UHNW Wealth Advisor | Concierge Planning & Estate
Fartherfinance
Fartherfinance in New York is seeking a seasoned Wealth Advisor to provide high-touch advisory services to ultra-high-net-worth clients. The successful candidate will have over 7 years of experience in wealth management, advising on complex financial strategies including estate planning, tax optimization, and alternative investments. Join a tech-savvy team focused on exceptional client experiences with competitive compensation, unlimited PTO, and full health benefits. If you are passionate about wealth management and meet the criteria, we want to hear from you! #J-18808-Ljbffr Fartherfinance
- A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth... ...sophisticated financial planning strategies while leveraging advanced... ...particularly in serving HNW/UHNW clients. Additionally, strong...Suggested
- Medical Staff Talent is curating candidates for a Concierge Internal Medicine Specialist role serving a prominent UHNW estate in Dubai. This position emphasizes true 1:1 clinical continuity, proactive health management, and integrated longevity protocols with Western-trained...SuggestedRelocation
- CONCIERGE INTERNAL MEDICINE SPECIALIST - PRIVATE UHNW ESTATE New York, United States | Posted on 20/07/2026 Exclusive Concierge Doctor role in Dubai for UHNW family. £320,000 Tax-Free, 1:1 patient care, full clinical synergy with private nursing team. Medical Staff Talent...SuggestedWorldwideRelocation
- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves... ...technology to deliver tailored financial strategies and concierge-level advisory. The ideal candidate will have over 7 years of...Suggested
- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Suggested
- Neuberger Berman's Advice, Planning & Fiduciary Services Team in... ...to lead tax, trust and estate planning for UHNW clients. The role involves... ...will work within Neuberger Wealth, engage in thought leadership... ...expand the firm's trusted advisor capabilities across our nationwide...
- Lido Advisors in New York seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations... ...delivering personalized wealth strategies built on planning, tax, estate, and investment management. Join a...
- Goldman Sachs is seeking a Private Wealth Advisor in New York to partner with Private Wealth Management and the Goldman Partner Office Invest... .... The role focuses on asset allocation, comprehensive wealth planning, and strong relationship management, with opportunities to...Work at office
$90k - $121k
...Trusts provides sophisticated planning advice to clients on a wide... ...topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning... ...senior planners. Client and Advisor Support. Participate in client...Work at officeLocal areaDay shift- ...firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients... ...clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP...
$200k - $225k
Description The best advisors are more than portfolio managers — they are the confidantes... ...is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-... ...strategies built on expertise in financial planning, tax and estate planning, investment management, and...Work at office$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...$140k - $175k
...Job Opportunity At U.S. Bank Private Wealth Management U.S. Bank Private Wealth Management... ...clients holistically on wealth and estate planning, investments, banking, credit,... ...transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing...Temporary workWork at officeRemote workFlexible hours3 days per week- ...a Westchester County, NY-based wealth management firm seeking a driven... ...advisory team. You’ll prepare planning materials, schedule reviews, and coordinate with advisors and specialists. Ideal candidates... ...gain mentorship, exposure to UHNW client work, and a clear growth...
- IDB Bank is seeking a Wealth Planning Specialist to provide dedicated planning and investment resources within the Private Banking division. The role involves working closely with Private Bankers across New York, California, and Florida, delivering sophisticated financial...
- ...that combines expert advisors with cutting-edge... ..., tailored wealth management experience... ...ultra-high-net-worth (UHNW) clients. You'll... ...stack to provide concierge-level advisory for... ...delivering sophisticated planning strategies rather... ...on sophisticated estate planning, tax...Work at office
- ...Management, LLC is a client-centered wealth management firm serving high-net-... ...together investment management, financial planning, tax strategy, and estate planning in one integrated,... ...d love to connect! Senior Financial Advisor Are you ready for independence without...Permanent employmentWork at office
- ...together. We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google... ...-facing experience with HNW and UHNW individuals of all ages...Work at officeRelocationMonday to Friday
$80k - $160k
...with a passion for financial planning? The GS PFO planning advisory... ...tax planning and preparation, estate planning, cash flow planning,... ...ManagementAcross Wealth Management, Goldman Sachs helps... ...reach their financial goals. Our advisor-led wealth management businesses...Full timeTemporary workPart timeWork at office$100k - $150k
Who We Are Strategies for Wealth is one of the most successful firms in the... ...- one built on: Comprehensive planning across insurance, investments, and estate strategies Deep coaching and mentorship... ...industry into elite Financial Advisors, supported by: Structured...Work at office3 days per week$116k
...services firm in New York is seeking an enthusiastic entry-level financial advisor. The role offers opportunities for growth and focuses on helping clients reach their financial goals through various planning services. Candidates should be dedicated to excellent client service...- ...highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh... ...grow an established HNW/UHNW client book and deliver comprehensive financial planning and investment solutions.... ...-team collaboration with estate, tax and lending specialists...
$165k
Headquartered in Hudson Yards, Manhattan, BlackDiamond Wealth Management is a boutique, referral‑only Registered Investment Advisor (RIA) with a strong commitment to a... ...integrates investment management, tax planning, estate planning, insurance, retirement planning, and...Summer workWork at officeFlexible hours- Responsibilities Serve as the primary advisor for UHNW clients, conducting regular... .... Advise on sophisticated estate planning, tax optimization... ..., and intergenerational wealth transfer. Collaborate with... ...direct investments. Coordinate concierge services including bill pay...Work at office
$235k - $385k
REAL ESTATE FINANCE ASSOCIATE ATTORNEYLocation: New York, NYHYBRID - in office several days.Are you a talented real estate finance attorney... ...strategic guidance throughout all stages of transaction planning, negotiation, and closingWhy Join Us?This is an exceptional opportunity...Work at office£240k per year
...Posted on 12/07/2026 Exclusive UHNW family medical vacancy in... ...Physician needed for 1:1 longevity & concierge care. Tax-free package up to £... ...oversight of the family estate. A core component of this role... ...will design bespoke therapeutic plans, manage international travel readiness...Relocation$22 per hour
...Planned Companies – Concierge FloaterPosition at Planned CompaniesPlanned Companies – Concierge Floater – Job DescriptionSchedule: Open availabilityPay Rate: $22.00 per hourSummaryPlanned Companies' clients realize welcoming tenants, guests and vendors is as important...Full timePart timeLocal area- ...currently seeking motivated individuals to join our growing team as Remote Travel Agents. In this role, you will assist clients with planning and booking travel experiences including flights, hotels, cruises, vacation packages, and tours. This opportunity is ideal for...Remote workWork from homeFlexible hours
$42 per hour
...Concierge Position at Faena New YorkThe Concierge is responsible for creating personalized, unforgettable guest experiences through thoughtful recommendations, detailed planning, and elevated service. Whether arranging reservations, sourcing rare items, or opening doors...Hourly payFull timeSeasonal work$65k - $75k
...service to high-net-worth clients. This role involves assisting with various member requests, including booking dining reservations and planning events. Strong communication, organizational skills, and the ability to work under pressure are essential. The position offers a...
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