Senior Wealth Investment Strategist for HNW Clients
M&T Bank Corporation
M&T Bank Corporation is seeking a Senior Wealth Investment Advisor in New York, NY. The individual will deliver comprehensive investment management services to clients, develop Individual Policy Statements, and manage fiduciary relationships. Required qualifications include a Bachelor's degree with a minimum of 7 years’ investment-related experience, strong communication skills, and the ability to work effectively within a team. Preferred qualifications include an MBA and experience with high net worth clients. #J-18808-Ljbffr M&T Bank Corporation
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Investment Strategist for HNW Clients in New York, NY vacancy
- ...needed. Essential Functions Work with clients primarily in the $5‑$15 million investable assets spectrum to deliver customized solutions in multiple wealth–planning areas based on their goals... ...sophisticated wealth‑planning strategies for U/HNW clients. Clearly communicate complex...SeniorHigh net worth
255 Clark Capital Management Group, Inc.
New York, NY3 days ago $200k - $250k
...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 Private Wealth’s integrated wealth management...SeniorHigh net worthRemote workCIBC
New York, NY2 days ago- ...Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial... ...strong relationships, and advising on investment opportunities. Candidates should possess over...SeniorHigh net worth
$350k
...Our client is a growing super regional full-service bank... ...Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain... ...relationships with both UHNW & HNW clients. Must have strong... ...years' experience in the wealth management industry as...SeniorHigh net worthAvior Executive Search, Inc
New York, NY3 days ago- A financial services firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth... ...in decision-making regarding investments is crucial for success in this position. #J-18808-Ljbffr Waldron Private WealthSeniorHigh net worth
$180k - $250k
Fiduciary Trust International is seeking a Senior Relationship Manager for their New York... ...team. The role entails serving as a primary client contact responsible for ensuring... ...satisfaction by developing tailored strategies for wealth management. Candidates should possess...SeniorHigh net worth- Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This... ...managing relationships with UHNW and HNW clients, providing integrated financial services... ...have a Bachelor's degree and 7+ years in wealth management, demonstrating a track record...SeniorHigh net worth
$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of... ...communication skills. The advisor will build and deepen client relationships and provide investment advice. Candidates should possess a degree, licenses...SeniorFull time- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...Senior
- OnePoint BFG Wealth Partners in Parsippany, New Jersey, seeks a skilled Senior Trust & Estate Strategist to guide ultra-high-net-worth clients in estate planning strategies. This role requires advanced knowledge and the ability to develop customized solutions while collaborating...SeniorHigh net worth
$70k
A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...Senior- ...Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader... ...understanding of the complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located nationwide, with the...SeniorHigh net worthWork at officeRemote work
Beacon Pointe
New York, NY2 days ago $160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP... ...acquisitions and a client‑first approach, the firm... ...house services spanning investment management, advanced... ...will serve as the lead strategist on sophisticated... ...benefits Direct impact on HNW/UHNW client strategy at...SeniorHigh net worthRemote jobFull timeWork at officeFlexible hours- ...experienced financial advisor to manage high-net-worth client relationships within a technology-enabled wealth management platform. The ideal candidate will... ...include developing long-term relationships, designing investment portfolios, and collaborating with internal teams...High net worthRemote job
- ...Forbes Top 100 nationally ranked investment advisory firm with over $4.7B... ...This firm always puts their client’s best interest first. The... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their... ...dynamic leaders with a portable, HNW client practice, who will...SeniorHigh net worth
$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of... ...closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess...SeniorHigh net worthTemporary workWork experience placement$119k - $160k
...This role involves creating comprehensive wealth management plans for ultra-high net... ...business development strategies to enhance client relationships. The role requires a Master... ..., along with relevant experience in investments, asset allocation, and client management...High net worth$250k - $300k
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client relationships and... ...should have over 12 years of experience in wealth advisory or client management, demonstrating excellent...SeniorHigh net worth- Dormont Manufacturing Co is seeking a Wealth Advisor in Pennsylvania. You will serve as the primary relationship advisor for high net worth and ultra-high net worth clients, developing deep, lasting relationships through exceptional service and comprehensive wealth solutions...SeniorHigh net worth
- Dormont Manufacturing Co in Georgia is seeking a skilled investment professional to partner with Wealth Advisors in managing Investment Management Services for high net worth clients. The role requires proactive advice delivery and a client-focused approach, managing approximately...SeniorHigh net worth
$170.5k - $284.1k
Dormont Manufacturing Co is seeking a Wealth Advisor to focus on client growth and retention. This role involves leading client relationships and managing financial service strategies for high net worth clients. The ideal candidate will have a Bachelor’s degree with at...SeniorHigh net worth- Waverly Advisors, LLC is looking for a Wealth Advisor to provide comprehensive support to high-net-worth clients. The ideal candidate will manage client relationships and offer sound financial planning advice while contributing to the firm's growth through business development...SeniorHigh net worth
$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...SeniorHigh net worth$100k - $110k
Retirement Resource Center, LLC. in New York is seeking a Wealth Management Advisor to develop and manage a practice specializing in high-net-worth clients. The role includes building and deepening client relationships and delivering tailored financial strategies with a...SeniorHigh net worth$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...SeniorHigh net worth- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...building long‑term relationships with clients. The role partners closely with high–... ..., access to institutional quality investments, life and legacy planning, and impact initiatives...SeniorHigh net worth
Beacon Pointe
New York, NY3 days ago - 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
- ...a Private Banker to provide exceptional wealth management services to ultra-high net worth... ...66 licenses. The role involves managing client relationships, generating new business,... ...on all aspects of wealth planning and investment management. International travel is required...SeniorHigh net worth
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management... ...financial strategy that aligns with each client's goals and values. The successful... ...comprehensive wealth management and customized investment portfolios Participate in building...SeniorHigh net worth
Mariner
New York, NY4 days ago - ...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... ...expanding the client base, delivering high-impact planning and investment advice, and partnering cross-functionally to improve how...SeniorHigh net worthRemote work
Professions
New York, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Investment Strategist for HNW Clients. Be the first to apply!
Related searches
- entry level strategy consultant New York, NY
- business strategist New York, NY
- technology strategist New York, NY
- strategist New York, NY
- communications strategist New York, NY
- investment strategist New York, NY
- strategy consultant New York, NY
- workplace strategist New York, NY
- senior strategy consultant New York, NY
- design strategist New York, NY