UHNW Wealth Planner & Strategy Lead
$125k - $200kCorient Capital Partners
Corient Capital Partners in New York seeks a seasoned wealth planning expert to support high-net and ultra-high-net-worth clients. The role requires deep expertise in financial planning, estate, and tax strategies to guide families with significant assets. The ideal candidate will have over 8 years of experience, strong interpersonal skills, and the ability to mentor advisors. The position offers a generous salary range of $125,000 - $200,000 per year along with comprehensive benefits. #J-18808-Ljbffr Corient Capital Partners
- ...A wealth management firm is seeking a Senior Financial Planner to support client-facing advisors and enhance financial planning resources. The ideal candidate has over 10 years of experience in financial and tax planning, holds a CFP/PFS designation, and possesses mastery...Suggested
- ...LLC, based in New York, NY, seeks a seasoned financial planning expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of 8 years in advanced financial planning and demonstrate expertise in tax and...Suggested
$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate...SuggestedFull time$210k - $280k
A premier wealth management firm in New York City is seeking a Senior Wealth Strategist to advise ultra-high-net-worth clients on estate and tax planning. The ideal candidate will have a law degree and at least six years of relevant experience. Responsibilities include...Suggested$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... ...worth clients, applying advanced tax strategies, and mentoring junior planners....SuggestedRemote workFlexible hours- JPMorganChase is seeking an Outsourced Family Office Wealth Planner for the Family Wealth Services team. In this role, you will provide customized... ...plans and facilitating multigenerational wealth transfer strategies. The ideal candidate will have strong communication and...Work at office
- Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate... ...assets range and communicate complex financial strategies. This remote position requires outstanding skills in financial...Remote job
- ...Digital Associate in New York to enhance web presence for Private Wealth and product content. This role involves setting up new webpages... .... Ideal candidates should have 3+ years of experience in web strategy and content management, a Bachelor's Degree, and familiarity...
$250k
...The Investment Counselor Team Lead manages a team of Investment Counselors and Investment... ...knowledge of financial markets, wealth management practices, and industry products... ...and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates...Full time- ...more recently, device and identity protection. Job Description The Lead Consultant provides process expertise and project management and... ...and key processes enabling these Support future vision and strategy for large-scale programs through project delivery, providing information...Contract workWork at officeWork visa
- JPMorgan Chase & Co. is seeking a Talent Development Advisor for Asset & Wealth Management in New York. This position requires 7+ years of experience in Human Resources or Strategy and involves partnering with business leaders to define talent management objectives. Responsibilities...
$115k - $125k
...Brand Strategist in New York. In this full-time position, you will lead strategic projects, guide clients through complex challenges,... ...standards. The ideal candidate will have four to six years of brand strategy experience and a strong command of English. Benefits include a...Full time- ...The Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment...
$115k
A leading consulting firm in New York is seeking a Consultant responsible for supporting executives in the pharmaceutical and medical... ...and mentor junior staff. A strong background in life sciences strategy consulting or the biopharmaceutical industry is required. The role...- 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...
$125k - $200k
...them to preserve their wealth for future generations,... ...matters impacting HNW and UHNW clients. Identify,... ...investable assets. Lead planning discussions related... ...tax-efficient wealth strategies Estate planning and... ...service offering. Mentor planners and help drive their...Permanent employmentTemporary workWork at officeFlexible hours- 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...Work at office
$158.01k - $276.46k
...most sophisticated clients using leading technology and exceptional service. Wealth Strategist/Client Development Sales... ...development, solutions sales strategy, and execution of our goals-driven... ...ll work with ultra high net worth(UHNW) individuals, families and businesses...Local areaFlexible hours$136.8k - $198.38k
...clients in person, if needed, and has the required FINRA licenses active in good standing. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$125k - $140k
...Financial Planning Strategist in New York. You will work with clients and Relationship Managers to implement complex financial-planning strategies for high-net-worth clients. Responsibilities include conducting financial analyses, delivering tailored financial plans, and...- 255 Clark Capital Management Group, Inc. is seeking an experienced financial planning expert to develop customized wealth-planning solutions for high net worth clients. This role involves significant travel and requires expertise in estate planning, liquidity events, and...
- Wealth Regulatory Reporting Operations Lead Apply (opens in new window) Job Req Id: 26962892 Location(s): Pune, Maharashtra, India Job Type: On-Site/Resident... ..., issue management, and sustainable mitigation strategies. They lead governance activities by chairing control...Full time
- ...York office. The ideal candidate will have extensive experience in management consulting, particularly within Wealth and Asset Management sectors. You will lead client projects, overseeing teams while driving complex solutions tailored to client needs. With a commitment...Work at officeFlexible hours
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be... ...and multi‐generational wealth strategies. This opportunity is ideal for... ..., you will serve as the lead strategist on sophisticated engagements... ...Direct impact on HNW/UHNW client strategy at a nationally...Full timeWork at officeRemote workFlexible hours- A leading global financial services firm is seeking an experienced professional to provide strategic financial advice within its Private... ...over 15 years of proven experience and a deep understanding of the UHNW market. The candidate will focus on building long-term...
- Carrierdirect is seeking a Subject Matter Expert with over 10 years of experience in the Transportation and Logistics sector. You will work closely with clients, providing insights and solutions to enhance their operations. The role requires strong consulting skills and...
- An international consulting firm is seeking a Data & Strategy Engineer in New York. The role involves leading data transformation projects and advising C-level executives on data strategy. Successful candidates will have over 8 years of experience, a strong technical background...
- ...Outsourced Family Office Wealth Planner J.P. Morgan Advisors, the ultra-high-net-worth division... ..., exposure to sophisticated planning strategies, and the opportunity to build lasting... ...while leveraging industry-leading resources. Job Summary: As an Outsourced...Work at office
$185k - $300k
...Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a... ...HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring... ..., develop customized credit strategies, negotiate and close lending...Ongoing contractWork experience placementImmediate start- ...A leading technology consultancy is seeking a Product Management Lead Consultant to provide expertise at the intersection of product strategy and AI. This role involves assessing product strategies for investment firms, evaluating AI competencies, and synthesizing complex...Remote work
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