Senior Wealth Advisor High-Net-Worth Planning
$120k - $150kVirtus Investment Partners
Virtus Investment Partners, Inc seeks a seasoned professional to provide comprehensive wealth management and financial planning services. The role involves partnering with the BDO to enhance client experiences and develop strategies for high-net-worth clients. Candidates must possess a Bachelor’s degree in finance or related fields and have 5+ years of experience in financial services. Competitive salary ranges from $120,000 to $150,000, complemented by robust benefits including medical and tuition reimbursement. #J-18808-Ljbffr
$80k - $90k
...PKFOD is seeking a Senior Tax Associate to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical...SeniorHigh net worthFull time$90k - $110k
...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year Location:... ...serves private clients (small businesses, high‐net‐worth individuals, trusts) and private‐equity... ...and related documentation. Support tax planning and audit activities. Qualifications:...SeniorHigh net worthRemote work- ...an experienced tax manager to handle complex engagements for high net worth individuals and businesses. The ideal candidate will have at... ...possess strong skills in client management and high net worth tax planning. Enjoy a flexible hybrid work environment, competitive salary...SeniorHigh net worthFlexible hours
$170k - $200k
...Mercer Advisors is seeking a Senior Wealth Strategist who will utilize their estate planning and tax knowledge to enhance client relationships and support advisors. This... ...teams, and reviewing planning structures for high-net-worth clients. Applicants should have a Juris...SeniorHigh net worth$128.1k - $213.5k
...Wealth Management Advisor This position may be based out of DC, Baltimore, Annapolis, or No. Virginia... ...solutions through the financial planning process. Prioritize short term and... ...of 3 years' sales experience in the high net worth and ultra high net worth client segment...High net worthTemporary workWork experience placement$108k - $175k
...About the job Tax Manager / Senior Manager - Private Client Services... ...can work on sophisticated high net worth tax matters and build deeper... ..., estates, and related tax planning matters rather than purely... ...with clients and their outside advisors, including attorneys,...SeniorHigh net worthFull timePrivate practiceWork at officeRemote workRelocation packageFlexible hours- ...financial services company in Richmond, VA is seeking a Senior Advice and Planning Analyst to support the Wealth relationship team. The ideal candidate will have 8+ years of advisory experience with Ultra‑High Net Worth clients and possess a Bachelor's degree along with an...SeniorHigh net worthFull time
- ...financial institution is seeking a fiduciary advisor in Richmond, Virginia, to provide expertise and solutions to high net worth clients. Responsibilities include collaborating with a wealth team, advising on estate planning, and managing client relationships. Qualified...SeniorHigh net worth
- ...Lending Advisor The Lending Advisor is a geographically... ...partnering directly with Wealth Advisors to recommend highly customized, complex credit... ...meet the needs of high net worth and ultra-high net worth... ..., focusing on delivering planning-based loan solutions to wealth...High net worth
$76k - $125.3k
...individual tax returns. Candidates must have a Bachelor's in Accounting and significant tax or financial planning experience. The role involves advising high net worth individuals and maintaining effective client relationships. Salary ranges from $76,000 to $125,300,...SeniorHigh net worthFlexible hours- ...Manager with deep expertise in Wealth Management to lead end-to... ...them into actionable plans, and work closely with... ...environment. Experience with high‑net‑worth client workflows or advisor enablement initiatives (e... ...Job Details Mid‑Senior level Contract IT Services...SeniorHigh net worthContract workRemote work
$30 per hour
...a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist... ...understanding of the complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be...SeniorHigh net worthWork at officeRemote work$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location... ...owned companies, all high‑growth private companies. In... ...individual tax returns, income tax planning for high‑net‑worth individuals and families,... ...of estate and wealth planning Experience researching...SeniorHigh net worthHourly paySeasonal workRemote workFlexible hours$70k - $90k
...Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations... ...advisory, as well as integrated planning and coordination across key areas... ...Description : We are looking for a Tax Senior to serve and anticipate all of...SeniorHigh net worthInternshipWork at officeFlexible hours$120.8k - $231.87k
...Tilly (BT) as a Tax Senior Manager –... ...including tax preparation, planning and consulting. This position... .... West Coast is highly preferred . As one of... ...your client’s personal advisor and collaborating with... ...and planning for high net worth individuals. Multi-...SeniorHigh net worthLocal areaRemote workWorldwide- ...including real estate, construction, financial services, hedge funds, high net worth individuals and nonprofits. We leverage technology to service... ...of our firm to advance in their careers. Our comprehensive plan outlines the necessary technical and soft‑skills that allow...SeniorHigh net worthWork at officeLocal areaFlexible hours
$91k - $321.5k
...guidance to clients on tax planning, compliance, and strategy. These... ...and compliance services to high-net-worth individuals and privately-... .... Growing as a strategic advisor, you leverage your influence... ...to the owners of PwC. As a Senior Manager you are expected to...SeniorHigh net worthFull timeH1bRemote work$76k - $125.3k
...technically demanding tax planning and compliance... ...planning and advising of high net worth individuals and families... ...into a trusted advisor role to client. You will... ...understanding of estate and wealth planning Experience... ...confidence to challenge senior colleagues and...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...Group Client Services Senior Associate Winged Keel... ...and administration of high-end life insurance solutions... ...to our ultra-high net worth clients. The bedrock of... ...Assist clients and advisors with questions about insurance... ...of estate planning fundamental (a plus) ~...SeniorHigh net worthWeekend workAfternoon shift
$80k - $95k
...an experienced, proactive Tax Senior Associate who is part of a high‑performing team, supports clients... ...consulting, tax strategy, long‑term planning, operational efficiencies and financial... ...processes that serve high‑net‑worth individuals and businesses. Your leadership...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaRemote workWeekend workAfternoon shift- ...Responsible for managing and preparing High Net Worth (typically $5MM+ in assets under management at Truist financial and estate plans using their background and strong technical... ...influence (COIs), in conjunction with Wealth Advisors to provide subject matter expertise to...SeniorHigh net worthWork experience placementWork at office
- ...in Richmond, Virginia is seeking a Lead Financial Advisor to provide expert guidance in retirement planning and investment management. The ideal candidate will... ...environment, emphasizing client-first service and professional growth. #J-18808-Ljbffr Covenant Wealth AdvisorsHigh net worth
- ...assisting with tax and estate planning strategies. You will... ...meetings. Through our robust Advisor Development Program , you will... ...every Valeo client. ~ A high degree of competence with Microsoft... ...and decisions to high-net-worth clients. ~ Demonstrate...High net worthTemporary workWork at office
$88k - $125k
...Senior Financial Services Professional - Remote We are expanding our team of Financial Consultants in a fully remote environment and... ...These may include areas such as debt consolidation, retirement planning, college savings, insurance, long-term care, investments, and related...SeniorRemote workFlexible hours$100k - $157.5k
...growing, independent, and fee-only wealth management firm located in... ...helping individuals age 50+ plan for and enjoy retirement by integrating... ...for an experienced Financial Advisor (CFP®) to serve as a primary... ...of continuous improvement and high standards of client care....SeniorWork at officeRemote workShift work- ...Merrill Advisor Development Program - Financial Advisor: Greater... ...Job Description: Merrill Wealth Management is a leading provider... ...management, including planning for retirement, education, legacy... ...for working with high-net worth individuals identifying needs...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- Since 2010, Covenant Wealth Advisors has helped individuals and families retire with peace of mind through... ...presence that consistently attracts high-net-worth individuals and families seeking guidance on retirement planning, tax strategy, and long-term wealth management...High net worthWork at office
- ...Senior Associate Sandbox is a boutique, associate-led, partner-backed consulting firm... ...including multi-scenario models, headcount plans, revenue projections, and 13-week cash... ...point of contact for clients, acting as an advisor rather than simply executing tasks. You...SeniorSleeping nightsFlexible hours
- A respected public accounting and advisory firm in Virginia is seeking a Manager to handle high net worth tax engagements. The role includes mentoring staff, managing client relationships, and delivering top-notch advisory services. The ideal candidate has an active CPA...SeniorHigh net worth
- ...respected public accounting firm in Richmond, Virginia, is seeking a qualified tax professional to manage complex engagements for high net worth clients. The role emphasizes client relationships, leadership opportunities, and a collaborative team culture. Ideal candidates...SeniorHigh net worthRemote job
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