Senior Wealth Advisor: Lead High‑Net‑Worth Portfolios
$120k - $130kNFP Corp
NFP Corp seeks a Wealth Advisor for its Beachwood, Ohio office. This role focuses on serving high net‑worth clients by providing tailored wealth management and financial planning services. Ideal candidates will have extensive experience in wealth management, preferably with a CFP designation. A competitive salary ranging from $120,000 to $130,000, with total compensation up to $260,000, is offered alongside a supportive work environment valuing diversity and team contribution. #J-18808-Ljbffr NFP Corp
- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management, retirement advisory, and business management... ...be responsible for serving as a trusted advisor to high-net-worth individuals and families, delivering personalized...SeniorHigh net worthLocal area
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- Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Description Summary: The Private Bank Wealth Advisor III...SeniorHigh net worthWork at officeRemote workWork from homeFlexible hours
$156.37k - $273.6k
...leader in innovative wealth management, asset servicing... ...clients using leading technology and exceptional service. SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENTOH:... ...investment needs requiring a high level of technical... ...large and sensitive high net worth personal trusts and...SeniorHigh net worthFull timeWork experience placementH1bLocal areaWorldwideFlexible hours- Leah Yosef International seeks a Senior Wealth Advisor for its Independent RIA to lead next-generation succession planning... ...the leadership team, focusing on high-touch service and client base... ...will manage relationships with high-net-worth individuals and families (10M-150...SeniorHigh net worth
$116k - $216k
...acting as the primary client advisor, developing and implementing... ...RM is responsible for serving high net worth clients in their existing book... ...their financial goals. Leads, coordinates, and assembles the... ...depth knowledge of financial wealth management services and products...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Peoples Bank in Beachwood, OH is seeking a Credit Portfolio Analyst to monitor loans, perform covenant testing, and analyze financial statements to identify borrower risks across complex portfolios. You will prepare annual shelf reviews and support examiner and loan review...Senior
- ...At Corient, we help high- and ultra-high-net-worth individuals and families... ...to preserve their wealth for future... ...Partner with Wealth Advisors to deliver comprehensive... ...path toward becoming a lead Wealth Advisor. Exposure... ...planning software, portfolio accounting systems,...High net worthPermanent employmentTemporary workWork at officeFlexible hours
- ...assessment across credit relationships- particularly more complex portfolios to proactively identify any signs of credit deterioration or... ...and conflict resolution skills. Strong interpersonal skills. Highly organized and attentive to detail. Proven ability to exercise...SeniorFull timeWork experience placementLocal area
$75k - $150k
...Summary The industry role of Wealth Advisor resides as a Financial Consultant at Manning... ...across various client types (such as high net worth individuals, endowments & foundations,... ...adjustments Monitor client investment portfolios and performance Communicate insights...High net worthFull time- ...Job Description Tax Senior Manager | Cleveland, OH | Hybrid \n \n A lot of firms talk about giving you a voice. \n \n... ...what it is good at and has built a loyal client base of largely high net worth individuals and privately owned businesses because of it. \n...SeniorHigh net worthSummer workDay shift
- ...Tax Senior Manager Location: Hybrid in Cleveland or Akron, Ohio Responsibilities Manage a diverse portfolio of tax clients across a variety of industries. Review complex... ...consulting services to business owners and high-net-worth clients. Serve as the primary...SeniorHigh net worthLocal area
- ...generations. We serve ultra-high-net-worth families across investment advisory... ..., and we're looking for a Portfolio Manager who operates as a... .... Investment Management Lead research across funds, sectors... ...Communication Partner with advisors to articulate portfolio positioning...High net worthWork at office
$110k - $160.91k
...continues to grow, new high-voltage electric transmission... ...role is focused on leading and overseeing routing... ...Line Siting Senior Lead, you will serve as... ...and serving as a trusted advisor to clients, agencies, and... ...strengthen ERM’s power sector portfolio, expand long-term...SeniorFull timeFixed term contractCasual workWork at officeRemote workFlexible hoursShift work$84k - $110k
...firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their... ...Job Summary A Tax Senior, Private Client... ...clients and their advisors to gather... ...research tools (BNA Portfolio, CCH IntelliConnect... ...requests Leadership Leads by example, acting...SeniorHigh net worthPrivate practiceWork at office$130k - $170k
...Job Description Lead Complex Tax Engagements - Senior Tax Manager in Wooster, OH Job Title: Senior... ...In this role, you will oversee a portfolio of complex tax clients, provide strategic... ...: Manage a portfolio of high-net-worth individuals, business owners,...SeniorHigh net worthPermanent employmentTemporary workSeasonal workWork at officeLocal areaImmediate startMonday to Friday- BDO USA is seeking a Tax Senior, Private Client Services to provide tax compliance and consulting to high net-worth clients. You will leverage education and experience, demonstrate... ..., and collaborate with clients and advisors. The role focuses on complex returns for individuals...SeniorHigh net worth
$150k - $300k
BDO USA is looking for a Tax Managing Director in Cleveland, Ohio to lead tax compliance and consulting services for high-net-worth clients. The role requires a minimum of ten years of experience in accounting or finance and at least a Bachelor’s degree, with a CPA credential...SeniorHigh net worth$50k
Newmark Group, Inc. seeks a Senior Real Estate Appraiser to lead complex valuations for commercial, industrial, multifamily, and specialty properties... ...reports for mortgage underwriting, acquisitions, portfolio analysis, and financial reporting, coordinating with senior...Senior- Eaton is seeking an experienced Assistant Chief IP Counsel to lead the global IP strategy and portfolio execution. You will advise senior leaders on technology risk, licensing, and commercial strategy, partnering across engineering, R&D, and business teams to protect critical...Senior
$86.25k - $172.5k
...contribute to the company’s success. As a Portfolio Analytics and Strategy Analyst Senior within PNC's Enterprise Risk... ...integrated into Risk applications• Lead requirement definition sessions, document... ...appropriateLeadership & Mindset• Highly self-motivated, driven, and...SeniorFull timeTemporary workPart timeWork experience placementWork at office$128k - $268k
...SummaryThe Key Family Wealth Investment Consultant serves as the senior investment advisor to the Family Wealth... ...investment advice to ultra-high-net-worth individuals, families... ...is responsible for leading investment strategy... ...Management teams on portfolio construction,...High net worthFull timeWork at officeFlexible hoursNight shift- ...delivering exceptional service to high-net-worth families and family office clients? As a Senior Manager on our Family... ...'ll serve as a trusted advisor to successful individuals... ...tax, financial, and wealth planning needs. In this role, you'll lead sophisticated tax compliance...SeniorHigh net worthFull timeContract workWork at office
$120k - $170k
...seeking an experienced Tax Manager to lead tax compliance, planning, and advisory services for a portfolio of individual and business clients, including high-net-worth individuals (HNWI). The Tax... ...as a Tax Manager or in a similar senior tax role. Supervisory experience...SeniorHigh net worthLocal areaRelocation- Flexjet, LLC is looking for a Senior Graphic Designer to join the brand’s award winning in-house creative team that services the Flexjet... ...other private aviation brands under the Directional Aviation portfolio of companies. This role sits in Cleveland with a hybrid model,...Senior
- ...supervise PT Assistants and communicate with physicians, nursing staff, residents, and families, ensuring compliant documentation and high-quality care. The role involves training staff, contributing to quality initiatives, and supporting discharge planning with the...Senior
- ...Registered Investment Advisor (RIA),... ...financial planning and wealth management services... ...opportunities, go deeper, and lead further. We are... ...Summary The Portfolio Strategist serves... ...prospects. Develop a high-level plan for... ...working with high net-worth clients ~...High net worthFull timeContract work
$110k - $210k
...sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide... .... In this role, you’ll lead complex tax planning and... ...engagements, serve as a trusted advisor on sophisticated... ...advise on matters impacting wealth planning, succession, and...SeniorHigh net worthFull timeContract workWork at office$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...and Key. Education High School Diploma , GED, or equivalent... ...and quality conversations leading to recommendations that support... ...relationships with high-net-worth clients, providing personalized...High net worthHourly payFull timeWork experience placementFlexible hoursDay shift$93k - $189k
DescriptionThe Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the... ...SalaryThe compensation range represents the anticipated low and high end of the base compensation range for this position. Actual...Full timeWork at officeRemote workWork from homeFlexible hours
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