Senior Private Wealth Advisor for HNW/UHNW, Hybrid
Global Advisers, LLC
Global Advisers, LLC seeks a Senior Private Wealth Advisor in Brooklyn, NY to lead high-net-worth relationships with comprehensive investment, planning, and estate coordination. You will collaborate with attorneys, accountants, and internal specialists to deliver coordinated strategies and rigorous client service. Applicants should have a Bachelor's degree and 5+ years in private wealth or related fields; Series 65 preferred. Hybrid full-time role with a client-centered, results-driven mindset. #J-18808-Ljbffr Global Advisers, LLC
$175k - $225k
...New York, United States (Hybrid) Job Description Lazard is one... ...careers to take flight. Our wealth management business ( Lazard... ...investment management and direct private investments. Working in... ...seeking a Portfolio & Wealth Advisor to support the team’s relationship...SeniorPrivateHigh net worthWork experience placementLocal areaShift work$350k
...full-service bank encompassing Private Banking, Lending, Branch,... ...Jersey. Our client is seeking a Senior Advisor/ Banker who leads with... ...service relationships with both UHNW & HNW clients. Must have strong... ...7+ years' experience in the wealth management industry as...SeniorPrivateHigh net worth- ...Founding Wealth Advisor/Equity Partner | Backed by a Prominent American Family Location: United States – Nationwide Sector: Private Wealth Management | Multi-Family Office | UHNW Opportunity: Founding Partnership | Equity Ownership | Wealth Advisory The...SeniorPrivateHigh net worthFor contractorsWork at office
$150k - $200k
...to a new asset class: as a Senior Investment Advisor at Masterworks, you'll advise... ...grow an established base of HNW clients by conducting portfolio... ...primarily from traditional wealth management backgrounds.... ...financial advisor, wealth advisor, private client advisor), wealth...SeniorPrivateHigh net worth- 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...SeniorPrivate
- ...Senior Vice President of Ultra High Net Worth (UHNW) Solutions Group About the Company Ambitious international... ...international finance and banking wealth management corporate and... ...banking commercial banking private banking and asset management...SeniorPrivateHigh net worth
- ...tax experience Experience working with asset manager clients (private equity, hedge funds, fund to funds and/or venture capital) firms... ...and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm,...SeniorPrivateHigh net worthFull timeLocal area
- ...We're partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth individuals and... ...technology and specialist resources. About the Role: As a Private Wealth Advisor, you'll manage and grow relationships with high and ultra...SeniorPrivateHigh net worth
- ...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...SeniorHigh net worthLocal area
- 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...SeniorHigh net worth
- ...RIA that combines expert advisors with cutting-edge... ...comprehensive, tailored wealth management experience.Farther... ...innovators from the private wealth industry who possess... ...ultra-high-net-worth (UHNW) clients. You'll... ...demonstrated experience serving HNW/UHNW clients in a multi...PrivateHigh net worthWork at office
$85.1k - $161.7k
...nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and... ...and executing both M&A transactions and private / public financings. The ideal candidate... ...proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction...SeniorPrivateFull timeWork experience placementInternshipWork at officeLocal area$85.1k - $161.7k
...capacity ~ Advanced written and verbal communication skills ~ Strong technical knowledge in US GAAP and/or IFRS for both public & private companies Preferred Qualifications: Experience in working on project teams related to one or more of the following areas:...SeniorPrivateFull timeWork experience placementInternshipLocal area$130k - $150k
...Financial PlannerWe are seeking a Wealth Planning Specialist to serve... ...resource within our Private Banking division. This individual... ...investment advisory support for HNW and UHNW clients. Spanish language... ...guidelines. We are operating on a Hybrid schedule. NO AGENCIES PLEASE....PrivateHigh net worthWork at officeLocal area- ...Senior FP&A Analyst - Private Equity - NYC - Hybrid A leading investment management firm is seeking a Senior Financial Analyst to join its finance team. This role will support budgeting, forecasting, financial reporting, operational analytics, and strategic planning...SeniorPrivateRemote workWork from home
$200k - $220k
...Principal Tax Manager | HNW Family Office | New York, NY (Hybrid) All potential... ...respected Top 10 wealth management firm... ...Principal Tax Manager (Senior Manager) to join... ...serve as a trusted advisor to high-net-worth and... ...partnership, corporate, and private foundation tax...SeniorPrivateHigh net worthWork at officeFlexible hours$230k - $280k
..., we are looking for a Senior Relationship Manager (1... ...Attract, win and onboard new HNW/UHNW clients, leveraging... ...for their complex wealth management needs Leverage... ...as a trusted strategic advisor to clients and prospects... ...Extensive experience in private banking, wealth...SeniorPrivateHigh net worthFull timeFor contractors$123.75k - $225k
## Private Banking - Banker / Sr Banker - Latin America... ...in total assets.Our Wealth Management & Insurance... ...will serve as a trusted advisor to clients and families... ...retain relationships with HNW clients connected to... ...Existing network of HNW or UHNW relationships in the...SeniorPrivateHigh net worthHourly payFull timeContract workLocal areaShift work- ...Investment Fund client is seeking to recruit a Senior Associate to lead product management,... ...and provide fundraising support for the hybrid capital investment strategy. \n \n... ...promote brand awareness \n Collaborate with private credit and private equity teams to...SeniorPrivate
- Executive Partners is seeking a senior relationship manager for a major international bank’s New York private banking desk. The ideal candidate will bring a genuinely portable LATAM client book built in Argentina, Brazil, or Mexico, with deep community ties and fluent language...SeniorPrivate
- ...Tax Partner – UHNW, Trusts & Estates Location... ...Work Arrangement: Hybrid Compensation:... ...and expand its Private Client practice.... ...needed. This is a senior leadership opportunity... ...span personal wealth, closely held businesses... ...for a trusted advisor: someone clients turn...PrivateHigh net worthTemporary workFor contractorsPrivate practiceLocal areaFlexible hours
- Banco Santander SA is seeking a Private Banker focused on Latin America to manage high-net-worth clients. Your role includes building and maintaining client relationships while delivering tailored wealth management solutions. The ideal candidate will have a strong background...SeniorPrivateHigh net worth
$135k - $165k
...leading financial services firm seeks a Senior Fund Accountant/Assistant Fund Controller... ...accounting, preferably in hedge funds or private equity. Compensation includes base salary... ...benefits like seven weeks PTO. This role offers hybrid work flexibility and opportunities for...SeniorPrivate- ...Strategic Finance Senior Analyst (Hybrid – OnSite / Remote) ~ Full-time Who We Are We’re purpose-driven. With every ride, we aim to... ...non‑finance stakeholders ~3-5 years of investment banking, private equity, corporate finance, consulting or FP&A experience...SeniorPrivateFull timeRemote work
$350k - $375k
...Office, Midtown | Hybrid | $350K–$375K All-In... ...Opportunity: A prestigious, privately held family office is seeking a senior tax executive to... ...and other outside advisors. This is a... ...in estate and wealth-transfer planning,... ...significant work with UHNW individuals, families...PrivateHigh net worthWork at officeImmediate startRemote workWork from home$225k - $275k
...growing practice representing public and private companies, investors, and financial institutions... ...Ross Ference Carmel LLP is seeking a Senior-Level Corporate Associate with 5+ years... ...is beneficial. The firm supports a hybrid working environment. Qualifications...SeniorPrivateFull time- InforCapital, partnership is hiring a Senior Associate for their Investor Relations team in New York, United States. This hybrid role involves project management and distribution... ...of experience in Investor Relations, Private Equity, or as a Placement Agent. Responsibilities...SeniorPrivate
$170k - $300k
...Citi Wealth is a leading provider of financial solutions for... ...around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as... ...and multi-family offices, senior corporate executives, next... ...~10+ years' experience in UHNW lending origination and credit...PrivateHigh net worthFull timeFor contractorsLocal area$250k - $350k
...Our client, a leading wealth management, planning and advisory firm... ...families, is seeking a Senior Advisor for a direct hire role in New... ...across asset classes, including private and alternative investments... ...value proposition to prospective UHNW families Represent the...SeniorPrivateHigh net worthWork at office- StevenDouglas is seeking a highly experienced Estate Manager to oversee two significant private residences in Manhattan and the Hamptons. This senior role requires 10+ years managing complex UHNW estates and household teams, with duties covering operations, staff leadership,...SeniorPrivate
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