PLEASE NOTE : All interviews and applications are kept confidential. We are seeking a highly experienced Senior Wealth Advisor / Manager to join our client, a rapidly growing Fintech Wealth Management Registered Investment Advisory (RIA) firm.
Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals.
As a Senior Wealth Advisor / Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning.
To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million.
This will allow you to hit the ground running and immediately contribute to the growth of our firm. In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity.
This firm strongly believes in rewarding their employees for their hard work and dedication. One of the unique benefits of this opportunity is the flexibility to work fully remotely.
This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees.
In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays.
You will also have access to a 401(k) plan and other outstanding benefits. Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role.
WE ARE AN EQUAL OPPORTUNITY EMPLOYER. UCare Staffing, LLC is an equal opportunity employer and service provider and does not discriminate on the basis of race, religion, gender, gender identity, national origin, age, sexual orientation, disability, political affiliation or belief, or any other protected class.
We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. Powered by JazzHR
Senior Manager - CFIUS Security Compliance Advisor
EisnerAmper is looking to hire a Senior Manager to join its Risk and Compliance Services practice as a dedicated member of the National Security Advisory services team. The Risk and Compliance Services National Security team drives value by delivering a range of risk advisory and compliance solution...
Senior Wealth Advisor/Manager
We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Fintech Wealth Management Registered Investment Advisory (RIA) firm. As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providi...
Asset & Wealth Management - Tax Senior Manager
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made poss...
Project Manager / Senior Project Manager
Lead project teams in disaggregating problems and providing solutions to address them.Develop innovative strategies and solutions for our clients.Manage work streams and provide direction.Coach, manage and support junior team members.Oversee the quality of client deliverables.Dalberg is a platform f...
Compliance Advisor Senior Manager
NYC 299 Park Avenue (22957), United States of America, New York, New YorkCompliance Advisor Senior ManagerThe Compliance Advisor Senior Manager will report directly to the Commercial Broker Dealer Chief Compliance Officer. The Compliance Advisor Senior Manager will work independently from the CBD Ch...
Manager Research Senior Associate – Equity
Source new ideas, meet with portfolio managers, strategists, and other investment professionals, document meetings, provide written research opinions and evaluations, and deliver recommendations and analysis to consultants, portfolio managers, and clients. Conduct research on equity strate...
Senior Wealth Advisor
Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. As the manager for a book of client relationships, the Wealth Advisor is ...
Senior Financial Advisor
Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development st...
Senior Product Manager- Asset & Wealth Management- New York- Vice President
The alternative investments platform is part of Goldman Sachs Asset Management, which delivers investment and advisory services across public and private markets for the world’s leading institutions, financial advisors and individuals. As part of one of the world’s leading asset managers, you can ex...
Manager Research Senior Associate – Equity
Source new ideas, meet with portfolio managers, strategists, and other investment professionals, document meetings, provide written research opinions and evaluations, and deliver recommendations and analysis to consultants, portfolio managers, and clients. Conduct research on equity strategies; prov...