Senior Wealth Advisor for HNW/UHNW Clients
Search Masters, Inc.
Search Masters, Inc. is seeking a Senior Wealth Advisor to join a growing wealth management practice serving high-net-worth and ultra-high-net-worth individuals, families, trusts, and family entities. You will be the trusted advisor and primary contact, collaborating across the firm to deliver comprehensive solutions and expand client relationships while mentoring junior professionals. This is a senior-level opportunity backed by a respected advisory firm. #J-18808-Ljbffr Search Masters, Inc.
- ...A leading financial services company is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and significant...SeniorHigh net worth
- Whittier Trust is seeking a senior trust officer/relationship executive to grow awareness of its high-touch wealth management model for high-net-worth clients. Travel to call on active clients and prospects; collaborate with internal teams on fiduciary, investment, and...SeniorHigh net worth
$141k - $290k
Weaver is seeking a Senior Manager for its Private Client Services to provide federal tax compliance and planning services for high-net-worth individuals and privately-held businesses. The ideal candidate will have a CPA and at least 7 years of experience. This role involves...SeniorHigh net worthFlexible hours- ...location(s).The Schwab Private Wealth Services (SPWS) Client Experience team designs and... ...partners across Investor Services, Advisor Services, Schwab Bank,... ...initiatives while gaining exposure to senior leadership.As a Senior Manager, Ultra HNW on the Client Experience &...SeniorHigh net worthFull timeWork at office
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that... ...include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor...SeniorHigh net worth
- ...Skyline Wealth Strategies Austin, Texas | Full-Time | In-Office Lead Families.... ...Wealth Strategies is seeking an experienced Senior Wealth Advisor to serve as a lead relationship manager... ...planning environments, builds lasting client relationships, and wants to contribute...SeniorHigh net worthFull timeWork at office
$200k
...Job Title Sr. Wealth Advisor Compensation $200,000 per year (2-year forgivable draw) Location... ...relationships with others Job purpose As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads...SeniorHigh net worthFull timeWork experience placementLocal area- ...complex portfolio management guidance to High Net Worth clients.Join Vanguard as a Wealth AdvisorAre you a Certified Financial Planner (CFP)... ...expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to...SeniorHigh net worthLocal areaRemote work
- Forvis Mazars, LLP seeks a Private Client Tax Senior Manager to lead tax compliance and advisory services for ultra-high net worth clients,... ...individuals, trusts, estates, and foundations. You will partner with wealth planners, expand the client base, and guide tax teams to...SeniorHigh net worth
- CLA is hiring a Tax Manager/Director to join our high-net-worth private client group in Portland, OR. The role leads tax engagements for high net worth individuals, trusts, and pass-through entities while mentoring staff and building client relationships. The candidate...SeniorHigh net worth
- EY is seeking a senior tax professional to join our Financial Services Organization EDGE practice in the US. The role focuses on delivering tax compliance and advisory services to high-net-worth clients, including privately held companies and their owners. You will lead...SeniorHigh net worthLocal area
- CLA (CliftonLarsonAllen) is hiring a Tax Senior to join our high net worth private client group in our Portland, OR office. You will lead tax engagements for individuals, trusts and related entities, providing tailored advisory services and collaborating across the tax...SeniorHigh net worthWork at office
- ...atweaver.com.Position ProfileWeaver Capital Advisors, LLC is seeking talented professionals to... ...is an RIA and our services include wealth management and wealth planning.The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining...SeniorHigh net worthFull timeFlexible hours
$141k - $290k
...experience and culture at weaver.com.Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth...SeniorHigh net worthFull timeImmediate startFlexible hours$141k - $290k
Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held businesses...SeniorHigh net worthFlexible hours- Senior Wealth Advisor | Growing Wealth Management Practice I'm partnering with a highly respected... ...advisory firm Opportunity to advise HNW and UHNW individuals, families, trusts, and family... ...and primary point of contact for key client relationships Work collaboratively with...SeniorHigh net worth
- ...Company Overview CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and... ...If our work resonates with you, we’d love to connect! Senior Financial Advisor Are you ready for independence without starting from scratch...SeniorHigh net worthPermanent employmentWork at office
$76.32k - $127.21k
...to shape your success while helping clients pursue their financial goals.Job... ...for a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design... ...Planning.Maintain knowledge of all Wealth Planning offerings.Engage with the...SeniorHigh net worthWork at officeWork from home- ...premier tax advisory firm in Austin, TX, seeks a Tax Senior Manager to lead tax planning, compliance, and client engagements for ultra-affluent families. The role... ...partnering with leadership to deliver integrated wealth solutions. Ideal candidates have CPA/EA...SeniorFull timeWork at office
- CORDA Investment Management, LLC in Austin, TX, is seeking a Senior Financial Advisor who values independence within an established, fiduciary-first RIA. You bring a deep client network and a drive to serve high-net-worth families with integrated investment management,...SeniorHigh net worth
$127.9k - $291.9k
...side by side with a range of clients from our most venerable institutions... ...Banking and Capital Markets, Wealth and Asset Management,... ...and assign tasks to staff and seniors. Review and evaluate the work... ...experience and status as a trusted advisor to maintain and further our...SeniorHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...Senior Private Wealth Banker Areas of Interest: Finance; Private Banking Pay Transparency... ...Based Summary Acting as a trusted advisor, finding and recommending the right financial... ...solutions to help our high-net-worth clients grow, preserve, and protect their...SeniorHigh net worthLocal area
- Charles Schwab seeks a Senior Manager, Ultra HNW to shape the end-to-end experience for Schwab’s most affluent clients. Translate strategic priorities into roadmaps, solutions, and... ...will partner across Investor Services, Advisor Services, Schwab Bank, Operations, Marketing...SeniorHigh net worth
$150k - $250k
...Job Description Job Description Senior Wealth AdvisorSkyline Wealth Strategies | Austin,... ...TexasBuild a Meaningful Career. Lead Meaningful Client Relationships. Skyline Wealth... ...experienced, relationship-driven Senior Wealth Advisor to join our growing team. This is an...SeniorHigh net worthWork at office- Forvis Mazars, LLP is seeking a Senior Private Client Tax Manager to serve as a trusted advisor on tax compliance, consulting, and planning for individuals, families... ...advisory expertise, collaboration with Wealth Strategists, and ongoing development of private client...Senior
- ...Firm oversees $236 billion in client assets as of September 30,... ...professionals – including wealth planners, tax advisors, estate attorneys, and... ...family governance needs. The Senior Wealth Strategist is a... ...of experience working with UHNW clients on wealth planning...SeniorHigh net worthWork at officeLocal area
- JPMorgan Chase & Co. in Austin, TX is seeking a Private Client Banker to manage affluent clients and act as the main contact for their banking relationships. You will grow client balances by offering tailored financial education and advice and by soliciting referrals....Weekend workAfternoon shift
$87.4k - $123.4k
...customers achieve financial freedom. Empower Yourself. **The Ideal Candidate lives and is excited to meet with clients in the Dallas Texas area** The Private Wealth Advisor (Private Client - Personal Strategy) will be an essential member of a dedicated client practice team...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- WSB is seeking a Senior Geotechnical Engineer to lead complex projects for public and private clients in Texas. You will oversee conceptual design through construction, ensuring quality and fostering client relationships, while mentoring junior staff and driving strategic...SeniorWork at officeRemote work
- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June... ...careers. The Vice President, Client Development is responsible for driving... ...close new business opportunities with HNW/UHNW clients Build and manage a robust pipeline...High net worthTemporary workFlexible hours
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