Senior Wealth Advisor High-Net-Worth Planning
$120k - $150kVirtus Investment Partners
Virtus Investment Partners, Inc seeks a seasoned professional to provide comprehensive wealth management and financial planning services. The role involves partnering with the BDO to enhance client experiences and develop strategies for high-net-worth clients. Candidates must possess a Bachelor’s degree in finance or related fields and have 5+ years of experience in financial services. Competitive salary ranges from $120,000 to $150,000, complemented by robust benefits including medical and tuition reimbursement. #J-18808-Ljbffr
$115k - $135k
...Sanctuary Wealth Group is seeking a Vice President & Client Advisor in a fully remote capacity. The ideal candidate will... ...management, ideally advising ultra-high-net-worth clients. Key responsibilities... ..., and supporting financial planning initiatives. The role offers a...SeniorHigh net worthRemote work- ...The Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment...SeniorHigh net worth
$170.5k - $284.1k
...solutions for a comprehensive wealth management strategy for... ..., Custom Credit, Investment Advisors and Trust Officers to assess... ...solutions through the financial planning process. Prioritize short... ...years' sales experience in the high net worth or ultra high net worth...SeniorHigh net worthTemporary workWork experience placement- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... .... The role partners closely with high-net-worth individuals and families to develop... ...We bring together holistic financial planning, access to institutional quality investments...SeniorHigh net worth
- ...Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing... ...expanding the client base, delivering high-impact planning and investment advice, and partnering... ...discipline. Experience advising high-net-worth households, including clients with $...SeniorHigh net worthRemote work
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that... ...wealth management advice to high-net-worth clients through thoughtful, comprehensive...SeniorHigh net worth
- ...Senior Wealth Advisor Safe Act - Uptown Manhattan Discover your future at Citi Working at... ...The unified business supports ultra-high-net-worth individuals and family offices through... ...Retail bank through the use of financial planning and excellent discovery and profiling...SeniorHigh net worthWork at office
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that... ...a fintech lens. In this high-impact role, you will operate... ...developing and managing high net worth client relationships and portfolios... ...defining their financial planning and investment needs and...SeniorHigh net worthWork at officeImmediate start$100k - $300k
...Our goal is to balance high development with high performance... ...Weaver Capital Advisors, LLC is seeking talented... ...and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly... ...relationships with high net worth and ultra-high net worth...SeniorHigh net worthBase plus commissionFlexible hours$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...integrating financial planning, investment management... ...formed to serve ultra-high-net-worth families ($25M+), who... ...and challenges. Regis Wealth Advisors work hand-in-... ...Job Summary: The Senior Wealth Advisor focuses...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$136.8k - $198.38k
...Senior Private Wealth Advisor, Practice Lead (Personal Strategy) Our vision for the future is based... ...advisor and primary point of contact for high-net-worth client households. This role is... ...related to client onboarding, financial planning, and investor education. Collaborate...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal areaFlexible hours- ...About the job Senior Financial Advisor We are recruiting for a top... ...assets from new and existing High Net Worth clients focused in the US.... ..., Capital Advisor and Wealth Advisor). - Ensure that... ...identification of wealth planning opportunities. - Strong...SeniorHigh net worth
$100k
...Senior Financial Advisor - Remote New York, New York, United States... ...is revolutionizing wealth management through... ...wealth management. This high-impact position... ...investment strategies, tax planning, retirement planning,... ...Experience with high-net-worth clients ($1 million+...SeniorHigh net worthRemote jobWork at office- ...Tax Senior Manager, Private Client Group A well-established accounting... ...and advisory firm is seeking a highly experienced Senior Tax Manager... ...on delivering comprehensive tax planning, compliance, and advisory services to high-net-worth individuals, family offices, and...SeniorHigh net worth
- ...leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have... ...skills to successfully engage with advisors and clients. Responsibilities include guiding...SeniorHigh net worth
$80k - $90k
...PKFOD is seeking a Senior Tax Associate to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical...SeniorHigh net worthFull time- ...A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. The role offers the opportunity to work in a fully remote environment with no billable-hour pressure. Candidates...SeniorHigh net worthRemote work
$116.25k - $210k
...firm is seeking a Director, HNW Wealth Planner in the United States. This... ...on providing advanced financial planning and cross-border tax strategies to high-net-worth clients. The ideal candidate... ...collaborating closely with financial advisors and other teams. This position...SeniorHigh net worth$160 per hour
...Crossing Hurdles is looking for a financial advisor to provide tailored financial planning for high-net-worth clients. The role involves evaluating client scenarios and improving AI financial tools, ensuring compliance, and supporting long-term financial strategies. Excellent...High net worthHourly payRemote work10 hours per week$170k - $200k
...Mercer Advisors is seeking a Senior Wealth Strategist who will utilize their estate planning and tax knowledge to enhance client relationships and support advisors. This... ...teams, and reviewing planning structures for high-net-worth clients. Applicants should have a Juris...SeniorHigh net worth- A leading financial services firm is hiring a Senior Tax Accountant for a fully remote position. The role requires managing tax planning and compliance for Ultra High Net Worth clients and preparing and reviewing entity returns. Candidates should have over 4 years of experience...SeniorHigh net worthRemote work
- ...experienced, independent Financial Advisors who want to own and grow their practice... ...organic growth. Deliver high-impact financial planning and investment advice across: Investment... ...fintech. Background advising high-net-worth households ($1M+ investable assets)....SeniorHigh net worthRemote work
- ...Summary: Our award-winning client is seeking a Senior Manager to join their team. We are a well-... ...returns for corporations, partnerships, and high-net-worth individuals. Develop and implement comprehensive tax planning strategies to minimize client tax liabilities...SeniorHigh net worth
$90k - $110k
...units on income tax matters and contracts review. Tax Senior/Supervisor Pay Rate: $90 000-110 000 We are seeking... ...experienced Tax Senior/Supervisor to manage tax compliance and planning for high-net-worth individuals, S corporations, partnerships, and fiduciary...SeniorHigh net worth$200k
...A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading complex financial planning engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners...SeniorHigh net worthRemote workFlexible hours- ...Description Job Description Senior Tax Attorney or Partner Trusts... ...background in tax law and estate planning, with a proven track record of serving high net worth clients. This role involves providing... ...strategies for tax-efficient wealth transfer and estate planning....SeniorHigh net worthOngoing contractLocal area
- ...Managing Director (Senior Insurance Advisor) Position: Managing Director (Senior... ...to serving ultra-high-net-worth individuals and their advisors... ...strategies that safeguard wealth, optimize financial security... ...life insurance and financial planning landscape. Position...SeniorHigh net worth
$160k - $220k
...divh2Tax Senior Manager, Private Client Group/h2pNew... ...services from tax planning and audits to the most... ...estate planning to service high-net-worth individuals and... ...clients other financial advisors, and fostering strong... ...preserve and transfer wealth efficiently./ppResponsibilities...SeniorHigh net worthFull time- ...Wealth Advisor, Ultra High Net Worth Hybrid - New York, NY Company Description Farther is a rapidly growing RIA that combines expert advisors... ...and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner...High net worthWork at office
- As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client... ...wealth management advice to high net worth clients Prepare thoughtful, customized...High net worth
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