Wealth Management Advisor - High-Net-Worth Growth (Hybrid)
Nuveen
Nuveen is seeking a Wealth Management Advisor in Melville, NY to develop a high-quality wealth management practice by managing relationships with an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies while acting as a fiduciary.
You will work with internal specialists to provide comprehensive recommendations, grow the practice, and advance toward promotion.
#J-18808-Ljbffr- ...Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth... ...established book of high-net-worth clients. You will:Partner... ...entrepreneurial approach to practice growth — always centered on... ...tuition reimbursement, hybrid-flex work arrangements,...High net worthFull timeWork at officeFlexible hours
- ...for Private Client Services (PCS) to originate high-net-worth client relationships nationwide. You will build strategic partnerships with wealth managers, private banks, RIAs, family offices, and law firms to drive growth and revenue while representing the PCS practice...High net worth
$180k - $230k
...Tax Director - Hybrid (Port Washington,... ...ready to step into a high-visibility... ...partner with high-net-worth families and business... ...values excellence, growth, and work-life... ...the trusted lead advisor for high-net-worth... ...Partner directly with wealth management advisors, estate...High net worthWork at officeRemote workFlexible hours- ...Insurance Account Executive, High-Net-Worth (x2) Location: Melville... ...Position is open due to growth. This role is responsible for managing and servicing a... ...Collaborate with producers, risk advisors, carrier underwriters,... ...to go into office on a hybrid basis. The specific...High net worthWork at office
- ...industry You will have the flexibility to manage your days in support of our commitment... ...shape their careers in a fulfilling way. A hybrid between a general tax practice and a... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-profit...High net worthLocal area
$150k - $250k
...goals. EisnerAmper is seeking a Senior Manager to join our State and Local Tax (SALT) practice... ...their careers in a fulfilling way. A hybrid between a general tax practice and a... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-profit...High net worthLocal area$22 - $32 per hour
...RecordingLocation: Melville, NY (Hybrid / Remote Flexible Options... ...document preparation.Attributes: High attention to detail, excellent... ...skills, and the ability to manage time-sensitive files.Why Apply... ...available for qualified candidates.Growth: Multiple positions open due...Hourly payFull timeTemporary workWork at officeImmediate startRemote workFlexible hours$76k - $174k
...services tailored exclusively to high-net-worth individuals, closely held... ...protecting and preserving their wealth and to meet their financial... ...and locations: in office and hybrid. What You Will Do: Prepare... ...including individuals, high-growth emerging companies, privately...High net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours- ...Revolt Financial in Melville, NY is seeking a Practice Manager to oversee daily wealth management operations and support the leadership team. You... ...management, with strong communication and organizational skills. Hybrid in-office with some flexibility, offering a competitive...Work at office
$90k - $100k
...insurance, retirement, and wealth management products and services... ...(PA) offices on a Hybrid work schedule.... ...strategies to identify high net worth personal lines clients... ...leading private client advisors in the Northeast... ...well-being, fuel your growth, and help you build a...High net worthInternshipWork at officeLocal areaFlexible hours$88.4k - $132.6k
...Client CoverageCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr.... ...wallet share of the affluent and High Net Worth segment with financial planning... ...Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to...High net worthFull timeWork at office- ...Job Description Growing and highly entrepreneurial mid-sized advisory... ..., partnerships (1065), and high-net-worth individuals/trusts (1040/1041).... ...tax software.Serve as a frontline advisor, answering client compliance inquiries and managing their informational data...High net worthLocal area
- ...EPIC Insurance Brokers & Consultants is seeking a Relationship Manager for its Private Client practice. The role focuses on providing... ...Relationship Managers, Account Managers, and leadership to drive growth and client advocacy. The ideal candidate will have a college...Private practiceWork at office
$140k - $210k
...Firm Looking to Grow Their Team! Hybrid Schedule + HNW / Generalist Tax Work... ..., and consulting services to high-net-worth individuals, privately held businesses... ...compensation and clear growth path Job Details The Tax Manager will oversee client engagements,...High net worthWork at officeLocal areaRemote work$99k - $266k
...company from inception to growth, maturity and... ..., entrepreneurs, and high net worth individuals. You’ll be... ...focus on key issues like wealth management, compliance, cash... ...lead the way as tax advisors dedicated to innovation... ...Angeles; CA-Sacramento; US-Hybrid; NJ-Florham Park; CA-...High net worthFull timeContract workH1b$95k - $116k
...Melville, NY office on a Hybrid work schedule. Position... ...Senior Account Executive to manage a portfolio of high-net-worth and Platinum clients while... ...well-being, fuel your growth, and help you build a secure... ...benefits, retirement and wealth management solutions to businesses...High net worthWork experience placementWork at officeLocal areaFlexible hours$180k - $265k
...Looking to Grow Their Team! Hybrid Schedule + Generalist... ...consulting services to high-net-worth individuals, privately... ...compensation and clear growth path Job Details The Tax Senior Manager plays a critical... ...Serve as a primary advisor to clients, addressing...High net worthWork at officeLocal area- ...accountability for driving PCS growth across the firm's... ...important private wealth markets and advisor channels. The... ...with influential wealth management firms, private banks,... ...negotiation skills. ~ High level of... ...entities as well as high-net-worth individuals, family offices...High net worthWork at officeLocal area
- ...operational efficiency, drive growth and generate client success... ...will have the flexibility to manage your days in support of our commitment... ...in a fulfilling way.A hybrid between a general tax... ...market companies, as well as high net worth individuals, family offices,...High net worthLocal area
- A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess...High net worth
- ...industry You will have the flexibility to manage your days in support of our commitment... ...their careers in a fulfilling way. A hybrid between a general tax practice and a... ...and middle-market companies as well as high net worth individuals family offices not-for-profit...High net worthFull timeLocal area
$125k - $175k
...client, a growing hybrid RIA on Long Island... ...on leader who can manage daily operations while... ...the next stage of growth. The role reports... ...in the RIA or wealth management industry... ...acquisitions or managing advisor transitions... ...hybrid RIA serving high‑net‑worth and institutional...High net worthTemporary workSummer workWork at office- ...Attorney to join their team in New York. The role focuses on estate planning, trust administration, and related tax issues for high-net-worth clients. The attorney will work in-office with some ability to work from home, collaborating with a team to build long-term...High net worthWork at officeWork from home
$80k - $90k
...Merrill Wealth Management Financial AdvisorMerrill Wealth Management is... ...guidance.Merrill's Financial Advisors and Wealth Management... ...responsible for working with high-net worth individuals identifying needs... ...experience to promote portfolio growth.The Merrill Advisor...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift$101.2k - $129.03k
...Associate - Asset Management/REIT to join our team... ...be empowered by high-quality tools and... ...working with high-net-worth individuals, owners... ...with the firm's hybrid work model, this position... ...Grant Thornton Advisors LLC (not a... ...exceptional career-growth opportunities and...High net worthInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$150k - $185k
Join a high-impact Private Client Tax team... ...advise ultra-high-net-worth investors and fund... ..., enjoy hybrid flexibility, and accelerate... ...long-term career growth. Why join us?... ...Serve as a primary advisor to ultra-high-net-... ...with fund CFOs and management companies regarding...High net worthLocal areaFlexible hours$90k - $130k
...NY In Office Opportunity (No Hybrid / Remote) Compensation: $90k... ...varied client base, including high net worth individuals, partnerships, corporations... ...planning recommendations, manage workflow and deadlines, and... ...with partners and external advisors.Support business development...High net worthWork at officeLocal areaRemote work- ...projections, returns, and client service excellence. You will mentor staff, oversee engagements, and drive innovative tax solutions for high-net-worth clients. We value a CPA with 10+ years in tax compliance, including entity and individual taxation, and a preference for a...High net worthPrivate practice
$250k
...Job Description Tax Senior Manager – Long Island \n Melville, NY | Public accounting | Compensation dependent on experience... ...Partners and a varied client base of businesses, owners and high-net-worth individuals, combining technical review with planning, advice...High net worth- ...opportunities to all colleagues. Growth opportunities and skill... ...relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking,... ...Retail, Commercial and other Wealth PartnersExecutes in a manner...High net worthFull timeLocal areaWork from homeFlexible hours
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