Senior Wealth Planner — High‑Net‑Worth, Hybrid NYC
GemHarvest Executive Recruiting
GemHarvest Executive Recruiting is seeking a Senior Financial Advisor in New York City. This hybrid position allows for 2 days in office and 3 days remote work. The ideal candidate will deliver planning-first advice to high-net-worth clients, leading deep relationships and providing comprehensive financial planning across various areas such as retirement and investment strategy. A Bachelor's Degree and 7+ years of experience are required, with a CFP designation strongly preferred. #J-18808-Ljbffr GemHarvest Executive Recruiting
- ...and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...understanding of the complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may... ...nationwide, with the potential for hybrid or remote work arrangements. The...SeniorHigh net worthWork at officeRemote work
- TIAA is seeking a Wealth Management Advisor in New York to cultivate and manage a high‑net‑worth client book. You will deliver tailored investment strategies as a fiduciary... ..., licensure, and CFP/CFA consideration. A hybrid work model, strong compensation, and professional...SeniorHigh net worthFlexible hours
- Mercer Advisors is looking for a Senior Wealth Advisor to deepen relationships with high net worth clients and grow their practice through referrals. The role focuses... ...possess over 15 years of relevant experience. A hybrid working schedule is offered, alongside a...SeniorHigh net worth
$150k - $200k
...York-based planning team serving ultra-high-net-worth individuals and families. The role offers... ...across complex trust, estate, tax, and wealth transfer matters. Candidates should have... ...estates, and fiduciary advisory work. This hybrid position requires 2 days onsite in...SeniorHigh net worth$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants... ...solving complex challenges for ultra‑high‑net‑worth and high‑net‑worth individuals and... ...with true work‑life balance Hybrid schedule with 2 days in office Equity...SeniorHigh net worthRemote jobFull timeWork at officeFlexible hours- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...SeniorHigh net worth
- 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... ...CFA or CFP is preferred. The position offers a hybrid work model and a comprehensive benefits package....SeniorHigh 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. This role requires ten or more years of... ...banking regulations. The position offers a hybrid schedule, emphasizing both in-office and...SeniorHigh net worthWork at officeFlexible hours
$170k - $260k
JPMorgan Chase is seeking an Outsourced Family Office Wealth Planner for their Family Wealth Services team in New York, NY. This role involves... ...delivering customized family office solutions to ultra-high-net-worth clients and developing comprehensive financial plans. The...SeniorHigh net worthWork at office- Corient Services LLC, based in New York, NY, seeks a seasoned financial planning expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of 8 years in advanced financial planning and demonstrate expertise...SeniorHigh net worth
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...SeniorHigh net worth
- ...leading insurance agency in New York seeks a Senior Private Client Advisor to provide tailored advice and services to High-Net-Worth clients. The role involves understanding... ...and a P&C License. This position offers a hybrid work model, competitive salary, and a robust...SeniorHigh net worth
- A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net-worth and ultra-high-net-worth clients. This role is well suited for a senior-level financial planning professional...SeniorHigh net worth
$200k - $250k
...Responsibilities As a Senior Wealth Strategist you will: Support Relationship Managers and high‑net‑worth (HNW) clients to develop and implement comprehensive wealth plans as part of CIBC Private Wealth’s integrated wealth management process. Help clients understand estate...SeniorHigh net worthFull time- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails... ...25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies...SeniorHigh net worthRemote jobFlexible hours
$200k - $260k
...more about CIBC, please visit CIBC.com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC...SeniorHigh net worthRemote work- Anchin, a NYC-based CPA and consulting firm with Florida presence, seeks a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to serve high-net-worth individuals and families. You will lead a team, guide clients, ensure tax compliance, and collaborate...SeniorHigh net worth
- Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates is seeking a Senior Specialist, Business Proposals (Transactional) in New York. In this hybrid role, you'll draft proposals and collaborate with attorneys across transactional practices. The ideal candidate has a Bachelor...Senior
- ...effectively. The ideal candidate has 5-8 years of experience in paid media, particularly in B2B contexts, and demonstrates strong analytical skills. This role offers a competitive salary, comprehensive benefits, and a hybrid work schedule. #J-18808-Ljbffr The Bliss GroupSenior
$120k - $150k
...with various teams to enhance profitability. Candidates should have 2-4 years of relevant experience, excel in data analysis, and be highly organized. This position is hybrid, offering competitive compensation between $120,000 - $150,000 annually. #J-18808-Ljbffr Tier1usaSenior- A leading investment advisory firm is seeking a Senior Portfolio Advisory Specialist for a hybrid position in New York, NY. This role involves analyzing client portfolios, supporting portfolio construction, and preparing advisory materials. Candidates should possess a bachelor...Senior
- A leading consulting firm is seeking a Senior Legal Pricing Analyst to manage and optimize client fee arrangements. In this hybrid role in New York City, you will analyze billing... ...legal finance with strong Excel skills. This high-visibility position directly impacts firm...Senior
$70k - $95k
...significant risk, workforce, wealth management and retirement... ...will ideally report to our NYC, Wall Street office on a hybrid work schedule. We will consider remote options for highly qualified candidates with experience in High-Net-Worth Personal Lines and who can work...High net worthRemote jobWork at office- About Goldman Sachs Wealth Management Across Wealth Management, Goldman Sachs helps empower... ...wide range of clients, including ultra‑high net worth and high net worth individuals, as well... ...tools across multiple asset classes for senior management and portfolio managers....High net worthWork experience placement
- ...a Trust & Estate Associate for a prestigious AmLaw NYC firm. This role involves advising ultra-high-net-worth individuals and families on trusts and estates planning... ...that values attorney development and offers a hybrid work setup—three days in-office and flexible remote...High net worthWork at officeRemote workFlexible hours
- Hitachi Rail in New York City is hiring a Senior Project Scheduler/Planner to develop and manage complex project schedules for infrastructure projects... ...to ensure schedule integrity. The position offers a hybrid work model with a competitive salary range, extensive benefits...Senior
- Senior Asia Fixed Income Advisor / Direct to Desk Apply (opens in... ...Shape your Career with Citi Citi Wealth brings together the full... ...clients, from affluent to ultra-high net worth to family offices. The... ...Director, Fixed Income Advisor - Hybrid (Internal Job Title: Director...SeniorHigh net worthFull time
$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type: Full timeposted on: Posted... ...development sales executive role.As a senior member of the Northern Trust team, you will... ...client base.* You’ll work with ultra high net worth(UHNW) individuals, families and businesses...SeniorHigh net worthLocal areaFlexible hours$158.01k - $276.46k
...service. Overview At Northern Trust, the Wealth Strategist position is a key business... ...institutions, and other entities. As a senior member of the team, you will oversee new... ...targeted new client base. Work with ultra high net worth (UHNW) individuals, families and...SeniorHigh net worthLocal area- ...while delivering exceptional client service. The ideal candidate has 3+ years in personal trust administration, strong fiduciary knowledge, and a CTFA or advanced degree is a plus. Hybrid Midtown Manhattan role with competitive compensation. #J-18808-Ljbffr MRINetworkSeniorHigh net worth
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