Elite Wealth Advisor for High-Net-Worth Clients
Longtide Financial Partners
Longtide Financial Partners, an 8-person wealth management firm based in Braintree, MA, is seeking an experienced Financial Advisor to join our team. You will serve as a trusted advisor to existing high-net-worth clients and lead portfolio reviews to deliver tailored investment guidance. We offer a competitive salary, bonus and benefits package, with a focus on building meaningful, long-term relationships in a collaborative setting. #J-18808-Ljbffr Longtide Financial Partners
- EP Wealth Advisors is seeking a Wealth Advisor to deliver personalized financial guidance and long-term relationship management for high-net-worth clients. You’ll tailor investment, retirement, and estate planning strategies while coordinating with internal teams to ensure...High net worth
- Nuveen, based in Boston, seeks a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act as fiduciary, deliver tailored financial strategies, and guide clients toward retirement while actively growing the practice. You will...High net worth
- ...solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to... ...practice, which focuses on ultra-high net worth individual, trust and estate clients... ...Family Offices Serve as the trusted advisor to ultra-high net worth families on matters...High net worthFull timePrivate practiceWork at officeLocal area
$105k - $250k
...a group of experienced advisors that help individuals and... ...financial goals. Our Wealth Advisors conduct thorough... ...to understand a client’s short- and long-term... ...responsibilities include: Develop a high-quality wealth... ...Familiarity with servicing high-net-worth individuals....High net worthTemporary workLocal areaFlexible hours$180k - $230k
Our client, a well-established law firm, is seeking a mid-level Attorney... ...families with significant wealth in Boston, Massachusetts.... ...officeResponsibilities:Advise high-net-worth individuals, families, and... ...filings in coordination with advisors.Work closely with clients, accountants...High net worthPrivate practiceRemote work- Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth and investment strategies for high-net-worth individuals and families. The Wealth Advisor will build long-term relationships, deliver personalized financial...High net worth
- ...leading professional services advisor to middle-market businesses... ...actionable insights to help clients anticipate what is next and discover... ...of applicable technologyOur High Net Worth practice one of the largest... ...Office to manage the Family wealth. This practice also works...High net worthWork at office
- ...leading professional services advisor to middle-market businesses... ...actionable insights to help clients anticipate what is next and discover... ...and externallyProven high level of business integrity,... ...consultative service to high-net-worth individuals and familiesMarket...High net worthWork at office
$100k
...privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The Opportunity:Present The Firm’s wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure...High net worthWork at officeLocal areaRemote work- ...seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within... ...Qualified candidates will have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills, and be...High net worth
- ...Financial Partners is an 8-person wealth management firm based in... ...more than $1 billion in client assets . We take a highly personal, relationship-... ...an experienced Financial Advisor to join our team. Responsibilities... ...advisor to existing high-net-worth clients Develop and...High net worth
- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...High net worth
- Henley & Partners is seeking a Private Client Advisor in Boston to convert leads into client cases, deliver premier onboarding, and provide... ...and citizenship advisory services. You will engage with high-net-worth individuals, expand the client base, and work within a hybrid...High net worth
- Citizens Bank in Massachusetts seeks a Wealth Advisor to build a personalized wealth management practice in a branch setting. You will work with partners to identify opportunities, advise clients, and grow the client book through referrals and proactive outreach. The role...
$115k - $160k
...international tax compliance and consulting services, primarily for High Net Worth individuals. The role involves supervising and mentoring team... ...environment, while also providing expert advice to clients on complex international tax matters. Candidates should have...High net worthRemote job$225k - $325k
...Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its... ...expertise. Serve as a trusted investment advisor in client meetings, providing insights and... ...trusted client relationships with ultra-high-net-worth individuals, families, and institutions....High net worthFull timeLocal area- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...management plans for ultra high net worth individuals and families, as... ...Teams work one-on-one with clients to advise and deliver... ...global reach. Our Private Wealth Advisors (PWAs) deliver an...High net worth
- Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process for high-net-worth clients. You will help implement investment strategies, communicate with clients, and contribute...High net worth
- TD Wealth in Philadelphia, PA is seeking a Senior Trust Advisor to administer and retain complex trusts, estates, personal retirement and agency relationships... ...comprehensive financial strategies for high-net-worth clients. You will explain governing documents, advise...High net worth
- JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers... ...products and services. Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect...
- Bank of America Merrill Advisor Development Program seeks driven individuals to become Financial Advisors. You will identify client needs, develop relationships, and deliver comprehensive... ...aligned with goals for high-net-worth clients. You will collaborate with Merrill...High net worth
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized...High net worth
- ...goals.EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are seeking... ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short-...High net worthTemporary workLocal area
$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel... ...client platform handling sophisticated high-net-worth estate planning, trust and estate administration, wealth transfer strategy, and tax-efficient succession...High net worthPrivate practiceRemote work2 days per week$112.68k - $169.02k
...of Accounting™ recognition for superior client service. BNN was founded to create opportunity... ...and Position Requirements Dedicated to high-caliber client service Supervise staff... ...compliance and planning services to high net worth individuals and family groups CPA or JD (...High net worthCasual workWork at officeFlexible hours$175k - $200k
What You’ll Do:The Wealth Advisor represents Bernstein Private Wealth Management within the... ...substantial, enduring practices around client segments for which they feel a genuine... ...Private Wealth Management advises high-net-worth clients on planning for—and living with...High net worthFull timeFlexible hours$100k - $150k
...delivering real value to our clients.Our mission is to provide exceptional... ..., and consulting services to high-net-worth individuals, families, and... ...will be a strategic advisor with strong technical expertise... ...to income, estate, gift, and wealth transfer taxes.Serve as a primary...High net worthFull timePrivate practiceLocal area3 days per week$170k - $200k
...join us A Bit About Us Are you someone who prefers to focus on client service vs worrying about billable hours or business... ...sophisticated tax planning efforts for closely held businesses and high-net-worth individuals Develop deep expertise in the firm’s niche industries...High net worthLocal areaImmediate start$350k - $400k
Tax Partner - Private Client Services This is a unique opportunity for a senior-level tax... ...tax professional who has worked with ultra-high-net-worth clients. This is a client-facing leadership role with significant growth and wealth-creating opportunities for the incoming...High net worthRelocationFlexible hours- Senior Registered Client Service Associate Ashton Thomas is seeking... ...a Senior Registered Private Wealth Client Associate to join our... ...financial planning solutions to high-net-worth individuals, families, and... ...service and supporting Financial Advisors in a high-touch private...High net worth
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