Senior Private Wealth Advisor — Hybrid & HNW Growth
$170.26k - $200.3kUs Bank
Us Bank is seeking a seasoned professional for a wealth management role focused on high net worth clients in New York City. The ideal candidate will have over 10 years of experience in wealth management and a Bachelor’s degree. Responsibilities include client relationship management and leading a team of specialists. A hybrid work schedule allows for flexibility to work from home. U.S. Bank offers a robust benefits package, including healthcare and a comprehensive retirement plan, with a competitive salary ranging from $170,255 to $200,300. #J-18808-Ljbffr Us Bank
- U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves... ...such as CFA or CFP is preferred. The position offers a hybrid work model and a comprehensive benefits package. #J-18808-Ljbffr...SeniorPrivateHigh net worth
- U.S. Bank is seeking a Private Wealth Management professional in New York, NY to develop and manage relationships with high net worth clients... ...compliance with banking regulations. The position offers a hybrid schedule, emphasizing both in-office and flexible work. Benefits...SeniorPrivateHigh net worthWork at officeFlexible hours
$89.5k - $166.9k
Marsh McLennan Agency seeks a Senior Client Advisor in New York, NY to provide tailored insurance solutions... ...enjoy benefits like generous time off, hybrid work arrangements, and professional... ...the role supports substantial career growth. #J-18808-Ljbffr Marsh McLennan AgencySeniorHigh net worth- Jobot is seeking a Senior Accountant for their New York headquarters in a hybrid role. This position, newly created to support company growth, will oversee revenue reporting, manage payroll functions... ...experience in both public and private accounting (Big 4 preferable)....SeniorPrivate
$170k - $210k
...Why Work at Mercer Advisors? For more than 4... ...– including size, growth, service quality,... ...challenges. Regis Wealth Advisors work hand... ...help a wide range of private investors,... ...Job Summary: The Senior Wealth Advisor focuses... ...Conditions: Hybrid schedule with a combination...SeniorPrivateHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- A boutique private equity firm in New York City is seeking a Senior Associate to report directly to the CFO. This brand new role encompasses all finance... ...The position offers significant exposure and growth potential within a hybrid work environment, ideal for candidates...SeniorPrivate
- A leading wealth management firm in New York is looking for a Wealth Advisor to manage high-net-worth clients and enhance their investment outcomes. The successful candidate... ...compensation and the chance to impact clients' financial growth significantly. #J-18808-Ljbffr TitanSeniorHigh net worth
$75k - $105k
...Agency, LLC).is seeking an Analyst/Senior Analyst to join our growing... ...leverage a variety of asset growth and income generation strategies... ...fixed income securities, private equity, private credit, real estate... ...other job-related factors. A hybrid work schedule (Tuesday,...SeniorPrivateFull timeTemporary workWork experience placementWork at officeLocal area- A premium wealth management firm in New York seeks a Senior Associate/Manager to partner with client service leads. This role involves delivering financial... ...offers a collaborative environment with significant growth opportunities, competitive compensation, and support...SeniorHigh net worth
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients... ...bespoke financial advice, and driving product growth through collaboration. Candidates should have over 7...SeniorHigh net worth£75k per year
Astral Recruitment is seeking an experienced Independent Financial Advisor (IFA) to join their team. The successful candidate will manage... ...a generous bonus and benefits package. The role allows for hybrid working, though the candidate should be local to Gatwick to ensure...SeniorHigh net worthLocal area- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorPrivateFull time
- ...assistant/coordinator role with one of the top private equity firms supporting senior associates in their marketing division. This... ...around 80,000-100,000 plus bonus and equity, top-tier benefits, hybrid schedule 2-3 days in office and room for growth. Ambassador ResourcesSeniorPrivateWork at office
- ...of experience in tax with supervisory roles. The firm offers a hybrid work policy alongside competitive salaries and benefits. We emphasize... ...a collaborative work environment where mentorship and internal growth are encouraged. Applicants should have strong interpersonal...SeniorHigh net worth
- ECG Resources, Inc. is seeking a Private Wealth Advisor in New York or Chicago. This role demands at least 10 years of investment industry experience and a Series 65 license. The advisor will manage relationships with high-net-worth clients, serving as a liaison between...SeniorPrivateHigh net worth
$250k - $300k
Vaco by Highspring in New York is seeking a seasoned Senior Financial Advisor to manage high-net-worth and institutional portfolios.... ...relationships. With at least 12 years of experience in wealth advisory or private banking, a strong command of risk management, and preferably...SeniorPrivateHigh net worth$192k - $288k
A global financial services firm in New York is seeking a Private Banker Sr. Lead to manage relationships with Ultra High Net Worth clients. This role requires over 10 years of experience in Private Banking, along with a strong background in relationship selling and fluency...SeniorPrivateHigh net worth$175k - $250k
Bernstein Private Wealth Management in New York is seeking Wealth Advisors to represent the firm in their communities. Advisors will build genuine client relationships and help clients navigate complex financial decisions. This role requires entrepreneurial spirit, emotional...SeniorPrivateHigh net worth$81k - $125k
...organization of consultative advisors and problem solvers... ...risk, workforce, wealth management and... ...Job Summary P&C Private Client Group (PCG/affluent... ...Role at NFP The Senior Account Executive... ...flexibility of a hybrid work schedule of at... ...with established PCG/HNW servicing or...SeniorPrivateHigh net worthRemote jobFull timeImmediate startWork from homeShift work2 days per week$150k - $200k
Role Overview As a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building... ...of experience in financial advising, private banking, or alternative investments,... ...long-term relationships with UHNW and HNW clients Strong understanding of...SeniorPrivateHigh net worthAfternoon shift- ...should have a minimum of 5 years in personal lines insurance and an active Property/Casualty License. The role may be remote or hybrid, requiring collaboration from a reasonable commuting distance to an office. #J-18808-Ljbffr Private Client Select Insurance Services LLCHigh net worthRemote jobWork at office
$145k - $185k
A financial services firm is seeking a Private Capital Director to lead efforts in private equity and market investment... ...markets, contributing to the firm's objective of growth in these sectors. This position offers a hybrid work model with an estimated total annual...SeniorPrivate$70k
Citi Global Wealth brings together the full power of Citi to serve the entire continuum... ...and family offices through Citi Private Bank, operates in the affluent and high... ...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and...SeniorPrivateHigh net worthFull timeWork at office$200k - $230k
Akin seeks a Senior Business Development Manager in New York to drive strategic growth in Corporate practice, focusing on M&A and Private Equity. The ideal candidate will possess strong communication... .... This full-time role offers hybrid work options and a competitive...SeniorPrivateFull time- ...RIA that combines expert advisors with cutting-edge... ...comprehensive, tailored wealth management experience.... ...and innovators from the private wealth industry who possess... ...experience serving HNW/UHNW clients in a multi... ...startup Chart your own growth path as we expand Full...PrivateHigh net worthWork at office
$159.57k - $265.95k
Senior Wealth Advisor page is loaded## Senior Wealth Advisorremote type: Hybrid Positionlocations: New York, NYtime type: Full timeposted on: Posted Todayjob requisition... ...PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth...SeniorHigh net worthTemporary workWork experience placement- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...SeniorPrivate
- ...of Commerce (CIBC) seeks an experienced wealth management professional in New York, NY.... ...candidate has 10+ years in wealth management or private banking, a proven sales track record, and... ..., and programs supporting personal growth and wellbeing. Join CIBC and be part of a...PrivateHigh net worth
$100k - $275k
...relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client... ...benefits focused on supporting employees' contributions to business growth and community impact. #J-18808-Ljbffr Bank of AmericaSeniorPrivate$112.2k - $209k
...based approach to develop and execute the growth and retention strategy the portfolio.... ...with an objective of becoming their trusted advisor. Leads a deal team to meet client needs... ...banking needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorPrivateHigh net worthLocal areaShift work
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