Senior Vice President, Wealth Management Advisory Job at Confidential, Long Island City, NY

TTBGQVV1ZTBZYzBsamEvbitrNXdsY1dvY0E9PQ==
  • Confidential
  • Long Island City, NY

Job Description

Senior Vice President, Wealth Management Advisory

About the Company

Premier financial services firm specializing in investment management & private wealth services

Industry
Financial Services

Type
Privately Held

About the Role

The Company is in search of an accomplished SVP, Wealth Management Advisor to join their team. The successful candidate will be responsible for serving as a trusted advisor to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families, delivering comprehensive financial strategies that are tailored to their unique goals. This role requires the ability to build and sustain deep relationships with clients, and the ideal candidate will have a portable book of business with a significant amount of assets under management. Key responsibilities include leveraging the firm's investment platform to provide a wide range of financial solutions, partnering with internal specialists to create holistic client plans, and executing business development initiatives to attract new clients. Candidates for this position should have a proven track record in managing a book of HNW/UHNW clients, with deep expertise in investment management, wealth transfer, and estate and tax planning. The role demands a professional with a strong business development and client retention history, excellent communication, and relationship management skills, and a white-glove service mindset. The ideal candidate will be a collaborative, team-oriented individual who values both independence and partnership within a top-tier firm. A client-first, fiduciary approach that prioritizes long-term trust and transparency is essential, as is the ability to work with internal teams to ensure seamless onboarding, portfolio management, and ongoing relationship servicing.

Travel Percent
Less than 10%

Functions

  • Finance
Confidential

Job Tags

Similar Jobs

Bering Straits Native Corporation

2026 Summer Internship Program - Anchorage, AK Job at Bering Straits Native Corporation

 ...Straits Native Corporation (BSNC) is currently seeking qualified summer interns in our Anchorage office. BSNC is committed to helping prepare...  ...shareholder, please complete and submit the form along with a legal document (such as your birth certificate) to BSNC's... 

ecruit

Commercial Roofing Project Manager Job at ecruit

 ...Job Description Job Title: Commercial Roofing Project Manager Location: Baltimore, MD Job Type: Full-time Reports...  ...budget. This role requires close collaboration with clients, subcontractors, field crews, vendors, and internal teams to ensure the highest... 

Progress Industries

Residential Assistant - Part Time Evenings Job at Progress Industries

 ...include assistance with personal hygiene tasks, helping them dress or even running daily errands. A day in the life of a Direct Support...  ...outcomes. Job Type: Part-Time Salary: $16.35 per hour Schedule: ~10 hour shift ~8 hour shift ~ Evening shift... 

Portnoy CPA

Tax Accountant CPA Firm Job at Portnoy CPA

 ...experience of Individuals, S and C Corporations, and other entities CPA or EA designation; earned or in-progress Ability to manage...  ...the surrounding area. Company Description Local accounting firm with multiple locations in Northeast Florida, established in the... 

Zuzick & Associates

Remote Benefits Coordinator (Entry Level) Job at Zuzick & Associates

 ...continue to support the growth of the company while developing all of our leadership team to help them achieve the next level in their career. This is an entry level position with the ability to fast track into a leadership role and it is 100% work from home! Mentorship is...