Wealth Manager

Key responsibilities for this VP Portfolio and Wealth Advisory role include client relationship management, portfolio/wealth strategy and asset allocation. Responsibilities: • Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning • Generate and edit presentations for existing...

Job Title: Wealth Management RecruiterLocation: Midtown Manhattan, New York, NY (In-Office Position)Employment Type: Full-TimeExperience Required: 3+ Years in Recruitment (Wealth Management Focus)About Us:At Kingswood U.S., we are a leading financial services firm committed to delivering personalized wealth management solutions. With a focus on growth and...

Description Citizens Wealth has crafted a strategy to transform its business and achieve its vision to be the Wealth firm of choice for individuals, their families and businesses. In supporting this vision, we are looking for a Wealth Strategic Reporting Manager  who will be responsible for reporting on strategic progress across the Wealth Management...

Job DescriptionJob DescriptionOur Client is a global business and technology consultancy firm, focused on the financial services sector. They are passionate about helping our clients succeed in an ever-changing industry.The firm’s Wealth & Asset Management practice welcomes industry change as an opportunity to transform the way wealth and asset managers...

A leading American Investment Bank in NYC is looking to bring on a Chief Risk Officer for their Wealth Management Division, reporting to the CRO, to build out the risk framework and capabilities for their Wealth Management business. This hire will be responsible for the organization and coordination of all risk activities and initiatives for the US, and...

Wealth Management Advisor Track | The Tri-Harbor Financial Group - NYCI am looking to onboard a handful of driven individuals in 2024 - my team and I are focus on working with clients regarding tax efficiency strategy, retirement distribution & estate planning. Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/...

About Our Wealth Management Associate RoleWe are seeking a highly motivated and results-driven Financial Services Associate to join our team at Equitable Advisors. As a key member of our wealth management team, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Our team is committed to...

Job Title: Wealth Management RecruiterLocation: Midtown Manhattan, New York, NY (In-Office Position)Employment Type: Full-TimeExperience Required: 3+ Years in Recruitment (Wealth Management Focus)About Us:At Kingswood U.S., we are a leading financial services firm committed to delivering personalized wealth management solutions. With a focus on growth and...

Private Wealth AdvisorOur Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidants, initially attracting clients to our firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’...

Application Deadline:11/21/2024 Address:151 W 42nd Street. Job Family Group:Wealth Sales & Service. Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and rel Wealth, Analyst, Investment, Relationship Manager, Wealth Advisor, Financial Planning, Banking, Business...

Job DescriptionJob DescriptionRobert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking....

Job DescriptionTradeweb Markets is a world leader in the evolution of electronic trading. We are seeking a highly motivated individual to join our sales team with a focus on wealth management. The successful candidate will serve as the key advocate for our core wealth management accounts by being proactive and understanding client needs.Key...

A professional services firm in New York City is actively seeking an experienced professional to join their staff as their new Private Wealth Senior / Manager / Senior Manager. Responsibilities The Private Wealth Senior / Manager / Senior Manager will: Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held...

Company Description Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global footprint...

Wealth Management Advisor Track | The Tri-Harbor Financial Group - NYCI am looking to onboard a handful of driven individuals in 2024 - my team and I are focus on working with clients regarding tax efficiency strategy, retirement distribution & estate planning. Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/...

Wealth Management Associate About our client: Our client is a boutique investment management firm located in Manhattan. They are working with high-net worth individuals and have been in business approximately 20 years. They're looking for a results driven administrative professional to join the team to support its Founder This role is a great stepping stone...

Are you an ambitious, entrepreneurial advisor looking for the next opportunity to grow your career? At Kingswood U.S., we’re searching for dynamic wealth managers ready to take advantage of unique growth opportunities in the heart of New York.What We Offer:House Leads: Manage house accounts and receive qualified leads as they become available, helping you...

We represent a private investment manager looking to hire an Assistant General Counsel to support their Private Wealth business.The ideal candidate will have 5+ years of experience in private wealth legal and compliance issues. Responsibilities:-Provide strategic advice on legal and regulatory issues affecting the Private Wealth business including advising...

Your passion. Our purpose. This could be powerful. Join a team where your expertise in wealth management can have a real impact on people's lives. Edward Jones is seeking a Wealth Management Consultant to provide comprehensive financial planning support for high net worth clients. This role involves partnering with senior planners and financial advisors to...

Job Title: Wealth Management RecruiterLocation: Midtown Manhattan, New York, NY (In-Office Position)Employment Type: Full-TimeExperience Required: 3+ Years in Recruitment (Wealth Management Focus)About Us:At Kingswood U.S., we are a leading financial services firm committed to delivering personalized wealth management solutions. With a focus on growth and...