Current jobs related to Personal Wealth Manager - New York - Hoxton Circle

  • Freelance Writer for Leading Wealth Management Publication

    4 weeks ago

    New York, New York, United States Noyack Wealth Club Full time

    Job OverviewNoyack Wealth Club is seeking a skilled freelance writer to create engaging content focused on personal wealth management, alternative investments, and financial education for Millennials, Gen Z, and High Earners Not Rich Yet (HENRYs).The ideal candidate will have a strong background in personal finance or wealth management, with experience...

  • Freelance Writer for Leading Wealth Management Publication

    3 weeks ago

    New York, New York, United States Noyack Wealth Club Full time

    Job OpportunityWe are seeking a skilled freelance writer to create engaging content focused on personal wealth management, alternative investments, and financial education for our audience.Noyack Wealth Club is a nonprofit organization dedicated to providing financial education and access to alternative investments for Millennials, Gen Z, and High Earners...

  • Wealth Strategist

    4 weeks ago

    New York, New York, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...

  • Wealth Strategist

    4 weeks ago

    New York, New York, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...

  • Senior Wealth Strategist

    3 weeks ago

    New York, New York, United States Corient Private Wealth LLC Full time

    At Corient Private Wealth LLC, we help 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 people, causes and communities they care about.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...

  • Senior Financial Advisor

    4 weeks ago

    New York, New York, United States Altfest Personal Wealth Management Full time

    Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.We place the client at the core of everything we...

  • Financial Planning Specialist

    3 weeks ago

    New York, New York, United States Altfest Personal Wealth Management Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our advanced planning team at Altfest Personal Wealth Management. As a key member of our team, you will be responsible for supporting financial advisors with technical financial planning and assisting in the creation of custom financial plans for our clients.Key...

  • Senior Financial Advisor

    4 weeks ago

    New York, New York, United States Altfest Personal Wealth Management Full time

    Job Title: Senior Financial AdvisorAltfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.We prioritize...

  • Estate Planning Specialist

    3 weeks ago

    New York, New York, United States Altfest Personal Wealth Management Full time

    Job Title: Estate Planning SpecialistJob Summary:Altfest Personal Wealth Management is seeking an experienced Estate Planning Specialist to join our team. The ideal candidate will have a deep understanding of state and federal estate laws and be able to provide expert advice to our clients.Responsibilities:Partner with Financial Advisors and Planning...

  • Wealth Management Professional

    4 weeks ago

    New York, New York, United States Chilton Trust Full time

    Job SummaryChilton Trust is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a key member of our private wealth management firm, you will be responsible for delivering exceptional client service and providing tailored investment solutions to our ultra-high net worth clients.Key ResponsibilitiesDevelop and implement...

  • VP Portfolio and Wealth Advisory

    2 months ago

    New York, United States Robert Half - US Full time

    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...

  • Wealth Management Professional

    4 weeks ago

    New York, New York, United States Chilton Trust Full time

    Senior Wealth Advisor OpportunityChilton Trust is seeking a seasoned Senior Wealth Advisor to join our team of experienced professionals. As a key member of our firm, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide personalized wealth management advice...

  • Fintech Wealth Manager

    4 weeks ago

    New York, New York, United States Goodwin Recruiting Full time

    Unlock Your Potential as a Fintech Wealth ManagerAre you a seasoned financial services professional with a passion for innovation and fintech? Do you have a strong track record of managing high net worth client portfolios and driving business growth?Goodwin Recruiting is seeking a talented Fintech Wealth Manager to join our team. As a key member of our team,...

  • Wealth Management Advisor

    4 weeks ago

    New York, New York, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with tailored financial solutions and advice to meet their...

  • Wealth Management Specialist

    4 weeks ago

    New York, New York, United States Chilton Trust Full time

    Senior Wealth Advisor RoleChilton Trust is a private wealth management firm dedicated to delivering exceptional services to our clients. As a Senior Wealth Advisor, you will play a crucial role in helping our Ultra High Net Worth clients achieve their financial goals.Key Responsibilities:Deliver tailored advice and solutions to clients to preserve and grow...

  • Wealth Management Advisor

    3 weeks ago

    New York, New York, United States Bank of Montreal Full time

    Job Title: Wealth Management AdvisorAt Bank of Montreal, we are seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing exceptional client service and developing long-term relationships with high net worth individuals and families.Key Responsibilities:Develop and implement...

  • Wealth Management Talent Acquisition Specialist

    3 weeks ago

    New York, New York, United States Kingswood U.S. Full time

    Job Title: Wealth Management Talent Acquisition SpecialistLocation: Midtown Manhattan, New York, NY (In-Office Position)Employment Type: Full-TimeExperience Required: 3+ Years in Recruitment (Wealth Management Focus)About Us:Kingswood U.S. is a leading financial services firm dedicated to delivering personalized wealth management solutions. We are committed...

  • Wealth Management Talent Acquisition Specialist

    4 weeks ago

    New York, New York, United States Kingswood U.S. Full time

    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:Kingswood U.S. is a leading financial services firm dedicated to delivering personalized wealth management solutions. Our focus on growth and innovation...

  • Wealth Management Recruiter

    2 months ago

    New York, United States Kingswood U.S. Full time

    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...

  • Wealth Management Associate

    4 weeks ago

    New York, New York, United States Northwestern Mutual Full time

    Wealth Management Advisor OpportunityNorthwestern Mutual is seeking a driven individual to join our team as a Wealth Management Advisor. In this role, you will work closely with clients to develop personalized financial plans that address their unique needs and goals.Key Responsibilities:• Analyze client needs and develop tailored financial plans•...

Personal Wealth Manager

2 months ago

New York, United States Hoxton Circle Full time
Job DescriptionJob Description

A prestigious organization is seeking a highly skilled and professional Personal Wealth Manager to oversee the personal finances, taxes, and accounting needs of of a CEO. This role requires a blend of financial expertise, strategic thinking, and impeccable discretion. If you have a strong background in wealth management and are adept at managing complex financial portfolios, we encourage you to apply.

Key Responsibilities:

Personal Financial Management:

  • Oversee and manage the CEO's personal finances, including budgeting, investment tracking, and financial planning.
  • Collaborate with financial advisors, investment managers, and banks to ensure optimal financial growth and stability.
  • Review and analyze financial statements and reports, providing strategic recommendations to enhance financial health.
  • Develop and implement strategies for effective tax planning and wealth preservation.

Tax Management:

  • Supervise the preparation and filing of personal tax returns, ensuring compliance with tax regulations.
  • Work with tax professionals to create and implement tax-saving strategies.
  • Stay informed about changes in tax laws and assess their impact on the CEO's financial situation.

Accounting and Bookkeeping:

  • Maintain accurate and up-to-date records of all personal financial transactions.
  • Prepare and reconcile financial statements, expense reports, and other accounting documents.
  • Manage and oversee the payment of personal bills and expenses.

Project Management:

  • Assist with special projects and personal financial initiatives as directed by the CEO.
  • Conduct research and provide insights to support strategic decision-making and planning.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field; CPA or CFA designation preferred.
  • Minimum of 5 years of experience in personal wealth management, financial planning, or accounting, preferably within a high-net-worth environment.
  • Demonstrated experience in managing complex financial portfolios and personal finances.
  • Proficiency in financial software and Microsoft Office Suite (Excel, Word, PowerPoint).
  • Strong analytical and problem-solving skills with the ability to provide strategic financial advice.
  • Excellent communication skills and a high level of discretion and confidentiality.
  • Ability to work independently with minimal supervision and exercise sound judgment.

Personal Attributes:

  • High integrity and professionalism.
  • Detail-oriented with a proactive approach to financial management.
  • Adaptable and capable of working in a fast-paced, dynamic environment.
  • Strong interpersonal skills and the ability to build relationships with financial advisors and other stakeholders.

Benefits:

  • Competitive salary and benefits package.
  • Opportunity to manage a high-profile personal financial portfolio.
  • Dynamic and supportive work environment.