High Net Worth Wealth Advisor & Strategist
Citi Group
Citi’s Wealth Relationship Management group in Brooklyn, NY is seeking a Sr. Analyst to deepen client relationships among affluent and high-net-worth clients, delivering holistic financial solutions and planning guidance.
The role requires 5–8 years of experience, strong analytical skills, and FINRA registrations. You will collaborate with product specialists, conduct high-touch engagements, and ensure regulatory compliance in all client interactions.
#J-18808-Ljbffr- ...JPMorgan Chase Wealth Management seeks a sophisticated Wealth Client Specialist to address the wealth needs of High Net Worth and Ultra High Net Worth clients and institutions. You will market JPMorgan Chase wealth services, source new business, and collaborate with a...High net worth
$117k - $156k
...your expertise to a new asset class: as a Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating art securities into their... ...with a team of advisors primarily from traditional wealth management backgrounds. \n \n \n Licensing...High net worth- ...Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Wealth Advisor for their High Net-worth Private Client practice in New York City or Stamford - this is an ongoing brief, as our client continues to...High net worthFull timePrivate practice
- ...UHNW relationships, and deliver tailored wealth solutions. You will lead cross-functional... ...investment and financing needs, and ensure high-touch service for top-tier clients. The... ...proven track record in relationship selling within a high-net-worth market. #J-18808-Ljbffr...High net worth
- ...A dynamic fintech company based in New York is seeking a Senior Wealth Advisor to shape the future of wealth management. This role involves developing high net worth client relationships, advising on investment strategies, and collaborating with various teams to enhance...High net worth
$174k - $261k
...Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group... ...-service registered investment advisor and trust company, offering comprehensive wealth management, and overseeing some... ...assets for a select group of high-net-worth individuals, trusts, foundations...High net worthFull timeTemporary workWork at officeLocal areaFlexible hours- ...advisory firm’s NY tax practice. You will work directly with high-net-worth individuals, advising year-round, and developing planning strategies... ...judgment, owning client relationships and collaborating with wealth management teams. The role is hybrid in New York City. #J-1880...High net worth
$120k - $200k
...opportunity?As an Alternatives Investment Strategist for RBC US Wealth Management you will work alongside... ...is to enable RBC-WM financial advisors to consistently deliver investment advice... ...they fit into a well-diversified high-net worth portfolioWhat’s in it for you?We thrive...High net worthFull timeFlexible hours- ...Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst for the SAFE Act to lead client engagements with affluent and high-net-worth individuals in the Brooklyn/NY area. You will assess complex financial needs, provide holistic financial solutions, and...High net worth
- ...M&T Bank Corporation in New York, NY seeks a Wealth Advisor with a strong track record in sales and wealth management. You will coordinate... ...deliver comprehensive financial planning and solutions for high net worth clients. Required is a bachelor’s degree plus 9 years of...High net worthWork experience placement
- ...growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther’s founders... ...Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage...High net worthWork at office
- ...establish, grow, and manage investment relationships with ultra-high net worth clients. You will advise on markets, structure investment... ...decision-making, and deliver tailored investment guidance and cross-venue opportunities within Citi's wealth platform. #J-18808-LjbffrHigh net worth
$170k - $300k
...Product Services, Executive, WealthCompany: CitiCiti Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to...High net worthFull timeFor contractorsLocal area$250k
...UHWN Wealth Advisor Multi-Family Office Midtown Overview Dynamic, fast-growing Multi-Family Office is seeking a Ultra High Net Worth Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and...High net worthWork at office$170.5k - $284.1k
## Senior Wealth Investment AdvisorApplyremote type: Onsite Positionlocations: New York... ...information to clients, Private Client Advisors and Trust Advisors as well as others... ...certificationProven experience working with high net worth clients and complex client...High net worthWork experience placementWork at office- Estate Planning Strategist, Vice PresidentResponsibilities and Skills To work with senior estate planning strategists... ...senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate...High net worthTemporary work
$158.01k - $276.46k
...technology and exceptional service. Wealth Strategist / Client Development Sales Executive... ...targeted new client base. Work with ultra high net worth (UHNW) individuals, families and... ...(new and existing), and professional advisors. Look for opportunities and connections...High net worthLocal area$100k
...existing skills and learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.”As a Private Wealth Advisor on our Private... ...are a knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth clients. Your expertise will help clients...High net worthFull timeTemporary workLocal areaFlexible hours- ...Placements24 in Randburg is seeking an experienced Wealth Management Advisor to deliver comprehensive financial planning and investment management for high-net-worth clients, building personalized strategies and long-term relationships. You will analyze goals, risk tolerance...High net worth
$150k - $190k
...The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed... ...comprehensive plans using eMoney Advisor, serving as the team’s primary...High net worthWork at office$175k - $225k
...(Hybrid) Job Description We are seeking a Portfolio & Wealth Advisor to support the team’s relationship management efforts, investment... ...work experience Extensive experience working with ultra high‑net‑worth clients on their investment and wealth management goals...High net worthWork experience placementShift work$250k
...We are working with an established, highly respected private wealth management organization with a longstanding history of serving high-net-worth and ultra-high-net-worth individuals,... ...approach to growth, focusing on experienced advisors and successful teams who value...High net worthTemporary workFor contractorsLocal area$120k
...Wealth Strategist - Tax Wealth Script Advisors | Fully Remote | $120,000 plus bonus At Wealth Script Advisors, we... ...exceptional blend of personalized, high-touch client service, cutting-edge... ...• Demonstrated personal and high-net-worth tax experience. • An active CPA license...High net worthTemporary workWork at officeRemote work- Innovestinvestments in New York is seeking a key representative to manage high-net-worth clients in North America. This role focuses on fostering... ...The ideal candidate will possess a deep understanding of U.S. wealth management, excellent communication skills, and the ability to...High net worth
- ...We're partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth individuals and families. The platform is built on an open... .... About the Role: As a Private Wealth Advisor, you'll manage and grow relationships with high...High net worth
$115k - $180k
Our quantitative strategists are at the cutting edge of our business... ...non-financial risks across wealth managementDevelop AI-led solutions... ...their financial goals. Our advisor-led wealth management... ...of clients, including ultra-high net worth and high net worth individuals...High net worthFull timeTemporary workPart timeWork experience placement- ...Private Wealth Advisor We're partnered with a leading Multi Family Office that is looking to add an experienced Advisors across... ...multiple major markets in the US, focused on serving high and ultra high net worth individuals and families. The platform stands apart in the...High net worthWork at office
- Mom Corps is recruiting a Senior Advisor for a direct hire role in New York City. This position requires deep expertise in integrated investment planning for ultra-high net worth families, with a focus on aligning tax, estate, and family governance decisions. The successful...High net worth
- ...Our client is an independent Registered Investment Advisor (RIA) looking to add a growth-oriented Wealth Advisor to its team. This individual will work directly with high-net-worth clients, providing comprehensive financial guidance while playing an active role in expanding...High net worth
- ...advertising for Registered Investment Advisors. We help financial advisors grow their... ...generating qualified appointments with high-net-worth prospects. Our proven video sales letter... ...we're looking for a Senior Paid Media Strategist / Paid Media Lead who can own client performance...High net worthWork from homeFlexible hours
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