7,559 Private Wealth jobs in the United States
Investment Manager - Private Wealth Management
Posted 2 days ago
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The Department
Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity's investment planning tools to help investors reach their financial goals. With over $400 billion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over one million customer accounts. The Portfolio Engineering (PE) function within SAI is responsible for the management, customization, and execution of individual client portfolios. Within the PE function, the Personalized Wealth Management team is focused on our clients' most complex investment situations.
The Role
The Investment Manager will join the Personalized Wealth Management team in our San Francisco office, with occasional travel required to Fidelity offices in Boston, MA and Denver, CO. This person will play a meaningful role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies. The role will combine a high degree of technical proficiency with investment expertise to build scalable solutions to solve complex investment problems and deliver greater personalization to clients. The role is primarily focused on providing tax-sensitive, customized management of multi-asset class portfolios for taxable individuals and trusts for Fidelity Wealth Services. You will learn and implement our overlay management strategies with a goal to improve after-tax returns while controlling risk.
Responsibilities
Portfolio Management
- Manage individual client portfolios consistent with Strategic Advisers' investment philosophy and the unique personalization of each client portfolio. Implement investment strategies based on market movements, tax management opportunities, changes in model portfolio or investment choices
- Apply analytical and problem-solving skills to efficiently implement complex portfolio construction across multiple account registration types while being able to decipher and clearly understand the impacts on investment risk and return characteristics
- Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction, and business cycle positioning to achieve superior pre- and after-tax returns consistent with the SAI's investment philosophy
- Collaborate with the team to design, develop, and test new ideas to drive greater scale and personalization capabilities for the investment platform
- Prototype and provide technical design requirements to enable greater investment effectiveness across the Personalized Wealth Management team
- Monitor and carry out fiduciary responsibilities with a high-level of integrity
- Provide personalized transition analysis for hypothetical scenarios and recommendations to clients on security transfers for charitable intentions
- Collaborate with the team to design, develop, and test new ideas to drive greater personalization.
- Design and prototype new strategies for incorporating additional financial planning factors within portfolio management
- Coordinate with Investment and Client-Facing partners to develop Portfolio Management Client Experience
- Present detailed investment processes, philosophies, and capital market dynamics in front of larger groups including both internal colleagues and external clients
Experience/Education
- Graduate degree preferred; degree or emphasis in Engineering/Computer Science/ Finance/Accounting/Economics subjects strongly preferred
- Existing or progress toward CFP credential
- Three to seven years investment experience in research, portfolio management, trading or technology development in these fields
- Hands on experience with financial planning and planning tools
- Technical and programming skills including R, Python, Java, and SQL required
- Familiarity with Business Intelligence tools such as Tableau or Spotfire
- Ability to work effectively on a collaborative team with a strong spirit of innovation, maintaining comfort in undefined environments
- Ability to operate in a fast-paced environment with excellent attention to detail, strong analytical skills, a creative approach to problem solving, and the ability to multi-task
- Understanding of portfolio theory and quantitative portfolio construction techniques in a taxable environment
- San Francisco, CA
The base salary range for this position is $00,000 - 165,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 65 - FINRA
Category:
Investment Professionals
Private Wealth Manager
Posted today
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Job Description
Ideal candidates desire to run their own practice as a fee-based Investment Advisor (or team) - without the limitations or liabilities of a broker-dealer affiliation.
Benefits of working with us:
•Excellent Broker Dealer
•Systematic, Proven Processes to acquire and keep higher net-worth clients
•Repeatable, Proven Marketing Programs
•Personal Mentoring, Training, and Guidance by top producers
•Powerful Custodian Relationships
•Transition/ Onboarding /Integration /Training Program
•Compliance Support and Guidance
•Marketable Brand (or create your own)
•Opportunity to build and keep equity in your practice
•Exit Strategies for Retirement - Sell your business instead of giving it to your BD
Location(s)
Affiliate Advisor positions available throughout the country.
Firm
•An expanding boutique advisory firm specializing in Comprehensive Wealth Management, Investment Management, and Wealth Transfer/Estate Planning
•Founders and principals are proven top producers and excellent trainers
•We desire long-term advisors and partners, not "flash in the pan" producers
•Investments: 100% Fee Based.
•Insurance: Large offering of all types of fixed products
•Robust, repeatable marketing programs to build and retain your book
•A full complement of financial products and services for all levels of wealth management - simple to highly sophisticated
Compensation
•Investments: fee-based, high payout depending upon support needed
•Financial Planning: Hourly or Project Fees
•Insurance Sales (if applicable) Commissions paid at highly competitive rates. Skills Requirements: YOU MUST have:
•Comparable investment philosophy: Asset Allocation and scientific portfolio construction versus day trading, option strategies, or other speculative strategies
•Client-centric philosophy
•Series 65 or 66 license or ability to get rapidly (if you already have Series 6/7)
•CFP, CPA, CLU, or other advanced designation, or willingness to intensely pursue upon affiliation/hire
•Clean compliance record
For more information and a confidential discussion on your future, please respond with your resume and a description of your current situation (ie - wirehouse rep, independent, current book, desires, etc).
Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
Email:
Phone:
(w)
Private Wealth Advisor
Posted today
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Job Description
The Private Wealth Advisor's (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of clients' unique goals and objectives. The reporting structure may vary for the PWA role based on Regional needs; a PWA can report to a Market or Regional President and in some instances, a Managing Director, Director or a PWA II.
Duties & Responsibilities
- The Private Wealth Advisor will manage and develop a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments.
- The Private Wealth Advisor will work with and coordinate the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to help clients achieve their desired objectives over their lifetime.
- The Advisor will actively pursue opportunities to acquire new business - both in securing additional assets from existing clients as well as seeking new high-net-worth client opportunities.
- Client accounts will be monitored and serviced daily to ensure smooth operations and adherence to firm policies and procedures through the following; Act as the primary relationship manager for a book of clients.
- Frequently meet with clients; formulate the appropriate actions necessary to help the client and enhance their relationship with Busey.
- Actively drive new sales opportunities.Attend discovery/needs-based sales training.
- Serve as resource for the team and act as a project leader from time to time.
- Administer accounts in a manner that ensures smooth operational compliance with relevant governing instruments, legal requirements, and business line policies and procedures yet ensures a high level of client service.
- Complete mandatory account reviews for the assigned accounts.
- Actively make client recommendations consistent with the client's financial plan and Investment Policy Statement.
- Meet and communicate with clients, including a review of the client's investment strategy and financial plan, on a regular basis.
- Provide high level service to clients, beneficiaries, advisors, and other related parties to assigned accounts.
- Escalate issues to the appropriate parties.
- Knowledge of:
- Strong oral and written communication skills
- Strong sales and client service skills
- Wealth Management Services including Investments, financial planning, banking and trust concepts including asset allocation, and basic trust and estate procedures
- A fiduciary approach to managing client relationships
- Ability to:
- Develop and manage client relationships at an advanced level
- Make independent decisions
- Respond timely to client needs and requests
- Partner with other associates on the team in a collaborative and client-focused manner
- Understand and think strategically about each client's financial planning
- Analyze and interpret numerical data
- Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
- Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
- Perform duties under frequent time pressures
- Education and Training: Requires Bachelor's degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients
- Certified Financial Planner designation is preferred
- Must be in good standing with First Busey Corporation continuing education.
- On-going development and broadening of appropriate knowledge and skills; additional education will need to be successfully completed.
- Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $79,000 - 100,000/year)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Private Wealth Advisor
Posted 1 day ago
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Job Description
2 days ago Be among the first 25 applicants We're representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors. Well-backed and recognized as such, the platform is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. This is a growth hire, and the firm has added billions of AUM in just two years. Their success is largely thanks to a combination of a client-centric approach and the use of advanced technology aimed at delivering complex financial strategies in a frictionless fashion. About the Role: As an Advisor, you’ll play a key role in guiding clients through complex financial decisions while shaping the future of advisory services. Your focus will be on building relationships, offering strategic advice, and driving business growth—without getting bogged down by administrative work. With a background in serving HNW and UHNW individuals, you likely hold designations such as CFP, CPA, or Series 65. This role offers the opportunity to collaborate with a forward-thinking team, leveraging innovative technology to enhance the client experience and redefine financial planning. Responsibilities: Strategic Growth: Develop and implement strategies to drive growth in the firm’s wealth management services and expand the client base. Collaboration: Demonstrated track record of working with cross-functional teams to implement innovative marketing strategies and technologists to enhance product development efforts. Market Analysis: Stay informed about market trends and investment opportunities to provide clients with relevant advice and underappreciated strategies. Compliance: Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service. Sales & Business Development: The successful candidate will have a regimented approach to onboarding new clients and expanding, retaining, and nurturing existing relationships. Qualifications: Bachelor’s degree in Finance, Economics, or a related field. Advanced degree (MBA, CFP) preferred. At least 6 years of experience in wealth management or financial advisory roles, with a demonstrated track record of outperformance. Strong leadership and team management skills, with experience guiding, mentoring, and managing junior associates. Deep knowledge of investment strategies, financial planning, and full-service platforms. Superb communication and interpersonal skills with a proven ability to network, build, and sustain long-term client relationships. Proven track record of developing & executing strategies and achieving strategic growth objectives. Proficiency in financial planning software and tools. Seniority level Mid-Senior level Employment type Full-time Job function Finance, Sales, and Business Development Industries Financial Services, Investment Advice, and Investment Management #J-18808-Ljbffr
Private Wealth Advisor
Posted 2 days ago
Job Viewed
Job Description
+ Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
+ Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
+ Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
+ Act as the primary Relationship Manager for assigned client relationships
+ Leads / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews)
+ Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
+ Produces client reports that demonstrate the value provided and assesses clients at-risk for retention.
+ Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
+ Acts as a subject matter expert on relevant regulations and policies.
+ May network with industry contacts to gain competitive insights and best practices.
+ Proactively identifies client needs and concerns to diagnose and facilitate resolution of client issues.
+ Introduces subject matter experts to the client.
+ Shares wealth solutions expertise and product knowledge across regional team.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
+ Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Acts as the prime subject matter expert for internal/external stakeholders.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Bridges banking, trust and investment disciplines together for client communications when the full relationship exists.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
+ Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
+ Oversees the design, development, and implementation of tools and training required to deliver business results.
+ Leads/participates in the design, implementation and management of core business/group processes.
+ Develops and manages a business/group program.
+ Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
+ Uses an advisory-based financial planning approach to manage opportunities and relationships.
+ Supports the achievement of the business plan within the designated territory / region.
+ Collaborates effectively with internal stakeholders to build capability and drive business growth.
+ Meets high-quality service standards to maximize relationship retention and growth.
+ Develops rapport and instills confidence with the client to develop credibility and earn their trust.
+ Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
+ Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
+ Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
+ Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
+ Implements changes in response to shifting trends.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ MBA certification preferred.
+ Experience dealing with HNW clients and equivalent knowledge base.
+ Certified Financial Planner is preferred.
+ Broad knowledge of all facets of wealth management.
+ In-depth / expert knowledge of Bank products, services and capabilities.
+ Seasoned professional with a combination of education, experience and industry knowledge.
+ Verbal & written communication skills - In-depth / Expert.
+ Analytical and problem solving skills - In-depth / Expert.
+ Influence skills - In-depth / Expert.
+ Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
+ Able to manage ambiguity.
+ Data driven decision making - In-depth / Expert.
**Salary:**
$102,000.00 - $190,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Private Wealth Advisor
Posted 2 days ago
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Job Description
As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing their wealth across generations. Help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management. Coordinate and integrate a team of subject matter experts to craft and execute creative, personalized solutions for clients. Build a practice and book of business by executing a business development strategy to identify prospective clients and cultivate referral sources. Work alongside a dedicated service team to deliver exceptional service to clients. Responsibilities / Primary Functions: Act as the primary or co-relationship manager for client relationships Develop and execute a business development strategy that drives results and achieves sales targets for the assigned region Develop internal and external networks and referral sources to grow business Collaborate with internal partners and subject matter experts in trust & estate, investment management and wealth planning to develop a holistic wealth plan for clients that address their specific wealth management issues Work with internal partners to develop and present tax, estate, insurance, portfolio, and cash flow analyses that illuminate a client’s situation and help them achieve the goals for their wealth Work with clients’ other advisors (attorney or CPA) to facilitate wealth planning and monitor progress Create asset allocation scenarios and produce recommendations and narratives that match clients' goals and drive decision-making Design, manage and monitor clients’ investment portfolios in line with portfolio allocation and risk management guidance Develop deep fluency in the PCS value proposition, solutions, capabilities and key narratives about Capital Group’s and PCS’s investment philosophies, process and policies Stay current with the market and economic environment and always be prepared to share perspectives or present market updates/outlooks Build rapport, trust and engaging in trust-building discovery to identify client and prospective client needs and concerns in order to diagnose, propose solutions and facilitate resolution of clients’ wealth management issues Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function 5+ years of wealth management or related industry experience and a demonstrated interest in new business development. Fluency with social media and LinkedIn. Ability to create a new referral network capable of generating business. Actively involved in your community, engaged with charitable organizations and able to cultivate a strong network of wealthy individuals who value the expertise you bring to the table. The Private Wealth Advisor is the knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth individuals and families. Communication and presentation style capable of being tailored to distinct audiences, internally and externally. Demonstratable service orientation and capability to build strong relationships, both externally and internally. Experience in completing timely, accurate and compliant client and account activities with minimal supervision. Willingness to engage in additional training and licensing as necessary. Compensation: Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $100,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. #J-18808-Ljbffr
Private Wealth Director
Posted 2 days ago
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Job Description
Passionate about helping clients and their families better invest their time and money? Who Are We? We are team of like minded folks on a mission to better invest our partner families time and money. What's the job description? This is rare opportunity and role to be part of the early founding team. Responsibilities will be wide but have a primary focus on typical UHNWprivate client activities, The ideal candidate is a consummate professional who develops and monetizes relationships and manages high level, sophisticated clients. What Will Your Responsibilities ? Build and maintain long term relationships with clients, prospects and COIs. Able to effectively manage approximately $100M+ in ultra high net worth assets. An entrepreneurial approach of building a business with the support of our operations and investment team functions. Collaborate lBest in Class Service providers to identify opportunities and deliver solutions. Deliver exceptional client service and experience. Meet clients needs and inquiries including financial and investment affairs' trust and broad knowledge of estate and tax planning What Do You Need? Bachelor's degree required in Business, Finance or related field; advanced degree(s) a plus MBA,CFP or CFA is a plus; 5+ years of experience serving clients in ultra-high net worth industry. Series 65 required or within 90 days of employment. Deep knowledge of capital markets and investments across asset classes including hedge funds, private equity, direct real estate, and commodities. Excellent verbal and written communication skills. Apply for this position JOB TITLE Private Wealth Director LOCATION Denver | Boulder with Remote Elements Full Time Name Email Phone Tell us something about yourself JOBS Job Openings Private Wealth AdviSORY Private Wealth Director Passionate about helping clients and their families better invest their time and money? Toro West Capital Advisors All Rights Reserved. Services delivered through Toro West Capital Advisors LLC, an SEC registered investment advisor. #J-18808-Ljbffr
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Private Wealth Advisor
Posted 2 days ago
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5 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Somers Partnership Executive Search | Family Office | Wealth Management Top-10 bank looking for an accomplished Wealth Advisor based in Washington. Are you a proven Wealth Advisor with a strong external network looking for the next step in your career? Our client is looking to expand its team. What’s On Offer? Client Centric Bank – known for delivering exceptional client service and personalized wealth management strategies. Career progression – provision of career programs that support their employee’s growth. Flexibility – committed to balancing all aspects of life. Equal, diverse and inclusive employer – widely recognized as such and recipient of awards including Forbes ‘ America’s Best Large Employers ’ and ‘ Best Employers for Diversity ’, Fortune ‘ Worlds Most Admired Companies ’ and CNBC ‘ America’s Most Just Companies ’. If you have a proven ability to manage a portfolio of UHNW and HNW clients with complex credit and banking needs, we’d love to hear from you. Apply today to explore this opportunity. Seniority level Not Applicable Employment type Full-time Job function Finance Industries Banking and Financial Services #J-18808-Ljbffr
Private Wealth Advisor
Posted 2 days ago
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3 days ago Be among the first 25 applicants Direct message the job poster from International Search Consultants Executive Recruiter @ International Search Consultants | Strategic Talent Engagement High-Touch Investment Advisory Firm | HNW/UHNW Client Base A premier, boutique investment management firm based in Southern California is seeking a Wealth Advisor . With over $1B in assets managed independently, the firm serves high-net-worth individuals, families, foundations, and institutions with a sophisticated, customized approach to wealth management. This role is ideal for a strategic relationship builder with deep expertise in multigenerational planning, philanthropy, pre-liquidity strategy, and fiduciary advisory. You'll serve as a key point of contact for clients, partnering closely with portfolio managers and firm leadership to deliver exceptional outcomes while also supporting business development initiatives. Key Responsibilities: Serve as the primary relationship lead for a select group of clients, ensuring an exceptional and responsive advisory experience Partner with Portfolio Managers to craft and execute advanced wealth strategies tailored to client needs Guide and mentor Client Service Associates, reviewing materials and maintaining a high standard of service delivery Attend and support client and prospect meetings, events, and strategic planning sessions Help drive firm growth through new business initiatives and organic relationship expansion Maintain accurate CRM records and ensure timely completion of paperwork, subscription agreements, and custodial requests Coordinate with external advisors (e.g., estate attorneys, CPAs) to holistically support client needs Participate in firm-wide initiatives to enhance operational efficiency and service models Qualifications: 5–10 years of experience in wealth management or investment advisory services Series 7 and 66 licenses required Excellent written and verbal communication skills Strong client service orientation, high integrity, and emotional intelligence Entrepreneurial mindset with a collaborative work style Preferred: CFP designation (or willingness to pursue) MBA or advanced degree Series 24 license Experience with platforms such as Addepar, Salesforce, Schwab, and/or Fidelity This is a unique opportunity to join a mission-driven, close-knit team that values intellectual curiosity, initiative, and client dedication. If you're looking to take on a meaningful relationship leadership role within a growing investment advisory firm, we encourage you to apply. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance Industries Financial Services and Investment Management Referrals increase your chances of interviewing at International Search Consultants by 2x Inferred from the description for this job 401(k) Vision insurance Medical insurance Get notified when a new job is posted. Sign in to set job alerts for “Private Wealth Advisor” roles. Irvine, CA $0,000.00- 65,000.00 3 days ago Newport Beach, CA 112,200.00- 209,000.00 1 week ago J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA Newport Beach, CA 49,920.00- 100,000.00 1 week ago J.P. Morgan Wealth Management – Private Client Advisor - Newport Beach, Costa Mesa and Irvine, CA Irvine, CA $7 ,000.00- 125,000.00 1 month ago Wealth Management Specialist - Non-Registered (FP) Newport Beach, CA 28.00- 48.00 1 week ago Irvine, CA 50,000.00- 150,000.00 4 weeks ago Irvine, CA 100,000.00- 250,000.00 3 weeks ago Newport Beach, CA 90,000.00- 150,000.00 3 weeks ago Irvine, CA 80,000.00- 100,000.00 3 weeks ago Irvine, CA 90,000.00- 120,000.00 4 weeks ago Financial Representative (career changers are welcome to apply) Orange County, CA 150,000.00- 300,000.00 1 week ago Newport Beach, CA 100,000.00- 162,000.00 2 weeks ago J.P. Morgan Wealth Management – Private Client Advisor - Irvine and Mission Viejo, CA Newport Beach, CA $1 0,000.00- 1,000,000.00 2 days ago Wealth Market Manager - Irvine or Houston Irvine, CA 150,000.00- 235,000.00 1 month ago Wealth Advisor - California Bank & Trust Newport Beach, CA 92,000.00- 110,000.00 7 hours ago Financial Consultant Partner- Irvine, CA U.S. Private Bank - Private Banker - Vice President or Executive Director Newport Beach, CA 79,125.00- 131,875.00 2 weeks ago J.P. Morgan Wealth Management – Private Client Advisor - Orange and Anaheim, CA J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, CA (Bixby Knolls) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Private Wealth Advisor
Posted 2 days ago
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Join to apply for the Private Wealth Advisor role at Landing Point 4 days ago Be among the first 25 applicants Join to apply for the Private Wealth Advisor role at Landing Point Get AI-powered advice on this job and more exclusive features. Company Overview: A fast-growing wealth management firm is seeking to add a Private Wealth Advisor to their team. This role is based in Boston and involves providing comprehensive wealth and investment management solutions to high net worth clients. Company Overview: A fast-growing wealth management firm is seeking to add a Private Wealth Advisor to their team. This role is based in Boston and involves providing comprehensive wealth and investment management solutions to high net worth clients. Job Responsibilities: Serve as the hub of the day-to-day service experience for clients by providing superior client service and problem-solving solutions. Support Lead Relationship Managers in preparing and participating in client meetings, as well as handling post-meeting action items. Manage the custodial process alongside the Client Service team to assist clients with account creation, transfers, and maintenance. Facilitate communication between relevant parties such as tax accountants, attorneys, and insurance contacts. Coordinate and execute gifting and charitable activities on behalf of clients. Conduct financial planning due diligence, including collecting client data to assist in creating comprehensive financial plans. Deliver financial plans and retirement cash flow planning with thoughtful observations and additional considerations. Assist with extra-departmental projects as needed. Qualifications: 3-6 years of experience in the wealth advisory industry. Experience working with private, high net-worth clients and institutional clients. A CFP designation or progress towards a CFP designation. Familiarity with MS Word, Excel, and PowerPoint. Previous experience with investment custodians, customer relationship management systems, and portfolio reporting systems. Previous experience with financial planning softwares. Compensation: Salary: $90,000 – $20,000, Plus Bonus The post Private Wealth Advisor appeared first on Landing Point. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at Landing Point by 2x Sign in to set job alerts for “Private Wealth Advisor” roles. Greater Boston $80, 00.00- 130,000.00 2 months ago Boston, MA 70,000.00- 75,000.00 2 days ago Marblehead, MA 70,000.00- 90,000.00 18 hours ago Senior Manager, Wealth Advisor- Schwab Wealth Advisory Boston, MA 90,000.00- 100,000.00 2 weeks ago Senior Manager, Wealth Advisor- Schwab Wealth Advisory Senior Manager, Wealth Advisor- Schwab Wealth Advisory Asset & Wealth Management RICS - Manager Boston, MA 99,000.00- 266,000.00 2 weeks ago Braintree, MA 130,000.00- 200,000.00 1 day ago Greater Boston 50,000.00- 100,000.00 4 weeks ago Boston, MA 100,000.00- 225,000.00 4 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr