Wealth Management Jobs

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Account Executive
New YorkNegotiable

Job Title: Account ExecutiveLocation: New York (3 days in office)Job Type: Full-TimeExperience Level: Mid-Senior (5-10+ years)About the Job: Are you a hunter and relationship builder with experience in Wealth Management and ready to take your sales career to the next level? Join our team as an Account Executive for New Logos and become a key player...

Marketing Coordinator
Los AngelesUS$70000 - US$80000 per year

Marketing Coordinator Los Angeles, CACompensation: $70,000 - $80,000 A respected Investment Firm is looking to add to their growing team! This role is ideal for a creative, detail-oriented professional with a passion for financial services marketing. You'll play a key role in shaping the firm's brand presence and supporting strategic growth initiat...

Wealth Advisor
North Palm BeachUS$150000 - US$225000 per annum

We are seeking an experienced and highly motivated Wealth Advisor to join a premier financial advisory firm in South Florida. This is a unique opportunity for a seasoned professional with a strong book of business to join a dynamic, client-focused team that values integrity, innovation, and long-term relationships.As a Wealth Advisor, you will play...

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Selby Jennings Start Your Career In Recruitment
Controller
New YorkUS$175000 - US$225000 per year

Selby Jennings is partnered with an Investment/Wealth Management firm in NYC, with over $30 billion in assets, to help them bring on a Director / Controller - Focused on Management Company accounting.This firm focuses on providing investment and wealth management advice to high-net-worth individuals and private families - with a history of excellen...

Trust Advisor
BostonUp to US$160000 per year

Overview:My client is seeking a highly experienced Trust Advisor to join their Fiduciary Services team. This role involves providing comprehensive support to Trustees and clients, managing a wide range of complex trust administration responsibilities. The ideal candidate will bring deep expertise in trusts, estate planning, investments, and tax law...

Senior Client Service Manager
DallasUS$100000 - US$119000 per year

ABOUT THE ROLEAs a Senior Client Service Manager, you will play a critical role in managing and enhancing client relationships, providing exceptional client service, acting as a trusted liaison, and executing complex financial transactions with a commitment to excellence and confidentiality. You will partner with Private Wealth Advisors, Financial ...