Senior Wealth Manager

About CogentBlue WealthWe're a financial services company built on trust, experience, and meaningful relationships. Our approach is centered around getting to know our clients personally to guide them through their financial journey with care and understanding.With over $600M in assets for 125 clients worldwide, we act as their Private CFO, providing...

Senior Wealth Management ExecutiveAbout the RoleSUPERB CONSULTING GROUP is seeking a seasoned Senior Wealth Management Executive to lead our wealth management business in the US. As a key member of our team, you will be responsible for setting up and managing our local marketing team, establishing customer development and customer service systems, and...

The Essence Group is seeking a seasoned wealth management professional to join our team. As a Senior Wealth Advisor, you will be responsible for building and maintaining strong relationships with high-net-worth clients, sourcing new clients, and developing personalized wealth management strategies.Key Responsibilities:Develop and implement comprehensive...

Associate Wealth AdvisorBuckingham Strategic Wealth is seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As an Associate Wealth Advisor, you will play a critical role in supporting our Wealth Advisors in delivering exceptional client service and building strong relationships with our clients.Key...

Job Title: Senior Wealth ManagerLocation: RemoteDuration: Full Time / Direct Hire / PermPay: $75,000 - $125,000 Depending on experienceNumber of Positions: 1JOB OVERVIEWThe Senior Wealth Manager is responsible for managing high-net-worth client relationships, providing exceptional service, and fostering deep connections.Responsibilities include:Managing a...

Job Title: Paraplanner/Associate AdvisorJob Summary:Heritage Wealth Management, Inc. is seeking a motivated and detail-oriented Paraplanner/Associate Advisor to join our team. As a Paraplanner/Associate Advisor, you will play a critical role in providing excellent service to our clients and ensuring that their financial, estate, and tax plans are implemented...

Leah Yosef International: A Boutique Wealth Management FirmOverviewLeah Yosef International, a leading boutique wealth management firm, seeks a seasoned Senior Vice President of Wealth Management to join our dynamic team. As a trusted advisor, you will be responsible for providing comprehensive wealth management services to high net worth individuals and...

Unlock Your Potential as a Senior Wealth Management AdvisorMitlin Financial, Inc. is seeking a seasoned professional to join our team as a Senior Wealth Management Advisor. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals while fostering a culture of excellence and innovation.About the...

The Wealth Manager role at LourdMurray is a collaborative position within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the successful candidate will be tasked with creating tailored financial solutions for high-net-worth clients. This involves identifying planning issues and opportunities and channeling them...

Key Responsibilities:As a Senior Investment Manager at Heritage Wealth Management, Inc., you will be responsible for allocating to private markets, managing public market models, and individual securities portfolios. Your duties will include:Managing private equity funds of funds and SPVs, both operational and investment managementSourcing, evaluating,...

Lead AdvisorThe primary objective of a Lead Advisor at Modern Wealth Management is to foster long-term client relationships and provide expert financial planning and investment recommendations to existing clients without supervision. They dedicate approximately 80% of their time to ongoing client relationships, ensuring seamless service and support....

Leadership OpportunityLeah Yosef International seeks a seasoned Market Leader to oversee a team of Wealth Advisors and drive growth in the region.Key ResponsibilitiesLead a team of Wealth Advisors to deliver exceptional service to high net worth and ultra high net worth clientsCollaborate with business development professionals to expand the region through...

About Point Wealth ManagementWe are a leading wealth management firm dedicated to providing exceptional financial guidance and support to our clients. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals and secure their financial futures.Role OverviewWe are seeking a highly skilled and...

About the RoleWe are seeking a highly skilled Wealth Management Specialist to join our team at Corient. As a Wealth Management Specialist, you will be responsible for coordinating and delivering our investment, planning, and wealth management services to our clients.Key ResponsibilitiesIdentify and prioritize key client investment and wealth planning needs...

About the RoleSoltis Investment Advisors is seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of over 100 clients, ensuring high levels of client retention, and collaborating with the team to build customized investment portfolios.Your Key...

Job Title: Portfolio ManagerHeritage Wealth Management, Inc. is seeking a seasoned Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing private equity and real estate investments, as well as public market portfolios.Key Responsibilities:Manage private equity funds of funds and SPVs, including...

About the RoleSoltis Investment Advisors, a nationwide, fee-only Registered Investment Advisory Firm, is seeking a skilled Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of over 100 clients, ensuring high levels of client retention, and delivering regular...

Empower Your Career with CorientWe are a dynamic team at Corient, dedicated to helping high-net-worth individuals and families achieve their financial goals. As a key member of our team, you will play a vital role in supporting our Wealth Advisors in delivering exceptional client service.Key Responsibilities:Provide administrative support to Wealth Advisors,...

Operations Manager Job SummaryWe are looking for a skilled Operations Manager to join our team at Denver Wealth Management, Inc. As an Operations Manager, you will be responsible for managing our operational team, developing and enhancing operational processes and procedures, and providing exceptional service to our advisors and clients.Key...

About the RoleAMG Wealth is seeking a highly motivated and detail-oriented individual to join our team as a Fund Operations Specialist. In this role, you will assist with accounting and fund oversight, custody, treasury, and financial reporting activities.Key ResponsibilitiesReview monthly accounting report packages and NAVs for our closed-end private equity...