Senior Financial Advisor — Fiduciary Wealth Planner
Altfest Personal Wealth Management
Altfest Personal Wealth Management in New York City seeks an experienced Senior Financial Advisor to join our growing team. You will lead high-net-worth client relationships, deliver comprehensive planning, and act as a trusted fiduciary in a fee-only environment. This role emphasizes collaboration, advanced financial planning, and coordination with our investment team. The firm offers a hybrid schedule (2 days in-office, 3 days remote) and a pathway for professional growth. #J-18808-Ljbffr Altfest Personal Wealth Management
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time$174k - $261k
...ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.... ...service registered investment advisor and trust company, offering comprehensive wealth management, and overseeing... ...a wide-range of investment, financial, tax, estate and charitable...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails... ...designation and has over five years of experience in a client-facing financial role. This consultative sales position allows for flexible...SeniorRemote jobFlexible hours
$200k - $260k
## Senior Wealth StrategistApplylocations: New York, NYtime type: Full... ...between clients and outside advisors (i.e., attorneys, CPAs) to implement... .... Research and review fiduciary and tax issues. Prepare... ...experience in the trust and financial services industry with broad...SeniorRemote work$170.5k - $284.1k
...management services to Wealth Advisory Services... ...consistent with the individual financial goals of clients.... ...significant and complex fiduciary relationships,... ...clients, Private Client Advisors and Trust Advisors as... ...(Certified Financial Planner) certification Proven...SeniorWork experience placementWork at office- ...A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth... ...well suited for a senior-level financial planning professional who thrives... ...partner closely with Wealth Advisors and Portfolio Managers to...Senior
$88.4k - $132.6k
...Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal candidate...Senior- ...Regular Role Overview As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA),... ...on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory... ...experience, including creating and customizing financial plans and portfolios for clients....Senior
$200k
A rapidly growing financial advisory firm in the United States is looking for a qualified wealth planner to advise clients on financial matters. The role requires a CFP certification... ...and a minimum of five years of lead advisor experience. Responsibilities include...SeniorRemote jobFull time$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime... ..., award-winning financial institution that has been... ...executive role.As a senior member of the Northern... ...existing), and professional advisors.* You understand this... ...You have knowledge of fiduciary capabilities and...SeniorLocal areaFlexible hours- BNY seeks a Senior Specialist, Fiduciary to join the Wealth Management team in NYC or Boston. You will administer fiduciary duties for client relationships... ...meet with clients, co-trustees, beneficiaries, and advisors to ensure fiduciary standards are met and will coordinate...Senior
- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...Senior
- ...Vice President, Investment Product Specialist within J.P. Morgan Wealth Management. You will present on capital markets and investment... ...to implement the U.S. Wealth Management strategy and support advisor development. You will strengthen client satisfaction and build...Senior
- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments. You will collaborate...Senior
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- PNC is seeking a Fiduciary Advisor Sr in Philadelphia, PA. The role involves fiduciary decision-making, account administration, and client management. Ideal candidates will have 8+ years of relevant experience, a Bachelor's degree, and strong decision-making skills. The...SeniorWork at office
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...Senior
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$158.01k - $276.46k
...recognized, award-winning financial institution that has... ...Northern Trust, the Wealth Strategist position is... ...other entities. As a senior member of the team, you... ...existing), and professional advisors. Identify... ...and CPAs. Understand fiduciary capabilities and services...SeniorLocal area- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated...SeniorWork at office
- NerdWallet Wealth Partners seeks a Wealth Advisor in New York City to own end-to-end client relationships, delivering personalized financial planning and investment management. You will be the trusted fiduciary, guiding clients through comprehensive plans, portfolio oversight...
- ...Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...Senior
- ...Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch...Senior
$90k - $150k
...relationships while providing tailored financial solutions. Responsibilities include developing... ...plans, collaborating with external advisors, and pursuing new business opportunities... ...candidate will have at least 5 years in wealth management, relevant licenses, and strong...SeniorFull time- ...Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high... ...with our advisory team and report to the President of Wealth Management in Pittsburgh, PA. This consultative sales role...Senior
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships... ...~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high...SeniorWork at office
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered...SeniorRemote work
- ...City is seeking an experienced Tax Planning Specialist to deliver high‑quality strategic tax guidance for clients and work with financial planners on tax strategies, projections, and compliance. The role requires a CPA or EA, 7+ years of individual tax planning, deep...Senior
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants... ...strategies are integrated across tax, financial, and business needs. About the Role... ...partner directly with clients and advisors to design and implement advanced...SeniorFull timeWork at officeRemote workFlexible hours$145k
...Are you looking for a financial advisory role where advice truly comes... ...relationships in a collaborative, fee‑only fiduciary environment? Altfest Personal Wealth Management — one of New York’s... ...— is seeking an experienced Senior Financial Advisor to join our growing team in New...SeniorWork at officeRemote workFlexible hours
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