Senior Wealth Advisor for High‑Net‑Worth Clients
TIAA
TIAA is seeking a Wealth Management Advisor to build and deepen relationships with an established book of high-net-worth clients, delivering tailored strategies that align with fiduciary standards. You will partner with clients across retirement planning, investments, and life goals, collaborating with internal specialists and leveraging hybrid-flex work arrangements to grow a high-quality practice and deliver strong client outcomes. #J-18808-Ljbffr TIAA
- Manning & Napier is seeking a Wealth Advisor to act as the main advisor for clients’ wealth management needs. You will collaborate with clients and grow relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans. You will...SeniorHigh net worth
- ...Sachs Albany is seeking a dedicated Wealth Management professional to join... ...Personal Wealth team. You will support Senior Advisors by coordinating relationship management, investment research, and client communications across high-net-worth clients. The role emphasizes due...SeniorHigh net worth
- ...search of a skilled Estate Tax Senior Director with expertise in... ...EstatesTrustsFiduciary entitiesHigh-net-worth individualsAid in tax planning... ...estate, trust, and individual clients.Conduct detailed tax research... ...needed.Experience with high-net-worth individual tax returns...SeniorHigh net worthWork at officeFlexible hours
- ...in Albany, New York, seeks a driven professional to support private wealth services and client portfolios. You will collaborate with Private Wealth Advisors to manage relationships for high net worth clients, monitor investments, and help develop tailored asset allocation...High net worth
- Goldman Sachs Bank AG is searching for a Client Analyst in Albany, NY. This role involves managing client relationships and ensuring... ...within the Private Family Office, catering to ultra-high net worth individuals. Ideal candidates possess robust organizational skills...High net worthWork at office
$95k - $115k
Jobot is hosting a Tax Senior - Wealth Management role in the Albany area with a hybrid work arrangement. The position emphasizes tax compliance and planning for high net worth clients within a wealth management context. The ideal candidate holds a BS in Accounting or Finance...SeniorHigh net worth- Goldman Sachs Albany, New York is seeking a Wealth Management professional to support Private Wealth Advisors and high net worth clients. You'll collaborate across teams to tailor investment strategies, monitor portfolios, and facilitate trade execution. The role emphasizes...High net worth
$62.4k
KeyBank is seeking a Private Client Advisor to serve our Mass Affluent clients. This role involves providing investment solutions, growing client relationships, and ensuring comprehensive financial wellness. The ideal candidate will work closely with Retail Branch Managers...$125k - $150k
...Senior Tax ManagerWe are currently seeking a Senior Tax Manager for a well-established... ...assume full responsibility for directing client engagements along with supervising several... ...portfolio of clients, ranging from high-net worth individuals to complex corporate entities...SeniorHigh net worth- ...servicing activities for fiduciary and trust clients Serves as an additional point of... ...a financial institution focusing on high net worth client service Direct experience supporting advisors and client relationships within Wealth Management, Private Banking, Trust Services...SeniorHigh net worthWork at office
$128k - $268k
...YorkJOB BRIEF (PURPOSE)The Senior Director of Family Wealth Consulting (the Director) serves as a lead advisor on the (BAS) Team. The Senior... ...attract, retain and grow clients who require advice and complex... ...experience for ultra-high net worth individuals, families and family...SeniorHigh net worthFull timeWork at officeLocal areaFlexible hours$75k - $150k
The industry role of Wealth Advisor resides as a Financial Consultant at Manning & Napier.... ...you will collaborate with our current clients while simultaneously developing new relationships... ...across various client types (such as high net worth individuals, endowments & foundations,...High net worth$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...KeyBank communities. The Private Client Banker (PCB) is part of the... ...clients and Key. Education High School Diploma, GED, or equivalent... ...relationships with high‑net‑worth clients, providing personalized...High net worthHourly payWork experience placementDay shift- ...The University at Albany's Massry School of Business seeks a Senior Director of Development for Major Gifts to lead philanthropic strategy and secure gifts from high-net-worth alumni and friends. The role involves designing solicitation plans, collaborating with the dean...SeniorHigh net worth
$60k - $75k
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial... ...clients, including ultra-high net worth and high net worth individuals...High net worthFull timeTemporary workPart time- Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs location_on Albany, NY, United... ...private equity principals and ultra-high net worth individuals and their families.... ...management/support to clients and advisors by focusing on client service and...High net worthFull timeTemporary workPart timeWork at office
- Citizens Bank is seeking a Virtual Wealth Advisor to deliver personalized investment strategies to mass affluent clients via phone and video. You will manage a virtual book of business, collaborate with branches, and strive to meet sales goals while ensuring regulatory...Remote jobWork at office
- The University at Albany seeks a Senior Director of Development for the Massry School of Business to engage high-net-worth alumni and friends and design solicitation strategies to secure gifts ranging from $25,000 to $10,000,000+. The role leads fundraising initiatives...SeniorHigh net worth
$110k - $125k
...University at Albany, State University of New York's Massry School of Business seeks a Senior Director of Development to lead major gift fundraising. You will manage high-net-worth donor engagement, craft solicitation strategies, and drive the Inspire the Next campaign...SeniorHigh net worth- ...Planning Attorney with five to seven years of experience in high net worth estate and tax planning. The role supports trusts including Intentionally... .... The ideal candidate will draft various trusts, work with clients to create comprehensive estate plans, and provide tax...SeniorHigh net worth
$80k - $150k
...Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and... ...opportunities in an existing book of high-net-worth clients or through dedicated internal referral... ...an in-depth knowledge of financial wealth management and brokerage investment advisory...High net worthFull timeWork at officeLocal areaFlexible hoursNight shift$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth... ...Advisors and Wealth Management Client Associates help clients pursue... ...responsible for working with high-net worth individuals identifying needs,...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift$65k - $100k
A large professional services firm in Albany is seeking an experienced Audit Senior Accountant to lead audit engagements, perform complex audit procedures, and maintain client relationships. The role requires a Bachelor’s degree in accounting and 3-6 years of audit experience...Senior$75k - $105k
...leading accounting firm in Albany is seeking an experienced Audit Senior Accountant to lead audit engagements and ensure compliance with... ...audit procedures, evaluate internal controls, and maintain client relationships while supervising audit staff. Ideal candidates have...Senior$125k - $180k
A leading audit and consulting firm in Albany is seeking an Audit Senior Manager to lead audit engagements and manage client relationships. You will be responsible for mentoring the audit team, ensuring compliance with quality standards, and driving business development...Senior- TIAA is seeking a Wealth Client Relationship Manager in the New York area to partner with Wealth Management Advisors and deepen client relationships. You will help grow client practice... ...financial planning solutions for high-net-worth individuals. The role requires 2+ years...High net worth
$80k - $115k
620 UHY Advisors Northeast, Inc. in Albany is seeking an Audit Senior Accountant responsible for performing, leading, and managing audit... ...includes complex audit procedures, client communication, and supervising audit staff to deliver high-quality work. The candidate should...Senior$125k - $175k
620 UHY Advisors Northeast, Inc. is seeking an Audit Senior Manager based in Albany. You will oversee audit engagements, manage a team of professionals, and enhance client relationships while driving the firm’s commitment to quality service. The ideal candidate will possess...Senior- ...leading professional services firm in Albany is seeking an Audit Senior Manager to oversee and direct audit engagements. The role... ...skills, extensive audit experience, and the ability to cultivate client relationships. The ideal candidate will have 8+ years of relevant...Senior
- ...relationship management and growth for the New York State Surety market, preferably from the Albany office. This senior role focuses on retaining clients, developing opportunities, and guiding a client-centric sales approach. The ideal candidate has 5+ years in Surety...SeniorWork at office
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