Career

Job Summary NewEdge Advisors (NEA) is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more...

Job Summary: The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed planning professional who can independently manage...

Job Summary: The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed planning professional who can independently manage...

Job Summary: The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Houston, Texas. In this role, you will work...

Position Summary The Investment Solutions Consultant is a client-facing sales and consulting role responsible for driving platform growth, supporting advisor relationships, and serving as the primary investment reference for affiliated and prospective independent RIA...

Job Summary NewEdge Advisors is a rapidly growing, multi-custodian (LPL Financial, Fidelity, Schwab, Raymond James, Goldman Sachs) RIA built by advisors for advisors. We provide elite independent practices with flexible investment solutions, cutting-edge technology,...

Job Summary: NewEdge Advisors (NEA) is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more...

Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to the team. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs,...

Job Summary As part of the Compliance team, the Licensing & Registration Manager serves as the firm-wide subject matter expert for all securities, investment adviser, and insurance (preferred) licensing and registration activities across NewEdge Securities, LLC...

Job Summary: As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be...