Wealth Structuring Jobs

Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems, vendors,...

Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems, vendors,...

A highly regarded and established wealth management firm is looking to expand their US presence. We are working on an exclusive basis to find a highly qualified and experienced Wealth Advisor to join their growing team across key markets in the U.S. This firm is particularly known for its strong wealth planning, collaborative environment, and abili...

A highly regarded and established wealth management firm is looking to expand their US presence. We are working on an exclusive basis to find a highly qualified and experienced Wealth Advisor to join their growing team across key markets in the U.S. This firm is particularly known for its strong wealth planning, collaborative environment, and abili...

Summary: We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at iden...