Remote Investment Consultant for HNW Partners
City National Bank
- Remote job
City National Bank is seeking an Investment Consultant, remotely based in Colorado, to expand a network of Independent Financial Advisors, CPAs, and attorneys. The role focuses on acquiring new assets under management through a consultative sales approach and coordinating transitions to portfolio management. Required qualifications include a Bachelor's degree, 5+ years in investment management, and the ability to travel 40-50% of the time; FINRA Series 65/66 or ability to obtain is expected. #J-18808-Ljbffr City National Bank
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A leading financial institution in Annapolis, Maryland, is seeking an Investment Consultant to build and deepen relationships with Independent Financial Advisors and high net worth investors. The selected candidate will manage onboarding, communication, and client presentations...High net worth- Aprio Talent Solutions is seeking an Estate & Trust Tax Partner for a well-regarded public accounting firm. This remote role focuses on leading tax planning and compliance for high-net-worth clients, requiring 10+ years of experience and an active CPA license. Responsibilities...Remote jobHigh net worth
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...Investment Consultant What is the opportunity? Expand and deepen the network... ...investment services. Develop partnering relationships with Independent... ...years of investment and/or HNW related experience. Experience... ...indicated as fully remote, reporting into a designated...Remote workHigh net worth$190k
Tax Senior Manager/Partner - High Net Worth - Remote Tax Senior Manager/Partner - High... ...or Partner to lead their HNW segment. The firm partners... ...management teams to align investment strategies with tax efficiencies... ...jobs in New York, NY . Consultant - Director of Tax (...Remote jobHigh net worth16 hoursFull timeContract workWork at officeImmediate startWork from homeFlexible hours$90k
...advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-... ...international Customize multi‑custodial investment solutions Collaborate with back‑office... ...in preferred formats (in‑person, remote, international travel, etc.) Skills, Knowledge...Remote workHigh net worthFull timeFlexible hours$210k - $270k
...client is a rapidly growing law firm who are looking to add a Tax Partner to their team. The company has enjoyed incredible success in... ...term career success. Paid holidays and unlimited PTO. Hybrid / Remote working Bonus $210,000 - $270,000 This is a key strategic role...Remote workHigh net worthPrivate practiceImmediate start$100k - $120k
...for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages...Remote workHigh net worthPermanent employmentContract workLocal area$200k - $300k
Australia-Employment is seeking a Tax Partner - High Net Worth for a remote position focusing on comprehensive tax planning services. This unique opportunity allows a seasoned professional to leverage their expertise in tax law and compliance. The ideal candidate should...Remote jobHigh net worth- ...Tax Partner – Generalist Seeking an experienced Tax Advisory Manager for a reputable CPA firm in West Los Angeles, CA. The ideal candidate... ...individual tax. This position offers a blend of in-office and remote work with a choice of office location in L. A. or Woodland...Remote workHigh net worthWork at office
- CFS, a rapidly growing Chicago-area law firm, seeks a Tax Partner to lead UHNW and Private Client advisory, focusing on high-net-worth... ...leadership, mentoring, and client relationship development in a hybrid/remote environment. The ideal candidate brings deep UHNW advisory...Remote jobHigh net worth
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LeoForce, located in Cleveland, Ohio, is seeking a Tax Technical Partner to join our expanding tax practice. This role requires... ...Accounting and be a Certified Public Accountant (CPA). We provide both remote and hybrid work options to ensure flexibility. #J-18808-Ljbffr...Remote jobHigh net worth- A mid-sized tax firm seeks an experienced Tax Partner - High Net Worth to join their team remotely. This role involves providing strategic tax planning and compliance services for high net-worth clients, overseeing tax returns, and developing tailored tax strategies. Ideal...Remote jobHigh net worth
$200k - $300k
...form to send your application to Joseph Sipocz, the Jobot Pro hosting this job. Compensation Based on Experience. Tax Partner - High Net Worth (REMOTE) $200,000 - $300,000 per year | Tampa, FL | Remote | Permanent Tax Partner- High Net Worth (REMOTE) / $$$ / Hybrid / Equity...Remote workHigh net worthPermanent employmentLocal area$220k - $250k
Tax Technical Partner Experience: Mid Level Salary: $220,000 - $250,000 per year Job Details 10+ years of experience in public accounting... ...thinking and collaboration are core values. Why Join Us? Remote & Hybrid options Competitive Base Salary Extremely Competitive...Remote workHigh net worth$300k
...applicants Direct message the job poster from Brewer Morris Recruitment Consultant - Specializing in Tax, Audit, Accounting, Legal and Professional Services Professionals. Tax Partner - Fully Remote Compensation: Base salary + Bonus + Equity Opportunities (Compensation...Remote workHigh net worthFull timeFlexible hours- ...experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer... ...a flexible work schedule with a hybrid remote/in-office presence. Job Requirements Significant... ...the management and control of family investments. Experience assisting an executor...Remote workHigh net worthWork at officeRelocationFlexible hours
$180k - $200k
...About the job Senior Tax Manager - Partner Track Pay: $180,000.00 - $200,000.00 per year Note: This is a remote role, but the qualified candidate must be based in... ..., client-focused team of CPAs and business consultants serving closely held companies, family businesses...Remote workHigh net worthWork at officeRelocationFlexible hours- ...motivated, detail-oriented, and experienced REMOTE Senior Tax Manager to join our remote... ...to hear from you. Why join us? Partner path High net worth focus - average client... ...; provide innovative tax planning, consulting, and compliance expertise to clients, and...Remote workHigh net worthWork at officeLocal area
- ...Firm with an Exciting Future Healthy Work-Life Balance Flexible Remote Work Policy (Ability to work remote up to 2.5 days per week)... ...& Friedrich LLP, Michael Best Strategies LLC, and Michael Best Consulting LLC (collectively known as "Michael Best") are steadfastly committed...Remote workHigh net worthFull timeTemporary workWork at officeLocal areaWork from homeFlexible hours2 days per week
$220k
Trust and Estates Tax Partner, Private Client Group Trust and Estates... ...New York City based CPA and Consulting firm with a Long Island and... ...philanthropy, family offices, and investment planning. Mentor and develop... ...- isolved payroll - Remote Fort Lauderdale, FL $150,000....Remote workHigh net worthFull time$400k
...leaders. We would like to speak with Tax Partners who are interested in joining an Award-Winning... ...opportunities to grow your career. We invest in our people, celebrate initiative, and... ...make partner? We can help you do that! Remote & Hybrid options! Competitive Base...Remote workHigh net worthLocal area$200k - $350k
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details: REMOTE Tax Partner - High Net Worth (top 100 firm) / $$$ / Hybrid or REMOTE / Equity This Jobot Job is hosted by: Joseph Sipocz Salary: $200,000 - $350,000...Remote jobHigh net worthLocal area$100k - $135k
...for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages...Remote workHigh net worthPermanent employmentWork at officeLocal area$250k - $400k
...expand, we are seeking a Technical Tax Partner to serve as a key resource for our tax team... ...schedule - 3 days in office / 2 days remote ~401(k) with match ~ Dental insurance... ...best practices Participate in client consultations involving sophisticated tax matters and...Remote workHigh net worthWork at officeLocal areaFlexible hours$73.5k - $212.28k
...successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality,... ...on the following webpage. Please visit this link for information about anticipated application deadlines: #LI-Remote #LI-Hybrid...Remote workHigh net worthFull timeH1bWork at office$100k - $150k
Sanctuary Wealth Group is seeking a Senior Investment Advisor, CFP® to manage and grow wealth management client relationships from its Portland... ...a hybrid work environment with in-office collaboration and remote flexibility. The ideal candidate has over 7 years of experience...Remote workHigh net worthWork at office- ...realize their potential. An experienced Tax Partner is sought to join the expanding Private Client Services (PCS) / High Net Worth (HNW) practice in multiple locations including... ...in taxation to provide compliance and consulting services to high-net-worth families and their...High net worth
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