Overview. A milti-billion multi-family office is seeking an experienced Senior Vice President / Managing Director to join its advisory team. This individual will serve as a trusted advisor to HNW and UHNW families, delivering fully integrated wealth management solutions while contributing to the firm’s continued growth. Candidates must bring a proven portable book of business of at least $25 million in client assets. Key Responsibilities. Act as ...
Private Wealth Advisor. Greater Seattle Area. About the Company. Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, en...
Wealth Advisor - New York, New York. The Anderson Search Group has been engaged by a top boutique, high-net-worth and ultra-high-net-worth wealth management firm to identify a Senior Wealth Advisor for the New York City, New York market. With over 100 years of experience and part of one the 15th largest bank holding companies, this firm has a world class platform to bring the white glove, concierge service and capabilities your elite clients dese...
An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to design customized strategies and lead innovative initiatives. Joining our Wealth Management team, you will serve as a trusted relationship manager, providing comprehensive financial planning, fiduciary consulting, and business transition guidance to sophisticated clients. This position requires strategic ...
Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions.Join a nationally recognized wealth management firm with a strong reputation and proven platform for growth. We are seeking experienced Financial Advisors (2–10 years) with an established book of business who want to maximize income potential while providing exceptional client service. This is an opportunity to ...
Overview. Develops and executes customized wealth plans for high-net worth clients and families that leverage the full breadth of the organization’s capabilities. Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Ensures proper delivery of the Cadence client experience across relationships, customized to accommodate individual client...
About the JobPrivate Wealth Advisor (Lutherville Office)We are seeking a Private Wealth Advisor for our Lutherville, MD office. The Private Wealth Advisor is an important position within the firm. This position will work closely with our leadership team on investment evaluation, portfolio management, presentation creation, marketing, and client service. This position can lead to significant upward mobility within the firm and a rewarding career.K...
About the JobPrivate Wealth Advisor (Lutherville Office)We are seeking a Private Wealth Advisor for our Lutherville, MD office. The Private Wealth Advisor is an important position within the firm. This position will work closely with our leadership team on investment evaluation, portfolio management, presentation creation, marketing, and client service. This position can lead to significant upward mobility within the firm and a rewarding career.K...
Overview. Develops and executes customized wealth plans for high-net worth clients and families that leverage the full breadth of the organization’s capabilities. Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Ensures proper delivery of the Cadence client experience across relationships, customized to accommodate individual client...
Description. Manhattan West Enterprise Company (“Manhattan West”) is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services includin...
This job includes a base rate plus commissions. Total Potential Annual Earnings: $60,450 - $520,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus on retention and replication of their best clients and makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Edu...
The Anderson Search Group has been retained by a Boise, Idaho affiliate of an $80 billion financial institution to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's robust internal referral channels in the Western Idaho market targeting high-net worth clients and prospects. This person will ...
