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Wealth Advisor
2 weeks ago
M&T Bank Boston, United StatesAccountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth mana Wealth Advisor, Wealth, Advis ...
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Wealth Advisor
1 week ago
Wilmington Trust Boston, United States Full timeOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy f ...
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Wealth Advisor
1 week ago
M&T Bank Boston, United StatesAccountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals ...
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Associate Wealth Advisor
1 week ago
Corient Boston, United StatesJoin a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the p ...
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Associate Wealth Advisor
1 week ago
Beacon Pointe Boston, United StatesWe are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Waltham, MA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. Th ...
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Senior Wealth Advisor
4 days ago
Wilmington Trust Boston, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
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Senior Wealth Advisor
1 week ago
Wilmington Trust Boston, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
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Senior Wealth Advisor
1 week ago
Atlas Boston, United StatesAtlas is a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed compan ...
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Associate Wealth Advisor
6 days ago
Corient Boston, United StatesJoin a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the p ...
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Sr. Wealth Advisor
1 week ago
Cambridge Bancorp Boston, United StatesSr Wealth Advisor - Careers At Cambridge Trust Company · Back To Openings · Sr. Wealth Advisor · Department: · Wealth Management · Location: · Boston, MA · START YOUR APPLICATION · For immediate consideration, please text SRWA to · Summary: · Acquires and develops new hig ...
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Senior Wealth Advisor
1 week ago
M&T Bank Boston, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management s ...
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Associate Analyst, Wealth Management
3 days ago
Cerulli Associates Boston, United StatesCompany Overview: · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guidan ...
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Analyst, Wealth Management
2 weeks ago
Cerulli Associates Boston, United StatesCompany Overview: · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a global research and consulting firm that provides financial institutions with guidance in s ...
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Wealth Management Associate
1 week ago
Atlantic Group Boston, United StatesA global financial services company with reach that spans across over 50 countries, encompassing all key financial hubs is seeking a Wealth Management Associate to join their team. This is an excellent opportunity to progress your career at a distinguished company. Series 7 and S ...
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Analyst, Wealth Management
2 weeks ago
Cerulli Associates Boston, United StatesCompany Overview: · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a global research and consulting firm that provides financial institutions with guidance in ...
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Analyst, Wealth Management
2 weeks ago
Cerulli Associates Boston, United StatesCompany Overview: · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a global research and consulting firm that provides financial institutions with guidance in ...
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Associate Analyst, Wealth Management
1 day ago
Cerulli Associates Boston, United StatesCompany Overview: · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guida ...
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Associate Analyst, Wealth Management
1 day ago
Cerulli Associates Boston, United StatesCompany Overview: · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guida ...
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Analyst, Wealth Management
3 days ago
Cerulli Associates Boston, United StatesCompany Overview: · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guidan ...
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Analyst, Wealth Management
2 days ago
Cerulli Associates Boston, United StatesCompany Overview: · Apply below after reading through all the details and supporting information regarding this job opportunity. · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Ce ...
Senior Wealth Advisor - Boston, United States - KLR Executive Search Group LLC
Description
KLR Executive Search is pleased to collaborate with our Wealth Management division as they continue to expand their practice.KLR Wealth Management consists of a team of highly skilled experts who offer comprehensive professional services to accomplished individuals and families.
They employ a consultative approach to assess clients' current financial situations and challenges, and then collaborate with a team of specialists to design customized solutions that assist clients in realizing their most important goals.
Serving as their clients' Personal Chief Financial Officer (CFO), KLR Wealth Management becomes seamlessly integrated into their financial lives, enabling them to make informed financial decisions and live the life they have envisioned.
Opportunity:
As part of the groups next phase of expansion, KLR Wealth is actively searching for Senior Wealth Advisors with a strong background advising high net worth & ultra-high net worth individuals.
These individuals will have the opportunity to join a fully collaborative environment that provides a unique model with direct access to subject matter experts in areas such as tax, estate planning, M&A, audit services, & insurance all under one roof.
At KLR, Advisors will also have access to a fulltime advisor support team (Investment Team, Operations, and Administrative Services), as well as technology automation resources that significantly reduce errors.
Responsibilities:
Work & participate in KLR Networking Events.
Attends industry and business networking events consistently (weekly/monthly).
Work within and outside the confines of KLR's various service providers to seek business.
Building internal relationships/Partnerships with KLR Partner/Shareholder Groups.
Secure referrals for the holding company verticals.
Key Characteristics:
Minimum of 10 years of experience advising high-net-worth or ultra-high-net-worth individuals.
Possess a strong personal network and or natural market in the HNW-UHNW Client Space ($2.5-$10+mm) sized investment accounts/Clients.
Ability to successfully grow by $20-30+mm of new AUM each year.
A plus if advisor works with business owners and is CEPA Certified, CFP, JD also desired.
Demonstrated relationship management expertise, exhibited business development success, commitment to overseeing the entire sales process to completion, while adhering to best practices for growth and associated metrics.
