Pre Owned Advisor - New York

A growing private wealth management firm seeks a Vice President of Marketing & Client Communications to lead marketing efforts. · ...

Solay Travel is inviting motivated, entrepreneurial individuals to start their own home-based travel business as Independent Travel Advisors, under the BWJ Network consortium. · ...

This is an entrepreneurial, commission-only role for individuals who want to build their own financial advisory practice with the support of an established firm. · Proactively prospect and develop new client relationships · Build and grow your own book of business · Prepare for a ...

We are seeking a strategic, commercially minded operator to own the business growth and operational success of our top advisors (Pro and Fora X). This role is part strategist, part business owner, part community builder. · Set & Own Commercial Targets · Design & Deliver the Top A ...

We are partnering with a growing financial institution to hire a Senior Private Wealth Advisor to support and expand an affluent client base through a relationship-led, planning-focused advisory model. · This role is designed for an experienced advisor who is comfortable owning c ...

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. · ...

We're seeking an experienced Event Manager to build and own our events function from the ground up. · Owning end-to-end strategy and execution of Discovery Days across New York and Dallas. · Developing new event formats including scaled-down "Discovery Days in a Box" for more fre ...

We are seeking an experienced and proactive Senior Accounting & Finance Manager to join our growing Finance team.In this role, you will lead core accounting operations, own the month-end close and financial reporting processes, and partner closely with cross-functional teams to s ...

We're looking for a strategic, client-focused Engagement Lead to drive adoption and usage of the Vise platform within our most important client relationships. · This person will serve as the face of Vise for advisors, responsible for maximizing engagement post-sale, uncovering gr ...

Wealth management company Savvy Wealth is looking for an Experience Manager to join their early-stage team in New York. The ideal candidate will have 5+ years of experience in wealth management operations, client service, or advisor support. · ...

The Vice President of Marketing and Client Communications is a strategic leader responsible for elevating the firm's brand, deepening client engagement, · and driving growth through integrated marketing and communication strategies.Strategic Marketing Leadership: · ...

We're looking for a Controller to lead our accounting, treasury, and audit functions. You will own the month-end close, · financial statements, technical accounting, treasury and cash management, · sales tax compliance, AP, revenue, · payroll,and our control environment. · ...

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. · 75% of financial advisors don't offer digital communication beyond email, and 62% still build financial plans manually in Excel.This leads to a poor cli ...

We are looking for an entrepreneurially minded Advisor & Operations Manager to serve as the operational owner and execution partner for Fora's top-performing advisors. · ...

· Our client, a leader in the Financial Planning Industry, is looking for a Financial Sales Partner / Manager to build and lead a team of advisors. · Build & Lead Your Own TeamI · If you're an experienced financial professional who enjoys advising clients and mentoring others, t ...

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don't offer digital communication beyond email, and 62% still build financial plans manually in Excel. · Savvy is changing that. ...

Our client, a leader in the Financial Planning Industry, is looking for a Financial Sales Partner/Manager to build and lead a team of advisors. · ...

We're looking for an operationally strong, · customer-obsessed professional to join our Advisor Success team. As an Advisor Experience Manager, · you'll partner closely with financial advisors and cross-functional teams to ensure advisors have the · support, training and tools th ...

Savvy is changing the wealth management industry by building the most advisor-centric platform: a digital-first solution that modernizes human financial advice. · Owning and leading the Client Experience function. · Defining and executing a Client Experience strategy. · Designing ...

The Program Specialist is responsible for supporting the overall program operations of the Advisor Growth Program. The role will assist in the execution of national training by ensuring participants progress through the framework with a consistent experience. · 3-5 years broad bu ...