Senior Investment Advisor & Private Wealth Strategist
United Cerebral Palsy of Georgia
United Cerebral Palsy of Georgia in New York, NY is seeking an experienced Investment Advisor. The role involves conducting investment reviews and developing policy statements while adhering to internal policies. Ideal candidates will have over ten years in Private Banking or Financial Services, with a Bachelor's degree required; MBA or CFA preferred. Join a diverse workplace committed to inclusion and equal opportunity, where your expertise in investment products can shine. #J-18808-Ljbffr United Cerebral Palsy of Georgia
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Advisor & Private Wealth Strategist in New York, NY vacancy
$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years of...SeniorPrivate$200k - $250k
...What you'll be doing As a Senior Wealth Strategist, you are responsible for... ...wealth planning as part of CIBC Private Wealth’s integrated wealth... ...clients and outside advisors (i.e., attorneys, CPAs) to... ...dedicated for you to use to invest in your growth and development...SeniorPrivateRemote workCIBC
New York, NY2 days ago- A leading global alternative investment firm based in New York is seeking... .../ Managing Director, Private Equity Product Specialist to... ...private equity solutions. This senior position requires over 10 years... ...You will engage with financial advisors and develop investment...SeniorPrivate
- Bank of America is seeking a seasoned leader in private banking to drive client relationships and identify new business opportunities. The role emphasizes delivering a branded client experience and providing integrated financial solutions tailored to clients’ needs. Ideal...SeniorPrivate
$150k - $225k
...office is looking for talented investment bankers at the Senior Associate and Vice... ...level to join our leading wealth and asset management investment... ...including M&A, IPOs, private capital and debt raises, and... ...dealers, registered investment advisors, private banks, trust...SeniorPrivateTemporary workWork at office- ...A prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance...SeniorPrivate
Fifth Third Bank, N.A.
New York, NY1 day ago - 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... ...new business, and advising clients on their investment strategies. The ideal candidate will have proven sales...SeniorPrivate
- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth. The role requires a minimum of six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. The...SeniorPrivate
- 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
$250k - $300k
...professional to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth... .... The ideal candidate will have over 9 years of experience in private real estate and alternative asset management. Compensation...SeniorPrivate- ...Senior Wealth Advisor Safe Act - Uptown Manhattan Discover your future at Citi Working at Citi... ...and family offices through Citi Private Bank, operates in the affluent and high... ...will offer comprehensive financial and investment advice to our Citigold® and Citigold®...SeniorPrivateWork at office
Citi
New York, NY4 days ago - JPMorgan Chase & Co. is seeking an experienced Private Banker in New York to advise families on wealth management and financial planning. You will manage client relationships, generate new business, and utilize a wealth of resources to deliver tailored solutions. A minimum...SeniorPrivate
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit... .../Banker who leads with investments. Responsibilities:... ...years' experience in the wealth management industry as either...SeniorPrivateAvior Executive Search, Inc
New York, NY1 day ago$116.25k - $210k
...A leading financial services firm is seeking a Director, HNW Wealth Planner in the United States. This role focuses on providing advanced... ...planning strategies while collaborating closely with financial advisors and other teams. This position offers an annual salary range of...SeniorBanco Santander SA
New York, NY1 day ago$170k - $200k
...Mercer Advisors is seeking a Senior Wealth Strategist who will utilize their estate planning and tax knowledge to enhance client relationships and support advisors. This role involves business development, guiding teams, and reviewing planning structures for high-net-...SeniorMercer Advisors
New York, NY4 days ago- A leading financial institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth individuals and families... ..., and advising on all aspects of wealth planning and investment management. International travel is required, making...SeniorPrivate
$220k - $350k
Dormont Manufacturing Co is seeking an Investment Manager to serve as a strategic advisor on clients' investment needs. In this hybrid role in New York, you... ...the investment capabilities offered by Deutsche Bank Wealth Management. The ideal candidate will have a Bachelor’...Senior- U.S. Bank is seeking a Private Wealth Management professional in New York, NY to develop and manage relationships with high net worth clients. This role requires ten or more years of experience in private banking and a bachelor's degree or equivalent. Responsibilities...SeniorPrivateWork at officeFlexible hours
- ...Global Alternative Investment Solutions J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion... ...Working closely with Investment Advisors and Bankers in the U.S., as well... ...platform offering fits the Global Private Bank strategy within a market context...SeniorPrivate
- ...Development Business Unit Asset & Wealth Management Locations 270... ..., is a global leader in investment and wealth management. Its... ...asset managers for the Global Private Bank, and advising clients on... ...Working closely with Investment Advisors and Bankers in the U.S., as...SeniorPrivateFull time
- 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...SeniorPrivate
$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. The role involves enhancing the online client experience, collaborating with tech teams, and leading client communication initiatives. Ideal...SeniorPrivate- 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 building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates...SeniorPrivate
$125k - $200k
...enabling them to preserve their wealth for future generations, and... ...to families with $10M+ in investable assets. Lead planning discussions... ...client-friendly manner. Advisor Partnership & Client... ...advanced financial planning, private wealth management, family office...PrivatePermanent employmentTemporary workWork at officeFlexible hoursCI Financial Careers
New York, NY1 day ago$145k - $185k
A leading financial firm is seeking a Private Wealth Capital Specialist in New York, NY. The position is hybrid and offers a competitive... ...role is vital in supporting clients and understanding their investment goals. If you are passionate about finance and have strong interpersonal...Private$250k - $300k
...professional to represent their real estate solutions within the Global Wealth Management Solutions (GWMS) platform. The role involves driving... ...investors. The ideal candidate will possess deep knowledge of private real estate, expertise in alternative asset management, and...Private$104.7k - $174.5k
M&T Bank seeks a Wealth Management Senior Associate in New York City to join its Family Wealth Division. This role focuses on delivering customized solutions for High Net Worth clients through advanced legal research and strategic wealth planning. The successful candidate...Senior- Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will engage with clients primarily in the $5-$15 million investable assets range and communicate complex financial strategies...SeniorRemote job
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making... ...States who are collaborating directly with Financial Advisors and their clients. What will you do? Work closely...SeniorTemporary workFlexible hoursRBC
New York, NY4 days ago$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Advisor & Private Wealth Strategist. Be the first to apply!
Related searches
- investment consultant New York, NY
- registered investment advisor New York, NY
- senior investment advisor New York, NY
- investment advisor New York, NY
- investment operations associate New York, NY
- real estate investment associate New York, NY
- workplace strategist New York, NY
- brand strategist New York, NY
- technology strategist New York, NY
- business strategist New York, NY