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Newedge Wealth information

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$75K

$97.7K

$117K

How much do newedge wealth jobs pay per year?

As of Jul 2, 2026, the average yearly pay for newedge wealth in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What is Newedge Wealth?

Newedge Wealth is a wealth management firm that provides personalized financial advisory services to high-net-worth individuals, families, and institutions. They offer a wide range of services, including investment management, financial planning, estate planning, and access to private banking solutions. Newedge Wealth is known for leveraging advanced technology and a client-focused approach to deliver tailored strategies that address complex financial needs. Their team consists of experienced advisors who help clients achieve their long-term financial goals.

What are the typical responsibilities and collaboration opportunities for a wealth advisor at Newedge Wealth?

As a wealth advisor at Newedge Wealth, you'll spend much of your time developing personalized financial strategies for high-net-worth clients, including investment planning, risk management, and estate planning. You’ll work closely with portfolio managers, analysts, and client service associates to ensure clients’ needs are holistically addressed. Regular client meetings and proactive communication are essential, as is staying informed about market trends and regulatory changes. Collaboration with internal specialists and external partners, such as tax advisors and legal professionals, provides opportunities to deliver comprehensive solutions and expand your professional network.

What is the difference between Newedge Wealth vs Financial Advisor?

AspectNewedge WealthFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentFinancial firms, wealth management firmsBanking institutions, independent practices
Industry UsageUsed in wealth management and investment firmsCommon across banking, investment, and advisory firms

Both roles involve providing financial guidance, but Newedge Wealth typically refers to a firm or platform specializing in wealth management, whereas a Financial Advisor is a professional offering personalized financial planning and investment advice. The main difference lies in the context: Newedge Wealth is a company name or platform, while a Financial Advisor is a job title held by individuals working within or outside such firms.

What are the key skills and qualifications needed to thrive as a Wealth Advisor at Newedge Wealth, and why are they important?

To thrive as a Wealth Advisor at Newedge Wealth, you need strong financial acumen, investment knowledge, and typically a bachelor’s degree in finance or a related field, often with FINRA Series 7 and 66 licenses. Expertise in portfolio management platforms, CRM systems, and financial planning software is highly valued. Exceptional interpersonal skills, client relationship management, and the ability to communicate complex financial concepts clearly set top performers apart. These skills are crucial for providing tailored wealth solutions, building trust with clients, and achieving long-term financial goals in a competitive environment.
More about Newedge Wealth jobs
What cities are hiring for Newedge Wealth jobs? Cities with the most Newedge Wealth job openings:
What states have the most Newedge Wealth jobs? States with the most job openings for Newedge Wealth jobs include:
What job categories do people searching Newedge Wealth jobs look for? The top searched job categories for Newedge Wealth jobs are:
Newedge Wealth jobs near you

Trust & Estate Paralegal

NewEdge Capital Group LLC

Manhattan, NY

$75K - $150K/yr

Full-time

Posted 17 days ago

Job description

Job Summary:

As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be to support the family office, you will also assist NewEdge Wealth advisors navigate estate planning software solutions.

This role is highly detail-oriented and process-driven, supporting ultra-high-net-worth client structures that may include multiple trusts, entities, real estate holdings, and operating businesses. The paralegal will act as the central hub for document intake, issue spotting, execution coordination, and ongoing document maintenance.

The position is ideal for a professional who enjoys deep document work, complex structures, and building organized systems around sophisticated planning.

Duties/ Responsibilities:

Document Review and Analysis

  • Review estate planning documents, including:
    • Revocable and irrevocable trusts
    • Wills and codicils
    • Powers of attorney and healthcare directives
  • Review entity documents, including:
    • LLC operating agreements
    • Partnership agreements
    • Shareholder agreements
  • Review transactional documents, including:
    • Purchase agreements
    • Loan documents
    • Real estate contracts
  • Identify key provisions such as:
    • Trustee and fiduciary roles
    • Distribution standards
    • Powers of appointment
    • Tax allocation provisions
    • Ownership structures
  • Summarize documents into standardized internal formats and checklists.

Document Management & Organization

  • Maintain and organize digital and physical document files.
  • Create and maintain document summaries and tracking logs.
  • Ensure all planning documents are complete, signed, and properly executed.
  • Track key deadlines, notices, and administrative requirements.

Coordination & Execution Support

  • Coordinate with:
    • Outside attorneys
    • Advisors
    • Trustees
    • Custodians

Required Skills/ Abilities:

  • Bachelor’s degree required.
  • Paralegal certificate preferred.
  • 3–7 years of experience in:
    • Estate planning
    • Trust and estate administration
    • Corporate or transactional law
    • Family office or wealth management environment
  • Strong document review and issue-spotting ability.
  • Experience with estate and entity documents.
  • Proficiency in:
    • Microsoft Office (Word, Excel, PowerPoint, Outlook)
    • Document management systems
  • Experience with trust or estate planning software a plus.

Salary: $75,000 - $150,000, based on experience

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