Senior Family Office Wealth Advisor
ADP
Sequoia Sentinel, the Family Office division of Sequoia Financial Group, seeks a Wealth Advisor to service ultra-high-net-worth families from Akron, OH. You will coordinate planning, investments, and entity-level work across internal specialists and outside counsel to deepen trusted relationships. This role emphasizes comprehensive financial planning, tax strategies, estate and donor-advised planning, and strong collaboration with family-entities and multi-generational planning. #J-18808-Ljbffr ADP
- ...Bancshares HQJob DescriptionThe Corporate Finance Analyst/Associate/Senior Associate serves as the primary underwriter for complex... ...and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department...Work at officeSeniorFull timeRemote work
$116k - $216k
...client promise, acting as the primary client advisor, developing and implementing strategies... ...an in-depth knowledge of financial wealth management services and products as well... ...Code of Conduct.Physical DemandsGeneral Office - Prolonged sitting, ability to communicate...Work at officeSeniorFull timeWork experience placementLocal areaFlexible hoursNight shift$134.28k - $164.12k
...DescriptionU.S. Bank Private Wealth Management (PWM) helps clients... ...planning. The Private Wealth Advisor (PWA) is responsible for identifying... ..., which means there's an in-office expectation of 3 or more days... ...designed to help you and your family boost your health, protect...Work at officeFull timeWork experience placementLocal areaRemote workFlexible hours3 days per week$10k
...ll ever work.A Brief OverviewThe Senior Financial Analyst (SFA) is a key... ...per year.View all our health, wealth and life offerings at Expected Work Location (In Office): It is expected that you will primarily... ...to be a part of a work family that values collaboration, innovation...Work at officeSeniorWeekly payFull timeWork from homeHome office- ...growing Registered Investment Advisor (RIA), headquartered in Northeast... ...financial planning and wealth management services. At Sequoia... ...services to our clients. In this senior, client-facing role, you will... ...deliverables Competent with Microsoft Office suite and Client Relationship...Work at officeContract work
- ...high-net-worth individuals and families to enjoy a full life, while... ...enabling them to preserve their wealth for future generations, and... ...Support Wealth Advisor in delivering exceptional services... ...physical capabilities to work in an office environment, which may include...Work at officePermanent employmentTemporary workFlexible hours
- ...communities. Job Description Summary: The Senior Systems Analyst Epic will play a crucial... ...post-live hypercare, including rounding, office hours, tip sheets, and at-the-elbow... ..., pregnancy, disability, marital status, familial status, or other characteristics...Work at officeSeniorLocal areaRemote workShift work
- ...sacrificing personal time for long hours at the office? Look no further!THE OPPORTUNITY:Join a... ...nonprofit organizations. Known for its family-friendly culture and flexible work... ...maintaining a healthy personal life.The Senior Staff - Tax role involves a variety of tax...Work at officeSeniorFlexible hours
$83k - $105k
...growth opportunity? Gilbane is seeking a Senior Accountant that is a mid-level professional... .... This role will sit primarily in the office but travel to the project job sites may be... ...As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been...Work at officeSeniorContract workFor contractorsFor subcontractor$80k - $105k
...Description Job Description Senior Tax Associate Tax Advisory |... ...Associate to join its growing Dublin office. This is more than a... ...Consulting Services Wealth & Succession Planning Client... ...including floating holidays ~ Family leave programs ~ Ongoing training...Work at officeSeniorTemporary workLocal area$82.1k - $128.92k
...ability to come into the Dublin, OH office monthly and quarterly!... ...treasury operations. This job family sets an appropriate capital structure... ...market driving trends to keep senior management informed Assess... ...actuaries, custodians, other advisors Develop and implement...Work at officeFull timeTemporary workWork experience placementLocal areaImmediate startFlexible hours$130k - $170k
...firm based in Dallas, Texas that invests in founder- and family-owned business services companies across North America... .... Opportunity: We are currently seeking a Tax Senior Manager in our Columbus, Ohio office. The Tax Senior Manager is responsible for most of...Work at officeSeniorFlexible hours$185k - $250k
...on complex projects? Gilbane is seeking a Senior Project Executive to lead multiple... ...job site, with occasional travel to the office for trainings, meetings, etc.Who are we? As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been...Work at officeSeniorContract workFor contractorsFor subcontractorLocal area- ...paced, dynamic environment. Ability to cold call with assertive, positive, and persistent style. Motivated to reach and exceed quotas. Ability to remain resilient in an aggressive and competitive environment. Proficient in Microsoft Office Suite....Work at officeSeniorFlexible hours
- ...ll ever work.A Brief OverviewProcurement Senior Category Buyer will oversee our indirect... ...AbilitiesBusiness acumen across Microsoft Office Suite, including Outlook, Excel, PowerPoint... ...an opportunity to be a part of a work family that values collaboration, innovation and...Work at officeSeniorFull timeContract work
$31.47 - $34.53 per hour
...exercise (please allow up to 1-hour). Microsoft Office Required. You may utilize free software such as... ...of the Governor's cabinet, serving as principal advisor and advocate for 2.8 million older adults and their families. Through services, supports, and activities that...Work at officeSeniorFull timeContract workFlexible hours- ...Job Description At Lawrence Law Office, we redefine the traditional law firm model by embracing... ...a visionary approach. We specialize in family law, operating with the rigor of a large... ...plays a vital role. We are seeking a Senior Attorney to join our dynamic legal team....Work at officeSenior
- ...Sr. Escrow Officer The Sr. Escrow Officer is primarily responsible for performing tasks related to settlement operations in the closing of real estate transactions. Acts as liaison between all parties to the transaction including homebuyer, seller, mortgage, accounting...Work at officeSeniorContract work
- ...re hiring an experienced full-time Recruiter for our Dublin, OH office — come build something great with us. Why you’ll love it here... ...Growth Your success here opens doors. Strong performers move into senior recruiting, account management, or team lead roles — and your...Work at officeSeniorFull time
- ...and the chance to develop new accounts. Why the Gordon Flesch Company? The Gordon Flesch Company is the Midwest's leader in office technology, with offices in Illinois, Indianapolis, Ohio, Wisconsin, and Iowa. With a history that spans more than 60 years, we provide...Work at officeSeniorFor contractors
$185k - $250k
...on complex projects? Gilbane is seeking a Senior Project Executive to lead multiple... ...job site, with occasional travel to the office for trainings, meetings, etc.Who are we? As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been...Work at officeSeniorContract workFor contractorsFor subcontractorLocal area$25 per hour
Overview: Traveling Retail Remodel Senior Lead Paid Travel | Hotels Provided | Career Growth | Travel. Lead. Build Something Bigger... ...communication and problem-solving skills Basic Microsoft Office skills Reliable transportation and a valid driver's license preferred...Work at officeSeniorDaily paidImmediate startMonday to FridayNight shift$170k - $215k
...extensive career growth opportunity? Gilbane is seeking a Senior General Superintendent to be responsible for managing... ...team.Who are we? As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been shaping communities since 1870....Work at officeSeniorContract workFor contractorsFor subcontractorLocal areaFlexible hours- ...You will also help establish the working rhythms, delegation practices, and organizational systems behind an effective executive office. This is an opportunity for a proactive professional to build a trusted support function from the ground up, work closely with the...Work at officeSeniorPermanent employmentImmediate startRemote workRelocation package
- ...impact. The job details are as follows:The Senior Software Architect is responsible for... ...systems, and data platforms.Serve as a trusted advisor to engineering leadership on complex... ...stakeholders.Working Conditions: Normal office environment.ADA/EAA: The above statements...Work at officeSeniorFull timeLocal areaWorldwide3 days per week
$71.5k - $114.4k
...valued. Be you ... be here.Job SummaryThe Senior Associate - Financial Applications... ...Accountant (CPA)Proficiency in Microsoft Office tools and programming languages such as SQL... ...Recruiting Team at ****@*****.*** Family: Accounting / Finance, Finance &...Work at officeSeniorFull timeTemporary workWork experience placementLocal areaImmediate startRemote workWork visaFlexible hours$80k - $85k
...ready to make a meaningful impact in their community. As an audit senior, you will serve as the face of the firm to external... ...leadership for local staff, including face-to-face guidance during in-office days Communicate engagement status, needs, and sensitive client...Work at officeSeniorLocal areaImmediate start2 days per week- ...that makes a global impact. The job details are as follows:As a Senior Software Engineer, you will be responsible for independently designing... ...the software development process.Working Conditions: Normal office environment.ADA/EAA: The above statements cover what are...Work at officeSeniorFull timeWork experience placementLocal areaWorldwide3 days per week
- ...successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a... ...for employment in this position. Working Conditions: Normal office environment. Extending viewing of computer screens. This...Work at officeWork experience placement
- ...health coverage, disability insurance, paid family leave and more, we’ve launched extended... ...onsite in a client location or a CapTech office as requested. We allow CapTech employees... ...timeFunction: ConsultingExperience level: Mid-Senior LevelIndustry: Management ConsultingWork at officeSeniorRemote workVisa sponsorshipWork visaFlexible hours
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