Palante Wealth Advisors Jobs in New York

$250K-$750K+ Potential Total Compensation Established Book of Business Partnership Potential Autonomy & Growth This Jobot Job is hosted by: Carrie Powell Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $250,000 - $750,000 per year A bit about us: We are working with an established, highly respe...

Lead external communications for BNY's investment management, private wealth, and wealth platform businesses. Develop campaigns for investors and financial advisors, counsel senior leaders on messaging, and collaborate across corporate communications to increase brand awareness and support business priorities.ResponsibilitiesDevelop strategic commu...

Job Description Job Description Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive c...

Job Description We're seeking a future team member for the role of Senior Vice President, Communications, to join BNY's Communications team to support external communications for our client businesses across investment management, private wealth, and advisor-facing wealth platforms. Based in New York, this role will help shape the story of these bu...

Job Description Job Description Pay: $120,000.00 - $140,000.00 per yearWhy This Is a Great OpportunityWork directly with senior attorneys on sophisticated estate, gift, GST, and wealth-transfer planning for high-net-worth families.Handle complex matters involving irrevocable trusts, advanced gifting strategies, closely held businesses, ownership tr...

Lead a high-impact Billing & Revenue Management transformation for a sophisticated, growing wealth management organization - a long-term consulting engagement where your expertise will directly shape the future operating model, strategy, and execution. This Jobot Consulting Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking...

Flexible Hybrid Schedule, Ready to move beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals and families? This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $120,000 - $140,000 per year A bit about us: Our client...

Job Description BNY Pershing is a subsidiary of BNY that provides clearing, custody, and other financial business solutions to investment advisors, broker-dealers, and wealth managers. It supports clients with technology, operational services, and investment solutions to help them grow and manage their businesses effectively. We are seeking a team ...

Job Description Madan+, a firm specializing in strategic wealth planning and advisory services for high-net-worth clients is seeking a sharp, proactive Administrative Assistant (AA) to support a Senior Leader in the Firm. This high-impact role serves as a point person to ensure the Senior Leader remains focused on high-value initiatives by managing...

Job Description Trusts & Estates Partner Private Client Services Portable Book of Business Location: New York A nationally recognized AmLaw firm with a premier private client practice, is seeking an accomplished Trusts & Estates Partner with a portable book of business to join its expanding Private Client Services group. This is an exceptional oppo...