Senior Wealth Manager for High-Net-Worth Clients
National Financial Alliance
A financial services firm located in San Antonio, Texas is seeking a Premier Client Manager to manage relationships with high-net-worth clients. The role involves creating tailored financial plans, providing investment guidance, and ensuring client needs are met. Candidates should possess strong relationship management skills, knowledge of financial planning, and a background in wealth management. This full-time position offers an opportunity to contribute to clients’ financial success in a supportive environment. #J-18808-Ljbffr National Financial Alliance
- ...financial services company is seeking a Senior Private Wealth Banker in San Antonio to act as a trusted advisor. You'll help high-net-worth clients grow, preserve, and protect their... ...financial solutions. Responsibilities include managing complex commercial and individual...SeniorHigh net worth
- ...Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace... ...information about their risk management needs and financial loss tolerance will... ...personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P&...SeniorHigh net worthLocal areaNight shift
$127.9k - $291.9k
...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate,... ...the unique needs of the high-net worth tax industry. The team has... ...Your key responsibilities A Senior Services Manager in FSO...SeniorHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...Product Specialist The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and... ...has extensive experience in wealth management and effectively introduces...High net worth
- A financial services organization in San Antonio seeks a Private Wealth Advisor to manage and expand relationships with high-net-worth clients. The role involves financial planning, portfolio management, and compliance with regulatory standards. Ideal candidates will have...High net worth
- Marsh McLennan Agency is looking for a Client Advisor in San Antonio, Texas, who will provide expert client service and recommend tailored... ...candidate will have 2+ years of experience dealing with High Net Worth clientele, hold a Property & Casualty License, and ensure...High net worth
$60k - $200k
World Insurance As is looking for a Private Client Sales Executive in San Antonio, Texas. This role involves identifying and cultivating... ...for affluent clients while delivering tailored risk management solutions. The successful candidate will establish trust with clients...High net worth- ...financial institution seeks an experienced Private Banker in San Antonio to develop and manage a portfolio of private banking clients, focusing on business owners and high-net-worth individuals. The role requires at least 5 years of experience in Private Banking, strong...SeniorHigh net worth
- Argent Financial Group is looking for a Trust Officer in San Antonio, Texas to manage complex fiduciary and investment management accounts for high-net-worth clients. The ideal candidate will oversee administration and business development while maintaining client relationships...SeniorHigh net worth
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth... ...strategy that aligns with each client's goals and values. The successful... ...wealth management advice to high-net-worth clients through thoughtful,...SeniorHigh net worth
$85k - $110k
...role involves delivering financial planning and investment guidance to high-net-worth clients, alongside a successful lead advisor. Candidates should have a strong background in wealth management, client relationships, and relevant licenses including Series 7 and 65 or...High net worth- ...different and how you can make your mark as a Client Advisor at MMA. Client Advisor A day... ...important information about their risk management needs and financial loss tolerance,... ...lines insurance experience with High Net Worth clientele Property & Casualty (P&C) License...High net worthNight shift
- Clayton Legal is seeking a Private Client Solicitor with 6+ years’ PQE to join their esteemed team in San Antonio, Texas. This role offers the opportunity to provide a broad range of services in estate planning and administration. The ideal candidate will possess strong...Senior
$65k - $80k
...planning for closely held businesses and high-net-worth clients. This role blends client service with paraplanning responsibilities, managing clients’ living financial plans from... ...years of experience in financial services, wealth management or a client-facing professional...High net worthWork at office- ...Senior Private Wealth Banker San Antonio, TX, US, 78209 Req ID: 77338 Location: San Antonio... ...financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth... ...delivery of Brokerage, Investment management, Trust, and Insurance products to...SeniorHigh net worthLocal area
- ...Private Client Tax Manager Forvis Mazars' Private Client tax advisors... ...with our financial planners, Wealth Strategists, and Innovation... ...entities managed by ultra-high net worth clients. The Private Client... ...prepared by tax associates and seniors Effectively delegating...High net worthFlexible hours
- Fidelity Investments Inc. is seeking a Client Support Specialist to enhance relationships with high net worth clients. The role requires Series 7 certification and strong customer service skills. Successful candidates will have 2-3 years of financial services experience...High net worth
$120k - $140k
...Private Client Services Tax Manager Private Client Services at BDO is a boutique... ...our firm. Offering a high touch approach, we have extensive... ...experience serving high net-worth individuals, their families... ...Supervises associates and senior associates on all projects...High net worthPrivate practiceWork at office- ...tailored insurance solutions that put our clients in control. Our growing team of... ...aspects of our business Job Duties: Manages a book of personal line insurance business... ...: Experience working with high net worth insurance carriers Experience working...High net worthWork at officeLocal areaFlexible hours
$60k - $200k
...Private Client Sales Executive (Client Advisor) World Insurance... ...to improve their risk management outcomes, modernize their benefits... ..., with an emphasis on high-net-worth households. You will work closely... ..., families, family offices, wealth managers, and other key...High net worthBase plus commissionImmediate start- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting... ...Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees... ...record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8...SeniorHigh net worth
- ...Senior Asset Management Consultant Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions... ...writing skills to effectively convey technical concepts to clients. Key responsibilities include developing both strategic and...Senior
- ...firm is seeking a ServiceNow Senior Consultant to lead transformation teams and engage with clients. This role emphasizes designing... ...and developing user interfaces, managing a multi-disciplinary team, and... ...to impactful projects for high-profile clients. #J-18808-Ljbffr...SeniorFlexible hours
- Our client is an established yet forward-thinking Top 200 law firm with ambitious growth... ...smaller firm, they’re looking to expand their highly regarded Private Client team across their... ...and business development The ability to manage deadlines, targets, and client...SeniorWork at office
- An established industry player is seeking an experienced Commercial Insurance Client Manager to join their growing team in the greater San Antonio area. This role offers an exciting opportunity to manage a diverse book of business while collaborating closely with internal...Senior
$171.6k - $392.1k
...The opportunity As a ServiceNow Consulting Senior Manager you will play a leading role in mission‑critical projects, providing clients with competitive edge through technology transformation... ...reporting, budgets, and risk logs. Create high‑quality deliverables and project artifacts....SeniorFlexible hours$55k - $151.47k
...providing advice and guidance to clients on tax planning, compliance,... ...and compliance services to high-net-worth individuals and privately-... ...connections, and learning how to manage and inspire others.... ...and year-end planning. As a Senior Associate you analyze complex...SeniorHigh net worthFull timeH1b$102.5k - $187.9k
...better working world. ServiceNow Senior Consultant - IT and Operational Technology (OT) Asset Management In the digital economy, it... ...the competitive edge our clients need to overcome some of the biggest... ...issue logs Ability to create high quality deliverables and...SeniorSummer holidayWorldwideFlexible hours- ...seeking a SAM Consultant with extensive experience in Software Asset Management. This role involves monitoring SAM processes, planning and... ...to convey technical information effectively and maintain client relationships. If you are passionate about optimizing software...Senior
- Stryker Corporation is seeking a Director of Property Management for its Affordable Housing Communities. This leadership role involves organizing... ...programs, overseeing budget performance, and ensuring client satisfaction. The ideal candidate will have a Bachelor's Degree...Senior
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