Senior Wealth Advisor for High-Net-Worth Clients
$128.1k - $213.5kBroughton Group
Broughton Group is seeking a Sales Lead for Wealth Management, based in Baltimore, MD. This role is accountable for a revenue goal through client acquisition and retention, while delivering comprehensive solutions to clients. Responsibilities include managing the client relationship team, developing sales strategies, and ensuring client goals are met. Candidates should have 7+ years of sales experience in financial services, with a focus on high net worth clients. The position offers a competitive salary range of $128,100–$213,500 annually. #J-18808-Ljbffr Broughton Group
$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager to support Private Client Services. This role involves reviewing complex tax returns and providing tax planning for high-net-worth individuals and families, all while working remotely from within the United States...SeniorHigh net worthRemote jobHourly paySeasonal work$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services, focusing on complex tax returns and tax planning for high-net-worth individuals. This remote role requires a CPA or active bar membership, along with 8+ years of relevant experience...SeniorHigh net worthRemote jobHourly paySeasonal workFlexible hours$120k - $140k
...seeking experienced professionals for a client service role in Washington D.C. Ideal... ...finance and a passion for working with high net worth families. Responsibilities include managing... ...needs and collaborating with various advisors. The role requires a Bachelor's degree,...SeniorHigh net worth$76k - $125.3k
...contact for a wide range of clients and colleagues. This... ...and advising of high net worth individuals and families... ...develop into a trusted advisor role to client. You... ...understanding of estate and wealth planning Experience... ...to challenge senior colleagues and stakeholders...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning to individuals and families... ...a diverse client base, from those starting to save to high-net-worth clients. The role emphasizes building strong client relationships...High net worth
$76k - $125.3k
Ernst & Young Oman is looking for a Tax Professional to prepare complex tax returns for high net worth individuals. The successful candidate will have a Bachelor's degree in Accounting, CPA progression, and at least 3 years of experience in professional tax. You will collaborate...SeniorHigh net worth$120 - $150 per hour
Ernst & Young Oman seeks a Seasonal Tax Senior Manager to join our Private Client Services team. In this role, you will review complex individual tax returns, and income tax planning for high-net-worth individuals and families, ensuring compliance and exceptional service...SeniorHigh net worthRemote jobHourly paySeasonal workFlexible hours- At Bogart Wealth, we specialize in providing exceptional... ...dedicated to helping clients achieve their... ...Position Summary: The Senior Financial Planner serves... ...to both clients and advisors, managing high‑impact planning cases... ...plans for high-net-worth and complex client situations...SeniorHigh net worthWork at officeShift work
$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national... .... Our goal is to balance high development with high performance... ...preserve their personal wealth. Our scope of services... ...tax returns for high-net-worth individuals, trusts, estates...SeniorHigh net worthWork at officeFlexible hours$125.4k - $181.88k
...career while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted advisor and primary point...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours$70k
Citi is seeking a Wealth Relationship Advisor in Bethesda, Maryland, to develop new techniques and improve processes within their team. The advisor will build relationships with clients, provide investment advice, and ensure compliance with regulatory norms. Qualified candidates...Senior$100k
The Baldwin Group Colleague, Inc. is seeking a Senior Wealth Advisor to manage and diversify client relationships, deliver comprehensive financial planning, and enhance asset protection strategies. You will leverage a strong book of business and industry expertise in a...Senior- ...leading financial services firm is seeking an AVP, Advisor to craft tailored investment strategies and manage client engagements. This role involves executing complex... .... The ideal candidate will have over 5 years in wealth management and strong problem-solving skills,...Senior
$83.92k - $125.88k
A leading financial services company in Washington is looking for a Wealth Relationship Manager. This role involves building and managing relationships with affluent clients, actively addressing their complex financial needs through tailored solutions. Candidates should...SeniorHigh net worth$65k - $80k
...Pathstone is a growing wealth management firm serving ultra‑high net worth families, single family... ...clear purpose: to help clients pursue their Preferred Life... ...The Client Transitions Senior Associate plays a central... ...Acts as a lifelong ally to advisors and internal partners by...SeniorHigh net worthWork at officeFlexible hours$90 - $120 per hour
Ernst & Young Oman seeks a Seasonal Tax Manager to join its Private Client Services team. This role involves reviewing complex individual tax returns and providing tax compliance services to high-net-worth clients. Working remotely within the United States, you will...High net worthRemote jobHourly paySeasonal work$90 - $120 per hour
EY is hiring a Seasonal Tax Manager for their Private Client Services team, focusing on tax planning and compliance for high-net-worth clients. This role allows for remote work within the United States and requires at least 4 years of tax compliance experience along with...High net worthRemote jobSeasonal work- A leading financial services firm in Arlington is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build relationships and offer personalized investment solutions while fostering a culture of diversity. The ideal...
$90 - $120 per hour
Ernst & Young Oman is looking for a Seasonal Tax Manager for their Private Client Services team. This position is remote and focuses on high-net-worth individuals and families, requiring expertise in income tax planning and compliance. Candidates should possess a valid...High net worthRemote jobHourly paySeasonal work- ...Summary: Our award-winning client is seeking a Private Wealth Senior Tax Associate to join their team. Our distinguished US-based client seeks... ...laws and regulations to offer insightful solutions for high-net-worth clients. Continuously learn and refine your...SeniorHigh net worth
- J.P. Morgan in Northern Virginia is seeking a Private Client Advisor who will provide comprehensive financial planning and personalized investment solutions to individuals and families. You will be responsible for building a book of business while fostering a culture of...
- ...national financial institution is looking for a Wealth Advisory professional in Falls Church, VA, to lead client relationships and drive sales growth. This role... ...experience in financial services, ideally with high net worth clients. An MBA or relevant certification is...High net worth
$128.1k - $213.5k
...through the acquisition of new clients from internal and external... ...for a comprehensive wealth management strategy for individuals... ..., Custom Credit, Investment Advisors and Trust Officers to assess... ...years’ sales experience in the high net worth and ultra high net worth...High net worthTemporary workWork experience placement$105k - $250k
...seeking an experienced Financial Advisor to join their team in Arlington,... ...focuses on developing personalized wealth management strategies, enhancing client relationships, and driving new... ...and have experience in managing high-net-worth individuals. The position offers...High net worth- A global professional services firm is seeking a tax professional to manage complex individual tax returns and advise high net worth clients. This role involves collaboration with specialists and maintaining strong client relationships. A bachelor's degree in Accounting...SeniorHigh net worthFlexible hours
- ...Staff or Senior Tax Accountant | Tax Supervisor – REMOTEWho: An experienced tax professional... ...LLCs, and corporations while supporting client financial planning.When: Position... ...diverse client base of growing businesses and high-net-worth individuals. This position blends...SeniorHigh net worthWork at officeImmediate startRemote work
$105k - $250k
...Responsibilities Develop a high-quality wealth management practice that provides... ...with key partners to boost client introductions and engagement... ...of 2 years in a Financial Advisor role or equivalent... ...Familiarity with servicing high-net-worth individuals. Comfortable operating...High net worthLocal area- ...McLean, Virginia, seeks a seasoned professional for a key role in client management and business development. This role demands a... ...client needs. The company offers competitive compensation and with high-touch client engagement opportunities. #J-18808-Ljbffr Bank of...Senior
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private... ...owned companies, all high‑growth private companies. In... ...tax planning for high‑net‑worth individuals and families, partnership... ...of estate and wealth planning Experience researching...SeniorHigh net worthHourly paySeasonal workRemote workFlexible hours$103.1k - $188.9k
...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management,... ...the unique needs of the high-net worth tax industry. The team... ...will make you a trusted advisor and role model for... ...relationship matters to senior management and subject...High net worthPrivate practiceSummer holidayLocal areaFlexible hours
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