Senior Private Client Advisor - Wealth Strategy
Bank of America
Bank of America in McLean, Virginia, seeks a seasoned professional for a key role in client management and business development. This role demands a proactive individual with over 12 years of experience in private banking or complex financial services. Your main tasks will include leading the client process management, developing extensive client relationships, and delivering tailored solutions to meet diverse client needs. The company offers competitive compensation and with high-touch client engagement opportunities. #J-18808-Ljbffr Bank of America
- ...seasoned professional to lead the Client Management Process and drive... ...12 years of experience in private banking and complex financial... ...a holistic approach to wealth management. The position requires... ...knowledge of client engagement strategies. #J-18808-Ljbffr Bank of...SeniorPrivate client
$94k - $141k
Citigroup Inc. in Washington DC is seeking a Client Service Officer to deliver wealth management services to CITI PRIVATE BANK clients. This role requires strong analytical and communication skills as well as a solid understanding of banking products. Candidates should...SeniorPrivate client$115k - $130k
...Senior Consultant - Strategy & Transactions We are seeking a high-performing Quality of Earnings (Qoe) Specialist with 4–6 years... ...executing financial due diligence engagements for private equity and corporate clients across the deal lifecycle. The ideal candidate brings...SeniorPrivate clientLong term contract$76k - $125.3k
...in professional tax. You will collaborate with specialists in various tax areas and be pivotal in offering tailored tax planning strategies. EY offers a hybrid working model and a comprehensive benefits package including a competitive salary range of $76,000 to $125,30...SeniorPrivate client- A leading financial services company is seeking a Private Client Advisor in Washington, D.C. to provide comprehensive financial planning and investment advice to clients of varying wealth. The ideal candidate will have at least 2 years of experience in financial services...Private client
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services... ...understanding of estate and wealth planning Experience researching tax... ...issues to develop effective tax planning strategies and translate complex data into...SeniorPrivate clientHourly paySeasonal workRemote workFlexible hours- ...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
- A reputable wealth management firm in Virginia is seeking a Senior Financial Planner to serve as a technical expert and strategic partner. This role involves producing... ...a 401(k) retirement plan. Join a collaborative team dedicated to client success. #J-18808-Ljbffr Bogart WealthSenior
- ...P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private client
$83.92k - $125.88k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...financial needs of the client and offer solutions through... ...and Financial Advisor, Small Business Partners... ...and financial planning strategies preferred. Must be a self... .... Job Family Group Private Client Coverage Job...Private clientFull timeWork at office- ...platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while supporting clients through an innovative messaging platform.... ...providing insights on investment and tax strategies. The ideal candidate holds certifications...Senior
$76k - $125.3k
...for a wide range of clients and colleagues.... ...develop into a trusted advisor role to client.... ...hedge fund and Private equity K-1s Researching... ...tax planning strategies and translate complex... ...of estate and wealth planning Experience... ...confidence to challenge senior colleagues and...SeniorPrivate clientWork experience placementSummer holidayLocal areaFlexible hours$64.5k
...The Senior Marketing Specialist is responsible for developing and implementing advanced marketing strategies to enhance brand visibility and drive customer engagement. This role involves managing specific marketing projects, analyzing market trends, and collaborating...SeniorPrivate clientHourly pay- A leading financial institution located in Washington, D.C., is seeking an experienced Private Banker to manage client relationships and provide expert financial advice. The ideal candidate will have a minimum of six years in Private Banking or Financial Services, a Bachelor...SeniorPrivate client
- ...services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business. Candidates...Senior
- TwinThread is seeking a Managing Director, Private Banker in Washington, D.C. to provide advisory services in wealth management to clients of J.P. Morgan's U.S. Private Bank. The role requires over 15 years of experience in Private Banking or Financial Services, a Bachelor...Senior
- ...financial advisory firm seeks a Service Advisor in Rockville, MD. This role involves preparing... ...plans and providing exceptional client service to support and grow relationships... ...environment and opportunities for professional growth. #J-18808-Ljbffr Bluespring Wealth PartnersSenior
- A leading financial services firm located in Arlington is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to clients. In this role, you will foster strong client relationships and emphasize digital innovation...Private client
$76k - $82k
Position Overview Bernstein Private Wealth Management is a... ...ultra-high-net-worth clients. As an industry leader... ...collaboration with Financial Advisors, help propel the... ...Collaborate and network with senior professionals... ...financial management strategies. A focus on client service...Private clientTemporary work$48.08 - $52.88 per hour
CFA Institute is seeking a Wealth Management Advisor in Bethesda, Maryland. The ideal candidate will partner with affluent clients to identify financial goals and provide tailored financial solutions. A minimum of 5 years in relationship management is required, along with...Senior- ...Growth and delivering for our clients, teammates, communities and... ...access to the full array of Private Bank and the bank's... ...needs, preferences, and overall wealth strategy, being responsive to changes... ...prospects as their trusted advisor, providing integrated recommendations...Private clientShift workDay shift
- ...supporting a team based in Virginia. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion... ...and operational support to Wealth Advisors / Partners of the firm. The... ...Client Services Associate assists with private clients daily needs. They have a...Private clientRemote work
- ...skills as Chief of Staff to the National Private Equity Practice Leader (PL). You will partner with senior leadership to develop and drive strategy and operational processes. This role... ...-approved, AI-enabled solutions for clients, in accordance with company policies on...SeniorPrivate clientPrivate practiceLocal areaFlexible hoursShift work
$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...SeniorPrivate clientRemote jobHourly paySeasonal work- A national financial institution is looking for a Wealth Advisory professional in Falls Church, VA, to lead client relationships and drive sales growth. This role involves developing wealth management strategies and managing a team to ensure that clients achieve their financial...
- ...in our Mid-Atlantic region. As a PC Senior Project Manager, you will bring enthusiasm... ...new work. Participate in proposal strategy, preparation, and presentations.... ...management and design-build services to private and public clients across the country. The company...SeniorPrivate clientFor contractors
- BDO USA is looking for a Tax Manager in McLean, Virginia, to manage finance and accounting engagements. This role involves client relationship management and oversight of technical accounting services, proposal development, and team management. The ideal candidate will...SeniorPrivate clientWork at office
$121k - $145k
...Potomac, Maryland, is seeking a Tax Experienced Manager for Private Client & Family Office Services. This role involves managing finance... ...developing client relationships, and leading business development strategies. Candidates should have a Bachelor's degree in Accounting or...SeniorPrivate clientWork at office- The Senior Director, Jewish Community Foundation plays a strategic... ...leads and implements the strategy to increase assets in the Jewish... ...individuals, families, professional advisors, board members, and senior... ...estate planning attorneys, wealth managers, CPAs, and trust...Senior
$250k - $290k
...combination of transformative strategy, transactions and... ...with CEOs, Boards, Private Equity and Governments... ...across a broad portfolio of clients and industry sectors. As such, we bring a wealth of deep sector and... ...responsibilities As a Senior Director with EY-Parthenon...SeniorWork experience placementSummer holidayWork at officeFlexible hours
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