Wealth Management Consultant

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...

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...

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 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...

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,...

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...

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...

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...

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...

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...

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 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 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...

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...

About BakerAvenueBakerAvenue is a San Francisco-based wealth management firm serving high-net-worth individuals, families, trusts, foundations, and endowments since 2004.We strive to make a positive impact on society alongside financial return, with a focus on community, excellence, trust, and inclusion.Our award-winning culture has earned us recognition...

Job Description:Citi's global presence and ability to serve clients comprehensively has positioned us as a leader in Wealth management. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help them achieve their goals.We act as trusted advisors to many of the world's most successful and...

Job OverviewHarrison Gray Search & Consulting partners with a forward-thinking financial institution, merging expert advisors with cutting-edge technology to deliver tailored wealth management experiences.This innovative firm empowers advisors to excel on their own terms, providing everything needed for success from technology to client support and marketing...

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...