Wealth Consultant

Company OverviewSia Partners is a leading management consulting firm that optimizes client projects worldwide through its Consulting for Good approach. With a global footprint and expertise in over 30 sectors and services, we develop innovative CSR solutions for clients, making sustainability a lever for profitable transformation.We believe that knowledge...

At Saxon Global, we are seeking a highly skilled Global Wealth Management Consultant to join our team in NYC. This role offers a competitive salary of $110,000 per annum and 3 days of hybrid work from day one.The ideal candidate will have strong analytical and problem-solving skills, with experience in wealth management and data analysis. They will be able...

We are seeking a highly skilled and experienced wealth advisor who is passionate about helping individuals and families build their financial futures. GPAC, an award-winning search firm with over 30 years of experience in placing quality professionals across the United States, is partnered with a local RIA and Broker that is eager to bring on a talented...

About iCapitaliCapital is a pioneering fintech company that empowers the world's alternative investment marketplace. Our transformative financial technology platform has enabled advisors and wealth managers to discover bespoke public and private market strategies for their high-net-worth clients. With approximately $200 billion in global client assets...

No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back...

Job Title: Financial Planning ConsultantEstimated Salary: $120,000 - $180,000 per yearAbout Dynamic Wealth Strategies Inc.We are a leading financial services firm dedicated to helping individuals achieve their financial goals. Our team of experienced advisors provides personalized guidance on investment and protection strategies, ensuring clients have peace...

About the OpportunityiCapital is looking for a seasoned Business Development executive to drive growth and expansion in the US wealth channel.The successful candidate will be responsible for developing and executing a business strategy to acquire new enterprise clients and expand existing relationships with Wealth Managers, Family Offices, and high net worth...

About CapcoCapco is a pioneering financial services consultancy, renowned for its expertise in transforming clients' businesses. With a strong focus on digital strategy and transformation, our passionate team of professionals collaborates with clients to drive innovation and growth.Our WorkWe take pride in delivering exceptional results across four key...

About the RoleEmpire Wealth Management is seeking an experienced Senior Tax Accountant to join their team in Brooklyn, NY. The ideal candidate will have a strong background in tax preparation and financial statement analysis.Key Responsibilities:Finalize financial statementsPrepare complex tax returns (1040's, 1120, 1120s, 1065, 1041 and 709) returns,...

OverviewThe Wealth Consultant identifies high net worth clients and prospects, engaging them in holistic wealth management planning. As a primary relationship manager, they coordinate advice and activities with other team members to achieve growth and profitability goals.ResponsibilitiesClient Acquisition: Identify new clients through direct prospecting...

About the OpportunityWe are partnering with a leading tech-focused wealth management firm to find a Senior Wealth Advisor.This is a rare opportunity to shape the future of wealth management through a fintech perspective.The ideal candidate will be able to:Manage high-net-worth client relationships and portfolios.Collaborate with Product Development and M&A...

Job Overview:Baker Tilly is a leading advisory, tax and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.We are seeking a Tax Manager to join our Private Wealth/High Net Worth team. This is an exciting opportunity to be a valued advisor...

Wealth Management Opportunity: Cerity Partners is a leading national registered wealth management and institutional consulting firm seeking a highly skilled Wealth Management Coordinator to support clients and advisors by executing routine administrative tasks. The ideal candidate will have excellent communication, organizational, and time management...

Job OverviewThe Wealth Consultant plays a pivotal role in identifying, engaging, acquiring, and retaining high net worth clients and prospects. As a primary relationship manager, you will serve as the primary point of contact and advocate for high net worth prospects and clients.Maintaining current knowledge and awareness of client circumstances, conditions,...

About PonteraPontera is a fintech company on a mission to empower financial advisors to create personalized strategies for their clients, helping them achieve greater security in their golden years. Our software platform is built by talented individuals who share a dedication to making a positive impact.We're seeking an Account Executive to join our team. In...

Role OverviewWe are seeking a seasoned Senior Tax Accountant to join our dynamic team at Empire Wealth Management in Brooklyn, NY. In this role, you will be responsible for preparing complex tax returns, including multi-state filings, and finalizing financial statements with accuracy and precision.About the Role:Prepare and finalize financial statements with...

Job OverviewWe are seeking a highly experienced wealth management advisor to join our team. This role requires expertise in delivering exceptional client experiences and driving business growth.The successful candidate will have a proven track record of success in the financial services industry, with a strong understanding of market trends and regulatory...

Position SummaryWe are looking for a talented Roadway Design Engineer to join our team at Wealth Recruitment, LLC. As a key member of our engineering consulting services, you will play a critical role in designing and developing roadway geometric layouts, profiles, and cross-sections for various transportation projects.About the RoleEstimated Salary: $80,000...

Join Neos Talent, a global management consultancy dedicated to empowering top wealth managers, as a seasoned Director in the asset and wealth management industry.About the JobWe're seeking an experienced professional with a strong background in wealth management consulting, possessing a deep understanding of the industry and its complexities.Familiarity with...

Job OverviewWe are seeking a highly skilled Roadway Design Engineer to join our team at Wealth Recruitment, LLC. As a key member of our engineering consulting services, you will play a critical role in designing and developing roadway geometric layouts, profiles, and cross-sections for various transportation projects.About the RoleEstimated Salary: $85,000 -...