Senior Wealth Advisor
2 weeks ago
OverviewPLEASE NOTE: All interviews and applications are kept confidential.We are seeking a highly experienced Senior Wealth Advisor / Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. As a Senior Wealth Advisor / Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm. ResponsibilitiesProvide comprehensive wealth management services including investment management, financial planning, tax planning, and estate planning for high net worth individuals and families.Leverage a transferable book of client assets greater than $25 million to drive growth and contribute immediately. QualificationsTransferable book of client assets greater than $25 million.Experience in wealth management and delivering comprehensive financial services to UHNW clients is preferred. Compensation & BenefitsCompensation up to 750k+ per year through Revenue Participation, Bonuses, and Equity.Fully remote work opportunity.Medical, dental, and vision plans; unlimited paid time off and company holidays.401(k) plan and other substantial benefits. OtherPlease note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role. We are an equal opportunity employer. All applications will be kept confidential. #J-18808-Ljbffr
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Senior Wealth Advisor
2 weeks ago
New York, United States Savvy Wealth, Inc. Full timeAbout Savvy Wealth:Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending...
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Senior Wealth Advisor
2 weeks ago
New York, United States Ives & Associates Full timeOverviewPLEASE NOTE: All interviews and applications are kept confidential.We are seeking a highly experienced Senior Wealth Advisor / Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients...
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Senior Wealth Advisor
6 days ago
New York, NY, United States Mariner Full timeJob Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be...
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Senior Wealth Advisor
7 hours ago
New York, NY, United States Mariner Full timeJob Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be...
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Senior Wealth Advisor
1 week ago
New York, United States Avior Executive Search, Inc Full timeSenior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for the...
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Senior Wealth Advisor
2 weeks ago
New York, NY, United States Avior Executive Search, Inc Full timeSenior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for...
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Senior Wealth Advisor
1 week ago
New York, NY, United States Avior Executive Search, Inc Full timeSenior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for...
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Senior Wealth Advisor
2 days ago
New York, NY, United States Avior Executive Search, Inc Full timeSenior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for...
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Senior Wealth Advisor
2 weeks ago
New York, United States Savvy Wealth, Inc. Full timeA leading financial services firm in New York is seeking an experienced Senior Wealth Advisor to develop and manage high net worth client relationships. The role involves advising clients on financial strategies, working closely with product teams, and contributing to a fintech-driven environment. Ideal candidates have over 10 years of advisory experience...
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Senior Wealth Advisor
3 weeks ago
New York, United States UCare Staffing, LLC Full timePLEASE NOTE: All interviews and applications are kept confidential. We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their...
