Wealth Management Advisor

Company OverviewTranscend Practice Management is a premier independent wealth management firm specializing in serving high-net-worth families, foundations, and trusts.Salary and BenefitsWe offer a competitive salary of $100K - $120K per year, along with benefits that include a monthly MTA pass and opportunities for career growth and professional...

We are seeking a productive and focused wealth advisor passionate about helping others build wealth.GPAC, a recruitment company with over 30 years of experience, is partnered with a local RIA and Broker that is eager to bring on an exceptional wealth manager with proven success in building business and has an existing client base.Flexibility to focus on...

Job DescriptionWe are seeking an experienced Senior Private Wealth Advisor to join our team at IDB Bank. As a key player in our Private Banking department, you will be responsible for managing client relationships and providing expert financial guidance to high net worth individuals.The ideal candidate will have a proven track record of success in wealth...

About Savvy WealthWealth management is a massive industry in the US with $545 billion annual revenue. However, it remains archaic and inefficient with low technology penetration. This inefficiency results in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks.Savvy Wealth is a digital-first platform for...

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...

Company OverviewFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive and tailored wealth management experience.About the RoleWe're seeking an experienced Senior Product Design Director to elevate our design function as we enter our next growth phase. This critical leadership role will own the...

Company OverviewMercer Advisors is a forward-thinking wealth management firm that prioritizes its clients' needs above all else. With a strong foundation dating back to 1985, our mission has always been to provide comprehensive financial solutions that cater to families at various wealth levels.We take pride in connecting the dots of our clients' financial...

About the JobWe are looking for a talented Wealth Management Specialist to join our team at TD Bank Group. As a key member of our Wealth Management division, you will have the opportunity to work with high-net-worth individuals and families, providing personalized financial guidance and support.Key ResponsibilitiesDevelop and implement comprehensive wealth...

Company OverviewOppenheimer & Co. Inc. is a leading investment bank and full service broker-dealer with roots tracing back to 1881.The company engages in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research, market making,...

At Lead Advisor, a wealth management consulting and search firm in Midtown Manhattan, we are seeking an experienced Recruitment Business Developer to join our Talent Acquisition Team. As a key member of the team, you will play a crucial role in identifying, attracting, engaging, and introducing high-performing professionals to a life-changing career.This is...

At Goldman Sachs, we are committed to empowering our clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide comprehensive advice and tailored solutions to a wide range of clients, including affluent individuals and families.About Goldman SachsWe believe that diversity and inclusion are key...

Company OverviewAt First Citizens Bank, we are dedicated to delivering exceptional client experiences and driving growth through strategic partnerships. Our Wealth Management division is a key driver of this strategy, and as a Senior Wealth Management Specialist, you will play a critical role in achieving our goals.

Job OverviewSimon Quick Advisors is a wealth management and investment consulting firm that advises high net worth individuals and families. We are seeking a highly motivated and detail-oriented intern to join our team.

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...

Farther, a pioneering RIA, is seeking an exceptional Director of Product Design to spearhead its design function as it enters a new growth phase.Wealth management requires a comprehensive and tailored experience. Our cutting-edge technology combines expert advisors with a user-centric approach, setting us apart from the competition.This leadership role...

About the RoleThe Senior Wealth Management Specialist is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This position requires a strong understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.Key...

The role requires 15+ years of experience in private banking (ultra high-net-worth space), business development and relationship management. Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer is also required.Solutions-oriented sales professionals with exceptional interpersonal skills will thrive in...

About the PositionWe are seeking a skilled and detail-oriented Senior Wealth Management Professional to join our Family Office team at Anchin. As a key member of our team, you will play a vital role in delivering tailored financial solutions and services to high-net-worth families.Key ResponsibilitiesBuild and maintain strong relationships with clients,...

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 the RoleWe are seeking a highly experienced Business Analyst to join our Wealth Management team in Midtown/Manhattan, NY. This is a 6-month contract-to-hire opportunity with a competitive salary of $120,000 - $150,000 per year.Job DescriptionThe successful candidate will work closely with IT Architects to define integration solutions and collaborate...