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Wealth Strategist - (NYC, Philadelphia, Boston, Florida, and other major cities around the country) - Top Tier Global Wealth Management
Firm. Provide comprehensive personal financial counseling and tax advice to ultra high net worth individuals and families.
Develop and implement strategies for estate planning, income-tax planning, risk management, long-term cash flow and retirement
planning. Extensive client contact. 10+ years of progressive, diversified financial planning experience including; strong
knowledge of sophisticated estate planning techniques and significant experience in advising high net worth individuals. Competitive
compensation package including attractive base salary + bonus.
Investment Advisor- (West Coast) Top Rated Multi Family Office. Consult with Ultra High Net Worth Individuals regarding investment and overall
planning issues; extensive client contact. 10+ years of financial services background; experience advising clientele
with 25mm+ of investable assets. Strong knowledge of alternative investments with good overall investment/planning background.
Excellent compensation package.
Relationship Manager/New Business Development Officer - (Northeast) Rapidly expanding Multi Family Office. Small, dynamic group, excellent opportunity to make a significant impact.
Work closely with Senior Partner to develop new clients and expand existing base. Competitive compensation package including
attractive base salary + generous incentive compensation based upon new business.
Wealth Advisor - (Midwest) Prestigious Private Bank, dynamic team atmosphere. New Business Development targeting clients in the 1-25mm+
arena. Attractive base salary + revenue based bonus.
Financial Planning Analyst - (NY, NJ, Atlanta, Chicago, Los Angeles, Dallas, Detroit and other major cities around the country) Top Tier
Multinational Financial Services Firm, Estate / Tax / Financial Planning for High Net Worth Individuals, extensive training
available.
Sales Professional/Business Development Officer - (NYC) Top rated investment firm seeking dynamic, self motivated financial professionals to market their services
to ultra high net worth clients. Will provide extensive training in their financial products and sales techniques. This is
not a broker position. Base salary in the mid 100's + incentive compensation. 1MM-3MM+ income potential. Advanced degree
or professional designations preferred.
Wealth Planning Director - UHNW - (NYC) Large
Family Office of Global Investment Bank, coordinate the delivery of complex, custom planning solutions to clients globally,
Ultra High Net Worth Clientele 50MM+, 400-500k package. FILLED
Family Office - Bookkeeper / Executive Assistant - (NY) Oversee business affairs for high net worth individual, both business and personal, 3-4 days a week, 100-150k
+ package depending upon experience. FILLED
Senior Wealth Management Consultant - (NYC) Top tier financial services company. Consult with clients in the 100mm+ arena. Prefers JD with 10+
yrs experience. FILLED
Financial Planning Senior
Level Management - (Northeastern US) Top National Financial Services Company.
Will relocate. 300K -500K package depending on experience. FILLED
Financial Planner - (FL) 6+ years experience possessing a
broad range of technical and consultative selling skills in financial planning disciplines and or high net worth sales to
include investment planning and risk management, estate and gift tax, and income tax, 120k area base + 25% bonus. FILLED
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