Senior Wealth Advisor — Trusted Financial Confidant
Dormont Manufacturing Co
Bernstein Private Wealth Management seeks a Wealth Advisor to represent the firm within New York communities and grow a personalized practice around client segments you are passionate about. You will connect clients to Bernstein’s planning and investing expertise, acting as a trusted confidante for complex financial and life decisions, while delivering value through a holistic wealth approach. #J-18808-Ljbffr Dormont Manufacturing Co
$80k - $150k
Dormont Manufacturing Co is seeking a Senior Trust Officer in New York. This role involves managing trust and estate administration for high-net-worth clients, providing expert advisory services and maintaining strong client relationships. The ideal candidate will have...Senior$350k
...Senior Advisor/Banker Our client is a growing super regional full-service... ...Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due... ...opportunities. Provide integrated financial services advice to these... ...7+ years' experience in the wealth management industry as either...Senior$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external... ...Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine...SeniorTemporary workWork experience placement- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team... ...plans that include a coordinated financial strategy that aligns with each client... ...cultivation and retention, inspiring confidence through demonstrated expertise and meeting...Senior
- ...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... ...Coordinate with third party specialists across tax, trust and estate, and insurance, ensuring clients...SeniorRemote work
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational... ...in understanding and defining their financial planning and investment needs and objectives... ...-party service providers across tax, trust & estate, and insurance specialties...SeniorWork at officeImmediate start$100k - $300k
...Profile Weaver Capital Advisors, LLC is seeking talented... ...delivering personalized financial solutions that provide... ...relationships built on trust. Weaver Capital Advisors... ...our services include wealth management and wealth planning. The Senior Wealth Advisor works directly...SeniorBase plus commissionFlexible hours- Northern Trust is a global leader in wealth management and related banking services, seeking a senior wealth planning professional to develop comprehensive plans, collaborate with advisors, implement strategies, and mentor junior staff. The role emphasizes deep domain knowledge...Senior
- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Senior
$40 per hour
...future based on speed, confidence, and innovation. By... ...other top institutions trust Cardo AI to power their... ...will collaborate with financial institutions, alternative... ...- Act as a trusted advisor to financial institutions... ...based on experience, seniority, and industry...SeniorFlexible hours$85k - $105k
Senior Financial Planner, Advisor Services First Affimative Location: Brooklyn, NY (In... ...proposition: advisors trust you with their clients’ planning... ...on trust, gifting, and wealth transfer strategies. Review... ...that advisors can confidently present to clients. Comfort...SeniorFull time- Senior Consultant - Financial Services - Insurance & Actuarial Advisory - Modeling Location: New York... ...our dynamic FSO team to help build a trusted industry. Opportunity As a Senior Consultant... ...leadership: coaching and confidence building. Diverse and inclusive culture...SeniorFlexible hoursShift work
$156k - $253k
## Senior Solution Consultant - Financial ServicesApplylocations: USA - Remotetime type: Full timeposted on... ...solutions solve. This role serves as a trusted advisor supporting the business throughout... ...is the platform designed to bring confidence, control, and a competitive edge...SeniorWork at officeRemote work$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...SeniorWork at office- ...matters most. Schwab Wealth Advisory is a fee‑... ...solution built on trust, personalized... .... Manager, Wealth Advisor, you'll manage ongoing... ...deliver holistic financial planning, and... ...directly supports client confidence, long‑term... ...Coachability: Demonstrates a senior learning mindset...SeniorWork at office
$113.1k - $186.7k
...Quantitative Finance and Economics - Senior Associate Location: New York... ...in to shape your future with confidence. We’ll help you succeed in a... ...and valuation of complex financial securities through the... ...and the planet, while building trust in capital markets. Enabled...SeniorWork experience placementSummer holidayWork at officeFlexible hours$121.44k - $154.84k
Grant Thornton is seeking a Financial Due Diligence Senior Associate to join our team... ...help you achieve more, confidently. Your day-to-day may include... ...personal and building trust into every result - for our... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA...SeniorWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Framework Ventures is looking for a Senior Professional Services Resident Consultant to join our Professional Services team. This is an... ...enterprise clients, ensuring successful transformations on our Zero Trust platform. The ideal candidate has 8+ years in customer-facing...Senior
- ...team works across security engineering, trust, governance, risk, and compliance to strengthen... ...enable the business to move quickly with confidence. We partner closely across Product,... ...compliance program. We’re looking for a Senior GRC Engineer to lead technical control implementation...SeniorVisa sponsorship
- ...Job Title Senior Security Analyst Location: Houston, TX (Hybrid 4:1) Reports To: IT Security Director... ...clients to pursue opportunities with confidence while fostering a culture rooted in innovation, collaboration, and trust. Always Advancing, we embrace an entrepreneurial...SeniorFull timeLocal area
- ...A boutique trust and estate law firm in Pennsylvania is seeking an experienced Associate Attorney to manage complex estate and trust matters. The role includes preparing inheritance tax returns, providing legal analysis, and mentoring junior paralegals. The ideal candidate...Senior
$98.1k - $210k
...support including the review of trust instruments, participating in... ...to build and transfer wealth tailored to their unique goals... ...reward profile. Proven ability to confidently close sales and meet or... ...to Detail Critical Thinking Financial Analysis Planning Prospecting...SeniorShift workDay shift- A boutique mortgage brokerage is hiring a Senior Loan Processor in New York, NY. This role requires managing loans from submission through clear-to-close, ensuring compliance with timelines and documentation. The ideal candidate has over 3 years of mortgage processing...Senior
$99.75k - $140k
...for high-priority and topical issues for senior management Conduct ad-hoc and monthly... ...and manage weekly and/or monthly firmwide financial reporting, along with ad-hoc reporting asks... ...with the ability to be respected as a trusted partner for the Business, Finance, and...SeniorVisa sponsorship$175k
SR Staffing is seeking an experienced Trusts & Estates Paralegal in New York City (Hybrid) to support a prestigious law firm. This role involves all aspects of estate planning and trust administration, working closely with clients and attorneys. The ideal candidate has...Senior- Franklin Templeton Investments is seeking a Trust Counsel to join our team in New York. This role will involve collaborating with clients... ...possess a JD or LLM with at least 10 years of experience in wealth planning and trust administration. Strong communication skills and...Senior
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...net-worth individuals and families to develop personalized financial strategies and help clients make the most informed...Senior
- ...matters most. Schwab Wealth Advisory is a fee ‑ based... ...solution built on trust, personalized service,... ...clients. As a Wealth Advisor , you'll manage ongoing... ...relationships, deliver holistic financial planning, and provide... ...supports client confidence, long ‑ term retention...Work at office
$122.54k - $208.72k
City National Bank is seeking a Team Lead for Trust and Estate Administration in New York, NY. This role involves managing complex trust accounts, providing guidance to clients, and ensuring compliance with trust laws and regulations. Candidates should have at least 10...Senior- ...Senior Financial Planner Tired of traditional financial planning? Range... ...fast, flexible, holistic wealth management platform reinventing... ...questions anytime and feel confident that their money is working... ...of industry leading wealth advisors, reporting directly to the General...SeniorWork at officeRelocationMonday to FridayFlexible hours
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