Quick overview
Job description
Fusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor for high-net-worth individuals and families. This role is ideal for a relationship-driven professional who combines strong financial planning knowledge with exceptional client service and communication skills. The successful candidate will manage ongoing client relationships, provide comprehensive wealth planning guidance, and collaborate with internal and external professionals to deliver a high-touch client experience.
Similar jobs
- GG

Investment Implementation AnalystRecently posted Auto Apply
GCM Grosvenor · Chicago · Hybrid 🇺🇸
Microsoft OfficeComplianceKYC+2FinanceSalary not listed - SA

Senior Finance ManagerRecently posted Auto Apply
Saronic · Austin · On-site 🇺🇸
ERPNetSuiteCost Accounting+2FinanceSalary not listed - CP

Associate, TreasuryRecently posted Auto Apply
Copia Power · Salt Lake City · Hybrid 🇺🇸
Microsoft ExcelMicrosoft OfficeMicrosoft PowerPoint+10FinanceSalary not listed - RE

Senior AccountantRecently posted Auto Apply
Renuity · Charlotte Office · On-site 🇺🇸
OracleMicrosoft ExcelBudgeting+11FinanceSalary not listed - RI

Accounts Payable ManagerRecently posted Auto Apply
Radiant Industries · El Segundo · On-site 🇺🇸
OnboardingWorkdaySQL+8FinanceSalary not listed - MI

Vice President of Finance & Business PerformanceRecently posted Auto Apply
Michels Corporation · Neenah · Hybrid 🇺🇸
BudgetingBusiness AnalysisCPA+12FinanceSalary not listed - WA

Senior FP&A Analyst, OperationsRecently posted Auto Apply
Waymo · Mountain View · Hybrid 🇺🇸
SQLBudgetingCompliance+5FinanceSalary not listed - TL

Billing SpecialistRecently posted Auto Apply
Trinity Logistics · Seaford · Hybrid 🇺🇸
Microsoft ExcelContinuous ImprovementFinanceSalary not listed - SP

Financial/Registration CounselorRecently posted Auto Apply
Surgery Partners · Hurst · Hybrid 🇺🇸
Background ChecksComplianceSchedulingFinanceSalary not listed - PJ
Loan OriginatorRecently posted Auto Apply
Private Job Board · Oklahoma · Hybrid 🇺🇸
Microsoft ExcelEnvoyCompliance+1FinanceSalary not listed - BA

Banker IRecently posted Auto Apply
Bannerbank · Coos Bay · On-site 🇺🇸
FinanceSalary not listed - PA

Senior Revenue AccountantRecently posted Auto Apply
Paxos · Remote - United States · Remote 🇺🇸
Microsoft ExcelGoogle WorkspaceBlockchain+8FinanceSalary not listed