Current jobs related to Wealth Management - Philadelphia - NexWealth

  • Wealth Management Operations Manager

    1 week ago

    Philadelphia, United States NexWealth Full time

    NexWealth is an RIA/multi-family office and is currently seeking an Operations Manager to plan, organize, and run the daily operations of two separately-registered RIA firms (wealth management firm and advisor to a mutual fund). This individual will contribute to the culture and values of the organizations by introducing and maintaining initiatives and...

  • Wealth Management Operations Manager

    1 month ago

    Philadelphia, United States NexWealth Full time

    NexWealth is an RIA/multi-family office and is currently seeking an Operations Manager to plan, organize, and run the daily operations of two separately-registered RIA firms (wealth management firm and advisor to a mutual fund). This individual will contribute to the culture and values of the organizations by introducing and maintaining initiatives and...

  • Wealth Management Operations Manager

    1 week ago

    philadelphia, United States NexWealth Full time

    NexWealth is an RIA/multi-family office and is currently seeking an Operations Manager to plan, organize, and run the daily operations of two separately-registered RIA firms (wealth management firm and advisor to a mutual fund). This individual will contribute to the culture and values of the organizations by introducing and maintaining initiatives and...

  • Wealth Management Operations Manager

    1 month ago

    Philadelphia, United States NexWealth Full time

    NexWealth is an RIA/multi-family office and is currently seeking an Operations Manager to plan, organize, and run the daily operations of two separately-registered RIA firms (wealth management firm and advisor to a mutual fund). This individual will contribute to the culture and values of the organizations by introducing and maintaining initiatives and...

  • Wealth Management Advisor

    3 months ago

    Philadelphia, United States TIAA Full time

    Wealth Management AdvisorKey Responsibilities and Duties The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series...

  • Wealth Management Specialist

    2 weeks ago

    Philadelphia, Pennsylvania, United States Truist Financial Corporation Full time

    Job SummaryServe as the primary relationship advisor for high net worth and ultra-high net worth wealth clients at Truist Financial Corporation. Develop and deepen client relationships through needs-based, high-level client service and delivery of comprehensive financial planning, business development, and management solutions.Key ResponsibilitiesProvide...

  • Business Development Director

    1 month ago

    Philadelphia, Pennsylvania, United States Glenmede Full time

    Join Glenmede's Team as a Business Development DirectorGlenmede is seeking a highly motivated and experienced Business Development Director to lead our wealth management business development efforts in the Philadelphia metro market.About the RoleThis is a dynamic role that requires a strong understanding of financial planning, wealth management, and...

  • Wealth Management Professional

    3 weeks ago

    Philadelphia, Pennsylvania, United States Coda Search│Staffing Full time

    Key ResponsibilitiesDevelop and maintain a portable book of high-net worth clients.Preferred qualifications include CFP and Series 65 certifications.Proven track record of business development and strong compliance history.RequirementsMust have a strong understanding of financial services and investment products.Excellent communication and interpersonal...

  • Wealth Management Operations Director

    1 month ago

    Philadelphia, Pennsylvania, United States NexWealth Full time

    Operations Manager - Wealth ManagementNexWealth, a multi-family office, seeks an experienced Operations Manager to oversee the daily operations of two separately-registered RIA firms. This role will contribute to the firm's culture and values by introducing and maintaining initiatives and policies that support the firms' visions.Key Responsibilities:Manage a...

  • Financial Planning Analyst

    5 months ago

    Philadelphia, United States myCIO Wealth Partners Full time

    myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader...

  • Financial Planning Analyst

    1 week ago

    philadelphia, United States myCIO Wealth Partners Full time

    myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader...

  • Financial Planning Analyst

    5 months ago

    Philadelphia, United States myCIO Wealth Partners Full time

    myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader...

  • Seasoned Wealth Manager

    2 weeks ago

    Philadelphia, Pennsylvania, United States Ryabyy Region - Modern Woodmen of America Full time

    About the RoleAs a seasoned wealth manager, you will be responsible for driving growth in the local market by recruiting, training, and developing financial representatives. This role requires strong leadership skills, with a focus on building and nurturing a high-performing team to contribute to the success of Modern Woodmen.Key ResponsibilitiesExemplify...

  • Wealth Management Consultant

    4 days ago

    Philadelphia, Pennsylvania, United States Equitable Advisors LLC Full time

    About UsAt Equitable Advisors LLC, we are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.We have a passion to make a positive impact on the futures of individuals and businesses by...

  • Financial Planning Analyst

    4 days ago

    Philadelphia, Pennsylvania, United States myCIO Wealth Partners Full time

    At myCIO Wealth Partners, we are seeking a highly organized and detail-oriented Financial Planning Analyst to join our team. As a key member of our wealth management team, you will be responsible for providing support to our senior analysts and advisors in the areas of daily account administration, investment proposal and performance review preparation, and...

  • Private Wealth Management Administrative Assistant

    2 days ago

    philadelphia, United States Advantage xPO Full time

    Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

  • Wealth Management Operations Director

    1 week ago

    Philadelphia, Pennsylvania, United States NexWealth Full time

    Job SummaryNexWealth is seeking an experienced Operations Manager to oversee the daily operations of two separately-registered RIA firms. This role will contribute to the culture and values of the organizations by introducing and maintaining initiatives and policies that support the firms' visions.Key ResponsibilitiesManage a team of 7-10 individuals,...

  • Private Wealth Management Administrative Assistant

    7 days ago

    Philadelphia, United States Advantage xPO Full time

    Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

  • Wealth Management Operations Director

    4 days ago

    Philadelphia, Pennsylvania, United States NexWealth Full time

    NexWealth is a multi-family office seeking an experienced Operations Manager to oversee the daily operations of two separately-registered RIA firms. This individual will contribute to the culture and values of the organizations by introducing and maintaining initiatives and policies that support the firms' visions.Key Responsibilities: Manage a team of 7-10...

  • Financial Planning Analyst

    2 weeks ago

    Philadelphia, Pennsylvania, United States myCIO Wealth Partners Full time

    Job Title: Financial Planning AnalystmyCIO Wealth Partners is a leading independent wealth management firm providing comprehensive investment and tax services to high net worth individuals, families, and institutions. We are seeking a highly organized and detail-oriented Financial Planning Analyst to join our team.Key Responsibilities:Compile monthly and...

Wealth Management

3 months ago

Philadelphia, United States NexWealth Full time

NexWealth, a multi-family office, is currently seeking a Head of Investment Research with a Chartered Financial Analyst® (CFA) designation that meets the criteria below. This individual will work directly with high-net-worth clients and their outside advisors to help achieve their financial goals. Working as part of a multi-family office team, you must possess superior communication skills and attention to detail, as well as a relentless intellectual curiosity and drive to excel at the highest level in delivering the best service to our clients. The position is located onsite in the Firm's Philadelphia office.


Requirements:

  • Bachelor’s degree
  • CFA® designation
  • 7+ years’ experience conducting investment manager due diligence
  • 7+ years’ experience as a client-facing research analyst
  • Proficiency in Excel; prior use of research, trading, rebalancing, performance reporting software
  • Must be comfortable communicating with clients and have strong interpersonal skills
  • Must be organized with strong attention for detail
  • Ability to work independently, yet possess flexibility to work well within a team
  • Work out of the Firm's Philadelphia office onsite, full-time


Responsibilities include, but not limited to, the following:

  • Comprehensive Investment Manager due diligence
  • Client portfolio construction and creating client portfolio recommendations
  • Monitoring industry publications for pertinent information
  • Developing manager and strategy-specific expertise and providing clients and research team with timely and insightful data points
  • Maintaining information systems with heavy emphasis on maintaining a proprietary database, in order to capture the universe of available investment opportunities
  • Maintaining a variety of portfolio analytic reports on investment managers and client portfolios
  • Managing prime brokerage/capital introduction relationships


About the Firm

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth has locations in Philadelphia and Palm Beach Gardens, Florida. 


___


NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.