Current jobs related to Experienced Wealth Management Consultant - New York, New York - Harrison Gray Search & Consulting

  • Experienced Banking Consultant

    4 days ago

    New York, New York, United States West Monroe Experienced Full time

    Transformative Opportunity in BankingWest Monroe is seeking an Experienced Consultant with Banking and Consulting experience to join our teams in New York, Chicago, Seattle, or LA. Our Banking practice focuses on business and technology projects across areas like commercial lending, treasury management, mergers and acquisitions, and risk/regulatory...

  • Experienced Banking Consultant

    2 weeks ago

    New York, New York, United States West Monroe Experienced Full time

    Transformative Banking ExpertiseWest Monroe is seeking an Experienced Consultant with Banking and Consulting experience to join our New York/Chicago/Seattle/LA teams. Our Banking practice is a growing team that focuses on business and technology projects across areas like commercial lending, treasury management, mergers and acquisitions, and risk/regulatory...

  • Experienced Banking Consultant

    4 days ago

    New York, New York, United States West Monroe Experienced Full time

    We are seeking an Experienced Consultant with Banking and Consulting experience to join our team at West Monroe. Our Banking practice is a growing team that focuses on business and technology projects across areas like commercial lending, treasury management, mergers and acquisitions, and risk/regulatory compliance.We help our clients with operating models...

  • Freelance Writer for Leading Wealth Management Publication

    1 week ago

    New York, New York, United States Noyack Wealth Club Full time

    Job OverviewNoyack Wealth Club is seeking a skilled freelance writer to create engaging content focused on personal wealth management, alternative investments, and financial education for Millennials, Gen Z, and High Earners Not Rich Yet (HENRYs).The ideal candidate will have a strong background in personal finance or wealth management, with experience...

  • Freelance Writer for Leading Wealth Management Publication

    7 days ago

    New York, New York, United States Noyack Wealth Club Full time

    Job OpportunityWe are seeking a skilled freelance writer to create engaging content focused on personal wealth management, alternative investments, and financial education for our audience.Noyack Wealth Club is a nonprofit organization dedicated to providing financial education and access to alternative investments for Millennials, Gen Z, and High Earners...

  • Wealth Strategist

    2 weeks ago

    New York, New York, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...

  • Wealth Strategist

    2 weeks ago

    New York, New York, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...

  • Senior Wealth Strategist

    3 days ago

    New York, New York, United States Corient Private Wealth LLC Full time

    At Corient Private Wealth LLC, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...

  • Wealth Management Business Project Manager

    3 weeks ago

    New York, New York, United States Guardian Life Full time

    Job Title: Wealth Management Business Project ManagerGuardian Life is seeking a highly skilled and experienced Wealth Management Business Project Manager to join our team. As a key member of our organization, you will be responsible for managing key projects from ideation through to implementation and monitoring.Key Responsibilities:Manage key PAS projects...

  • Product Manager

    4 weeks ago

    New York, New York, United States Umanist Staffing LLC Full time

    Job Title: Manager ConsultingWe are seeking a highly skilled Manager Consulting to join our team at Umanist Staffing LLC. As a Manager Consulting, you will be responsible for managing and prioritizing backlogs, collaborating with business stakeholders to develop impactful product features, and applying Generative AI concepts for product feature delivery.Key...

  • Senior Wealth Advisor

    2 weeks ago

    New York, New York, United States Harrison Gray Search & Consulting Full time

    Unlock Your Potential as a Senior Wealth AdvisorHarrison Gray Search & Consulting is seeking a skilled and ambitious Senior Wealth Advisor to join our team. As a pioneering member of our advisor team, you will have the opportunity to make a significant impact on the company and shape the future of wealth management.About the Role:We are looking for a highly...

  • Wealth Management Industry Expert

    3 days ago

    New York, New York, United States Slalom Full time

    Role OverviewThis is a leadership position within Slalom's global team, focusing on wealth management. The ideal candidate will have extensive experience in the industry, with a proven track record of success in consulting and advisory roles. The role requires strategic guidance and advisory services to clients, including portfolio management, client...

  • Wealth Management Professional

    2 weeks ago

    New York, New York, United States Chilton Trust Full time

    Job SummaryChilton Trust is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a key member of our private wealth management firm, you will be responsible for delivering exceptional client service and providing tailored investment solutions to our ultra-high net worth clients.Key ResponsibilitiesDevelop and implement...

  • Wealth Management Professional

    2 weeks ago

    New York, New York, United States Chilton Trust Full time

    Senior Wealth Advisor OpportunityChilton Trust is seeking a seasoned Senior Wealth Advisor to join our team of experienced professionals. As a key member of our firm, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide personalized wealth management advice...

  • Strategist for Wealth Management

    3 days ago

    New York, New York, United States City National Bank Full time

    Job DescriptionThis position is responsible for further expanding City National Bank's relationships with its high and ultra-high net-worth (UHNW) clients.Key ResponsibilitiesHelps to attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they serve.Supports Sr Wealth Strategist and...

  • Wealth Management Industry Expert

    2 weeks ago

    New York, New York, United States Slalom Full time

    About the RoleWe are seeking a seasoned professional to lead our Wealth Management industry team. As a key member of our Global Industry team, you will provide strategic guidance and advisory services to clients in the wealth management industry.Key ResponsibilitiesProvide strategic guidance and advisory services to clients in the wealth management industry,...

  • Wealth Management Industry Expert

    3 days ago

    New York, New York, United States Slalom Full time

    About the RoleWe are seeking a seasoned professional to join our team as a Wealth Management Industry Expert. As a key member of our global industry team, you will provide strategic guidance and advisory services to clients in the wealth management industry.Key ResponsibilitiesProvide strategic guidance and advisory services to clients in the wealth...

  • Wealth Planning Intern: New York, NY

    3 weeks ago

    New York, New York, United States Corient Private Wealth LLC Full time

    Financial Planning and Wealth Management InternshipAt Corient Private Wealth LLC, we are seeking a highly motivated and detail-oriented Financial Planning and Wealth Management Intern to join our team in New York, NY. As a key member of our Financial Planning Team, you will have the opportunity to gain valuable experience in the financial planning industry...

  • Wealth Management Industry Leader

    2 weeks ago

    New York, New York, United States Slalom Full time

    Job SummaryWe are seeking a seasoned professional to lead our Wealth Management industry practice. As a strategic advisor, you will provide guidance to clients on portfolio management, client onboarding, risk assessment, and regulatory compliance.Key ResponsibilitiesDevelop and implement innovative solutions to address client challengesConduct in-depth...

  • Wealth Management Advisor

    3 weeks ago

    New York, New York, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement...

Experienced Wealth Management Consultant

2 months ago

New York, New York, United States Harrison Gray Search & Consulting Full time
Job Overview

Harrison Gray Search & Consulting is collaborating with an innovative financial institution that merges expert advisory services with advanced technology to provide a personalized wealth management experience.

About Our Client:

This organization empowers financial advisors to deliver outstanding value to their clients on their own terms. They are dedicated to assisting established advisors in scaling their practices by providing essential resources, including technology, client support, marketing, and mentoring.

To achieve this mission, they have redefined the capabilities of a wealth management platform, enabling clients to easily locate a financial advisor and communicate their preferences for customization, investment, and comprehensive financial management—all in one location. Their goal is to maximize every dollar earned, helping clients minimize their tax liabilities.

The leadership team comprises seasoned professionals from the private wealth sector, possessing a unique blend of traditional wealth management, fintech, and technological expertise. They are supported by prominent venture capital firms and industry leaders.

Being part of this organization means joining a dynamic team of innovators and entrepreneurs who are passionate about enhancing the experiences of both clients and colleagues. If you are someone who is determined to overcome challenges and achieve results, this is the right environment for you.

Ideal Candidate:

We seek a talented entrepreneur for a client-focused business, equipped with modern tools to support your growth. You will have the autonomy to expand your client base and provide exceptional service. Your responsibilities will include identifying client needs, articulating how you and our client can enhance wealth management, and showcasing the unique value you can deliver together.

You will benefit from comprehensive support throughout your journey, utilizing technology that streamlines prospecting, reduces administrative burdens, and sets you apart from other financial advisors. As a pioneering member of the advisory team, this role offers a unique opportunity to significantly impact the organization and transform the wealth management landscape for the benefit of clients and advisors alike.

Key Responsibilities:

  • Convert prospects into clients and foster strong relationships with existing clients.
  • Source and manage prospects, effectively leveraging proprietary data-driven tools, and develop deep connections with clients.
  • Consult with clients on wealth management strategies to help them achieve their financial and personal objectives.

Qualifications:

  • Demonstrated success in acquiring new wealth management relationships.
  • Consistent display of ambition, determination, and resilience.
  • In-depth knowledge of investment products and personal finance services.
  • Ability to communicate financial advice with empathy and confidence.
  • Commitment to enhancing the personal finance experience.
  • Possession of Series 65 or equivalent; clean U4.
  • Existing client base is preferred.

Preferred Qualifications:

  • CFA or CFP certification is a plus.

Transition Support:

Our client facilitates a seamless transition for your existing client base. They will collaborate with you to develop a transition plan, assist with communications, and manage operational tasks, ensuring a smooth transition for both you and your clients.

Compensation Structure:

The compensation plan is designed to attract and reward top talent with competitive payouts and equity opportunities. If you are interested in rapidly building a larger client base with superior products for your clients, this opportunity may be ideal for you.

Work Environment:

This position is fully remote, accommodating a flexible work environment that allows you to operate from various locations without compromising productivity.