Senior UHNW Wealth & Portfolio Advisor
lazardNew York, NY
$175,000 to $225,000
APPLY (opens in a new tab)Senior UHNW Wealth & Portfolio Advisor
lazardNew York, NYSenior L5
$175,000 to $225,000
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
APPLY NOW (opens in a new tab)Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients.
The successful candidate will possess over 10 years of experience, strong analytical and business development skills, and familiarity with advanced financial tools like Addepar and Salesforce. The base salary ranges from $175,000 to $225,000, complemented by comprehensive benefits.
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Level
Senior L5
Salary
$175,000 to $225,000
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
13 days ago