Senior Financial Advisor - Hybrid, HNW Planning
JobScore
Summitry, a Bay Area wealth management firm, seeks a Senior or Financial Advisor to own relationships with high-net-worth clients and deliver integrated financial planning and investment guidance. The role leads client meetings, coordinates with tax, estate planning, and portfolio teams, and supports growth through referrals and COIs. Hybrid work involves in-office and remote collaboration with a focus on exceptional client service. #J-18808-Ljbffr JobScore
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor - Hybrid, HNW Planning in Eastern, KY vacancy
- Citi Global Wealth in Miami, FL seeks a Senior Wealth Advisor to deepen client relationships and... ...to provide investment advice, wealth planning, and private banking services, driving... ...growth. Requirements include 8+ years in financial services, a Bachelor's degree, FINRA licenses...SeniorHigh net worth
- ...Management is expanding its advisory team and seeking an experienced Financial Advisor to serve high-net-worth clients across the country. The role... ...long-term relationships, delivering comprehensive financial planning, and guiding investment decisions with fiduciary care. You...SeniorHigh net worth
- EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services (PCS). The role emphasizes overseeing tax planning and compliance for ultra-high-net-worth individuals,... ...business development. The position supports a hybrid work model with offices in multiple...SeniorHigh net worth
- ...we serve. If you are passionate about financial planning, investment management, or client service... ...Type Full time Location Type Hybrid Company Overview CORDA Investment Management... ...are looking for an experienced financial advisor who has built a book of business, values...SeniorHigh net worthPermanent employmentFull timeWork at office
$175k - $225k
...leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built... ...of clients' financial lives Deliver Sophisticated Financial Planning Develop and oversee comprehensive financial strategies...SeniorHigh net worthTemporary workFlexible hoursCAPTRUST
Eastern, KY3 days ago$89.17k - $142.68k
## Senior Financial AdvisorApply: Remote Flex - North Carolina: Remote Flex -... ...are seeking a Senior Financial Advisor to lead and coordinate financial analysis and planning efforts that provide... ...more**Where You’ll Work**Our Hybrid Flex approach is built on presence...SeniorFull timeWork at officeLocal areaRemote workFlexible hours2 days per weekBlue Cross and Blue Shield of North Carolina
Eastern, KY2 days ago$82k - $125k
## Senior Staff AccountantApply: Partially Remote: Encino... ...flexibility to work a hybrid schedule. The hybrid... ...Perform tax research and planning, as needed, to solve... ...in the preparation of financial reports that may include... ...preferably entertainment and HNW individuals* Bachelor's...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaRemote work3 days per weekFocus Partners Wealth
Eastern, KY1 day ago$75k - $110k
...and families by providing personalized financial plans that uncover opportunities and address... ...diverse, nationwide team of financial advisors, we strive to secure financial futures... ...Vision insurance Schedule: Monday to Friday Hybrid schedule to meet clients Qualifications...Full timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours- Kaufman Rossin in West Palm Beach seeks a Tax Senior Manager focused on high net worth and private equity clients. The role emphasizes... ...staff to deliver high‑quality advisory services. Lead planning and research efforts, manage engagements, and coordinate with federal...SeniorHigh net worth
- EisnerAmper in Owings Mills, MD is seeking a Tax Senior Manager to lead the Private Client... .... You’ll supervise staff, drive tax planning and compliance, develop client relationships... ...contribute to business development in a hybrid work environment with frequent client travel...SeniorHigh net worthPrivate practice
$85k - $120k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion... ...their professional careers. Summary The Senior Financial Planner works closely with advisors to... ...analyze, and deliver tailored financial plans to clients within the region. This role...SeniorHigh net worthTemporary workWork at officeLocal areaFlexible hoursEP Wealth Advisors
Eastern, KY1 day ago- ...How You’ll Contribute: Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help... ...partnership tax returns and HNW individual tax returns Provide tax planning and compliance services to high net work and private equity...SeniorHigh net worthWork at office
Kaufman Rossin
Eastern, KY2 days ago $110k - $200k
...to grow and are seeking an experienced Financial Advisor to join our collaborative advisory team... ...relationships, and provide comprehensive financial planning and investment guidance. The successful... ..., high-net-worth clients Hybrid work flexibility Strong operational...High net worthFlexible hoursGrimes & Company
Eastern, KY5 days ago- Tax Manager | Senior Manager - Trust and Estate For nearly four decades, Friedman+Huey Associates... ...even while working remotely/hybrid. As a Tax Manager | Senior Manager - Trust... ...high-net-worth client engagements, from tax planning through the review of a variety of tax returns...SeniorHigh net worthWork at officeRemote workFlexible hours
- ## Tax Senior Manager - Private Client ServicesApplylocations: Owings... ..., as EisnerAmper follows a hybrid working model and has offices... ...for overseeing tax planning and compliance functions for... ...particular emphasis on clients in the financial services sector, such as hedge...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
Eastern, KY3 days ago - ...mission is to be an expert advisor, and atrusted friend... ...well as sound financial advice. We draw from years... ...POSITION SUMMARY The Senior Tax Manager is a... ...deliver strategic tax planning, technical excellence,... ...or Ketchum, Idaho), or hybrid due to role in firm leadership...SeniorHigh net worthWork at officeLocal areaRemote work
Sawtooth Tax
Eastern, KY17 hours ago $122.5k - $215.9k
...Tax Services team is seeking a Senior Tax Manager to support our Boston, MA market on a hybrid schedule (average 2-3 days/week... ...business issues, and recognize tax planning opportunities. Candidates... ...your family with a measure of financial protection. Pay Range: $12...SeniorHigh net worthWork experience placementWork at officeLocal area2 days per week3 days per weekCherry Bekaert
Eastern, KY3 days ago$95k - $105k
...skills to advance in the profession. Hybrid Work HCVT currently offers a hybrid work... ...or schedule whenever possible. As a Senior in our Audit service line, you will be responsible... ...feedback and guidance Participate in planning and lead the day-to-day execution of the...SeniorHigh net worthWork experience placementWork at officeRemote workHCVT
Eastern, KY17 hours ago- ...Aviation Directorate in the United States. You will lead master planning for airports, assess capacity and airspace, and integrate new... ...strong FAA/ICAO knowledge, and proficiency with planning tools. Hybrid work with travel to project sites is expected. #J-18808-Ljbffr...Senior
- ...Piper Solutions in Gaithersburg, MD, seeks a Senior AI Software Developer to design, develop,... ...modernization program. This full-time hybrid role blends traditional software... ...Responsibilities include leading sprint planning, mentoring teams, building microservices,...SeniorFull time
- ...firm in Yorkshire, seeks a Corporate Tax Senior to join their growing team. The role covers... ...review of corporation tax computations, planning opportunities, and supporting the Corporate Tax Manager on various assignments. Hybrid and flexible working is available and...SeniorPart timeFlexible hours
$90k - $120k
...Senior Associate Wealth Planner - Family Office Full Time Minnetonka... ...Carlson is a family-owned financial and investment company and... ...provides comprehensive wealth planning, investment management, tax,... ...expenses Work-Life Balance : Hybrid schedule with at least three...SeniorHigh net worthFull timeWork at officeWork from homeFlexible hours3 days per weekCarlson
Eastern, KY17 hours ago- EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services engagements and mentor staff in Iselin, NJ. You will oversee tax planning and compliance for ultra-high net worth individuals, coordinating with partners in an entrepreneurial culture that values...SeniorHigh net worth
$92k - $120k
...11, 2026 at 5:00 AM Role Overview The Senior Financial Analyst partners with business leaders to drive financial planning, performance insights, and data-driven decision... ...profitability and support growth. Hybrid role based out of the Chicago office. Monday...SeniorWork at officeLocal areaOil-Dri
Eastern, KY1 day ago- HTC Global Services seeks an experienced Senior Network Engineer to lead enterprise network initiatives across hospital... ..., and standardization of configurations and remediation planning. The position supports hybrid on-site work with remote flexibility, risk-based remediation...SeniorRemote work
$88k - $125k
...are and the work we do possible. Hybrid – Boston, MA The FP&A team is... ...insights to inform strategic, financial, and operational decision-making... ...across the company. We’re seeking a Senior FP&A Analyst to support our Corporate Financial Planning Team that partners closely with...SeniorWork at officeLocal areaImmediate startVisa sponsorshipFlexible hours2 days per week3 days per weekPTC
Eastern, KY1 day ago$135k - $147.5k
...TO: Managing Director, Financial Consulting STATUS: Full-... ...FC $135,000 - $147,500 / Senior FC $155,000 - $165,000 LOCATION: Hybrid IN CALIFORNIA (or Remote... ...Unlike typical financial advisors, the Partnership’s... ...structuring a financing plan that employs innovative...SeniorPermanent employmentFull timeContract workWork experience placementWork at officeLocal areaImmediate startRemote workHome officeFlexible hours1 day per week$159k - $247.4k
As a Senior Manager in our International Tax Services... ...strategic tax planning and compliance for multinational... ...serve as a career advisor, mentoring junior staff... ...such as anti-hybrid rules and debt/equity... ...family with a measure of financial protection. Pay Range:...SeniorHigh net worthWork experience placementLocal area- ...role reports to the family office CFO and leads strategic tax planning and compliance. Requirements include 15+ years of relevant tax... ...firm serving high-net-worth clients, or as a trust-and-estates advisor) and a CPA. A B.A. in accounting, taxation or finance is preferred...SeniorHigh net worthWork at office
- ...Oct 4, 2026 MyCardiologist is seeking a Senior Director of Marketing to join their team... ...managers at private clubs, luxury resorts, and HNW-focused hospitality brands. Get the... ...Association (USGA) · Liberty Corner, NJ (Hybrid) Be the first to know about new positions...SeniorHigh net worthSeasonal work
Private Club Marketing
Eastern, KY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor - Hybrid, HNW Planning. Be the first to apply!
Related searches
- financial consultant Eastern, KY
- financial associate Eastern, KY
- jde finance consultant Eastern, KY
- financial planner Eastern, KY
- wealth advisor Eastern, KY
- financial planning administrator Eastern, KY
- financial planning assistant Eastern, KY
- estate planning consultant Eastern, KY
- financial advisor development program Eastern, KY
- financial counselor Eastern, KY