Senior Client Advisor (UHNW)
We are actively searching for exceptionally talented Senior Client Advisor(s) in several US States, starting in New York City.
My client is a highly reputable multi-billion dollar wealth management business with an immaculate reputation, consistent investment performance with an ideal platform for your clients wealth solutions, investment management and alternative investment opportunities.
Job / Responsibilities :
- The ideal candidate would be responsible for building a investment portfolio through their own network focusing on private client accounts, $5m+.
- Advising families on building, preserving and managing their wealth. Furthermore, advise the clients on asset allocation, investment management, wealth planning and banking needs.
- Manage, maintain and develop relationships with your existing clients and prospective UHNW families.
- There will be access to highly exclusive off-market private market deals.
Requirements :
- A clear track record of successfully working with private clients (UHNWIs, Family Offices and / or Key Clients).
- You must be capable of building a client book from scratch of a minimum $200m AUM in 3 years
- Strong entrepreneurial spirit, team player, strong financial acumen and strong problem solving skills
- Advanced knowledge of your market and clients. Preferably specialised in one or a couple of key markets
For additional information, please contact Miles Henslow
Senior Client Advisor (UHNW)
We are actively searching for exceptionally talented Senior Client Advisor(s). A clear track record of successfully working with private clients (UHNWIs, Family Offices and/or Key Clients). My client is a highly reputable multi-billion dollar wealth management business with an immaculate reputation,...
Senior Client Advisors
As a full-time Senior Client Advisor in one of our Manhattan Boutiques, we are seeking to provide elevated client experiences and contribute to the overall success of the Boutique. Build rapport with clientele, establishing a wealthy client database and maintaining long term client relationships. Yo...
Senior Private Client Advisor
As our Senior Private Client Advisor on the Private Client Services team, you'll successfully support a high-volume book of business to our Private Client clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth:. Learn more about what makes us differ...
Client Services Senior Advisor
CLIENT SUCCESS SENIOR ADVISOR Working in Client Success The Client Success team is a core group within Drawbridge. We honor, respect, and appreciate each other’s differences and perspectives In this role you will: § Be primary point of contact for Drawbridge clients § Lead kick off c...
Financial Aid Advisor
A company is looking for a Financial Aid Advisor. Key Responsibilities:Meeting with students to provide information on financial aid options and student loan counselingReviewing documentation and ensuring accuracy in student filesAssisting students with online completion of financial aid forms and p...
Financial Advisor Coordinator
Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding. Desire to be the support a rapidly growing financial advisory practice. Track and address investment alerts for...
Financial Consultant New York City (Entry-Level) - Training Provided!
Enjoy Helping People? See yourself working with high net-worth individuals? Equitable is a fortune 100 global financial services company that is committed to helping their clients secure their financial freedom! Equitable focuses on integrated wealth management, investment advice, retirement plannin...
Financial Advisor - Bethpage Federal Credit Union
This employment opportunity at Bethpage Federal Credit Union in Queens, NY would allow you to join the Investment Program at Bethpage Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. LPL Financial partn...
Financial Advisor II-Queens, NY
Thinking about making a career move as a Financial Advisor to a growing firm where your career growth is unlimited? Look no further! TD is hiring and we are adding to our team of Financial advisors. The Financial Advisor II (FA) role requires previous experience selling investments and providing fin...
Financial Advisor- S and T Capital Transformation-VME-Financial Modeling-Mgr-Multiple Pos-1498372
Must have 3 years of experience utilizing financial modeling and development and creating robust and flexible financial models that quantify the impact of strategic, financial or operational decisions on financial statements and associated metrics. Financial Advisor, Strategy and Transactions (S&T) ...