Senior Wealth Consultant — Financial Planning & Investments
Charles Schwab
Charles Schwab in New York is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build lasting client relationships while guiding them on their financial journeys. Required qualifications include a valid FINRA Series 7 license and a commitment to client service. Candidates will enjoy a competitive benefits package including a 401(k) plan, paid time off, and family building benefits. #J-18808-Ljbffr Charles Schwab
$350k
...Senior Advisor/Banker Our client is a growing super... ...Banker who leads with investments. Responsibilities:... ...Provide integrated financial services advice to these... ...and trust and estate planning. Work collaboratively... ...' experience in the wealth management industry as...Senior- ...About the job Senior Financial Advisor We are recruiting for a... ...advising on and implementing investment, banking and trust/estate solutions... ..., Capital Advisor and Wealth Advisor). - Ensure that the... ...identification of wealth planning opportunities. - Strong relationship...Senior
- ...Senior Associate, General and Administrative Finance Rippling... ...functions, support our long-range planning work, and contribute to... ...prior background in banking or investing preferred, though not required... ...decision making Create financial models from scratch to size business...Senior
$185k - $275k
...A premier investment banking advisory firm in New York is seeking an Associate or Vice President to join its Structured Finance team.... ...structuring securitizations, and developing market views for diverse financial clients. Candidates should have over 3 years of structured...Senior$170.5k - $284.1k
...of a book of business. Consults and coordinates on the... ...for a comprehensive wealth management strategy for... ...Managers, Custom Credit, Investment Advisors and Trust... ...assess client's current financial situation, goals and... ...through the financial planning process. Prioritize short...SeniorTemporary workWork experience placement$300k
...Senior Financial Advisor Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso...SeniorAfternoon shift- ...military families toward financial security since 1958.... ...through a high-touch, consultative approach. What You'... ...across all stages of wealth-accumulation, preservation... ...progress, and adjust plans based on life events,... ...plans that integrate investment management, retirement...SeniorFor contractorsLocal areaShift work
- ...are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe... ...families to develop personalized financial strategies and help clients make... ...together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact...Senior
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a... ...expanding the client base, delivering high-impact planning and investment advice, and partnering cross-functionally to...SeniorRemote work
- ...Job Description The senior wealth advisor position at Mariner... ...comprehensive wealth plans that include a coordinated financial strategy that aligns with... ...and customized investment portfolios Participate... ...experience with fee-based consulting, tax, mutual funds, money...Senior
$115k - $125k
...at the intersection of financial rigor and operational... ...warehousing, and network planning, and will actively... ...analysis for capital investments and network optimization... ...initiatives Partner with the Senior Manager on bottoms up... ..., investment banking, consulting, or private equity ~...SeniorWork experience placement- ...Senior Associate, Strategic Finance Rippling is looking to hire... ..., support our long-range planning work, & contribute to select... ...prior background in banking or investing preferred, though not required... ...driven decision making Create financial models from scratch to size...SeniorWork at office3 days per week
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future... ...work with clients in understanding and defining their financial planning and investment needs and objectives. Review and analyze a client's...SeniorWork at officeImmediate start- ...Senior Financial Planner Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-... ...understanding of financial planning, investments, and tax planning Be an active part...SeniorWork at officeRelocationMonday to FridayFlexible hours
- ...Senior Associate Rippling is growing rapidly, and we're hiring... ...Associate to help build our GTM financial strategy and drive decisions... ...from high-growth tech, investment banking, private equity, and... ...during quarterly and annual planning Use the latest technology...SeniorWork at office3 days per week
$110k
...) Job #47878 Salary: $110,000 Job Overview - Senior Financial Reporting Associate (BDC) Compensation: $110,000 - $125,00... ...reporting and financial oversight for a publicly registered investment vehicle, including 10-Q and 10-K filings, NAV review, dividend...SeniorPermanent employmentMonday to Friday$115k - $125k
...Vestwell is the financial technology company powering the new savings... ...cross-functionally with senior leaders, particularly within... ...with 2+ years at a top-tier investment bank strongly preferred. ~... ...we offer a competitive 401(k) plan. OUR PROCESS Our interview...SeniorWork at officeLocal area$133.5k - $183.5k
...This Role Faire is looking for a Senior Associate to serve as the strategic finance... ...Corporate leaders to raise the bar on financial planning and forecasting. This role sits... ...of experience in corporate finance, investment banking, or similar position with emphasis...SeniorWork experience placementBank staffWork at officeLocal areaRemote workMonday to FridayFlexible hours3 days per week- A leading financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice... ...and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation...Senior
$98.1k - $210k
Bank of America in New York seeks a professional to manage fiduciary and investment management accounts for high-net-worth clients. This role involves providing fiduciary administration support, ensuring compliance, and identifying new business opportunities. The ideal...Senior$160k - $200k
...Senior Finance Associate, Business Planning & Analysis Westport, CT & New York City About Bridgewater... ...global institutional investors. Our investment process is driven by a tireless pursuit... ..., helping leaders understand the financial implications of their decisions...SeniorContract workShift work$310k
...Project Finance Associate / Senior Associate - New York Vinson & Elkins is seeking a project finance associate or senior associate... ...- including renewable energy project financings, tax equity investments, data center financings, carbon capture, and other emerging...SeniorWork at office$70k
Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building... ...client relationships, providing investment advice, and ensuring compliance with regulations... ...'s degree, 5-8 years of experience in financial services, and strong analytical and...Senior$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services experience and excellent communication skills... ...deepen client relationships and provide investment advice. Candidates should possess a...SeniorFull time$94k - $175k
A financial services organization is seeking a Sr. Fiduciary Advisor in Plymouth Meeting to manage fiduciary responsibilities... ...regulations. Candidates should have a background in tax, investment, and estate planning, with excellent communication skills. The position offers...Senior$78.5k - $163k
...Finance & Restructuring Consultant FTI Consulting is... ...strategic, operational, financial and capital needs by... ...from other firms, and senior client management Apply... ...and assess business plans and cash flow... ...professional work experience in investment banking, corporate...SeniorWork experience placementFlexible hours- ...Finanzmodellieren, um Rentabilität zu gewährleisten. Der ideale Kandidat bringt 3-6 Jahre Erfahrung in der Projektfinanzierung oder im Investment Banking mit und hat Kenntnisse in finanziellen Risiken. Ein wettbewerbsfähiges Vergütungspaket wird angeboten. #J-18808-Ljbffr...Senior
$100k - $300k
...accounting, advisory and consulting firm with opportunities... ...personalized financial solutions that provide... ...and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly... ...preferred Alternative investment experience Weaver...SeniorBase plus commissionFlexible hours- ...a sustainable future. The Senior Associate, Project Finance will... ...candidate will lead financial modeling efforts, develop and... ...milestones and capital deployment plans. Translate complex financial... ...for internal stakeholders and investment committees. Provide...SeniorWork at officeRemote workRelocation
- 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.... ...needs, delivering tailored investment and planning solutions. A bachelor’s degree is required,...Senior
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