Senior Wealth Advisor for UHNW Families
Mom Corps
Mom Corps is recruiting a Senior Advisor for a direct hire role in New York City. This position requires deep expertise in integrated investment planning for ultra-high net worth families, with a focus on aligning tax, estate, and family governance decisions. The successful candidate will lead client meetings, translate complex topics into clear guidance, and serve as a trusted partner inside and outside the firm’s formal scope. #J-18808-Ljbffr Mom Corps
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor for UHNW Families in New York, NY vacancy
- ...Mom Corps is recruiting a Senior Advisor for a direct hire role in New York City. This position requires deep expertise in integrated investment planning for ultra-high net worth families, with a focus on aligning tax, estate, and family governance decisions. The successful...Senior
- ...Northern Trust is seeking a Sr Relationship Advisor to manage sophisticated wealth management relationships and serve as a trusted advisor to clients and their families. You will coordinate with investment, banking, wealth planning, fiduciary, and other specialists to...Senior
- ...First Citizens Bank is seeking a Senior Wealth Client Specialist to support Family Office and multi-family clients within the Wealth Division. The role focuses on service delivery, money movement, distributions, account maintenance, and meeting preparation to ensure superior...SeniorWork at office
- ...Norman Alex is seeking a Senior Private Banker – International Private... ...develop and manage a book of UHNW clients and drive cross-border... ...on LATAM and international families, with coordination across investment... ...on investments, credit and wealth structuring solutions while...Senior
- ...Norman Alex in New York is seeking a Senior Private Banker to expand the firm's presence with international UHNW clients. The role focuses on investment management, private assets and family office services in a highly entrepreneurial, international environment. Experience...SeniorWork at officeRemote workOverseas
- ...Citigroup Inc. in New York seeks a senior Private Banker with deep UHNW experience to lead client relationships and deliver strategic wealth solutions. You will coordinate with Citi Private Bank product experts to tailor investment, risk management, and financing strategies...Senior
$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...Senior- Citigroup Inc. is seeking a Senior Wealth Advisor for Citi Private Bank/Citi Global Wealth in New York. You will provide comprehensive financial planning and investment advice to Citigold and Private Client segments, partnering with a Wealth team to meet the needs of affluent...Senior
$250k
...UHWN Wealth Advisor Multi-Family Office Midtown Overview Dynamic, fast-growing Multi-Family Office is seeking a Ultra High Net Worth... ...complex wealth transfer and tax mitigation strategies for UHNW families. Key Responsibilities This role partners directly...Work at office- Navigate Search partners with a well-established accounting and advisory firm to add a Senior Manager to its Family Office practice in New York. The Senior Manager will oversee relationships with high-net-worth and ultra-high-net-worth clients, coordinating accounting,...SeniorWork at office
$140k - $190k
A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...SeniorWork at office$250k
...an established, highly respected private wealth management organization with a... ...worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs. Our... ...approach to growth, focusing on experienced advisors and successful teams who value independence...SeniorTemporary workFor contractorsLocal area- ...Joss Search is representing a high-profile New York family-office client seeking an experienced Personal Assistant to serve as a trusted... ...competing priorities, and coordinate with household staff, vendors, and advisors, delivering white-glove service in #J-18808-Ljbffr...SeniorWork at office
$170.5k - $284.1k
...the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities Leads the client... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...SeniorTemporary workWork experience placementLocal area- ...We're partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth individuals and families. The platform is built on an open architecture... ...About the Role: As a Private Wealth Advisor, you'll manage and grow relationships...Senior
- ...Northern Trust—Wealth Strategist role seeks a seasoned professional to lead new business development among UHNW individuals and families. You will drive client acquisition, advise on estate and tax planning, and coordinate with specialists to deliver comprehensive wealth...Senior
- ...Private Wealth Advisor We're partnered with a leading Multi Family Office that is looking to add an experienced Advisors across multiple major markets in the US, focused on serving high and ultra high net worth individuals and families. The platform stands apart in...SeniorWork at office
- ...advisory firm looking to add a Senior Manager to its Family Office practice. This is a... ...will act as a trusted advisor while overseeing complex client... ...relationships with HNW and UHNW individuals and families... ...relationships with attorneys, wealth advisors, bankers, and...SeniorWork at office
- ...Piper Sandler is seeking a Head of RIA & Family Office Research Distribution to lead the expansion of its research distribution to RIAs, family offices, and wealth managers. You will build senior relationships, identify opportunities, and work with research analysts,...SeniorWork at office
$10.4k
The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks... ...Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included) Discounts on Alternative Medicine, Chiropractic, Fertility...SeniorWork at officeImmediate start- ...Senior Private Banker International Private Bank New York, New... ...is on acquiring and advising UHNW and international clients, particularly... ...American and cross-border families. Key Responsibilities... ...Advise on investments, credit and wealth structuring solutions Coordinate...Senior
- ...Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International... .... The role will be client-centric and focused on HNW & UHNW clients for the U.S domestic market. The right candidate should...SeniorWork at office
$100k - $300k
...Senior Wealth Advisor Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver's... ...with high net worth and ultra-high net worth individuals, families, trusts, and family entities. The Senior Wealth Advisor will...SeniorBase plus commissionFlexible hours- ...Rabin Pfeffer and Partners LLP, located in Manhattan, is a premier boutique matrimonial and family law firm known for handling high-net-worth matters and complex custody disputes. Our attorneys bring decades of experience and are recognized for skilled courtroom advocacy...Senior
- ...CareLinx is seeking a Senior Care Advisor to guide members through the caregiver search journey with exceptional communication and relationship... ...smooth handoffs and provide ongoing post-hire support to families and caregivers. This remote role requires strong time management...SeniorRemote work
- ...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...Senior
$77k - $202k
...& SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence... ..., dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit...SeniorFull timeH1b$77k - $202k
...services to large company and private equity fund clients. As a Senior Associate you are expected to analyze complex problems, mentor others... ..., dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please...SeniorFull timeH1b- ...people are our number one priority. With a wealth of learning and career development... ...KPMG is currently seeking an Associate or Senior Associate to join our Structured Finance... ...make the best decisions for yourself, your family, and your lifestyle. Available benefits are...SeniorH1bLocal area
- ...people are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice... ...make the best decisions for yourself, your family, and your lifestyle. Available benefits are...SeniorH1bLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor for UHNW Families. Be the first to apply!
Related searches
- associate corporate finance New York, NY
- senior financial advisor New York, NY
- financial advisor no experience New York, NY
- oracle financial functional consultant New York, NY
- estate planning consultant New York, NY
- work from home financial advisor New York, NY
- entry level financial advisor New York, NY
- project finance associate New York, NY
- financial counselor New York, NY
- financial advisor associate New York, NY




