexible hoursEquitable Advisors
New York, NY2 days ago$61k - $110k
...description \n Job title: Financial/Insurance Sales Advisor: Training Provided \n \n As a Financial Advisor, you... ...including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor...Work experience placementWork at officeRelocationMonday to FridayNorthwestern Mutual
New York, NY16 days ago- ...invests in your success. \n \n About the Role \n \n As a wealth management trainee on our team, you'll work one-on-one with clients to... ...’re proud of. Ready to make a difference? Join our Financial Advisor Development Program today. \n \n Responsibilities \n...Full timeTraineeship
Bankers Life
New York, NY15 days ago - ...and fiduciary advice. What You'll Do: Manage and deepen relationships with high-net-worth... ...and affluent clients Serve as a trusted advisor, helping clients navigate complex... ...planning Deliver customized investment and wealth management strategies aligned with client...Flexible hours
$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business... ...tailored to every client’s unique needs Manage your client’s financial plans to help... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...Full timeContract workFor contractorsWork at office$115k - $270k
YOUR IMPACTThe Practice Management Vice President will play a pivotal role in driving the growth, efficiency, and scalability of our advisor franchises across Private Wealth Management (PWM). By partnering directly with Private Wealth Advisors, Regional Heads, and business...Full timeTemporary workPart timePrivate practiceWork at officeGoldman Sachs
New York, NY4 days ago$223.7k - $372.9k
...strategic advice to senior executives. Work You’ll Do As a Senior Manager, you will shape forward-looking views, synthesize complex... ...efforts and intellectual agenda development for investment and wealth management topics.Create forward-looking, hypothesis-driven market...Visa sponsorshipDeloitte
New York, NY2 days ago$100k - $110k
...monitor spending relative to budget; investigate changes or discrepancies, analyze data to understand causes, and present analyses to management.? Lead strategic oversight and collaboration with department heads of corporate and subsidiary budget operations including...Permanent employmentFull timeWork at officeRemote workState of New York, USA
New York, NY1 day ago- ...Wealth Director NYC Do you know the difference between a contact and a center of influence? Can you name the estate attorneys... ...Our client, a national fiduciary firm backed by a global asset manager, is seeking a Wealth Director in New York. The New York office...Work at office
Westport One
New York, NY1 hour ago $104.8k - $192.3k
...background in commercial claims adjusting to join our practice as a Manager. This role is ideal for a property, business interruption,... ...our clients' needs. If you aspire to be part of a community of advisors making a significant impact on prominent businesses, this role...Summer holidayWork at officeFlexible hoursEY
New York, NY1 day ago$171.2k - $285.3k
...working world.The OpportunityYou will leverage your expertise in wealth management platforms, product management, and business analysis to lead... ...next-generation wealth management solutions that enhance advisor experiences, improve operational efficiency, and support evolving...Summer holidayImmediate startFlexible hoursEY (Ernst & Young)
New York, NY3 days ago$180k - $225k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across... ...required to meet and interact with prospective clients and their advisors.The Wealth Director should be well versed in a range of...Work at officeLocal areaFranklin Templeton
New York, NY4 days ago- ...monitor spending relative to budget; investigate changes or discrepancies, analyze data to understand causes, and present analyses to management. ? Lead strategic oversight and collaboration with department heads of corporate and subsidiary budget operations including...Work at office
StateJobsNY
New York, NY1 day ago $105k - $160k
DescriptionBudget Manager, Patient Financial Services -Corporate 42nd Street-Full-Time Days-HybridThe Budget Manager, Patient Financial Services (PFS) for the Mount Sinai Health System (MSHS) provides leadership and oversight for expense budgeting, workforce planning, financial...Full timeContract workTraineeshipLocal areaMount Sinai Health System
New York, NY3 days ago- ...communication, organizational and technical skills. Strong business acumen and ability to interact, communicate and present to senior management. Ability to travel to clients and brokers. Thorough knowledge of the claims process. -5-10 years direct experience with ocean...Contract work
Hollinger
New York, NY2 days ago - ...Technology Enabled Services.Job DescriptionThis position works primarily with senior business leaders and subject matter experts to manage the completion of business tasks and strategic initiatives. The position oversees all aspects of the initiatives including...Contract workH1b
Sonsoft
New York, NY4 days ago $176k
...responsible for a portfolio of mid to complex EPL and D&O claims including litigation and coverage matters. Primary Role Duty: To manage a caseload of EPL and D&O claims including mid/higher value cases involving litigation. To ensure ongoing adjudication of claims within...Work at office2 days per week3 days per weekOliver James Associates
New York, NY23 hours ago$225k - $240k
...AmericaEmployment type: RegularCategory: ConsultingIndustry: Real EstatePosted: 2026-09-23 Who We Are? Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries, Oliver Wyman combines deep industry knowledge with specialized...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekOliver Wyman Group
New York, NY4 days ago$80k - $120k
Overview:The Claims Liability Manager will ensure all claims; RIG Cargo Liability Claims are handled in a timely basis. Performs administrative functions related to the handling of those claims, and will follow the Claims Department Policies, Procedures, Rules and Regulations...Permanent employmentRemote workTEKsystems
New York, NY1 day ago$97k - $189k
...abilities of all employees are used to their fullest potential. Individual contributor responsible for the direct handling and overall management of the most complex, highest exposure claims in the Mass Tort Claims Unit. This individual contributor is recognized as the most...Full timeWork experience placementWork at officeLocal areaShift workCNA Financial
New York, NY1 day ago$155k - $309.5k
...AmericaEmployment type: RegularCategory: ConsultingIndustry: Real EstateSalary: 300000Posted: 2026-09-17 US Insurance – Senior Portfolio Manager What can you expect: Mercer is hiring a Senior Portfolio Manager to join the office of the Chief Investment Officer,...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekMercer Consulting
New York, NY4 days ago$60k
...needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what's important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences....Work at officeFlexible hoursAmeriprise Financial Services, LLC
New York, NY5 hours ago$250k
...Senior Wealth Advisor Ultra High Net Worth Internal Succession Focused Please ensure you read the below overview and requirements... ...a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid. Independently...Work at officeLeah Yosef International
New York, NY12 days ago$116.2k - $212.9k
...with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in...Summer holidayLocal areaFlexible hoursEY (Ernst & Young)
New York, NY23 hours ago
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