Senior Wealth Advisor for UHNW Families
Mom Corps
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 candidate will lead client meetings, translate complex topics into clear guidance, and serve as a trusted partner inside and outside the firm’s formal scope. #J-18808-Ljbffr
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor for UHNW Families in New York, NY vacancy
- ...Northern Trust is seeking a Sr Relationship Advisor to manage sophisticated wealth management relationships and serve as a trusted advisor to clients and their families. You will coordinate with investment, banking, wealth planning, fiduciary, and other specialists to...Senior
001 The Northern Trust Company
New York, NY5 days ago - ...First Citizens Bank is seeking a Senior Wealth Client Specialist to support Family Office and multi-family clients within the Wealth Division. The role focuses on service delivery, money movement, distributions, account maintenance, and meeting preparation to ensure superior...SeniorWork at office
First Citizens Bank
New York, NY1 day ago - ...Norman Alex is seeking a Senior Private Banker – International Private... ...develop and manage a book of UHNW clients and drive cross-border... ...on LATAM and international families, with coordination across investment... ...on investments, credit and wealth structuring solutions while...Senior
Norman Alex
New York, NY1 day ago - ...Norman Alex in New York is seeking a Senior Private Banker to expand the firm's presence with international UHNW clients. The role focuses on investment management, private assets and family office services in a highly entrepreneurial, international environment. Experience...SeniorWork at officeRemote workOverseas
Norman Alex
New York, NY1 day ago $250k
...UHWN Wealth Advisor Multi-Family Office Midtown Overview Dynamic, fast-growing Multi-Family Office is seeking a Ultra High Net Worth... ...complex wealth transfer and tax mitigation strategies for UHNW families. Key Responsibilities This role partners directly...SuggestedFull timeWork at officeLeah Yosef International
New York, NY2 days ago- Citigroup Inc. is seeking a Senior Wealth Advisor for Citi Private Bank/Citi Global Wealth in New York. You will provide comprehensive financial planning and investment advice to Citigold and Private Client segments, partnering with a Wealth team to meet the needs of affluent...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior$140k - $190k
A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...SeniorWork at office- Navigate Search partners with a well-established accounting and advisory firm to add a Senior Manager to its Family Office practice in New York. The Senior Manager will oversee relationships with high-net-worth and ultra-high-net-worth clients, coordinating accounting,...SeniorWork at office
- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management... ...contact with clients and their advisors regarding tax, trust, estate, and...SeniorFull timeLocal area
TWM Executive Search
New York, NY3 days ago - ...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 architecture... ...About the Role: As a Private Wealth Advisor, you'll manage and grow relationships...SeniorFull time
The Forum Group
New York, NY2 days ago $165k - $250k
...advisory firm looking to add a Senior Manager to its Family Office practice. This is a... ...will act as a trusted advisor while overseeing complex client... ...relationships with HNW and UHNW individuals and families... ...relationships with attorneys, wealth advisors, bankers, and...SeniorFull timeWork at officeNavigate Search
New York, NY3 days ago- ...Joss Search is representing a high-profile New York family-office client seeking an experienced Personal Assistant to serve as a trusted... ...competing priorities, and coordinate with household staff, vendors, and advisors, delivering white-glove service in #J-18808-Ljbffr...SeniorWork at office
Joss Search
New York, NY1 day ago $170.5k - $284.1k
...the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities Leads the client... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...SeniorTemporary workWork experience placementLocal areaM&T Bank
New York, NY5 days ago- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management... ...contact with clients and their advisors regarding tax, trust, estate, and...SeniorLocal area
TWM Executive Search
New York, NY7 hours ago - ...Northern Trust—Wealth Strategist role seeks a seasoned professional to lead new business development among UHNW individuals and families. You will drive client acquisition, advise on estate and tax planning, and coordinate with specialists to deliver comprehensive wealth...Senior
001 The Northern Trust Company
New York, NY1 day ago - ...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...SeniorWork at office
The Forum Group
New York, NY3 days ago - ...Piper Sandler is seeking a Head of RIA & Family Office Research Distribution to lead the expansion of its research distribution to RIAs, family offices, and wealth managers. You will build senior relationships, identify opportunities, and work with research analysts,...SeniorWork at office
Piper Sandler Ltd.
New York, NY5 days ago $10.4k
The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks... ...Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included) Discounts on Alternative Medicine, Chiropractic, Fertility...SeniorWork at officeImmediate start- ...Senior Private Banker International Private Bank New York, New... ...is on acquiring and advising UHNW and international clients, particularly... ...American and cross-border families. Key Responsibilities... ...Advise on investments, credit and wealth structuring solutions Coordinate...Senior
$150k - $200k
...Senior Financial Advisor Established and respected fee-only RIA New York City, Hybrid (2 days in... ...advice to high-net-worth clients and families in a collaborative fiduciary environment... ...strategy, tax, estate, risk, cash flow, and wealth transfer Partner with investment...SeniorFull timeWork at officeRemote workGemHarvest Executive Recruiting
New York, NY2 days ago$165k - $200k
...York's Premier Fee-Only Fiduciary Wealth Management Firms Are you an experienced financial advisor who believes advice should come... ...to work with high-net-worth families, deliver sophisticated planning... ...RIAs, we are seeking a seasoned Senior Financial Advisor to join our...SeniorFull timeWork at officeRemote workFlexible hoursAltfest Personal Wealth Management
New York, NY7 hours ago- ...Rabin Pfeffer and Partners LLP, located in Manhattan, is a premier boutique matrimonial and family law firm known for handling high-net-worth matters and complex custody disputes. Our attorneys bring decades of experience and are recognized for skilled courtroom advocacy...Senior
Rabin Pfeffer and Partners LLP
New York, NY3 days ago - ...About the Company - We are seeking an Experienced Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients based on their financial situation and goals, helping them make informed decisions for their future. About the Role...Senior
Prudential Financial
New York, NY1 day ago - ...CareLinx is seeking a Senior Care Advisor to guide members through the caregiver search journey with exceptional communication and relationship... ...smooth handoffs and provide ongoing post-hire support to families and caregivers. This remote role requires strong time management...SeniorRemote work
Sharecare-0658f4bc
New York, NY3 days ago - ...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...Senior
Urgent Recruiting
New York, NY4 days ago $160k
...Well established family office in Midtown Manhattan that has a diverse portfolio of 200+ entities is looking for a senior accountant to help manage day to day accounting, including bank recs, cash flow analysis, record and reconcile daily transactions, maintain audit...SeniorFull timeWork at officeCareer Professional Associates
New York, NY3 days ago$77k - $202k
...& SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence... ..., dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit...SeniorFull timeH1bPwC
New York, NY5 days ago$77k - $202k
...services to large company and private equity fund clients. As a Senior Associate you are expected to analyze complex problems, mentor others... ..., dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please...SeniorFull timeH1bPwC
New York, NY4 days ago- ...people are our number one priority. With a wealth of learning and career development... ...KPMG is currently seeking an Associate or Senior Associate to join our Structured Finance... ...make the best decisions for yourself, your family, and your lifestyle. Available benefits are...SeniorH1bLocal area
KPMG
New York, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor for UHNW Families. Be the first to apply!
Related searches
- associate corporate finance New York, NY
- morgan stanley financial advisor New York, NY
- senior financial advisor New York, NY
- financial advisor no experience New York, NY
- oracle financial consultant New York, NY
- associate financial representative New York, NY
- oracle financial functional consultant New York, NY
- estate planning consultant New York, NY
- work from home financial advisor New York, NY
- entry level financial advisor New York, NY