Wealth Management Expert

Job Title: Wealth Management ExpertEstimated Salary: $150,000 - $220,000 per yearAbout Dynamic Wealth Strategies Inc.We strive to provide exceptional wealth management services, empowering our clients to make informed decisions about their financial futures. Our experienced team offers tailored advice on investments, protection, and financial planning,...

About UsAltfest Personal Wealth Management is a leading independent wealth management firm based in NYC. We are seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, while managing existing client relationships. Our fee-only approach prioritizes clients' best interests.About the RoleThe successful...

Join Altfest Personal Wealth Management, a respected leader in independent wealth management, as a senior wealth management professional specializing in estate planning. This role involves working closely with clients to understand their estate planning needs and developing tailored solutions to meet those needs. The ideal candidate will have significant...

About the RoleWe are seeking a skilled and experienced individual to fill the role of Client Service Associate at Modera Wealth Management. In this position, you will work closely with our team to deliver exceptional customer service to our clients.Your primary responsibilities will include assisting Client Service Specialists with various tasks, such as...

Join Our Team of Forward-Thinking Professionals">At Lee, Nolan & Koroghlian, LLC, we believe in building long-term relationships with our partners based on trust, respect, and open communication.Salary: $150,000 - $220,000 per year (estimated)Job Description">We are seeking a highly motivated and experienced Financial Advisor to join our team of...

Citigroup, Inc. is seeking a highly skilled Digital Wealth Management Expert to join our team in New York. As a Senior Business Operations Lead, you will be responsible for overseeing operational readiness and governance for the digital investments business, audits, and financials related to critical and complex wealth initiatives.The ideal candidate will...

We are seeking a highly motivated Wealth Management Expert to join our team at Tandym Group. As a key member of our team, you will be responsible for managing tax compliance and planning duties for high net worth clients.Key Responsibilities:Detailed review of Federal and multi-state tax returnsResearching various tax issues related to compliance and...

Overview: As a Relationship Manager at Deutsche Bank, you will play a critical role in developing, managing, and retaining client relationships, driving business growth and increasing wallet share. Your primary focus will be on expanding existing client relationships and cultivating new ones in the LATAM market, leveraging your expertise in private banking...

About TitanTitan is an award-winning, members-only wealth management firm reimagining how ambitious professionals manage and experience their wealth. As a leading player in the industry, we're backed by prominent Silicon Valley firms, including a16z and General Catalyst.Vision StatementWe understand that money isn't just currency; it's the driving force...

About Citi Global WealthCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Our unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth...

Job Summary:Dynamic Wealth Strategies Inc is seeking a highly motivated Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for helping clients achieve their financial goals.Estimated Salary: $90,000 - $140,000 per yearAbout the Role:In this role, you will...

Company OverviewCorient Private Wealth LLC is a national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients.We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a...

Job Summary:Wealth Recruitment, LLC is seeking a highly skilled Expert Construction Project Manager to oversee the execution of building projects. With 5-7 years of experience, you will have a solid understanding of civil design practices, including stress, strain, and deflection.As a licensed professional, you will be responsible for managing construction...

Job OverviewTranscend Practice Management is seeking an experienced Wealth Management Professional to join our team. As a key member of our wealth management team, you will play a vital role in delivering exceptional client experiences and driving business growth. Our team is committed to providing high-quality, high-touch experiences to our clients, and we...

Wealth Management Project Lead PositionAt Pierce Technology Corp, we are seeking an experienced Wealth Management Project Lead to join our team. As a key member of our project team, you will be responsible for collaborating with stakeholders to gather and document business requirements for wealth management technology projects.Key ResponsibilitiesAnalyze and...

Job OverviewBluZinc is seeking an experienced wealth management professional to join our team as a global wealth management professional.This role involves providing expert advice to clients on complex financial matters, including product knowledge, front office operations, technology, risk management, and compliance.The successful candidate will have a...

Wealth Management OpportunityCitigroup Inc. is seeking a skilled Client Service Expert to join our team. This role will involve delivering wealth management services to clients, with guidance from the Banker teams. The ideal candidate will have 2-5 years of relevant experience and be able to manage multiple concurrent deadlines with strong organizational and...

Wealth Portfolio Manager OpportunityAt Goodwin Recruiting, a leader in shaping the future of wealth management through innovative fintech solutions, we are seeking an experienced Wealth Portfolio Manager to join our dynamic team. This exciting role offers a unique chance to leverage your expertise and build long-term relationships with high-net-worth clients...

Join Our TeamAt Next Capital Management LLC, we strive to deliver a personalized wealth management experience through a collaborative and professional atmosphere.Job SummaryWe are seeking a skilled Investment Portfolio Coordinator to join our team. This role will involve assisting in implementing investment recommendations, creating client proposals, and...

Company OverviewFarther is a rapidly expanding wealth management company that combines cutting-edge technology with expert advisors to deliver a comprehensive and tailored experience for its clients.The company's founders are leaders in the private wealth industry, bringing together traditional wealth management expertise, fintech knowledge, and...