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Expanding independent investment advisory firm.The Company is in search of a Senior Wealth Advisor to become a key member of its leadership team.The successful candidate will be responsible for leading and managing relationships with high net worth and ultra-high net worth individuals and families,

Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor.Transforms advisors into fintech entrepreneurs.Emphasizes automation and efficiency to enhance client interactions.Grows by acquiring and enhancing traditional wealth management firms.Founde

As the Field Integration Lead for Advisor Tools on the Sales Strategy and Support team, you will own the business prioritization and roadmap for Advisor Tools in Chase Wealth Management. Strong knowledge of wealth-management and advisor workflows and regulatory landscape. Morgan Wealth Management, w

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employe

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

Business Development And Enterprise Coverage, IBDs - Senior Vice President / Managing Director. Serve as a strategic advisor to senior stakeholders, helping them navigate the complexities of alternative investments and integrate iCapital's platform into their broader wealth offering.

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. This will be done with a consistent focus on relationship management, not portfolio management.

Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of J. You will be responsible for operationalizing wealth referrals to Chase Wealth Management, establishing RM and Advisor expectations, designing the onboar

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. Your expertise will support a wide range of clients, from those just starting to save to those with signi

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

A leading financial services firm in New York seeks a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning.

The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. Tax Advisor, Wealth Management. Collaborate with external tax advisors ensuring consistency between adv

Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients.

Job Description Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training. Senior Wealth Advisor Responsibilities: • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities., • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more., • Design and implement tailored long-term investment strategies, adjusting portfolios as needed., • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services., • Influence product development by sharing insights on advisor and client needs., • 10+ years of experience in investment advisory with a proven book of business., • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)., • Excitement about the fintech industry and the opportunity to shape its future., • Competitive compensation package, including revenue participation and equity., • Comprehensive medical, dental, and vision plans., • Unlimited PTO and paid company holidays., • Solo 401(k) retirement plan., • Stunning NYC office with top-notch amenities., • Daily meals and snacks are provided.

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 Securities LLC (JPMS), a registered broker-dealer and

You should have at least 5 years of advisor management experience and proven ability to recruit and coach advisory talent. This position requires strong communication skills and a commitment to risk management, along with relevant FINRA certifications. A leading financial services provider is seekin

Une banque de détail recherche un candidat dynamique pour gérer les relations avec des clients de TD Wealth à New York.

Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business

Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate.We plan to do this by putting a human wealth advisor in every pocket.Historically, wealth managers have been accessible to only the ultra-wealthy.With Titan, they're available to everyone.We har

As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1. What if you could build a career where ambition meets innovation? At LPL Financial, w

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such

Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor). About the job Senior Financial Advisor. We are recruiting for a top tier advisor/team in the greater N

Plymouth Road - Plymouth Meeting, Pennsylvania 19462.Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries.As a member

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. We are committed to mai

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

Free Access to a Workplace Financial Advisor. Wealth Management & Financial Planning,Investment Strategy & Portfolio Management,Client Relationship Management & Trust Building,Business Development & Lead Generation,Regulatory Compliance & Licensing. We are recruiting for a Financial Consultant.

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. With a nati

At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on

Are you a highly experienced Financial Advisor with a proven track record of success? Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and independent 1099 Financial Advisors to join our growing team. Their unique approach includes acquiring CPA f

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment rega

We are looking for ambitious Wealth Advisor Associates to join our Private Wealth Division. Ideal candidates will have 2-5 years of relevant experience in wealth management, financial planning, or private banking, with a focus on HNW/UHNW clients preferred. Join a premier investment advisor and mana

Permanently Remote Associate Advisor / Relationship Manager.Modern Wealth Management is seeking a Permanently Remote Associate Advisor / Relationship Manager for our financial planning and investment advisory firm in Campbell, CA.We are very interested in you if you desire a career in Wealth Managem

Contact information for the job.

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committe

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. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC

The VP II, Direct Business, Technology Product Management is a key leader within the Wealth Management Platform team. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the f

Wealth Relationship Manager Safe Act - Flushing, NY. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.

At least 2 years in a Financial Advisor role or equivalent financial services experience. 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 a

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. This will be done with a consistent focus on relationship management, not portfolio management.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Job Description: This is where the job description will go.It will be formatted nicely and clearly, focusing on the key responsibilities and requirements of the role.The key responsibilities will be listed here in a clear and concise manner, ensuring that the main duties of the position are highligh

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. The Merrill Advisory Group (MAG) Financial Advisor (FA) is a fully licensed, non-commission based retail

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client exp

A leading financial services firm in New York is seeking a Private Client Financial Advisor to develop tailored wealth management strategies and enhance client relationships.

A global financial services firm is looking for a Private Client Advisor in New York.

Job DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyns brilliance and resilience, its incomparable culture and uncompromising grit and we demand more for our communities. Over our 15-year history, we have reimagined the role of philanthropy and provided immeasurable support to communities and nonprofit partners that are leading transformational change for Brooklyn. With a new model for community philanthropy, we are bringing together Brooklynites, Brooklyn backers, businesses, and broader believers in equity and justice to make Brooklyn a beacon for the world. We are a platform for galvanizing giving. We are here to ensure that ideas are met with resources, challenges are met with solutions, and inequity is met with justice. The Position: The Vice President of Philanthropic Partnerships reports to the Chief Operating and Financial Officer and is responsible for expanding and diversifying the foundations donor-advised fund (DAF) donor base by cultivating relationships with high-net-worth individuals, corporate philanthropists, and professional advisors. By leveraging expertise in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundations growth in DAF participation and ensure a seamless experience for both new and existing fundholders. The Vice President will also manage and provide strategic direction to the Donor Services Manager and the Grants & Compliance Manager, ensuring cohesive service delivery, robust compliance, and impeccable data management. This role requires flexibility, including occasional early morning, evening, or weekend commitments to accommodate donor engagements and events. Specific Responsibilities: Donor Cultivation & Acquisition • Proactively identify and engage prospective DAF donors, including high-net-worth individuals (HNWIs), family foundations, and corporate partners., • Conduct individualized donor consultations to discuss tax-efficient giving options and long-term philanthropic goals., • Collaborate with potential donors to customize giving strategies that align with their values, financial objectives, and community impact aspirations.Strategic Partnerships & Professional Advisor Engagement, • Develop and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals., • Host educational seminars, webinars, and workshops to inform advisors and their clients about the benefits and mechanics of DAFs., • Provide customized tools, resources, and support to assist advisors in discussing philanthropic opportunities with their clients.Donor Stewardship & Retention, • Coordinate with the Donor Services Manager to ensure a seamless onboarding process for new DAF holders, including fund agreement setup and initial contribution guidance., • Maintain ongoing engagement with fundholders by offering personalized support, updates, and consultations to maximize donor satisfaction and retention., • Conduct annual strategy reviews for fundholders, helping them refine their philanthropic focus and achieve greater impact.Team Leadership & Data Management, • Directly supervise the Donor Services Manager and the Grants & Compliance Manager, providing guidance, support, and professional development opportunities., • Oversee accurate, secure, and compliant data management practices for all donor records and fundholder information., • Collaborate with internal teams to enhance systems and processes that optimize donor engagement, compliance, and relationship tracking.Legal & Financial Knowledge Application, • Utilize expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning structures to guide donors and advisors., • Ensure all donor agreements, gift structures, and fund management practices comply with IRS regulations, DAF policies, and the foundations guidelines., • Monitor emerging trends and regulations in tax law and estate planning to keep donors and professional advisors informed of new opportunities or requirements., • Other duties as assignedQualifications:, • Bachelors degree in Business, Finance, Law, Nonprofit Management, Philanthropy, or a related field is required., • Chartered Advisor in Philanthropy (CAP) or Certified Trust and Fiduciary Advisor (CTFA) is highly desirable, • 10+ years of demonstrated success in donor cultivation, relationship management, and securing philanthropic commitments, ideally within a community foundation or financial services environment., • Strong knowledge of donor-advised funds, planned giving vehicles, tax regulations, and wealth management strategies., • Proven ability to develop partnerships and collaborate effectively with professional advisors in estate, tax, and financial planning., • Excellent communication, presentation, and negotiation skills, with a track record of building trust and rapport with HNWIs and corporate donors., • Highly organized, proactive, and results-oriented approach to managing multiple relationships and initiatives simultaneously., • Exceptional attention to detail and commitment to maintaining accurate, compliant, and confidential data., • Willingness to work flexible hours, including occasional early mornings, nights, and weekends to accommodate donor-related events.Other Information: Currently full-time employees are expected to work in the BKO office located in Downtown Brooklyn Monday through Thursday with occasional events on Friday. In alignment with its Racial Justice Lens, the Organization is committed to maintaining a staff that diversifies philanthropy, including lifting up the leadership of people from communities historically underrepresented in the field and those directly affected by structural racism, centering them in decision-making. Brooklyn Org is an equal opportunity employer. The Organization does not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability, marital status, military veteran status or any other protected group in the locations where we work. Compensation: Brooklyn Org has a competitive and exhaustive benefits and leave plan and the salary range for this position is $130,000 $145,000 dependent on the successful candidates background and experience. To Apply: Brooklyn Org has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Kathryn Frances Research and Operations Manager Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: . Please include Brooklyn Org, VP Philanthropic Partnerships in the subject line of the email. Flexible work from home options available.

Private Wealth Events, Advisor Engagement, Associate. 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 off

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Morgan Securities LLC (JPMS), a registered broker-dealer and inves