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We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. Familiarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
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NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.
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O More than 190 Elite Advisor Group firms. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. o Our elite benefits and wealth-building programs.
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As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
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Develop strong relationships with internal teams and participate in ongoing Product and Platform team discussions to obtain an in-depth understanding of platform features, key project timelines and the perspective of a US-based wealth manager, financial advisor, and RIA.
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This individual will play a crucial role in expanding the iCapital Marketplace's presence in the Registered Investment Advisor (RIA) and Single-Family Office (SFO) channel. Identify and cultivate relationships proactively with advisors to expand the iCapital Marketplace's advisor base within the RIA and SFO channel.
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ResponsibilitiesDevelop strong relationships with internal teams and participate in ongoing Product and Platform team discussions to obtain an in-depth understanding of platform features, key project timelines and the perspective of a US-based wealth manager, financial advisor, and RIA.Author comprehensive marketing briefs to guide internal and external discussions, inform internal marketing teams of needed deliverables, and facilitate project management across the broader Marketing team.
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The primary role of the Wealth Management Associate will be to support the Financial Advisor/CEO in all details of a client's asset portfolio, preparing for client meetings, performance reports, opening new accounts, monitoring accounts, developing solutions for client's everyday challenges as well as creating genuine relationships with the client.
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The Client Service Specialist will be responsible for the operational set-up of new accounts, client onboarding, and transaction request follow-up for both the Financial Advisor Services and Institutional businesses.
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6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm. Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan.
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Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars.
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With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, childrens college education, etc.
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Talent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford.
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Savvy Wealth is a technology-driven RIA shaping the future of wealth management. As a Senior Financial Advisor, you'll play a critical role in our mission to transform the industry.
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wealth advisor jobs in Purchase, NY
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