UHNW Trusted Advisor - High-Touch Wealth Sales
Certus Recruitment Group
Certus Recruitment Group is partnering with a specialist, high-end advisory business operating in the UHNW space, based in New York. The role is client-facing, requiring discretion, credibility, and the ability to manage sophisticated requirements with long-term relationship building. The candidate will serve as a trusted advisor, converting warm leads through a high-touch, consultative sales process in a premium segment of the market. #J-18808-Ljbffr Certus Recruitment Group
- ...RIA that combines expert advisors with cutting-edge... ...comprehensive, tailored wealth management experience.Farther... ...to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage... ...strategies including tax law, trust structures, estate...SuggestedWork at office
- ...with a renowned international wealth management institution to recruit an exceptional Wealth Advisor for their High Net-worth Private Client... ...Advisor, you will serve as a trusted partner to high-net-worth clients... ...years of proven success in sales, business development, and...SuggestedFull timePrivate practice
$250k
...UHWN Wealth Advisor Multi-Family Office Midtown Overview Dynamic, fast-growing Multi-Family Office is seeking a Ultra High Net Worth Relationship Manager to serve 20M+ level clientele... ...tax mitigation strategies for UHNW families. Key Responsibilities...SuggestedFull timeWork at office$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps... ...specialized capabilities in business-sale advisory and pre-transaction... ...and estate planning, and trust services to frame, acquire,... ...experience interacting with High and Ultra High Net Worth clients...SuggestedTemporary workWork at officeRemote workFlexible hours3 days per week$177.65k - $261.25k
Job Description:Building trusted markets — powered by our... ...Registered Investment Advisor (RIA), Financial Advisor (FA), and broader Wealth Management channel across... ...a senior, client-facing sales role within the Global Derivatives... ...will own and grow a high-value client franchise...SuggestedFull timeWork at officeImmediate start$157.04k - $235.56k
...ServicesCompany: CitiThe Portfolio Advisor will support the Head of... ...Advisory team sits with the Citi Wealth Chief Investment Office (CIO)... ...Street. This role is for a highly motivated individual with a passion... ...meetings such as morning sales calls. As a contributor to the...Full timeWork at officeDay shift- ...Most wealth advisors spend their days cold calling, begging for referrals, and selling products... ...No chasing prospects. No outdated sales scripts. No endless networking breakfasts... ...What You’ll Actually Do Become the trusted strategist families rely on—not another...Full timeRemote work
- Citi Wealth in New York is seeking an experienced Lending Generalist to drive origination and analysis for UHNW clients within Citi Private Bank partnerships. The role focuses on advising clients, structuring bespoke loans, and maintaining a strong deal pipeline across...
$170k - $300k
...ServicesCompany: CitiCiti Wealth is a leading provider of financial... ...solutions for affluent, high net worth and ultra-high... ...Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many of the world... ...BankersQualifications10+ years’ experience in UHNW lending origination and...Full timeFor contractorsLocal area- ...management firm to find a Wealth Channel Lead for its... ...Opportunity This is a high-visibility, client-facing... ...Provide consistent, high-touch engagement. This... ...relationships by making the most of sales and service... ...~ Experience covering UHNW, private bank, and/or family...Full timeWork at office
$130k - $200k
...About Chemistry Wealth Management At Chemistry... ...are built on trust, responsiveness,... ...fee-only fiduciary advisor , we provide objective... ...-oriented, and highly organized Private... ...Deliver a high-touch, white-glove client... ...outcomes over product sales. Competitive Compensation...For contractors$350k
...Senior Advisor/Banker Our client is a growing super... ...Lending, Branch, Brokerage, Trust, Credit, and Insurance.... ...with both UHNW & HNW clients. Must... ...Possess a self-motivated, highly driven, and entrepreneurial... ...years' experience in the wealth management industry as...- ...investment management and wealth management services.... ...Morgan Stanley Financial Advisors across all channels to... ..., Foundations, Ultra-High Net-Worth, Family Offices... ...portfolios for OCIO’s UHNW and Single Family Office... ...and experience in tax, trust, and estate planning is...Temporary workWork at officeWorldwide
- ...Managing Director Ultra High Net Worth Succession Planning Overview Independent Multi-Billion AUM Multi-Family... ...driven culture, advising on estate and tax planning, trust administration, wealth transfer, business succession planning, bill pay, philanthropic...Full timeWork 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... ...communication and investment strategy development for ultra high-net-worth clients. The successful candidate will possess over...- A dynamic fintech company based in New York is seeking a Senior Wealth Advisor to shape the future of wealth management. This role involves developing high net worth client relationships, advising on investment strategies, and collaborating with various teams to enhance...
- Mom Corps is recruiting a Senior Advisor for a direct hire role in New York City. This position... ...integrated investment planning for ultra-high net worth families, with a focus on... ...topics into clear guidance, and serve as a trusted partner inside and outside the firm’s...
- ...United States - Remote OK - Mid Level Wealth Consultant Bachelor's Degree and Relevant... ...careers and lives. You’ll serve as a trusted advisor, combining financial expertise with empathy... ..., and relationship-building Deliver a high-touch client experience grounded in trust,...Full timeLive inRemote workFlexible hours
- BMO Financial Group seeks an Investment Sales & Service Associate to advise customers on wealth strategies and investment products, while delivering high-quality service. Responsibilities include identifying opportunities, meeting sales targets, and coordinating with internal...Remote job
$100k - $150k
...At Strategies for Wealth , we specialize in helping... ...re known for developing high-achieving professionals... ...into elite Financial Advisors , supported by: · Structured... ...This is not a sales job with a script. It... ...· Developing into a trusted advisor with increasing...Full timeWork at office3 days per week$117k - $156k
...Bring your expertise to a new asset class: as a Wealth Advisor / Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating art... ...investments. Responsibilities Serve as a trusted advisor to investors, delivering consultative guidance...Full time- ...Top-tier wealth management firm seeks Senior Relationship Manager... ...primary point of contact for HNW/UHNW clients in providing full... ...referral sources Partner with Trust and Wealth Strategists to develop... ...with clients and their advisors regarding tax, trust, estate,...Full timeLocal area
- ...re partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth... ...the Role: As a Private Wealth Advisor, you'll manage and grow relationships... ...Partner with in-house lending, banking, trust, estate, and capital markets specialists...Full time
$100k
...new ones “I can succeed as a Private Wealth Advisor at Capital Group.”As a Private... ...service. You are a knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth... ...and life goals. You have a love for sales and have refined your presentation...Full timeTemporary workLocal areaFlexible hours$170k - $300k
...Product ServicesCompany: CitiCiti Wealth is seeking a senior... ...President to drive strategic sales growth, advisor engagement, and client adoption... ...hedge fund strategies. This highly visible leadership role will... ...individual will serve as a trusted consultant to both clients and...Full timeWork at office$150k - $250k
..., MACapital Partners - Wealth Management /Full Time /... ...firm looking for a Wealth Advisor to join their dynamic... ...clients by earning trust, thoroughly understanding... ...maintain the respect of high-net-worth clients. Excellent... ...of new client sales- Top rated wellness program...Full timeWork at officeLocal areaRemote workFlexible hours$140k - $175k
...DescriptionU.S. Bank Private Wealth Management (PWM) helps... ...in business-sale advisory and pre-transaction... ...planning. The Private Wealth Advisor (PWA) is responsible... ...estate planning, and trust services to frame, acquire... ...interacting with High and Ultra High Net Worth...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week$175k - $225k
...Description We are seeking a Portfolio & Wealth Advisor to support the team’s relationship... ...clients to win confidence, establish mutual trust and gain intimate knowledge of their... ...Extensive experience working with ultra high‑net‑worth clients on their investment and...Work experience placementShift work- ...is a member of the U.S. Advisor Marketing team, which... ...marketing strategies with Sales teams and National... ...Marketing within Asset & Wealth Management, you will create... ...growth. Manage high‑impact, cross‑channel initiatives... ...reach. Build trust and foster...
$170.5k - $284.1k
...solutions for a comprehensive wealth management strategy for... ...Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's... ...for leading the development of sales strategies to grow client... ...years’ sales experience in the high net worth or ultra high net worth...Temporary workWork experience placementLocal area
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