Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor - High Net Worth in Cambridge, MA vacancy
  • $90k - $120k

     ...we specialize in helping our clients navigate the complex...  ...Projects: Join us in working on high-profile projects that shape...  ...programs to assisting high-net-worth individuals in achieving their...  ...let talk about you! As a Private Client Advisor you'll be an ambassador for... 
    Private client
    High net worth
    Work at office
    Flexible hours

    Henley & Partners

    Boston, MA
    13 hours ago
  • $125k - $150k

     ...Brown Advisory Private Client Service Team Position Brown Advisory is an independent investment...  ...administration and client service for high net worth families and family offices...  ...accounts Collaborate with outside advisors concerning client's personal, trust, and... 
    Private client
    High net worth
    Temporary work
    Work experience placement
    Worldwide

    Brown Advisory

    Boston, MA
    3 days ago
  • $80k - $120k

     ...we specialize in helping our clients navigate the complex...  ...Projects: Join us in working on high-profile projects that shape...  ...programs to assisting high-net-worth individuals in achieving their...  ...let talk about you! As a  Private Client Advisor , you will be a brand ambassador... 
    Private client
    High net worth
    Local area
    Flexible hours

    Henley & Partners - The Firm of Global Citizens®

    Boston, MA
    a month ago
  • $180k - $230k

    DescriptionOur client, a well-established law firm, is seeking...  ...mid-level Attorney to join a private client practice serving individuals...  ...:Advise high-net-worth individuals, families, and fiduciaries...  ...filings in coordination with advisors.Work closely with clients, accountants... 
    Private client
    High net worth
    Private practice
    Remote work

    Robert Half

    Boston, MA
    13 hours ago
  •  ...leading professional services advisor to middle-market businesses...  ...actionable insights to help clients anticipate what is next and discover...  ...and externallyProven high level of business integrity,...  ...consultative service to high-net-worth individuals and familiesMarket... 
    Private client
    High net worth
    Work at office

    CBIZ

    Boston, MA
    1 day ago
  • $100k

     ...qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The...  ...The Firm’s wealth management solutions to high-net-worth prospects. You will report to the Director... 
    Private client
    High net worth
    Work at office
    Local area
    Remote work

    CNI Consulting

    Boston, MA
    1 day ago
  •  ...Associates LLC in Boston seeks a Managing Director to lead a private client investment team, overseeing portfolios and client engagement...  ...role involves direct interaction with family offices and high-net-worth clients to drive strategy, performance, and satisfaction.... 
    Private client
    High net worth

    Jobleads-US

    Boston, MA
    2 days ago
  •  ...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 client
    High net worth

    Bank of America

    Boston, MA
    1 day ago
  • $146k - $200k

     ...consulting services to business clients with pass through entities...  ...together to serve our high net worth clients with timely responses...  ...software toolsActs as a Career Advisor to associates and senior associatesSchedules...  ...and/or public accounting, private industry accounting or... 
    Private client
    High net worth
    Work at office

    BDO International

    Boston, MA
    1 day ago
  •  ...Exciting Opportunity To Join Private Client Group This is an exciting opportunity to join a newly forming Private Client Group and...  ...relationships, creates opportunities, and wants to develop a book of high-net-worth personal insurance business. If you are an... 
    Private client
    High net worth

    Martin Grant Associates, Inc.

    Charlestown, MA
    2 days ago
  • Daley And Associates, LLC in Boston is seeking a Senior Tax Manager to lead the Private Client Services practice for high-net-worth individuals, families, trusts, and fiduciary matters. You will oversee complex tax engagements, provide strategic counsel, and guide a client... 
    Private client
    High net worth
    Private practice
    Flexible hours

    Daley And Associates, LLC

    Boston, MA
    1 day ago
  •  ...England firm with one of the region's largest and most sophisticated private wealth practices. We work exclusively out of one office, with a collegial, high-caliber culture and a client base of high-net-worth individuals, families, and fiduciaries. Our attorneys are known... 
    Private client
    High net worth
    Private practice
    Work at office
    Local area

    Jobot

    Boston, MA
    3 days ago
  • 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 client
    High net worth

    Citizens

    Somerville, MA
    3 days ago
  • $190k - $270k

     ...Support sophisticated estate planning and wealth transfer strategies for high‑net‑worth clients in a collaborative boutique private client practice. Salary: $190,000 - $270,000 per year About the Firm We are a highly respected Boston‑based litigation and business law... 
    Private client
    High net worth
    Private practice
    Local area

    Jobot

    Boston, MA
    1 hour ago
  • $50k - $200k

     ...Job Description Job Description 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 client
    High net worth
    Private practice
    Work at office

    Martin Grant Associates, Inc.

    Boston, MA
    a month ago
  • ## Investment Managing Director, Private ClientsApplylocations: Bostontime type: Full...  ..., pension plans, and ultra-high net worth private clients implement and manage custom investment...  ...members, Family Office staff and outside advisors), driving investment strategy and asset... 
    Private client
    High net worth
    Work at office
    Local area
    Worldwide

    Cambridge Associates LLC.

    Boston, MA
    2 days ago
  • BDO USA, Private Client Services, seeks a Tax Experienced Associate to deliver high-touch tax compliance and consulting to high net-worth clients. You will work with managers and clients to gather information for returns and perform research in a fast-paced environment... 
    Private client
    High net worth

    BDO USA

    Boston, MA
    2 days ago
  • 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 client
    High net worth
    Remote work

    BCG Attorney Search

    Boston, MA
    4 days ago
  • $100k - $150k

     ...delivering real value to our clients.Our mission is to provide...  ...Manager to join our growing Private Client Services practice. This...  ...and consulting services to high-net-worth individuals, families, and closely...  ...will be a strategic advisor with strong technical expertise... 
    Private client
    High net worth
    Full time
    Private practice
    Local area
    3 days per week

    PKF O’Connor Davies

    Boston, MA
    1 day ago
  •  ...Join a diverse team helping high-profile clients understand, analyze, and respond...  ...a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate...  ...Offices Serve as the trusted advisor to ultra-high net worth... 
    Private client
    High net worth
    Private practice
    Work at office
    Local area

    KPMG

    Boston, MA
    4 days ago
  •  ...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 client
    High net worth
    Temporary work
    Local area

    EisnerAmper

    Boston, MA
    13 hours ago
  • $175k

    One of New England's most established private client platforms; a firm with more than 200 years...  ...market, advising generations of high-net-worth families, business owners, fiduciaries...  ...genuine path toward becoming a trusted advisor within one of New England's most established... 
    Private client
    High net worth
    Private practice

    We Are Legal Revolution

    Boston, MA
    1 day ago
  • $170k - $200k

     ...join us A Bit About Us Are you someone who prefers to focus on client service vs worrying about billable hours or business...  ...sophisticated tax planning efforts for closely held businesses and high-net-worth individuals Develop deep expertise in the firm’s niche industries... 
    Private client
    High net worth
    Local area
    Immediate start

    Jobot

    Boston, MA
    13 hours ago
  •  ...and tax services to our clients. Our strategy is to be digitally...  ...tax partner to join our Private Client Services (PCS) team. In this highly visible leadership role, you will serve high-net-worth individuals, family...  ...as a trusted, long-term advisor to clients navigating... 
    Private client
    High net worth
    Full time
    For contractors
    Local area
    Flexible hours

    Cherry Bekaert

    Boston, MA
    4 days ago
  • $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 client
    High net worth
    Work at office
    Local area
    Remote work
    Worldwide

    Cambridge Associates LLC

    Boston, MA
    13 hours ago
  •  ...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 client
    High net worth
    Apprenticeship
    Local area
    Worldwide

    Cambridge Associates LLC

    Boston, MA
    13 hours ago
  • $185k

     ...Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership. A well-...  ...(10+ years) to join its growing private client practice in Boston. This is an opportunity to step into a trusted advisor role, working closely with high-net-worth... 
    Private client
    High net worth
    Private practice

    We Are Legal Revolution

    Boston, MA
    4 hours ago
  • $170k - $220k

     ...and advising closely-held businesses, private investors, high-net-worth individuals, family offices,...  ...private lending arrangements. Advise clients on acquisition, disposition, development...  ...held reputation as premier trustees, advisors and attorneys. Hemenway & Barnes is... 
    Private client
    High net worth

    Hemenway & Barnes

    Boston, MA
    19 hours ago
  •  ...Trust Officer for MassMutual Private Wealth & Trust you will be...  ...wealth management accounts for high-net-worth individuals, families, and...  ...customized, concierge-level client service by serving as the primary...  ...with Investment sub-advisors to plan for cash and liquidity... 
    Private client
    High net worth
    Full time

    MassMutual Financial Group

    Boston, MA
    2 days ago
  •  ...We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate... 
    Private client
    High net worth
    Work at office

    Risk Strategies

    Boston, MA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor - High Net Worth. Be the first to apply!