senior wealth advisor

UCare Staffing, LLC

PLEASE NOTE: All interviews and applications are kept confidential. We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm. In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication. One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits. Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role. We are an equal opportunity employer. All applications will be kept confidential. <img src="https://www.jobg8.com/Tracking.aspx?Sjg9ltxO23%2fI0TCqydlEnt8PaU%2fFNhdKi" width="0" height="0" />

Senior Wealth Advisor

Advenxa Pvt.Ltd

NRI Wealth AdvisorLocations: Palakkad : Pattambi, Pathirippala, Vadakkenchery, Victoria palakkadMalappuram : Manjeri, Ponnani, NilamburExperience : Minimum 1&ndash;3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).Qualifications: Degree MandatorySalary : 30,000 - 40,000 plus Attractive IncentivesShift: 9:30 AM to 5:30 PMAbout the Role As a Financial Consultant &ndash; NRI (Non-Resident Indian), you will be responsible for acquiring new NRI clients, providing in-depth financial advisory services, and helping them achieve their long-term financial goals. You will play a key role in deepening the company&rsquo;s NRI client base by offering personalized solutions in investments and wealth management while ensuring ethical practices and client satisfaction.Requirements<ul><li>Bachelor's degree is mandatory.</li><li>1 year of experience in sales, preferably within banking or financial services.</li><li>Experience or knowledge of NRI banking and financial products is highly desirable.</li><li>Excellent verbal and written communication skills, with the ability to convey complex financial information clearly.</li><li>Strong ability to close sales and negotiate terms effectively.</li></ul>Responsibilities<ul><li>Acquire and expand the NRI client base through banks, referrals, and networking.</li></ul><ul><li>Recommend suitable financial products (Mutual Funds, Insurance, PMS, Equity/Debt, Smartfolios).</li></ul><ul><li>Grow and manage client portfolios (AUM).</li></ul><ul><li>Provide clients with market insights, research reports, and new investment opportunities.</li></ul><ul><li>Ensure strong client servicing, retention, and accurate CRM reporting.</li></ul>Job Type: PermanentPay: &#8377;30,000.00 - &#8377;45,000.00 per monthBenefits:<ul><li>Health insurance</li><li>Provident Fund</li></ul>Application Question(s):<ul><li>How many years of experience do you have in NRI sales or investment advisory?</li></ul>Experience:<ul><li>Bank Sales: 2 years (Required)</li></ul>License/Certification:<ul><li>Graduation (Required)</li></ul>Willingness to travel:<ul><li>75% (Required)</li></ul>

NRI Wealth Advisor

We are seeking a highly motivated and client-focused Wealth and Equity Advisor to provide personalized investment and financial planning advice to high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNWIs), and institutional clients. The role involves advising clients on portfolio construction, equity investments, wealth preservation, and long-term financial growth strategies aligned with their goals.Key Responsibilities:&middot; Client Relationship Management:o Develop and maintain long-term relationships with clients, providing tailored wealth advisory solutions.o Conduct regular portfolio reviews and financial planning sessions with clients.o Understand clients&rsquo; investment goals, risk appetite, and time horizon to offer customized advice.&middot; Investment Advisory:o Provide research-driven equity recommendations including listed stocks, ETFs, and structured products.o Monitor market trends, macroeconomic data, and portfolio performance to ensure alignment with client objectives.o Assist in asset allocation strategies across equities, fixed income, alternative investments, and other asset classes.&middot; Financial Planning:o Offer comprehensive financial planning services including retirement planning, tax optimization, succession planning, and estate management.o Coordinate with legal and tax advisors when necessary to ensure holistic financial advice.&middot; Product Knowledge G Due Diligence:o Maintain deep knowledge of financial products, especially in equities, derivatives, and wealth preservation instruments.o Evaluate third-party investment products and perform due diligence on fund managers, PMS, AIFs, and mutual funds.&middot; Compliance G Reporting:o Ensure adherence to internal policies, regulatory guidelines, and documentation standards (e.g., KYC, risk profiling).o Prepare and present performance reports and investment proposals to clients.&#490;ualifications G Skills:&middot; Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Economics, Business, or related field.&middot; financial certification preferred.&middot; 2-4 years of experience in wealth management, equity advisory, or private banking.&middot; Strong understanding of capital markets, equity research, and financial instruments.&middot; Excellent communication, analytical, and interpersonal skills.&middot; High ethical standards and client-centric approach.Key Performance Indicators (KPIs):&middot; Growth in Assets Under Advisory (AUA)&middot; Client acquisition and retention&middot; Client satisfaction and feedback&middot; Portfolio performance against benchmarks&middot; Compliance and regulatory adherenceCompensation: To be discussed during interviewJob Types: Full-time, Permanent

Wealth and Equity Advisor

Ameritas Life Insurance Corp

<div>Position Description: 

Responsible for driving sales and growth throughout the products and platforms offered by the broker dealer and RIA. This position is focused on developing meaningful relationships with advisors, growing firm level assets under management, and driving new business to the Ameritas Wealth Platform. Candidates should be highly motivated, strategic, self-driven and results oriented, yet capable of working in a collaborative manner both internally and across the organization. 


Candidates will have a passion for delivering high-quality engagements to a demanding and growing advisor base while leveraging a needs-based selling approach and consultative sales techniques. Demonstrate a polished professional demeanor, sales acumen, strong presentation and public speaking skills, and distinguished written communication skills. 


Utilize in-depth knowledge of securities industry best practices, regulatory landscape, and terminologies to guide advisors. You will demonstrate a thorough understanding of investment advisory platforms in deploying strategies through both advisor managed or outsourced solutions. Application of broad product knowledge in the advisory, RIA, clearing, brokerage and custody, technology, research, equity-trading, mutual funds, ETFs, and managed assets networks will be important. 


Position Location:

This role could be hybrid or remote based on proximity to an office location. This role will require travel. 


What you do:
<ul>
<li>Execute a sales strategy to meet or exceed sales goals by managing a territory with a strong focus on proactive, outbound sales activities to drive net new assets to increase AUM on advisory platforms.</li>
<li>Maintain client focus and commitment to profitability, competitiveness, increasing assets, client satisfaction, and greater awareness of the Ameritas Wealth Platform.</li>
<li>Communicate to current advisors an in-depth understanding of a comprehensive wealth management business model and articulate the values/benefits of the firm&rsquo;s programs and products.</li>
<li>Utilize needs-based consulting skills to identify the needs of advisors and provide an opportunity for those needs to be met through the development of a fee-based business model and utilization of the Ameritas Wealth Platform. Support advisors in designing an implementation plan to transition business to a fee-based model.</li>
<li>Extensively collaborate with key constituents across the organization including Recruiting, RVP/DVP team, Relationship Management Teams, Wealth Management areas, Practice Management, Enterprise planning staff, Marketing, and other shared services teams.</li>
<li>Contribute to the growth of an advisor&rsquo;s practice across varying stages from inception to mature growth, while establishing relationships with new or existing advisors, across a range of sizes and product levels.</li>
<li>Maintain a strong presence at regional and national conferences through attending and presenting at all events and identifying and creating opportunities to enhance Ameritas Wealth Platform visibility at each event, including OSJ and Branch meetings.</li>
</ul>
What you bring:
<ul><li>Bachelor&rsquo;s degree in finance or a similar business-related field or equivalent combination of education and experience required.</li>
<li>4 or more years of securities industry related experience required.</li>
<li>4 or more years of experience in field sales, focused on advisory based concepts required.</li>
<li>Strong sales acumen, competitive mindset, desire to help others.</li>
<li>Envestnet and ORION platform experience strongly desired.</li>
<li>FINRA Series 7, Series 65 or 66 required.</li>
<li>CIMA, CFP, or ChFC designations desired.</li>
<li>Travel of 10% to 25% of time will be required. Must live within a reasonable distance of a major airport.</li>
</ul>
What we offer: 
<div>
</div><div>A meaningful mission. Great benefits. A vibrant culture</div>
<div>
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.</div> 
<div>
</div><div>At Ameritas, you&rsquo;ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect - and things you don&rsquo;t:</div> 
<div></div>
<div>
Ameritas Benefits</div>
<div>
For your money:</div>
<ul>
<li>401(k) Retirement Plan with company match and quarterly contribution</li>
<li>Tuition Reimbursement and Assistance</li>
<li>Incentive Program Bonuses</li>
<li>Competitive Pay</li>
</ul>
<div>For your time:</div>
<ul>
<li>Flexible Hybrid work</li>
<li>Thrive Days - Personal time off</li>
<li>Paid time off (PTO)</li>
</ul>
<div>For your health and well-being:</div>
<ul>
<li>Health Benefits: Medical, Dental, Vision</li>
<li>Health Savings Account (HSA) with employer contribution</li>
<li>Well-being programs with financial rewards</li>
<li>Employee assistance program (EAP)</li>
</ul>
<div>For your professional growth:
</div><ul><li>Professional development programs</li>
<li>Leadership development programs</li>
<li>Employee resource groups</li>
<li>StrengthsFinder Program</li>
</ul>
<div> For your community:</div>
<ul>
<li>Matching donations program</li>
<li>Paid volunteer time&ndash; 8 hours per month</li>
</ul>
<div>For your family:</div>
<ul>
<li>Generous paid maternity leave and paternity leave</li>
<li>Fertility, surrogacy and adoption assistance
</li><li>Backup child, elder and pet care support</li>
</ul>
An Equal Opportunity Employer 


Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we&rsquo;re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.</div>

Regional Wealth Management Consultant

MAI Wealth Management, Inc.

<div>GENERAL JOB DESCRIPTION
MAI is one of the largest and fastest-growing RIAs in the country and is looking for an experienced leader to own marketing for our core Wealth business segment inside a 60B+ national platform. Reporting directly to the CMO, this leader will play a key role in helping to define the segment&rsquo;s value proposition, build a scalable marketing engine, and drive organic growth across acquisition, expansion, and retention.
This is a hybrid position that can be in either our Los Angeles, CA or Cleveland, OH offices. Remote candidates that meet the qualifications, but do not live near LA or Cleveland, will also be considered. 
MAJOR DUTIES AND RESPONSIBILITIES
Segment Ownership &amp; Strategy:<ul><li>
In alignment with key business leaders, set and execute the marketing strategy for the Wealth Management business segment, including positioning, value propositions, audience personas, and differentiated messaging by stakeholder (clients, advisors, COIs, sports verticals).</li><li>
Build and steward a &ldquo;brand within a brand&rdquo; that balances enterprise cohesion with segment-specific identity and experiences.</li></ul>
Integrated Campaigns &amp; Channels:<ul><li>
Architect and run end-to-end campaigns across content, digital, email, social, paid media, events, PR, and partnerships, with clear objectives tied to pipeline, AUM growth, and client retention.</li><li>
Develop ABM and field marketing programs that generate qualified prospect meetings and accelerate opportunity.</li></ul>
Advisor enablement:<ul><li>
In alignment with business leaders, build toolkits that help advisors win: segment decks, case studies, competitive positioning, proposal templates, and activation playbooks for COIs such as attorneys, CPAs, and multifamily offices.</li></ul>
Thought Leadership &amp; Content Studio:<ul><li>
Own the editorial calendar for topics appropriate for the business.</li><li>
Partner with internal SMEs to turn insights into reports, white papers, short- and long-term video, webinars, etc.</li></ul>
Client Experience &amp; Events:<ul><li>
Design small and large-scale client event experiences that reinforce trust, deepen relationships, and create referral momentum.</li></ul>
M&amp;A and Growth Initiatives:<ul><li>
Lead launch and integration marketing for acquired teams within the segment, including brand migration, change communications, and go-to-market plans.</li></ul>
Data, Insights &amp; Reporting:<ul><li>
Instrument channel and funnel analytics; define KPIs; stand up dashboards that quantify sourced and influenced pipeline, meeting conversion, time-to-close, retention, and share-of-wallet.</li></ul>
Compliance Partnership:<ul><li>
Embed compliant workflows and creative review practices aligned to the SEC Marketing Rule without sacrificing creativity or speed.</li></ul> 
EXPERIENCE/CREDENTIALS<ul><li>
BA degree in Communications, Marketing, Journalism, or relevant field.</li><li>
7&ndash;10+ years of progressive marketing experience in wealth management, private wealth, or a private wealth division of a financial services organization.</li><li>
Demonstrated success owning a high-stakes segment or portfolio and building integrated programs that drive measurable commercial outcomes.</li><li>
Fluency across the modern marketing stack (CRM and marketing automation such as Salesforce, HubSpot; analytics such as GA4/BI) with comfort translating data into executive-ready insights.</li><li>
Strength in brand architecture, narrative development, and &ldquo;editor-in-chief&rdquo; caliber content leadership.</li><li>
Experience partnering with senior executives, advisors, portfolio managers, tax/estate experts, legal/compliance, and business development.</li><li>
High EQ, excellent writing and storytelling, and a bias for action.</li></ul> 
COMPETENCIES<ul><li>
Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts.</li><li>
Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships.</li><li>
Strong inclination for organization, process, attention to detail, editorial guidelines, etc.</li><li>
Ability to independently design graphic content utilizing Illustrator, InDesign, Canva, or other similar tool.</li><li>
Excellent oral and written communication skills.</li><li>
Demonstrated problem solving and analytical abilities; strong project management skills.</li><li>
Strong data analysis skills with an emphasis on using data to evaluate the effectiveness of marketing activities.</li><li>
Proven ability to focus on resolving complex business issues and coordinate with large teams.</li><li>
Proven ability to effectively meet stringent deadlines, while still maintaining flexibility to prioritize and execute to meet firm needs.</li><li>
Demonstrated ability to lead projects and achieve desired results.</li><li>
Ability to manage and work with a wide variety of vendors and other partners.</li><li>
Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices.</li><li>
Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.</li></ul></div>

Senior Marketing Manager — Wealth Management

Commercial Bank of Dubai

Job Purpose: The Senior Manager, Wealth and Investment Products is responsible for overseeing the portfolio management, and strategic direction of wealth and investment products to meet client needs and drive revenue growth. This role requires a deep understanding of investment strategies, financial products, and client relationship management. The individual will work closely with senior leadership, product teams, and sales teams to implement competitive and compliant investment solutions that enhance the bank s wealth management portfolio. Principal Accountabilities: Product Development and Management Lead the lifecycle management of wealth and investment products, including mutual funds, fixed-income products and alternative investments. Identify market trends and client needs to create innovative investment solutions that align with the bank's strategic objectives. Collaborate with internal and external stakeholders, including asset managers, financial advisors, and third-party vendors, to deliver a competitive product suite. Strategic Planning and Execution Develop and implement strategic initiatives to drive product growth, increase client acquisition, and expand the bank s market share in wealth management. Monitor competitor offerings, regulatory changes, and market developments to keep the product lineup relevant and compliant. Channel Support and Training Partner with sales teams to promote wealth and investment products, providing training and insights to equip advisors and relationship managers with product knowledge and sales strategies. Create and update product materials, marketing collateral, and training modules to facilitate effective client engagement. Lead digital first agenda in collaboration with digital team Client Relationship Management Support high-value client relationships by offering expert insights into investment products and strategies, ensuring client needs are met and satisfaction is high. Act as a point of escalation for complex client inquiries and support sales teams in tailoring solutions for high-net-worth individuals (HNWIs). Risk and Compliance Management Ensure all investment products comply with regulatory standards and internal risk management policies. Conduct regular product reviews and audits to manage risk exposure, enhance performance, and uphold the bank s standards for product quality and compliance. Financial Analysis and Reporting Analyze product performance metrics, client feedback, and market data to drive continuous improvement and profitability. Prepare regular reports on product performance, trends, and strategic insights for senior management and stakeholders

Senior Manager, Wealth & Investment Products

Confidential

<div>
 
 
 JOB PURPOSE:
 
 
 
 
 
 
 The
 
 Senior Associate &ndash; Wealth Management
 
 plays a key role in supporting the strategic implementation of our organization's initiative to attract and serve
 
 Family Offices
 
 and
 
 Ultra High Net Worth Individuals (UHNWIs
 
 ),
 
 
 focusing on ecosystem development, client experience enhancement and regulatory enablement.
 
 
 
 
 
 
 KEY ACCOUNTABILITIES:
 
 
 
 
 
 
 🔹
 
 Strategic Implementation
 
 : Works closely with the line manager in implementing the strategic roadmap for attracting and onboarding Family Offices and UHNWIs to our platform, aligning with the broader vision of establishing a robust Wealth Management ecosystem.
 
 
 🔹
 
 Strategy Execution Support:
 
 Supports in execution of Wealth Management strategy, which is aligned with our strategic plan, by identifying structural gaps and proposing ecosystem enhancements.
 
 
 🔹
 
 Market Intelligence:
 
 Conduct market intelligence and ecosystem mapping to identify trends, gaps, and opportunities.
 
 
 🔹
 
 Cross-Functional Collaboration
 
 : Collaborate with internal teams (Legal, Licensing, Tax, Financial Services Sector, Information Technology, Client Affairs and Strategy Office) to refine regulatory frameworks and client onboarding processes.
 
 
 🔹
 
 Stakeholder Coordination:
 
 Coordinate with Banks, Asset Managers, Family Office advisors, and industry associations to strengthen Qatar&rsquo;s wealth management ecosystem.
 
 
 🔹
 
 Sector Representation
 
 : Represent us at sector-specific forums and conferences to promote thought leadership and strategic positioning in compliance with MCC policy.
 
 
 🔹
 
 Legal Structure
 
 : Advisory Provide advisory input on our legal structures (e.g., Trusts, SPVs, Foundations, SFOs, Multi-Family Offices) to internal teams and external stakeholders.
 
 
 🔹
 
 Client Journey Optimization
 
 : Assist in refining client journeys and onboarding processes for UHNWIs and family offices.
 
 
 🔹
 
 Reporting &amp; Insights:
 
 Prepare sector reports, dashboards, and presentations for internal stakeholders.
 
 
 🔹
 
 Planning &amp; Performance
 
 : Contribute to departmental planning, budgeting, and performance tracking.
 
 
 🔹
 
 Business Development:
 
 Support Work in tandem with the department by providing sectoral insights and strategic support.
 
 
 🔹
 
 Ad Hoc Assignments &amp; Managerial Support
 
 : Perform other related duties or assignments as directed by the Manager &ndash; Wealth based on the company&rsquo;s needs.
 
 
 🔹
 
 Business Development
 
 : Provide sector-specific insights and strategic support to the department to enhance business development initiatives.
 
 
 
 
 
 
 QUALIFICATIONS, EXPERIENCE and SKILLS:
 
 
 
 
 
 
 🔹 Bachelor&rsquo;s degree in BA, Finance, Accounting, Economics, or related discipline.
 
 
 🔹 Preferably an MBA or equivalent post-graduate qualification from a recognized business school.
 
 
 🔹 Minimum of 5 years of relevant experience in strategic partnerships or ecosystem enablement&mdash;preferably within governmental, semi-governmental, or financial services sectors.
 
 
 🔹 Experience in roles that involve stakeholder engagement, ecosystem building or sector development
 
 
 🔹 Excellent communication, negotiation, presentation and interpersonal skills in English.
 
 
 🔹 Experience in BD and Account Management fields in multicultural environment.
 
 
 🔹 Negotiation, facilitation and presentation skills
 
 
 🔹 Problem solving and prioritization skills
 
 
 🔹 Report writing
 
</div>

Senior Associate - Wealth Management & Family Office Services

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