Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Advisor - Planning & Growth

Manning & Napier

Manning & Napier in Pittsburgh, PA seeks a Financial Advisor to manage wealth for high net worth clients and institutions. You’ll develop relationships, discuss goals, and tailor comprehensive plans with a collaborative advisory team. The role emphasizes consultative sales and expanding client portfolios. With 5+ years of experience and licensing including Series 6/63/65 or 7/66, you will present plans, maintain client communications, and leverage Salesforce and LinkedIn tools to source #J-18808-Ljbffr Manning & Napier

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor - Planning & Growth in New York, NY vacancy
  • As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with... 
    Suggested

    J.P. Morgan

    New York, NY
    3 days ago
  •  ...PR/601838_1784732821Wealth Management AdvisorRooted in Purpose. Driven...  ...by Client Success.As a Wealth Management Advisor, you will develop and grow...  ...preservation, and retirement planning.Proactively expand your...  ...focused approach to practice growth while maintaining an exceptional... 
    Suggested

    DSJ Global

    New York, NY
    1 day ago
  • $100k - $300k

     ...Overview Join Madison Partners as a Wealth Management Advisor role. The Madison Partners is a fast-growing...  ...today’s investor. We combine modern planning tools, progressive marketing tactics,...  ...keeping relationships over time. A growth mindset and interest in working with a... 
    Suggested
    Full time
    Remote work

    Madison Partners

    New York, NY
    4 days ago
  •  ...OnePoint BFG Wealth Partners Parsippany, New Jersey...  ...empowering our partner advisors by providing...  ...are experiencing rapid growth and are seeking a seasoned...  ...partners directly with CEO & Managing Partner Andy Schwartz,...  ...financial planning strategies, and collaborating... 
    Suggested

    OnePoint BFG Wealth Partners

    New York, NY
    5 days ago
  • $100k - $200k

     ...Blue Ocean Wealth Solutions, LLC – A MassMutual Firm...  ..., thoughtful planning, and taking a comprehensive...  ...comprehensive approach to wealth management. Our experienced team...  ...a Wealth Management Advisor to join our growing...  ...opportunities for growth and optimization. Design... 
    Suggested
    Contract work
    For contractors
    Work at office
    Local area

    Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

    New York, NY
    1 day ago
  •  ...entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership. They are...  ...experienced Senior Wealth Advisors to join their...  ...team support, a deep planning platform, strong client...  ...environments Strong relationship management and planning expertise... 
    Full time
    Work at office
    Local area
    Remote work

    Next Level Recruiting, LLC

    New York, NY
    4 days ago
  • Mercer Advisors in New York seeks a Relationship Manager to provide exceptional client service to ultra-high-net-worth...  ...and fostering client retention and growth strategies. The ideal candidate...  ...a strong proficiency in financial planning software. The position also requires... 

    Mercer Advisors

    New York, NY
    1 day ago
  • $78.5k - $105k

     ...impact through innovative financial planning? At Northwestern Mutual, we’re more than advisors; we’re partners in progress and...  ...client assets while fostering growth. Regularly update plans to...  ...skills. Strong organization and time management skills. Stellar interpersonal skills... 
    Full time
    Remote work
    Relocation

    Northwestern Mutual

    New York, NY
    4 days ago
  • $115k - $270k

     ...the desire to be a trusted advisor to ultra-high net worth clients...  ...ManagementAcross Wealth Management, Goldman Sachs helps empower...  ...businesses provide financial planning, investment management, banking...  ...Across Wealth Management, our growth is driven by a relentless focus... 
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs

    New York, NY
    1 day ago
  •  ...financial institution in New York is seeking a Financial Advisor to provide financial planning and investment management solutions. The role involves reviewing client...  ...position offers competitive compensation and growth opportunities within a collaborative team environment... 

    TD Securities

    New York, NY
    4 days ago
  •  ...build and own complex financial models and drive cross-functional planning. You will influence decisions across Product, GTM, and...  ...ambiguous settings, and partner with executives to accelerate growth and efficiency. This role offers a global benefits package and... 
    Relocation

    Visa Hunt

    New York, NY
    2 days ago
  • Dane Street is looking for a Vice President of Sales to lead our growth strategy and drive new business in the PBM landscape. This role involves negotiating high-stakes deals while working to meet aggressive revenue goals. The ideal candidate will have over 8 years of... 
    Remote work

    Remote Jobs

    New York, NY
    1 day ago
  • $100k - $115k

    We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance....  ...Management segment (MSWM), specifically for the Advisor Channel, the largest revenue channel at...  .../ Familiarity with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects,... 
    Temporary work
    Work at office
    1 day per week

    Morgan Stanley

    New York, NY
    9 hours ago
  • $125k - $250k

     ...focus on Americas-wide advisor development and training...  ...initiatives, managing high-visibility programs...  ...advisors across Private Wealth Management. The role is...  ...businesses provide financial planning, investment management,...  ...Wealth Management, our growth is driven by a relentless... 
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    2 days ago
  •  ...industry player is seeking dedicated financial advisors to join their team. This role offers the...  ...clients through innovative financial planning, helping them achieve their dreams. As a...  ...pathways to leadership and professional growth. Join a team that values excellence and... 

    Northwestern Mutual

    New York, NY
    2 days ago
  • MarshBerry is seeking a Senior Consultant in Financial Consulting to manage financial and organic growth consulting engagements. The role involves collaborating closely with clients to understand business goals, executing client projects, and maintaining strong relationships... 
    Work at office
    Remote work

    MarshBerry

    New York, NY
    3 days ago
  • $105k - $115k

     ...work directly influences organizational growth and funding strategy. This is a rare opportunity...  ...operations from the ground up. Budget Manager Salary: $105,000-$115,000 + 2% COLA...  ...budgeting, forecasting, and financial planning • Manage budgets across 60+ grants and... 
    Remote work

    Creative Financial Staffing

    New York, NY
    1 day ago
  • $80k - $95k

     ...York City is seeking experienced Business Managers to oversee day-to-day business...  ...financial stability and organizational growth. Key Responsibilities: Oversee and manage...  ...funding in a timely manner. Support strategic planning and conduct competitive market analysis.... 
    Full time
    Work at office
    Local area

    Atlas Search

    New York, NY
    1 day ago
  •  ...Wealth Manager Opportunity In Private BankingOur client is one of the nation's oldest and largest...  ...and services.Providing financial planning, asset management, personal trust and estate...  ...partners to identify relationship growth and asset retention opportunities.Acquiring... 

    Suncap Technology

    New York, NY
    5 days ago
  • J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span...  ...to provide goals-based financial planning advice and to deliver sophisticated...  ...in credit card sales and deposit growth and have the most-used digital solutions... 

    JP Morgan Chase

    New York, NY
    4 days ago
  • $75k - $125k

     ...ImpactWealth ManagementAcross Wealth Management, Goldman Sachs helps empower...  ...reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management,...  ...Across Wealth Management, our growth is driven by a relentless focus... 
    Full time
    Temporary work
    Part time
    Work experience placement

    Goldman Sachs

    New York, NY
    1 day ago
  • $116.2k - $212.9k

     ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...  ...structuring, tax minimization planning, on-call advice, and tax compliance.As...  ...risk management, sales and business growth, solution development, and teaming.To... 
    Summer holiday
    Local area
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    2 days ago
  • $115k - $270k

     ...the world’s leading pension plans, sovereign wealth funds, insurance companies,...  ..., foundations, financial advisors, and individuals, for which...  ...financial goals.The Asset & Wealth Management Strategic Transformation...  ...scalability, drive revenue growth, improve client experience,... 
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs

    New York, NY
    4 days ago
  • Join our dynamic Wealth Management team to advance agile methodologies and foster innovation. Grow...  ...delivery insights and operational planning (e.g., synthesizing metrics and impediments...  ...U.S. in credit card sales and deposit growth and have the most-used digital solutions... 
    Temporary work

    JP Morgan Chase

    New York, NY
    1 day ago
  •  ...TERP). It is sponsored by Brookfield Asset Management, a leading global alternative asset...  ...internal departments including Financial Planning & Analysis (FP&A), Power Marketing, Accounting...  ...to providing a climate for professional growth, TerraForm offers competitive salary, a... 
    Contract work
    Local area
    Visa sponsorship
    Work visa

    TerraForm Power

    New York, NY
    3 days ago
  •  ...financial needs.  As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your...  ...lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions –... 

    JPMorgan Chase & Co.

    New York, NY
    more than 2 months ago
  •  ...Wealth Management Advisor Location: New Castle, DE Why Join Us? If you’ve built a strong book of business and are looking for a better home for...  ...product pressure Access to institutional-grade financial planning, portfolio management, and CRM tools—including RightCapital... 
    Permanent employment

    Vista Wealth Solutions

    New York, NY
    4 days ago
  • $146.5k - $268.6k

     ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...  ...complex challenges and pursue growth. As a Manager, you will be right at the...  ...or more core disciplines, including planning, execution, quality review, and client... 
    Summer holiday
    Flexible hours
    Shift work

    EY (Ernst & Young)

    New York, NY
    9 hours ago
  •  ...Citi Wealth - Wealth Relationship Manager - Utopia BranchDiscover your future at CitiWorking at Citi is far...  ...segment through the use of financial planning and excellent discovery and profiling...  ...to Lending Consultants and Financial Advisor, Small Business Partners,... 
    Work at office

    Citigroup Inc

    New York, NY
    4 days ago
  • $154.5k - $302k

     ...disputes, navigating crises, managing risk and optimizing performance...  ...compensation, master planning and development services, cost...  ...companies, hedge funds, pension advisors and owners/developers. What You...  ...focused on fostering leadership, growth and development opportunities... 
    Full time
    Interim role
    Work at office
    Flexible hours

    FTI Consulting

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor - Planning & Growth. Be the first to apply!