Senior Wealth Advisor — High-Net-Worth Planning
HUB International
HUB International is seeking a Senior Wealth Advisor in the Dallas area to partner with referral networks and prospective clients. You will develop comprehensive wealth plans aligned with client goals, leading the wealth planning process and coordinating with HUB Investment Partners and partner firms. Bring 7+ years in financial services, a business degree, and securities licensing (Series 65 or CFP). This role offers a hybrid schedule, generous benefits, and opportunities to grow professionally #J-18808-Ljbffr HUB International
- ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in... ...strategies that will help our Ultra High Net Worth clients achieve their unique... ...investment success by providing financial planning solutions using our time-tested...SeniorHigh net worthFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
$240k
Job Title: Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw... ...others Job Purpose As a Senior Wealth Advisor, you will work... ...create comprehensive wealth plans that include a coordinated financial... ...of experience working with high net worth or ultra-high net worth...SeniorHigh net worthFull timeWork experience placementLocal area- ...Senior Financial Planner As a Senior Financial... ...Planner on the Financial Planning team, you will play a... ...supporting our financial advisors and enhancing the... ...delivering exceptional wealth management services. This... ...to mass affluent, High Net Worth and Ultra High Net worth...SeniorHigh net worth
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- ...Description Job Description Senior Wealth Manager Presented... ...Registered Investment Advisor (RIA) with more than... ..., holistic financial planning and investment... ...delivering proactive, high‑touch guidance across... ...trusted advisor to high‑net‑worth clients — all with the...SeniorHigh net worthRemote job
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Overview Tompkins Financial Advisors is the wealth management division of Tompkins... ...relationship. Position Role The Senior Financial Planner is the financial planning subject matter expert within... ...plans for clients with complex, high-net-worth, business owner, executive,...SeniorHigh net worthLocal area- We’re hiring a Tax Senior Associate for an established, mid-sized CPA firm in Dallas.... ...and review complex tax engagements for high-net-worth individuals and privately held businesses... ...0, and 1041Tax estimates, projections, planning, and complianceResearch and resolve...SeniorHigh net worthFull time
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$110k
...We’re hiring a Tax Senior Associate for an established, mid-sized CPA firm in Dallas... ...and review complex tax engagements for high-net-worth individuals and privately held businesses... ...1041 Tax estimates, projections, planning, and compliance Research and resolve...SeniorHigh net worthFull time$140k - $175k
...client is a boutique wealth management firm in... ...They are seeking a high-caliber Financial Advisor with the presence,... ...a key partner to a senior lead advisor, while... ...senior advisor for high-net-worth client relationships... ...through Financial Planning & Strategy Develop...High net worth- ...Tax Senior Associate At EisnerAmper, we look for individuals who welcome new ideas,... ...Will Be Responsible For: Coordinate, plan, and supervise multiple engagements which... ...family owned, closely held businesses and high net worth individuals with the solutions they need...SeniorHigh net worthTemporary workLocal area
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...Senior Manager Tax Position Weaver is a full-service national accounting, advisory... ...best selves. Our goal is to balance high development with high performance in... ...provides federal tax compliance and planning services to high-net-worth individual clients and privately-held...SeniorHigh net worthImmediate startFlexible hours- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes... ...comprehensive wealth management plans for ultra high net worth individuals and families, as well as... ...and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled...High net worth
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- ...management. Why join us? As an advisor, your role will be highly impactful to our mission and... ...: Are you passionate about wealth management and financial planning? Do you have a knack for... ...pivotal role in managing high net worth individual accounts, providing...High net worthPermanent employmentLocal area
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$75k - $150k
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...Accounting and Integrated Wealth Management firm based... ...the Dallas–Fort Worth Metroplex and beyond. Our clients include high-net-worth individuals and families... ...Management, Financial Planning, Family Office, and Retirement... ...a dedicated Tax Senior with a minimum of...SeniorHigh net worthFull timeWork at office$150k - $250k
...reach your goals. EisnerAmper is seeking a Senior Manager to join our State and Local Tax... ...and writing projects related to tax planning, restructuring, and accounting for... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-profit...SeniorHigh net worthFull timeLocal area- ...Dallas-based firm led by second-generation ownership. We serve high-net-worth entrepreneurs, real estate investors, and fund syndicators... ...clients on tax strategy, entity structure optimization, and exit planning Own complex partnership returns (1065s with multiple partners...SeniorHigh net worthShift work
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...Great Opportunity Work directly with senior attorneys on sophisticated estate, gift, GST, and wealth-transfer planning for high-net-worth families. Handle complex matters involving... ...with clients, accountants, financial advisors, valuation professionals, and other...SeniorHigh net worthRemote work- ...institutions through disciplined planning, thoughtful investment... ...with humility, and lead a high-performing team toward our... ...Not Not a role that manages advisors or the Wealth Management team. This is a... ...Deep familiarity with high-net-worth or institutional sales, with...SeniorHigh net worth
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