Senior Wealth Advisor

Harrison Gray Search has partnered with a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our Client: Our client empowers advisors to deliver exceptional value to their clients - on their own terms. They're here to help established advisors scale,...

United States - New YorkBusiness management, administration and supportGlobal Wealth ManagementJob Reference #292213BRCityNew YorkJob TypeFull TimeYour roleAre you skilled at developing wealth management strategies? Does financial data excite you?We’re looking for a Senior Wealth Strategy Associate to:• assist financial advisors in client conversations,...

Firm Description Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in...

Harrison Gray Search has partnered with a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our Client: Our client empowers advisors to deliver exceptional value to their clients - on their own terms. They're here to help established advisors scale,...

Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in...

Company Description Zoe Financial is a modern wealth platform that uses innovative technology and exceptional client service to help clients grow their wealth. Through a carefully curated ecosystem of financial advisors, Zoe helps consumers find, hire, and have their money professionally managed in minutes, not months. Zoe's core values involve putting the...

Wealth Management Advisor | Northwestern MutualThrough a distinctive, whole-picture planning approach, Northwestern Mutual Wealth Management and Financial Advisors empower their clients to make the most of every single day and plan for important moments in their future. They combine their licensed expertise with a personalized digital experience to help...

Job DescriptionJob DescriptionLedyard Financial Advisors is seeking a Senior Financial Advisor to join our Wealth Management group. The Senior Financial Advisor is responsible for deepening and expanding existing client relationships with new investment assets and working with the Private Banking team to assist clients with comprehensive lending and deposit...

Job DescriptionJob DescriptionWe are seeking a Wealth Operations Manager to join our Ledyard Financial Advisors team. The primary responsibility of the Wealth Operations Manager is the strategic oversight of the Wealth Operation Team, including supporting the investment staff, trading, backing up treasury process, identifying process improvements and...

Citi Wealth is a unified wealth platform that serves clients across the wealth continuum. The Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank (CPB), operates in the affluent and high-net worth segments through Citigold® and Citigold Private Client and captures wealth management in the workplace through...

Our client, a wealth management firm in Midtown is looking for a talented professional with high capacity to build a financial planning practice as an advisor. This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you! The role of...

Corporate Communications The Corporate Communications job directs the strategy and development of organizational communications, such as magazines, internal newspapers, and shareholder relations for the whole enterprise. As a recognized thought leader in communications both within and outside the organization, this job leads internal and external...

**Overview**: Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around the world. Citi Global Wealth prides of its commitment to service and its ability to see and seize opportunities for our clients through the wealth continuum. Our Private Bankers, Financial Advisors, and Product...

YOUR IMPACT Are you a strategic thinker with a strong work ethic, desire to work within a growing global business, and ability to think outside the box? We are seeking an Associate to be contribute to the business’s most critical strategic questions (growth, profitability, muti-year planning, technology investments and competitive dynamics). You will...

Freelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client...

Freelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client...

Job DescriptionJob DescriptionFreelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and...

Freelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client...

Job DescriptionJob Description Financial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial...

Financial Planning Associate RoleHeadquartered in midtown Manhattan, BlackDiamond Wealth Management is an independent registered investment advisory firm with a strong commitment to a fiduciary business model. We believe in connecting all parts of a clients' financial life and delivering thoughtful, collaborative strategies that focus on what's most...