Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple ...

60 Simplex Senior Wealth Advisor Jobs Hiring Near You
Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple ...
Senior Wealth Advisor
Deerfield, IL · On-site
$140K - $175K/yr
GENERAL The Senior Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience ...
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Senior Wealth Advisor
Deerfield, IL · On-site
$140K - $175K/yr
GENERAL The Senior Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience ...
Serve as the Senior Wealth Advisor for a select number of high net worth client relationships with a strong focus on estate and tax planning. * Design and present estate planning and tax planning ...
Serve as the Senior Wealth Advisor for a select number of high net worth client relationships with a strong focus on estate and tax planning. * Design and present estate planning and tax planning ...
Senior Wealth Advisor
Manhattan, NY · On-site
Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple ...
Senior Wealth Advisor
Manhattan, NY · On-site
Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple ...
Senior Wealth Advisor Family Office Southeast Florida /NYC Overview 15B+ AUM Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Portfolio Manager to own a ...
Senior Wealth Advisor Family Office Southeast Florida /NYC Overview 15B+ AUM Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Portfolio Manager to own a ...
Senior Wealth Advisor
Manhattan, NY · On-site
Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple ...
Senior Wealth Advisor
Manhattan, NY · On-site
Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple ...
Senior Wealth Advisor
Manhattan, NY · On-site
Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple ...
Senior Wealth Advisor
Manhattan, NY · On-site
Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple ...
WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Future Market Leader Overview National Multi-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (25M - 1 Billion net worths). Accelerated track to Market ...
Future Market Leader Overview National Multi-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (25M - 1 Billion net worths). Accelerated track to Market ...
Senior Wealth Advisor
Dallas, TX · Hybrid
Senior Wealth Advisor / Dallas / Multi-Family Office Overview Uncompromisingly independent employee owned 9B AUM Multi-Family Office seeks a Senior Wealth Advisor to develop and manage relationships ...
Senior Wealth Advisor
Dallas, TX · Hybrid
Senior Wealth Advisor / Dallas / Multi-Family Office Overview Uncompromisingly independent employee owned 9B AUM Multi-Family Office seeks a Senior Wealth Advisor to develop and manage relationships ...
Senior Wealth Advisor
Austin, TX · On-site
$200K/yr
Job Title: Sr. Wealth Advisor Compensation: $200,000 per year (2-year forgivable draw) Location: Hybrid-Austin, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales ...
Senior Wealth Advisor
Austin, TX · On-site
$200K/yr
Job Title: Sr. Wealth Advisor Compensation: $200,000 per year (2-year forgivable draw) Location: Hybrid-Austin, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales ...
Senior Wealth Advisor
Fairfield, CT · Hybrid
$200K/yr
Succession Planning Overview National Multi-Family Office seeks a Senior Wealth Advisor, CFP to manage high net worth client relationships. Not a commissioned sales role; no portable book of business ...
Senior Wealth Advisor
Fairfield, CT · Hybrid
$200K/yr
Succession Planning Overview National Multi-Family Office seeks a Senior Wealth Advisor, CFP to manage high net worth client relationships. Not a commissioned sales role; no portable book of business ...
Senior Wealth Advisor
Saratoga Springs, NY · Hybrid
$175K/yr
CPA Referral Channel Saratoga Springs, NY Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor ...
Senior Wealth Advisor
Saratoga Springs, NY · Hybrid
$175K/yr
CPA Referral Channel Saratoga Springs, NY Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor ...
Senior Wealth Advisor
Austin, TX · Hybrid
$200K/yr
Job Title: Sr. Wealth Advisor Compensation: $200,000 per year (2-year forgivable draw) Location: Hybrid-Austin, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales ...
Senior Wealth Advisor
Austin, TX · Hybrid
$200K/yr
Job Title: Sr. Wealth Advisor Compensation: $200,000 per year (2-year forgivable draw) Location: Hybrid-Austin, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales ...
Senior Wealth Advisor
Canfield, OH · On-site
WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Senior Wealth Advisor
Canfield, OH · On-site
WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing ...
A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing ...
A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing ...
A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing ...
Senior Wealth Advisor
Allentown, PA · Hybrid
Succession Planning Allentown, PA Overview Multi-Family Office seeks a Senior Wealth Advisor to manage high net worth client relationships. Not a commissioned sales role; no portable book of business ...
Senior Wealth Advisor
Allentown, PA · Hybrid
Succession Planning Allentown, PA Overview Multi-Family Office seeks a Senior Wealth Advisor to manage high net worth client relationships. Not a commissioned sales role; no portable book of business ...
Senior Wealth Advisor Late-Stage Venture Capital Access Overview Boutique Independent Wealth Management Firm seeks a Lead Wealth Advisor for a next-gen investment platform that focuses on investing ...
Senior Wealth Advisor Late-Stage Venture Capital Access Overview Boutique Independent Wealth Management Firm seeks a Lead Wealth Advisor for a next-gen investment platform that focuses on investing ...
A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing ...
A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing ...
Simplex Jobs Information
What makes Simplex an attractive place to work?

Job description
Senior Wealth Advisor/Relationship Manager
Boutique International RIA
We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for the U.S domestic market. The right candidate should have international gravitas and be investment-centric to work with our clients’ established clientele to be considered for this truly amazing opportunity.
Experience / Responsibilities
- Must have a minimum of 7+ years from either a private bank or RIA environment.
- Ability to work independently and be responsible for maintaining as well as onboarding new HNW & UHNW clients.
- Superior knowledge of investment management and wealth strategies, processes, and products
- Demonstrated high level of expertise in sales, networking, negotiations, community relationship building and execution of responsibilities.
- International experience and or fluency in a foreign language is a big plus
Educational Background bachelor’s degree in business, Finance, Economics and/or related field is Master’s degree preferred.
About Avior Executive Search
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
1 - 10 Employees
Headquarters location
Melville, NY, US
Year founded
2001