Senior High-Net-Worth Portfolio Consultant
Full-time
Edward Jones
Provide expert investment and financial planning consultation to financial advisors and high-net-worth clients. Develop tax-efficient portfolio and asset-transition strategies, advise on alternative investments, support suitability and fund selection, and manage complex cases. Collaborate on strategic initiatives, resolve escalations, and mentor associates while monitoring industry trends and regulatory changes.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior High-Net-Worth Portfolio Consultant in Saint Louis, MO vacancy
$120k - $204.3k
...Overview: The Private Wealth Consulting team serves as the planning... ...of investment solutions to high-net-worth (HNW) clients through direct... ...financial planning, portfolio/product strategy, and services... ...portfolio planning. Act as a senior consulting and subject matter...SeniorHigh net worthFull timeTemporary workWork at officeHome officeFlexible hoursEdward Jones
Saint Louis, MO1 day ago- Supports financial advisors and high-net-worth clients with tailored investment advice and portfolio solutions. Assists with alternative investment trade execution, portfolio analytics and reporting, strategy implementation, and tax-efficient portfolio construction and...High net worthFull time
$77.9k - $153k
...giving. We continually seek highly motivated and talented individuals... ...We are currently seeking a Portfolio Manager that will... ...to develop and retain high net worth client relationships through... ...outside attorneys, trustees and consultants. Salary Range The salary range...SeniorHigh net worthWork experience placementWork at officeLocal areaOld National Bank
Saint Louis, MO5 days ago- Partner with financial advisors and branch teams to develop and implement tailored investment strategies for high-net-worth clients. Provide portfolio analysis, construction, transition, and ongoing case-management support, including guidance on asset allocation, tax minimization...High net worthFull time
- ...a Private Client Services Tax Manager in St. Louis to lead tax engagements for high net worth individuals, executives, and family offices. You will guide planning, compliance, and consulting to ensure exceptional client service and adherence to firm standards. The role...SeniorHigh net worth
- Edward Jones seeks a Senior Estate Strategist to support high-net-worth clients with complex estate and legacy planning. The role provides technical expertise, communicates strategies to clients and financial advisors, coordinates with external estate and legal providers...SeniorHigh net worthFull time
- Support high-net-worth financial planning by providing technical tax-planning expertise, evaluating complex client cases and helping implement tailored tax strategies. Partner with financial advisors, clients, internal teams and third-party tax and legal providers to coordinate...SeniorHigh net worthFull time
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide... ...term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial...SeniorHigh net worth
Beacon Pointe Advisors
Saint Louis, MO2 days ago $22.75 - $26 per hour
...Senior Relationship Banker The Senior Relationship Banker is an advanced, highly skilled role within the banking team, combining expertise... ...point of contact for high-net-worth individuals or business... ...opportunities to enhance customer portfolios by cross-selling additional...SeniorHigh net worthTemporary workWork at officeLocal areaImmediate startFlexible hours- ...Tax Senior Ready to take your tax career to the next level with a firm that values work-life balance and long-term development?... ...business advisory practice. We serve closely held businesses, high-net-worth individuals, and non-profits by combining the resources of a major...SeniorHigh net worthSeasonal workWork at officeLocal areaRemote workFlexible hours
Kerber Eck & Braeckel- KEB
Saint Louis, MO2 days ago - ...Portfolio Manager III Clayton, Missouri To proceed with your application, you must... ...responsible for working with complex, high-net-worth investors to create customized investment... ...decision making and financial consulting experience working with high-net-worth...High net worthWork experience placementWork at officeFlexible hoursShift workDay shift
Bank of America
Saint Louis, MO2 days ago - ...The Senior MES Consultant will drive the delivery of an MES project within a GMP-regulated bioprocess manufacturing environment, combining strong MES expertise with hands-on bioprocess knowledge to deliver a compliant, robust solution. Key Responsibilities Lead...SeniorFull timeRelocation
Advanced Manufacturing Tech Solutions PTE. LTD. (AMTSOL)
Saint Louis, MO3 days ago $85k - $115k
...downtown). Due to growth, the firm is hiring for an additional Senior Tax Associate, providing tax prep and some review for local... ...Prep and review tax returns for various entities, businesses, high net worth individuals, pass through entities, C-Corps, S-Corps, and...SeniorHigh net worthFull timeLocal areaMonday to FridayFlexible hoursCaliber Recruiting Group
Saint Louis, MO17 days ago$83.6k - $113.9k
...financial reporting fraud, Ponzi schemes, health care fraud, and other matters. Playing a key role in dispute and litigation consulting matters, including partnership disputes, billing disputes, real estate disputes, post-acquisition disputes, IP disputes, lost...SeniorContract workLocal areaFlexible hoursArmanino
Saint Louis, MO3 days ago$75 per hour
...develop and maintain a client relationship portfolio for the market area, managing a portfolio... ...pursue opportunities and serve high-level clients. You will work with product... ...other bankers, and prepare loan packages for senior management, ensuring documentation quality...Senior- Washington University in St. Louis seeks a Senior Consultant, Organizational Development to partner with campus and medical enterprise leaders to foster a high-performing culture, accelerate leadership development, and drive organizational effectiveness in support of WashU...Senior
- ...environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and... ...the client's financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal...High net worthRemote job
- Concentric Corporation is seeking a Senior Associate Asset Manager to join a growing commercial real estate investment organization in St. Louis. You will oversee an evolving portfolio of commercial assets with select multifamily properties, collaborating across teams...Senior
- ...opportunities to learn, grow, and make an impact. Join us! Job Description: Extends credit to and monitors loan portfolios of custom mortgage ultra high net worth clients. Works closely with private banking relationship managers in providing custom mortgage solutions to...SeniorHigh net worthWork at officeFlexible hoursShift workDay shift
Arizona Staffing
Saint Louis, MO6 days ago $127.9k - $291.9k
...assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated... ...Deliver and manage compliance and consulting delivery services to meet deadlines for... ..., and assign tasks to staff and seniors. Review and evaluate the work of staff...SeniorHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...prominent role in the full life cycle of a consulting business, from cultivating new client... ...experienced leader and service-oriented Senior Consultant to our team. Reporting to... .... Relentless attention to detail and highly organized. A command presence with a...Senior
Collaborative Strategies
Saint Louis, MO11 days ago - ...Job Description Job Description Portfolio Analyst Our client, one of the world’... ...Portfolio Analyst to support client-facing consultants by helping develop investment strategies... ...analytics, and client interaction is highly valued. This is a salary + bonus opportunity...High net worth
MRINetwork Jobs
Saint Louis, MOa month ago - A consulting firm is seeking a Senior IAM Consultant in St. Louis to lead the design and deployment of identity governance solutions such as SailPoint and Saviynt. The ideal candidate will have 5-7+ years in IAM, strong hands-on implementation skills, and a solid understanding...Senior
- ...), a global leader in research, teaching, patient care, and innovation, seeks an experienced, highly collaborative organizational develop leader to serve as Senior Consultant, Organizational Development (Senior Consultant). The role offers the opportunity to partner with...SeniorWork experience placementWork at office
$110k
...Job Description Job Description Senior Tax Advisor - Dental Practice Specialty... ...orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual... ...serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients...SeniorHigh net worthFull timeRemote workFlexible hours- ...Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) team.... ...Owner business partnersStrong analytical skills with high attention to detail and accuracyExperience leading projects...SeniorFull timeWork experience placementWork at office
Wells Fargo
Saint Louis, MO2 days ago - ...global leader in environmental consulting, and we’re looking for a... ...What Your Impact Is As a Senior Consultant, Permitted Bat Biologist... ...10 permit for bat mist-netting surveys in the Eastern USA.... ...Analyze data and prepare high-quality reports for clients and...SeniorFull timeRemote workNight shift
- ...responsible for working with complex, high-net-worth investors to create customized investment... ...all aspects of discretionary portfolio management including asset allocation,... ...investment decision making and financial consulting experience working with high-net-worth...High net worthWork experience placementWork at officeFlexible hoursShift workDay shift
Bank of America
Clayton, MO1 day ago - A leading national law firm is seeking an experienced Intellectual Property Associate to join its team in New York. The candidate must have a Juris Doctor and at least four years of experience handling U.S. and international patent applications. Responsibilities include...Senior
$100k - $150k
...OPEN POSITION Tax Director / Senior Tax Manager / Tax Manager Location... ...About the Opportunity A highly respected public accounting... ...businesses, business owners, and high-net-worth individuals Supervise,... ...meetings, tax planning, and consulting engagements Assist with...SeniorHigh net worthFull timeWork at officeFlexible hoursWertz & Associates
Creve Coeur, MOa month ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior High-Net-Worth Portfolio Consultant. Be the first to apply!
Related searches
- anaplan consultant Saint Louis, MO
- oil and gas consultants Saint Louis, MO
- family consultant Saint Louis, MO
- home consultant Saint Louis, MO
- entry level consultant Saint Louis, MO
- pharma consultant Saint Louis, MO
- child care consultant Saint Louis, MO
- infrastructure consultant Saint Louis, MO
- pricing consultant Saint Louis, MO
- consultant in public health Saint Louis, MO