A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10 years of experience in planning roles and strong interpersonal skills to successfully engage with advisors and clients. Responsibilities include guiding financial professionals, conducting strategic meetings, and providing integrated financial solutions. The role offers a competitive salary range and opportunities for growth. #J-18808-Ljbffr
Senior HNW Wealth Planning Architect • New York, NY, United States
Senior Consultant - Wealth & Asset ManagementCapco is a global business and technology consultancy, focused on the financial services sector.We are passionate about helping our clients succeed ... Mostrar más
At BBH, partnership is more than a form of ownershipit's our approach to business and relationships.We know that supporting your professional and personal goals is the best way to help our clients ... Mostrar más
We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strength... Mostrar más
VNA Health Group seeks a Chief Financial Officer to lead the organization’s financial vision and strategy.The CFO will partner with the CEO and leadership team to drive sustainable growth, optimize... Mostrar más
Wealth Relationship Manager - Queens/39th.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'... Mostrar más
The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with ... Mostrar más
Using our proprietary “Science of Wealth” methodology, we create customized Roadmaps of Success that help clients navigate complex financial decisions with clarity and confidence.Our mission is to ... Mostrar más
Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group.PS&R serves as the central hub for Aspiriant's wealth planning innovation and client experience.This is ... Mostrar más
Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach.The New York team has an opening for an experienced, client-focused Certified Financial Plan... Mostrar más
The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens.In this high-impact role, you will ... Mostrar más
Note: Fidelity will not provide immigration sponsorship for this position.We are searching for an expert Actuarial Consultant interested in building a career in a team centric fast paced consulting... Mostrar más
Join Aprio's Wealth Management team and you will help clients maximize their opportunities.Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their d... Mostrar más
Jobot is seeking a Senior Tax Manager / Tax Principal based in New York City to deliver comprehensive tax compliance, planning, and advisory services for high-net-worth individuals and families.You... Mostrar más
Senior Associate, Financial Planning & Analysis.Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure cr... Mostrar más
The Chronicle Of Higher Education, Inc.Dean for the Leon Hess Business School at Monmouth University.As Dean, you will provide overall leadership, manage fiscal responsibilities, and ensure academi... Mostrar más
Develop and maintain a portfolio of financially complex and important revenue generating client relationships within the defined Business Owner segment within the Truist footprint.Utilize objective... Mostrar más
Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accu... Mostrar más
Financial Planning Professional.Are you an analytical client professional with a passion for financial planning? The GS PFO planning advisory team are experts delivering complex and customized fina... Mostrar más
Are you an analytical client professional with a passion for financial planning? The GS PFO planning advisory team are experts are delivering complex and customized financial planning solutions, in... Mostrar más
Compile statistical data and other information for further analysis Estimate the probability and likely economic cost of an event such as death, sickness, an accident, or a natural disaster Design,... Mostrar más
