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
- ...America is seeking an experienced professional in San Antonio, Texas, to manage client relationships and drive business growth. The role requires at least 7 years of experience in managing high-net-worth clients, with knowledge in banking and credit. Responsibilities...SeniorHigh net worth
- Mariner is looking for a Senior Wealth Advisor in San Antonio, Texas.... ...role requires leading a wealth management team to create tailored financial strategies for clients. Candidates should possess a... ...skills and experience with high-net-worth individuals. #J-18808-Ljbffr...SeniorHigh net worth
$120 - $150 per hour
Ernst & Young Oman seeks a Seasonal Tax Senior Manager for Private Client Services in the US, enhancing tax strategies for high-net-worth individuals and families. You will review complex individual tax returns and provide income tax planning while working remotely. Candidates...SeniorHigh net worthRemote jobHourly paySeasonal work- ...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
- ...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...SeniorHigh net worthWork at officeLocal areaFlexible hours
$76k - $125.3k
...contact for a wide range of clients and colleagues. This... ...and advising of high net worth individuals and families... ...and local tax and asset management to deliver... ...understanding of estate and wealth planning Experience with... ...confidence to challenge senior colleagues and...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- 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
$60k - $200k
...an Insurance Sales Producer to drive new business opportunities while advising clients on insurance solutions. You will leverage resources to help clients solve challenges in risk management. This role offers a salary ranging from $60,000 to over $200,000, depending on...High net worth- A leading financial institution in San Antonio is looking for a Senior Private Wealth Banker to manage complex commercial and individual loans and foster relationships with high net worth clients. The ideal candidate will have a Bachelor's Degree in Finance, strong communication...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 plans... ...that aligns with each client’s goals and values. The successful... ...wealth management advice to high-net-worth clients through thoughtful, comprehensive...SeniorHigh net worth
- BOK Financial Corporation in San Antonio, Texas is looking for a Private Wealth Advisor to build and maintain relationships with high net worth clients. This role focuses on financial planning, investment strategies, and client education. The ideal candidate has a bachelor...High net worthWork at office
- BDO USA is seeking a Tax Experienced Manager for Private Client & Family Office Services. This role includes managing finance and accounting engagements, providing client service delivery, and developing business strategies. The ideal candidate will have a strong accounting...SeniorWork at office
- A leading insurance agency in San Antonio is seeking a Senior Private Client Advisor for the Commercial Lines team. This role involves providing personalized service to clients, assessing their risk, and recommending tailored insurance solutions. Ideal candidates will have...Senior
- ...leading CPA and advisory firm. Role Overview The Tax Manager/Senior Manager is responsible for all phases of client engagements, including primary client... ...planning ideas to clients. Areas of Expertise High net worth individuals, their personal tax returns, trust returns...SeniorHigh net worth
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private... ...owned companies, all high‑growth private companies. In... ...tax planning for high‑net‑worth individuals and families, partnership... ...of estate and wealth planning Experience researching...SeniorHigh net worthHourly paySeasonal workRemote workFlexible hours- ...Growth and delivering for our clients, teammates, communities and... ...executing the Client Management Process and partnering across... ...managing relationships with high-net-worth clients or equivalent financial... ...understanding of investments, trust and wealth transfer Desired...High net worthWork at officeFlexible hoursShift workDay shift
- Senior Private Wealth Banker Areas of Interest: Finance; Private Banking Pay Transparency Salary... ...financial solutions to help our high-net-worth clients grow, preserve, and protect their... ...delivery of Brokerage, Investment management, Trust, and Insurance products to high...SeniorHigh net worthLocal area
- ...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
- 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
$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
- A financial services firm in San Antonio seeks a Senior Portfolio Manager to develop and execute investment management services for a diverse client base. This role requires strong analytical skills and the ability to communicate complex concepts clearly. Candidates with...Senior
- Senior Private Client Advisor, Commercial Lines As a member of the Commercial Lines Business Solutions team, you will support a high-volume book of business, providing personalized service to clients... ...tailored insurance and risk‑management solutions using market data,...SeniorLocal area
- ...Client Support Specialist To be eligible for consideration of this role, your primary... ...on enhancing relationships with our high net worth clients who have assets of $250,000 to... ...effectively influence others Robust time management and organizational skills The Value...High net worthRemote job
$85k - $105k
...motivated, goal‑oriented salesperson with a client service mindset? Do you thrive in a fast‑paced, entrepreneurial, and high‑transaction‑volume environment? At... ...Properties, we are seeking a skilled Senior Real Estate Acquisitions Manager to join our dynamic team. Looking for...SeniorLocal areaImmediate startWork from homeHome officeAfternoon shift- ...comprehensive financial planning, and programs tailored for high-net-worth individuals. Recognized for its client-centered approach, NFA is committed to fostering... ...Insurance, NFA Institutional Services, and NFA Wealth Management. In 2018, Strategic Financial Concepts, NFA's...High net worthFull time
$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- EY is seeking a Real Estate Tax Senior Manager in San Antonio, Texas. This role involves leading tax planning projects for diverse clients and providing reliable tax advice. The ideal candidate will hold a Bachelor's degree in Accounting or Finance, have a CPA, and possess...SeniorFlexible hours
- ...About the job Senior Remote Property Manager Senior Remote Property Manager – Short-Term Rentals Employment Type: Full-Time / Contract Compensation... ...Performance-Based Bonuses About the Opportunity We’re looking for a high-performing Senior Remote Property Manager to take full...SeniorFull timeContract workTemporary workRemote work
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