wealth architects

Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executive relationships within the Executive Wealth Services program in Chicago. You will deliver personalized wealth planning—with deep knowledge of compensation, benefits, and executive programs—while coordinating cross-disciplinary experts to implement...

Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executive relationships within the Executive Wealth Services program in Chicago. You will deliver personalized wealth planning—with deep knowledge of compensation, benefits, and executive programs—while coordinating cross-disciplinary experts to implement...

Hightower Advisors is seeking a Business Development Officer to own the sales journey from qualified lead through close and set the tone for a high-conversion client experience. You will engage prospects, conduct discovery, and align Hightower's capabilities with client needs to drive growth. You will partner with advisors to bring in the right experts at...

Citi in Irvine, California is seeking a Wealth Relationship Manager to deepen relationships with affluent clients, delivering holistic financial planning and high-touch client engagement. The role requires strong analytical and communication skills, with adherence to FINRA and regulatory standards.You will collaborate with product specialists to tailor...

Job Description Job Description Position Overview: The Wealth Architect is primarily responsible for the ongoing management and retention of existing client relationships.  This position also serves as a coach to develop the Associate Wealth Architects.   This role will work in conjunction with our Chief Wealth Architect, fellow Wealth Architects,...

WestPoint Financial Group is seeking a Financial Services Professional to provide expert financial advice and solutions focused on strategies, investments, and insurance. You will meet with clients to understand their goals and recommend suitable products, delivering personalized investment solutions to help clients pursue long-term financial objectives. The...

PNC Financial Services Group, Inc. seeks a senior Wealth Strategist to develop and implement tax, estate and financial plans for highly complex clients.You will collaborate with planning resources and retain and grow assets under management by deepening client relationships. You will identify opportunities to introduce PNC services, network for new clients...

Rockefeller Capital Management seeks a Senior Wealth Strategist within the Rockefeller Private Office to develop and implement tax, estate, and financial plans for the firm’s most sophisticated clients. You will collaborate with Private Advisors and external advisors to deepen client relationships and drive value through advanced planning solutions.You...

KeyBank seeks a Senior Family Wealth Strategist to lead UHNW client advisory, aspire to multi-generational wealth planning, and manage a broad spectrum of services including investments and banking solutions.As a trusted advisor, you will coordinate with Family Office Directors, Investment Advisors, and Fiduciary Advisors to orchestrate complex strategies...

J.P. Morgan in Worcester, MA seeks an experienced UHNW Private Banker, Vice President, to deepen client relationships and deliver sophisticated wealth solutions. You will work with investment specialists and internal partners to tailor offerings to each client’s objectives and risk tolerance.You will manage onboarding, KYC, suitability, and meetings while...

Rockefeller Private Office seeks a Senior Wealth Strategist to develop and implement tax, estate and financial plans for the firm’s most sophisticated clients. You will collaborate with Rockefeller Private Advisors to deepen client relationships and drive value through advanced planning and strategic insights.You will conduct research, craft analyses, and...

Hightower Advisors is seeking a Business Development Officer to own the sales journey from qualified lead through close and set the tone for a high-conversion client experience. You will engage prospects, conduct discovery, and align Hightower's capabilities with client needs to drive growth. You will partner with advisors to bring in the right experts at...

Citi Wealth in Howard Beach, NY is seeking a Wealth Relationship Manager to deepen client relationships and provide holistic financial solutions. You will meet clients face-to-face, understand their banking and investment needs, and coordinate with specialists to grow wallet share. The role requires strong analytical skills, FINRA licensing readiness, and a...

Disrupt Equity LLC is seeking a senior channel builder to establish and own the wealth channel in Texas and the Southeast. The role requires direct outreach, advisor relationships, and managing selling agreements with internal teams. You will drive territory strategy, conferences, and implement diligence processes to enable platform approvals. The ideal...

Cerity Partners is seeking a Practice Development Officer to advance wealth management and specialty practices. You will drive growth through client acquisition, strategic planning, and marketing collaboration while ensuring operational efficiency.It is a senior, client-facing role requiring deep knowledge of wealth management, strong leadership, and the...

Citizens BG Wealth Partners Private Wealth team is seeking a Financial Planning Specialist to strengthen and broaden our planning capabilities for sophisticated clients. You will help client-facing colleagues develop and execute personal financial plans, supporting client outcomes and growth of assets under management.The role requires deep knowledge of...

WealthBridge Financial Group is seeking a driven Financial Professional for our New Jersey location. You will meet clients, map out their financial future, and build a personal practice with support from an experienced team. You will design strategies across retirement, investments, insurance, and estate planning, educate clients, and grow your book with...

Disrupt Equity LLC is seeking a senior channel builder to establish and own the wealth channel in Texas and the Southeast. The role requires direct outreach, advisor relationships, and managing selling agreements with internal teams. You will drive territory strategy, conferences, and implement diligence processes to enable platform approvals. The ideal...

Citi in New York is seeking a Wealth Growth Program Manager to lead Advisor Recruiting across the national CitiGold Private Client footprint. You will coordinate multiple teams, craft recruiting strategies for Senior Wealth Advisor candidates, and partner with RDs and WGEs to align with business goals.This role requires deep experience in recruiting...

Company Overview At Bridgenext, we engineer Growth Operating Systems. Most enterprises have spent millions on their revenue stack and still aren't seeing the growth they expected.They have tools that function, but no system that wins. We help growth-hungry companies close that gap by turning fragmented platforms, siloed teams, and disconnected data into one...