Senior Wealth Advisor/Financial Planner
1 week ago
5 days ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Regional Director / Financial Planner at Pruco Securities, LLC We are looking for Experienced Advisors to join our Team. You've built a successful practice and now you want more. At Prudential Advisors, we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open architecture platform for client solutions. We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today. When joining Prudential Advisors, we offer: Pension Enhancement for Top Financial Professionals Prudential Employee Savings Plan (PESP) - 401(k) Cash Balance Pension Plan Medical, Dental, and Vision benefits Robust compensation packages Access to Prudential clients PAMR-244 Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide. Seniority level Mid-Senior level Employment type Full-time Job function Referrals increase your chances of interviewing at Prudential Financial by 2x. Inferred from the description for this job Medical insurance Vision insurance 401(k) Pension plan #J-18808-Ljbffr
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Senior Wealth Planner
7 days ago
New York, New York, United States Oliver James Full timeJob Summary & IntroductionA leading private wealth platform is seeking a Senior Wealth Planner to join a centralized planning group that supports high net worth households with advanced financial, estate, and tax planning needs. This team partners directly with advisor and portfolio management groups to deliver sophisticated analyses and clear, actionable...
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Senior Wealth Planner
3 weeks ago
New York, United States Neuberger Berman Full timeSenior Wealth PlannerThe Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm.Working in conjunction with the...
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Senior Wealth Planner
1 week ago
New York, United States Neuberger Berman Full timeSummary:The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm.Working in conjunction with the firm’s wealth...
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Senior Wealth Planner
1 day ago
New York, NY, United States Neuberger Berman Full timedivh2Senior Wealth Planner/h2pThe Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm./ppWorking in conjunction...
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Senior Wealth Advisor
1 week ago
New York, United States Savvy Wealth, Inc. Full timeAbout Savvy Wealth: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending...
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Senior Wealth Advisor
23 hours ago
New York, United States Focus Financial Partners Full timeSenior Wealth AdvisorFocus Partners Wealth is seeking a Senior Wealth Advisor to join our team! The Senior Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling...
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Senior Wealth Planner
2 weeks ago
New York, NY, United States Neuberger Berman Full timeSummary: The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm. Working in conjunction with the firm's wealth...
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Senior Wealth Planner
2 weeks ago
New York, NY, United States Neuberger Berman Full timeSummary: The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm. Working in conjunction with the firm's wealth...
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Senior Wealth Planner
2 weeks ago
New York, NY, United States Neuberger Berman Full timeSummary: The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm. Working in conjunction with the firm's wealth...
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Senior Wealth Advisor
1 week ago
New York, United States Mariner Full timeOverview The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans and a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow...
