Private Client Advisor - High Net Worth
Citizens
Citizens is looking for a dedicated professional to join our team in Cambridge, MA, as we expand our services to affluent clients. The position involves onboarding clients, providing personalized financial strategies, and maintaining relationships through proactive communication. Candidates should have 3-5 years of relevant experience in banking or wealth management, with necessary licenses required upon hire. We offer competitive salaries and exceptional benefits, promoting a diverse and inclusive workplace. #J-18808-Ljbffr Citizens
$83k - $104k
Citizens is seeking a skilled professional in Boston to acquire and onboard new affluent clients into a Book of Business. The role requires 3-5 years of experience in banking or wealth management, with the ability to grow investments through personalized financial planning...Private clientHigh net worthFlexible hours$125k - $150k
Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The role requires at least 10 years of experience in relevant fields and offers a competitive salary of $125-150k, depending on experience and...Private clientHigh net worth$90k - $110k
...Private Client Advisor As the leading global citizenship and residency advisory firm, we specialize... ...Projects: Join us in working on high-profile projects that shape the future... ...investment programs to assisting high-net-worth individuals in achieving their global...Private clientHigh net worthWork at officeFlexible hours$125k - $150k
...strategic advice and the highest level of client service. The firm’s clients—including... ...administration and client service for high net worth families and family offices Effective communication... ...accounts Collaborate with outside advisors concerning client’s personal, trust and...Private clientHigh net worthTemporary workWork experience placementWorldwide$60k
World Insurance Associates in Wakefield, MA is seeking a Personal Lines Client Advisor to manage relationships with high-net-worth individuals. The role involves offering customized insurance solutions and delivering high-touch client experience through proactive policy...Private clientHigh net worth$83k - $104k
Citizens Financial Group seeks a Citizens Private Client Relationship Manager (PCRM) in Boston, MA. In this role, you will manage affluent... ...and growing deposits and investment assets, while providing a high-touch client experience. Successful candidates will have 3-5 years...Private clientHigh net worth- ...Management Professional in Boston. This role requires expertise in client service and operational support, focusing on relationship... ...work under pressure. Successful candidates will deal with ultra-high net worth clients and play a crucial role in ensuring exceptional client...Private clientHigh net worth
$45k - $110k
Rockefeller Capital Management in Boston is seeking a Client Associate to support the Private Advisor team. The associate will directly interact with high-net-worth clients, performing account management, reporting, and administrative tasks. The ideal candidate has 3-5...Private clientHigh net worth- ...seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within... ...Qualified candidates will have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills, and be...Private clientHigh net worth
- BDO Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting services to high net-worth clients. This role involves managing various tax engagements and supervising junior staff while ensuring client satisfaction...Private clientHigh net worth
$225k - $250k
Nixon Peabody LLP in Boston, MA, is seeking an Associate with 2-3 years of experience to join the Private Clients Practice Group. The ideal candidate will represent high net worth individuals and have experience in estate, income, and gift tax planning. The position offers...Private clientHigh net worthPrivate practice$295k
...help endowments & foundations, pension plans, and ultra‑high net worth private clients implement and manage custom investment portfolios that generate... ..., Board or IC members, Family Office staff and outside advisors), driving investment strategy and asset allocation,...Private clientHigh net worthWork at officeLocal areaWorldwide$115k
Citizens is seeking a Client Relations Associate in Boston, MA to provide unparalleled relationship support within our Private Banking division. Candidates will manage a portfolio of high-net-worth clients, ensuring personalized service and proactive communication. Responsibilities...Private clientHigh net worth$250k - $300k
Nixon Peabody LLP is seeking a mid-level associate for its Private Clients Practice Group in Boston, MA. Candidates should have approximately 3-5 years of experience in estate planning for high net worth clients, including estate, income, and gift tax planning matters....Private clientHigh net worthPrivate practice- BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston... ...tax and estate planning, specifically advising high-net-worth international families. The ideal candidate will possess...Private clientHigh net worth
- C010 Cherry Bekaert Advisory LLC in Boston is seeking an accomplished tax partner for their Private Client Services team. This leadership role involves guiding high-net-worth individuals and business owners through comprehensive tax planning and advisory services, ensuring...Private clientHigh net worth
- ...CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering team collaboration...Private clientHigh net worthFlexible hours
- Citizens Bank is seeking a Client Relations Associate in Boston, MA, to support high-net-worth clients within our Private Banking division. In this role, you'll provide personalized service, manage client communications, and coordinate exclusive events. Candidates should...Private clientHigh net worth
$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience...Private clientHigh net worth- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...Private clientHigh net worth
$115k - $160k
...international tax compliance and consulting services, primarily for High Net Worth individuals. The role involves supervising and mentoring team... ...environment, while also providing expert advice to clients on complex international tax matters. Candidates should have...Private clientHigh net worthRemote job- ...Services to lead the Family Office Services team within their Private Client Practice. This role requires strategic leadership and a... ...developing comprehensive family office solutions tailored to ultra-high-net-worth families. The ideal candidate will have at least 10 years of...Private clientHigh net worthPrivate practiceWork at office
- ...your goals. EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are... ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...Private clientHigh net worthTemporary workLocal area
- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will...Private clientHigh net worth
$106.06k - $159.14k
...of Accounting™ recognition for superior client service. BNN was founded to create opportunity... ...and Position Requirements Dedicated to high-caliber client service Supervise staff... ...compliance and planning services to high net worth individuals and family groups CPA or JD (...Private clientHigh net worthCasual workWork at officeFlexible hours- Martin Grant Associates, Inc. is seeking a High Net Worth Account Manager in Boston to manage sophisticated personal insurance portfolios... ...focuses on delivering a service-driven experience for affluent clients with premiums ranging from $50,000 to $200,000+. Join a...Private clientHigh net worthFlexible hours
$50k - $200k
...High Net Worth Account Manager A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office relationships and affluent clients with premium...Private clientHigh net worthPrivate practiceWork at office$181.5k - $246.8k
...Associates ("CA") is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact...Private clientHigh net worthWork at officeLocal areaRemote workWorldwide- ...Associates ("CA") is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra‑high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact...Private clientHigh net worthApprenticeshipLocal areaWorldwide
- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join... ...international tax and estate planning, with a focus on advising high-net-worth international families and their businesses. Duties Advise...Private clientHigh net worthRemote work
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