Senior Wealth Advisor for High-Net-Worth Clients
The Northern Trust Company
A renowned financial institution in Greenwich is seeking an experienced professional with a strong background in the securities industry to consult with clients and deliver tailored financial strategies. The ideal candidate will possess excellent sales and communication skills, be knowledgeable about all securities products, and hold relevant licenses. Join a company with a collaborative culture and comprehensive benefits package, including retirement benefits and health insurance. Take the next step in your career and apply today. #J-18808-Ljbffr Northern Trust
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...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management,... ...planning and advising of high net worth individuals and... ...develop into a trusted advisor role to client. You will... ...confidence to challenge senior colleagues and stakeholders...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$109.94k - $186.76k
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...Registered Investment Advisor (RIA) with more than... ...of experience serving high- and ultra-high-net-worth individuals and... ...than $2.7 billion in client assets and is recognized... ...recognized for its customized wealth management approach,... ...an experienced Senior Financial Planner to...SeniorHigh net worthWork at officeLocal area$85k - $110k
...Mandelbaum Barrett PC is seeking a Senior Litigation Paralegal to support attorneys handling a high-volume docket of personal injury, wrongful... ...attorneys representing high-net-worth individuals, businesses, and institutional clients, and includes direct client interaction...SeniorHigh net worthFull timeContract workWork at officeLocal area$200k - $230k
...Head of Enterprise Applications - Senior Vice President Department: Corporate... ...technology platform has transformed how advisors, wealth management firms, asset managers, and... ...private market strategies for their high-net-worth clients. iCapital services, approximately $94...SeniorHigh net worthFull timeWork at officeRemote work$85k - $110k
Senior Litigation Executive | Case Manager - Plaintiff Advocacy & Real... ...Contracts Practice Area : High-Stakes Personal Injury, Catastrophic... ...legal counsel to high‑net‑worth individuals, institutional enterprises... ...channels with high-profile clients, expert witnesses, insurance...SeniorHigh net worthFull time- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary... ...Build relationships with new clients with the goal of bringing in new bank... ...appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners...SeniorWork at office
$90k - $160k
...Tax Supervisor - Private Client Services Salary Range $90,000.00 - $160,000.00 Salary/year Position Type Full Time / Experienced... ...returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities...High net worthFull time$180k - $250k
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...leading financial institution is seeking a Financial Advisor in Darien, CT. You will work with high-net-worth individuals to identify needs and develop financial... ...,000 to $90,000 annually. Join a supportive team dedicated to client success. #J-18808-Ljbffr Bank of AmericaHigh net worth- Bank of America is seeking a Financial Advisor for its Merrill Advisor Development Program in New Canaan, CT. The role involves building relationships with high-net-worth clients, understanding their financial goals, and providing tailored investment recommendations. Successful...High net worth
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...Senior Tax Planner Rockefeller Private Office is core to... ...professionals – including wealth planners, tax advisors, estate attorneys, and other... ...ensures that each client benefits from the collective... ...professional who advises ultra-high-net-worth (UHNW) clients on all...SeniorHigh net worthWork at officeLocal area
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