Wealth Management Solutions 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...

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...

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,...

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...

Key ResponsibilitiesDevelop and maintain relationships with Wealth Managers, Family Offices, and high net worth individualsDrive new business initiatives and acquisitionsMaintain close alignment with our reporting teams and other specialistsPromote a consultative approach to identify and acquire new enterprise accountsEducate clients on the depth of our...

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...

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...

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...

Job Title: Financial Planning ConsultantEstimated Salary: $120,000 - $180,000 per yearAbout Dynamic Wealth Strategies Inc.We are a leading financial services firm dedicated to helping individuals achieve their financial goals. Our team of experienced advisors provides personalized guidance on investment and protection strategies, ensuring clients have peace...

Job OverviewBetaNXT Inc is seeking a highly skilled Senior Sales Director to lead our sales team in the wealth management sector. This role requires a deep understanding of financial technology solutions and a proven track record of driving sales strategies, building client relationships, and closing high-value deals.About the RoleWe are looking for a...

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...

In this role, you will be responsible for developing and executing comprehensive marketing campaigns that drive awareness and adoption of Ares' private wealth management solutions among financial advisors and their clients. You will work closely with our Private Wealth Partnerships team to understand their needs and develop targeted marketing strategies to...

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...

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 Title: Wealth Management Technology SpecialistWe are seeking a highly skilled Wealth Management Technology Specialist to join our team at Pierce Technology Corp. As a key member of our organization, you will be responsible for collaborating with stakeholders to gather and document business requirements for wealth management technology projects.The ideal...

About PonteraPontera is a fintech company on a mission to empower financial advisors to create personalized strategies for their clients, helping them achieve greater security in their golden years. Our software platform is built by talented individuals who share a dedication to making a positive impact.We're seeking an Account Executive to join our team. In...