Current jobs related to Wealth Management Associate - New York, New York - Jordan Park Group
-
New York, New York, United States Noyack Wealth Club Full timeJob 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...
-
New York, New York, United States Noyack Wealth Club Full timeJob 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 timeUnlock 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 timeUnlock 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 Associate
1 month ago
New York, New York, United States BakerAvenue Full time{"title": "Wealth Associate", "description": "Join Our Wealth Advisory TeamBakerAvenue is a leading wealth management firm that provides comprehensive financial services to high-net-worth individuals, families, trusts, foundations, and endowments. We are seeking an entry-level Wealth Associate to join our team in New York.Key Responsibilities:Provide...
-
Senior Wealth Strategist
5 days ago
New York, New York, United States Corient Private Wealth LLC Full timeAt 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 Associate
4 weeks ago
New York, New York, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial professionals provides personalized guidance and support to help clients secure their financial well-being and pursue their long-term aspirations.Our MissionWe strive...
-
Wealth Associate
1 week ago
New York, New York, United States BakerAvenue Full timeJob SummaryBakerAvenue is seeking a highly motivated and detail-oriented Wealth Associate to join our Wealth Advisory team. As a key member of our team, you will provide administrative and client engagement support, ensuring seamless delivery of our services to high-net-worth clients.This is an excellent opportunity for a recent graduate or early-career...
-
Wealth Associate
1 month ago
New York, New York, United States BakerAvenue Full timeJob OpportunityBakerAvenue is seeking a highly motivated and detail-oriented Wealth Associate to join our Wealth Advisory team. As a key member of our team, you will play a critical role in providing administrative and client engagement support.ResponsibilitiesProvide exceptional client service by collecting, organizing, and managing client...
-
Tax Associate
4 weeks ago
New York, New York, United States Aspiriant Full timeUnlock Your Potential in Tax ServicesAre you ready to take your tax career to the next level? Aspiriant is seeking a talented Tax Associate to join our dynamic team in wealth management.As a Tax Associate, you will play a key role in providing tax advisory and compliance services to our high-net-worth clients. You will work closely with our wealth managers...
-
Associate Wealth Advisor
2 weeks ago
New York, New York, United States The Colony Group Full timeUnlock Your Potential as an Associate Wealth AdvisorAt The Colony Group, we're on a mission to empower individuals to achieve their financial goals. As an Associate Wealth Advisor, you'll play a vital role in helping our clients navigate the complexities of wealth management.Key Responsibilities:Develop and implement comprehensive financial plans tailored to...
-
Wealth Management Associate
2 weeks ago
New York, New York, United States Northwestern Mutual Full timeWealth Management Advisor OpportunityNorthwestern Mutual is seeking a driven individual to join our team as a Wealth Management Advisor. In this role, you will work closely with clients to develop personalized financial plans that address their unique needs and goals.Key Responsibilities:• Analyze client needs and develop tailored financial plans•...
-
Tax Associate
4 weeks ago
New York, New York, United States Aspiriant Full timeUnlock Your Potential in Tax ServicesAre you ready to take your tax career to the next level? Aspiriant is seeking a talented Tax Associate to join our dynamic team in wealth management. In this exciting role, you will have the opportunity to work with high-net-worth clients, providing tax advisory and compliance services that make a real difference in their...
-
Wealth Planning Intern: New York, NY
4 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeFinancial 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...
-
Associate General Counsel – Private Wealth
2 weeks ago
New York, New York, United States The Artemis Group Ltd. Full timeJob Title: Associate General Counsel – Private WealthAt The Artemis Group Ltd., we are seeking an experienced Associate General Counsel – Private Wealth to join our Legal Department. This role will play a critical part in shaping the legal and regulatory framework for our Private Wealth business.Key Responsibilities:Provide strategic advice on legal and...
-
Wealth Management Specialist
1 week ago
New York, New York, United States Chilton Trust Full timeSenior Wealth Advisor RoleChilton Trust is a private wealth management firm dedicated to delivering exceptional services to our clients. As a Senior Wealth Advisor, you will play a crucial role in helping our Ultra High Net Worth clients achieve their financial goals.Key Responsibilities:Deliver tailored advice and solutions to clients to preserve and grow...
-
Wealth Management Advisor
5 days ago
New York, New York, United States Bank of Montreal Full timeJob Title: Wealth Management AdvisorAt Bank of Montreal, we are seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing exceptional client service and developing long-term relationships with high net worth individuals and families.Key Responsibilities:Develop and implement...
-
Wealth Management Professional
2 weeks ago
New York, New York, United States Chilton Trust Full timeJob 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 days ago
New York, New York, United States Equitable Services Full timeAbout Our Wealth Management Associate RoleWe are seeking a highly motivated and results-driven Financial Services Associate to join our team at Equitable Advisors. As a key member of our wealth management team, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Our team is committed to...
-
Wealth Management Advisor
3 weeks ago
New York, New York, United States Truist Financial Full timeJob Title: Wealth Management AdvisorAt Truist Financial, we're 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 developing and deepening relationships with high net worth and ultra-high net worth clients.Key Responsibilities:Meet revenue growth, profitability, and...
Wealth Management Associate
2 months ago
Jordan Park Group is seeking a highly motivated and detail-oriented Summer Analyst to join our team for a 9-week program. As a Summer Analyst, you will have the opportunity to work across various business areas, including client service, investment management, impact investing, and operations.
Key Responsibilities- Engage in macroeconomic research, including asset allocation, trade recommendations, pro forma analysis, and wealth projections.
- Coordinate with different teams to provide solutions to our client base and enhance processes throughout the firm.
- Work closely with Financial Analysts to participate in day-to-day activities, such as generating client reports and operational management of client portfolios.
- Review and prepare client-facing materials and administrative documentation.
- Create financial tools used by Jordan Park Group employees.
- Work in CRM and other systems to gather and organize data.
- Complete a case study resembling a client situation.
- Currently pursuing a college or university degree and a rising senior.
- Available for the entire duration of the 9-week program.
- Comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook.
- Able to meet deadlines.
- Can communicate effectively with a broad range of stakeholders.
- Strong attention to detail; accurate and organized.
- Seek to understand how the smallest details fit into the 'big picture' of our service to clients.
- Discreet in handling sensitive and confidential information.
- Love taking on challenges and finding creative solutions.
- Work well independently and as part of a team.
- Genuinely like helping people.
- Hungry to learn.
- Resilient and don't get flustered easily.
Jordan Park Group is a comprehensive investment and financial advisory firm serving a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience, embracing complexity and navigating challenges to empower clients to achieve their optimal outcomes.
Our mission is to enhance lives and legacies. We are organized across 4 key business areas: Client Experience, Investment Advisory, Business Infrastructure, and The Jordan Park Trust Company. We offer an exceptional opportunity to contribute across many parts of our business, including client service, investment management, impact investing, and operations.
At the conclusion of the program, Summer Analysts may be offered a position in Jordan Park Group's two-year Analyst Program upon graduation. Top-performing analysts will be eligible for a 3rd year extension and the possibility of continuing their careers at the firm upon completion of the program.
