Top Tech Jobs & Startup Jobs in NYC, NY

The Senior Wealth Advisor is responsible for managing relationships with ultra-high-net-worth clients, offering tailored financial solutions and leveraging in-house expertise to help clients achieve their financial objectives while ensuring compliance and client satisfaction.

The Financial Planner will prepare comprehensive financial plans, collaborate with sales teams, and utilize various financial planning software tools to support clients' financial objectives.

The Relationship Manager serves UHNW clients, enhancing client satisfaction, managing operations, and implementing advanced planning techniques. They aim to drive retention and growth in the Wealth Management Team by fostering client relationships and optimizing services.

The Wealth Advisor develops client relationships, providing personalized financial strategies, while consulting with an expert team to meet client objectives and ensure compliance.

The Wealth Advisor provides financial planning and client support, manages a portfolio of 150-250 clients, and collaborates with other advisors to ensure client retention and transition of new clients.

The Tax Associate prepares income tax returns and projections for high-net-worth clients, working collaboratively with tax teams and wealth management.

The Regional Vice President builds client relationships, drives sales, and provides tailored wealth management solutions in a collaborative environment.

The Tax Associate prepares tax returns and projections for high-net-worth clients, coordinates workflows, and keeps updated on tax laws.

The Senior Portfolio Consultant executes investment implementations for high net worth clients, collaborating with teams to optimize portfolios and deliver exceptional service.

Provide administrative support to the in-house tax team, manage client tax documents, assemble and e-file returns, handle client communication and invoicing, assist workflow monitoring and process improvements, and support off-peak tax projects.