UHNW Family Office Wealth Planner
J.P. Morgan
J.P. Morgan is seeking an Outsourced Family Office Wealth Planner for their Family Wealth Services team in New York. This role focuses on delivering customized family office solutions and comprehensive financial plans to ultra-high-net-worth clients. Ideal candidates should have strong communication skills, a bachelor's degree, and five+ years of relevant experience, with a commitment to client service. Join J.P. Morgan Advisors and contribute to managing relationships while leveraging industry resources to ensure clients' unique needs are met. #J-18808-Ljbffr
- JPMorgan Chase & Co. seeks an Outsourced Family Office Wealth Planner to join the Family Wealth Services team in New York. This role involves delivering customized wealth management solutions to ultra-high-net-worth clients, developing comprehensive financial plans, and...Work at office
- ...Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist... ...complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be... ...entrepreneurs. The team works across multiple offices to help preserve and transfer wealth,...Work at officeRemote work
- ...Overview Waldron Private Wealth (Waldron) is looking for a Wealth... ...Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid... ...MM) and other complex clients family relationships. Run the... ...Office and Ultra High Net Worth (UHNW) client families ($50MM+ in investable...Work at office
- ...high-net-worth division of J.P. Morgan Wealth Management, offers clients and their advisors... ...each client’s unique needs. Join our Family Wealth Services team and help ultra-... .... Job Summary As an Outsourced Family Office Wealth Planner for the Family Wealth Services team, you...Work at office
- Wealth Management, Global Investment Strategist, Latin America and Global Families Group New York, NY, United States and 1 more We are seeking a dynamic and experienced Investment... ..., FactSet, Haver, etc.) and Microsoft Office. Direct experience in exploring the latest tools...Work at officeLocal area
$125k - $200k
...matter expert for complex wealth planning matters impacting HNW and UHNW clients. Identify,... ...recommendations tailored to families with $10M+ in investable... ...service offering. Mentor planners and help drive their... ...wealth management, family office, or UHNW advisory. Significant...Work at office- ...A wealth management firm in New York seeks a motivated individual with 3-5 years of wealth management experience to analyze client financial situations and prepare comprehensive financial plans. The ideal candidate holds a Bachelor's degree in finance and possesses strong...
$130k - $170k
...Wealth Strategist, Tax New York, NY BBR Partners' Wealth Strategies team serves... ...Within that framework, BBR takes a holistic, family office-style approach—supporting clients and... ...planning techniques and structures related to UHNW clients (life insurance planning,...Work at officeTemporary workCasual workRemote workFlexible hours$130k - $173k
...UBS is seeking a professional in New York to guide families in effective wealth management and philanthropy. This role involves collaborating with... ...governance, succession, and philanthropy strategies tailored for UHNW clients. The ideal candidate will have 10-15 years of...$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be... ...high‑net‑worth individuals and families. The firm is seeking a... ...Hybrid schedule with 2 days in office Equity buy‑in program offering... ...benefits Direct impact on HNW/UHNW client strategy at a nationally...Work at officeFull timeRemote workFlexible hours- ...A leading financial services firm in New York is seeking a Family Wealth Services Associate to support its Ultra High Net Worth Strategy... ...multi-tasking and communication skills. Proficiency in Microsoft Office is required. This position offers a vital role in enhancing...Work at office
$200k - $225k
...financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer... ...in client assets as of December 31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate professional who is focused on...Work at officeLocal area$80.3k - $120k
...high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the... ...requires the physical capabilities to work in an office environment, which may include prolonged...Work at officePermanent employmentTemporary workFlexible hours- .... Morgan offers a pathway to Wealth Management through comprehensive... ...planning. The Private Wealth Planner (PWP) role is central to this... ...travel among branches and offices as needed. The successful candidate... ...working with individuals and families ranging from affluent to high...Work at office
$70k - $150k
...Join to apply for the Wealth Planner role at Corient 1 week ago Be among the first 25 applicants... ...ultra-high-net-worth individuals and families to enjoy a full life, while enabling... ...the physical capabilities to work in an office environment, which may include prolonged...Work at office16 hoursPermanent employmentTemporary workFlexible hours$125k - $200k
...Corient Capital Partners in New York seeks a seasoned wealth planning expert to support high-net and ultra-high-net-worth clients. The... ...in financial planning, estate, and tax strategies to guide families with significant assets. The ideal candidate will have over 8 years...- ...Northern Trust Corp in New York, NY is seeking a Sr. Wealth Strategist to lead client development and strengthen relationships with ultra-high net worth individuals and families. This key role involves a consultative approach to wealth management, focusing on developing...
$104.7k - $174.5k
...M&T Bank seeks a Wealth Management Senior Associate in New York City to join its Family Wealth Division. This role focuses on delivering customized solutions for High Net Worth clients through advanced legal research and strategic wealth planning. The successful candidate...- Asset & Wealth Management, Client Solution Group (CSG), Business Strategist, Vice President... ...policies based on employee level and office location. We promote time off from work to... ...medical advocacy service for employees and family members facing critical health situations...Work at officeFull time
$115k - $180k
Asset & Wealth Management - Quantitative Strategist - Associate - New York New York, New... .... Headquartered in New York, we maintain offices around the world. We believe who you are... ...medical advocacy service for employees and family members facing critical health situations...Work at officeFull timeTemporary workPart time- ...Goldman Sachs is seeking a Vice President for Family Office Reporting & Advisory based in New York. This role focuses... ...experience in family office advisory and wealth management operations, particularly with UHNW clients. Join Goldman Sachs to enhance client experiences...Work at office
$130k - $250k
Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United... .... With over 350 professionals across 11 offices around the world, XIG provides manager... ...institutions, endowments, foundations, and family offices, for which we invest or advise on...Work at officeFull timeTemporary workPart time- Corps Team is searching for a Senior Advisor in New York City, focused on providing exceptional investment guidance to ultra-affluent families. This role involves deep client engagement, developing personalized investment strategies, and leading client discussions to...Work at office
$90k - $130k
...CapTrust Advisors, LLC is seeking a Centralized Wealth Planning Senior Specialist to work directly with wealth management teams. The... ...involves supporting financial planning solutions, onboarding new offices, and training staff on financial planning software such as...Work at officeRemote work- ...alternative application process. Senior Wealth Planning Associate Full Time Wexford, PA,... ...Hybrid expectation: Typically 4 days/week in-office in Wexford (flexible based on role needs... ...(RIA) that serves ultra-high-net-worth families, individuals, and institutions. As a multi...Work at officeFull timeApprenticeshipLocal areaFlexible hoursShift work
$57.65k - $65k
...Description Description: JOB TITLE: Bilingual?Case?Planner JOB TYPE : Full-Time DEPARTMENT/PROGRAM : Family Support Program EXEMPTION : Non-Exempt... ...families. IV. WORKING CONDITIONS Share an office with other program staff Access to an...Work at officeFull timeLocal areaMonday to FridayFlexible hoursAfternoon shift$225k - $250k
...firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has... ...experienced professionals - including wealth planners, tax advisors, estate attorneys, and other... ...professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their...Work at officeLocal area- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New... ...TITLE Senior Vice President language OFFICE LOCATION(S) New York account_balance DIVISION... ...advocacy service for employees and family members facing critical health situations...Work at officeFull timeTemporary work
- To connect families to concrete resources and prosocial activities as needed. POSITION OVERVIEW... ...The Case Associate functions as a Case Planner and is responsible for supplying... ...SKILLS REQUIRED Knowledge of Microsoft Office required. VISUAL AND MANUAL DEXTERITY Limited...Work at officeTemporary workLocal area
$200k
...A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading complex financial planning engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners...Remote workFlexible hours
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