Private wealth management jobs in White Plains, New YorkCreate job alerts

Job Description § Title: Junior Partner | Matrimonial & Family Law Advocacy ⚖️ Practice Area: High-Net-Worth Marital Dissolution / Domestic Relations / Private Client Services § Location: Greenwich, CT / New Canaan, CT (Flexible Hybrid Arrangements) § Salary: $245,000 to $375,000 Base Salary (Plus significant origination credits, performance bonuses, and a premier executive benefits package) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Founded in 1930, our client is a distinguished full-service powerhouse frequently recognized by Chambers USA and Martindale-Hubbell for their exceptional advocacy. With a Band 1 ranking in several core disciplines and nearly 30 attorneys recently lauded as industry leaders, the firm has cultivated an environment where legal excellence meets entrepreneurial spirit. They are celebrated for their "360-degree approach," ensuring that every client—from individual high-net-worth families to institutional entities—receives subject-matter expertise without the unnecessary friction of rigid hierarchy. This role offers a unique platform for a practitioner to leverage a prominent regional brand to further scale their existing practice. § Duties: The Junior Partner will lead complex domestic relations matters, serving as a primary counselor for high-profile individuals navigating intricate familial transitions. ⨖ Managing sophisticated matrimonial portfolios involving the valuation and equitable distribution of diverse assets, including closely-held businesses, private equity interests, and complex real estate holdings. ⨖ Orchestrating comprehensive litigation strategies for high-stakes custody disputes, alimony modifications, and pre-nuptial/post-nuptial contract negotiations. ⨖ Serving as a trusted advisor to a private client base, ensuring that matrimonial strategies align with broader wealth preservation and tax planning objectives. ⨖ Mentoring junior associates and contributing to the firm's strategic growth within the Fairfield County market. ⨖ Cultivating and expanding a personal book of business while collaborating with the firm’s trust and estates and corporate groups for cross-referral opportunities. § Qualifications ⨖ Juris Doctor from an ABA-accredited institution with an exemplary academic record. ⨖ Active Bar License in good standing within the State of Connecticut. ⨖ Minimum of 7 to 10 years of dedicated experience in matrimonial and family law. ⨖ A portable book of business valued at a minimum of $500,000. ⨖ Extensive first-chair trial experience and a proven history of successful mediation and settlement negotiations. § Skills: ⨖ Advanced proficiency in financial forensic analysis and business valuation principles. ⨖ Strong local reputation and professional network within the Connecticut legal community. ⨖ Exceptional interpersonal skills tailored for high-stress, sensitive client advocacy. ⨖ Prior experience in a leadership or practice group management capacity. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job Description Company Description Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which transitioned out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Role Description This is a full-time entry-to-mid-level role for a Wealth Tax Associate. The role will take on a Hybrid schedule, with in-office days occurring in either Greenwich, CT or Walnut Creek, CA depending on where the applicant is domiciled. The Wealth Tax Associate will work closely with the Managing Partner and is ideal for someone who is a self-starter. Through that close partnership, the Associate will be responsible for collaborating on tax planning activities, as well as, pertinent tax filings for a select contingent of clients. This will also lead to collaboration in financial plan activities and upkeep. The Associate is expected to have a preferred tax software with relevant experience in it and will also quickly gather an understanding of how we work closely with our clients. • Serve as a Trusted Advocate of the Managing Partner, • Spearhead timely tax filings, with the IRS, and the clients’ respective state(s)., • Assist in facilitating client relations, data collection, analysis, and tax related documents, • Assist Managing Partner with action plans and action items specific to an individual client, and be present, available and active in client reviews where tax circumstances may apply, • Conduct analysis of tax changes, recommendation actions for optimization, and perform ongoing analysis as required by the Managing Partner, • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance, • Perform other administrative duties as assigned Qualifications • Previous experience in a tax associate (or similar) role (minimum 2 years)., • An accounting related certification, notably being an active CPA (Certified Public Accountant) or an active EA (Enrolled Agent), • Bachelor's degree in Finance, Economics, Business, Accounting or related field is a plus, but not required., • Familiarity with accounting and bookkeeping software., • Interest in Finance, Financial Planning, Investment Management and Wealth Management beyond one’s assumed interest in Accounting, • Strong Analytical Skills and Investment Knowledge., • Effective written and verbal communication skills & excellent organizational skills., • Demonstrates attention to detail and accuracy., • Ability to work independently and exercise discretion without immediate supervision at all times., • Ability to organize and prioritize workflow and assignments in a deadline-oriented environment., • Proficient in Microsoft Office suite of products, • Ability to maintain a high level of confidentiality while being professional and poised What do we hope you become? • You will become prepared to deliver a consistent set of responsibilities in support of the organization’s wealth management strategies, • Your professional growth, necessary industry examinations and accredited wealth planning designations will be supported and subsidized What We Offer While lean & mean, we still offer a highly competitive suite of benefits designed to help our team members balance their personal and professional life commitments. • Paid Holidays, • Paid Time Off (PTO), • Highly subsidized Health, Dental, and Vision Plans, • 401k Retirement Account with 6% Company Match Contributions, • Free Life Insurance, Long & Short-Term Disability Insurance, • Flexible Spending Accounts and Health Savings Accounts, if applicable, • Employee Team Building Activities At Stelvio Private Wealth, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws. -- Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Stelvio works with high-net-worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting! Company DescriptionStelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states. It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Stelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at the firm, with a total of 17 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.\r\n\r\nIt operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. \r\n\r\nStelvio works with High Net Worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!

Job Description We are seeking a highly skilled, team-oriented Mid-level to Senior Associate Attorney to join our Private Wealth practice. This role is ideal for a mid- to senior-level attorney specializing in high-net-worth (HNW) and ultra-high-net-worth (UHNW) estate planning, wealth preservation, and complex tax strategies. Compensation: • $150,000 - $200,000 annual base salary with plenty of opportunity to earn performance-based incentives bonuses., • 25% origination for any portable book of business brought in., • 10% annual bonus given firm-wide, 2 weeks PTO prorated upon start which increase exponentially year-over-year. Schedule: • Full-time, salaried, direct-hire role., • 1,800 Hours annual billable expectation with bonus tied to exceeding, • Monday-Friday 9AM - 5:30PM, reasonable law firm hours. Experience: 5+ Years of experience as a practicing attorney with a particular focus on Estate Planning, Trusts & Will Administration, Probate experience preferred (not required), Elder Law exposure counselling private wealth & ultra-high net-worth clientele with unique asset protection, wealth preservation and business succession concerns which bring along with them bespoke tax planning (estate, gift, and fiduciary income tax returns) or derivative investing strategies, conservatorships and private credit financing matters which establish PIF structuring and formation, complex fund tranches, family-business & shareholder agreements along with various other estate preservation and wealth management mechanisms. Credentials & Licensure: • Juris Doctorate degree from an ABA-accredited Law School required., • Master's of Laws (LLM) in a relevant finance, wealth management or tax focus preferred., • Bar Licensure in CT or NY (both would be ideal), or the ability to waive in by comity/reciprocity., • A CPA, CFPA, CTFA or similar financial certification would be a strong fit for this opportunity The Firm: Our client is an expanding corporate law firm with over 100 attorneys on staff which has recently expanded into the prestigious Greenwich market while continuing to excel within Manhattan's competitive legal market with roots in Essex County, established for nearly a century. The firm consistently is recognized as among the "Best Firms to Work For" in New Jersey, is in the top ten largest firms in NJ and respected as one of the fastest growing in the Tri-State legal arena. Day-to-Day: The ideal legal counsel for this opportunity will be advising on a variety of wealth management and asset protection strategies with a strong focus on estate planning legal structures such as revocable and irrevocable trusts mixed with tax mitigation strategy (i.e. IDGT's, ILITs SLATs or GRATs), sophisticated wealth transfer approaches (i.e. PPLI's, GST tax, CRUTs, ) and family business succession planning and other deeply familial matters. Ideal Profile: This role is positioned for a legal practitioner with strong financial acumen and interpersonal skill to interface with highly a sophisticated and largely affluent client-base. If you are an associate who has wanted to build your own book of business and operate independently among collegiate peers while passing for the rigidness of big law, this is the opportunity for you. We welcome all those who qualify, regardless of race, religion, color or creed. Inquire within.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planni

Job Description Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical, client-focused, and motivated to grow into a lead advisory role over time. About Us At Bhashyam Wealth Management & Associates, our mission is to build lifelong, trusted relationships with our clients and their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals. What You’ll Do • Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance, • Conduct portfolio reviews, financial analysis, and ongoing plan adjustments to keep clients on track, • Maintain regular communication with clients, providing updates, guidance, and support during market changes or life events, • Analyze client financial data including assets, liabilities, cash flow, insurance, and tax considerations, • Prepare and implement financial planning recommendations and client deliverables, • Execute investment transactions including stocks, bonds, mutual funds, annuities, and insurance products, • Respond to client inquiries and independently manage issue resolution with appropriate follow-up, • Support business development efforts, including client relationship management and marketing initiatives, • Collaborate with the advisor to execute practice growth and client engagement strategies, • Monitor industry trends, planning strategies, and regulatory changes to inform recommendations, • Ensure adherence to all compliance and regulatory requirements What We’re Looking For • Ability to obtain Series 7, Series 66, and within 6 months of hire, • Completion of CFP® coursework or a degree/minor in Financial Planning preferred, • Aspiration to grow into a lead advisor role and build a book of business, • Strong communication skills with the ability to simplify complex financial concepts, • Relationship-driven mindset with a strong commitment to client service, • High level of integrity and sound professional judgment, • Analytical thinking and problem-solving capabilities, • Strong organizational skills with the ability to manage multiple priorities, • Self-motivated with the ability to work independently, • Team-oriented and collaborative approach Compensation & Benefits • Compensation includes a base salary of $50,000 – $70,000, exempt, plus bonus and incentive opportunities based on performance and contribution, with overall compensation commensurate with experience and licensing., • Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO, • Opportunities for professional development and career advancement, • Supportive, growth-oriented team environment Location • White Plains, NY (in-office role) Equal Opportunity Employer Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.

A leading financial services firm in Greenwich, CT is seeking a Private Banker to manage client relationships and provide expert wealth management advice.With over six years of experience in private banking or financial services, the ideal candidate will focus on building and maintaining client rela

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Six plus years of work experience in Private Banking or Financial Services

Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Private Bank, you are resp

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. OR ANY OF ITS AFFILIATES SUBJECT TO

Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Morgan Asset & Wealth Management delivers industry-leading inv

Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Private Bank, you are resp

Seven plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Morgan Asset & Wealth Management delivers industry-leading i

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Six plus years of work experience in Private Banking or Financial Services

We are now looking for a Client Executive within the customer segments Entrepreneurs and Executives & Professionals to join Private Wealth Management & Family Office (PWM&FO) in the West region, based in Gothenburg. It is an advantage if you have experience from Private Banking or the Corporate busi

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We create communities where employees thrive in their work, helping our residents thrive in their homes.High school diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience.Basic First Aid and CPR certi

Visitor Management: Warmly greet visitors upon arrival, ensuring a positive first impression and directing them to the appropriate person or department. Proficiency in Microsoft Office suite and database management systems required. Proficiency in Microsoft Office suite and database management syste

Project Overview: Responsible for aiding, advice or support for the efficient and effective management and operation of the organization's activities and daily functioning.

Performs diversified secretarial duties supporting management and/or a physician.

Receptionist - State Farm Agent Team Member.Alysa DiMarco - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers.We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member.Our ideal candidate i

Department: MNR Practice Management.

Participates in personal performance management and development activities, including cross training within own team.

ACCESS PT, a member of the Confluent Health family, is currently looking for a Patient Coordinator to join our South Yonkers, NY team!.Retirement Savings Plan - 100% match after 1 year (up to 4%).Paid sick leave (varies by state).Training and career development.Network partnerships with top health s