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Senior UHNW Wealth & Portfolio Advisor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-21
Listing for:
Lazard Ltd
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Sales
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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