Senior Wealth Advisor (CFP/CPA/CFA/JD) — High-Net-Worth
S Piper Staffing LLC
S Piper Staffing LLC is hiring a Financial Advisor in Washington, D.C. to serve high-net-worth clients with comprehensive wealth management, tax planning, and estate planning. You will partner with Lead Advisors and internal specialists to deliver sophisticated, personalized financial plans and manage day-to-day relationships. Ideal candidates hold CFP®, CPA, CFA, or JD credentials, plus 4+ years of advisory experience, strong communication, and advanced financial modeling skills. #J-18808-Ljbffr S Piper Staffing LLC
- Osaic seeks a senior financial planning strategist to join the High Net Worth Planning Services team. You will provide expert guidance on... ..., and retirement plans to financial advisors handling affluent clients. This role requires a CFP designation, 10+ years of client-...SeniorHigh net worthRemote jobWork at office
- ...seeking a seasoned Personal Financial Advisor (Private Wealth) for a remote, US-only contractor... ...You will apply your expertise to guide high-net-worth clients and help train next-generation... ...written and verbal communication and CFP/CFA credentials are required. #J-18808-Ljbffr...High net worthRemote jobFor contractors
- ...comprehensive client strategies. The ideal candidate should have over 4 years of industry experience and relevant certifications (CFP, CPA, CFA, or JD). This full-time in-office position offers competitive compensation and a robust benefits package. Exceptional...SeniorFull timeWork at office
$240k - $270k
...primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible... ...Public Accountants (CPA), attorneys, civic... ...or in tandem with a senior credit advisor.* Advanced... ...or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or...High net worthFull timePart timeWork at officeLocal areaShift workDay shift- ...based in Washington, DC, to partner with Financial Advisors and deliver tailored financial planning for high-net-worth clients. This role demands deep expertise in tax... ...ideal candidate will have a Bachelor's degree, CFP certification, and at least five years of relevant...SeniorHigh net worth
- Financial Advisor Confidential RIA | Washington, D... ...growing independent wealth management firm is seeking... ...deliver coordinated, high quality client advice... ...degree required. CFP, CPA, CFA, or JD strongly preferred or... ...supporting affluent or high net worth client relationships...High net worthWork at office
$60k - $75k
...Job Description Associate Wealth Advisor Location: Bethesda, MD preferred... ...more than $4 billion for high-net-worth individuals and families.... ...picture. Partner with senior advisors to transition and retain... ...and brokerage business. CFP® certification is a plus and...High net worthInternshipWork at officeLocal areaRemote work- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
$128.1k - $213.5k
...solutions for a comprehensive wealth management strategy... ...Credit, Investment Advisors and Trust Officers to... ...experience in the high net worth and ultra high net worth... ...Securities licensing, CFP, CTFA, CPA designationMBA (Master... ...Business Administration) or JD (Juris Doctor)#LI-LA1...High net worthFull timeTemporary workWork experience placement$120k - $140k
...candidates will have a strong background in finance and a passion for working with high net worth families. Responsibilities include managing client needs and collaborating with various advisors. The role requires a Bachelor's degree, a minimum of ten years' experience, and...SeniorHigh net worth- Jobot in Virginia is seeking a High Net Worth Tax Supervisor for a top CPA firm. You will lead complex tax matters for high-net-worth individuals, trusts, and related private client tax issues. Required: CPA, BS/MS in Accounting, and 5+ years of public accounting tax experience...High net worth
$175k
The Better Angels Society is looking for a Senior Director of Principal Gifts to enhance its fundraising efforts. Reporting to the... ...least five years of experience in fundraising, especially for high-net-worth individuals. This fully remote position offers a salary of $17...SeniorHigh net worthRemote job- ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning... ...Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking...SeniorTemporary workWork experience placementLocal area
- Grossberg Company LLP, a prominent mid-sized CPA firm serving the Washington, DC area for over 100 years, is seeking a skilled Senior Tax Accountant to join our team. You will... ...tax planning and compliance services to high-net-worth individuals and closely held businesses...SeniorHigh net worth
- ...in Virginia is seeking a Tax Supervisor for our Family Wealth Services Group, focusing on high-net-worth individuals, fiduciary matters, and transfer taxes.... ...have 5+ years in public accounting with HNW exposure, CPA or EA certification, and proficiency with Forms 1040/1...SeniorHigh net worth
- Clients Blackbox, Inc. is looking for a Senior Paid Media Strategist in Washington, DC. You will own and manage client accounts, running... ...performance targets. This role offers a chance to work with high-net-worth clients and make significant contributions to their marketing...SeniorHigh net worthRemote jobFlexible hours
- Job Description Job Description *Position is Subject to Contract Award ESSENTIAL DUTIES / RESPONSIBILITIESSupports Financial Capacity Lead on individual due-diligence engagementsCross-utilizes into A-123 testing during surge periodsMINIMUM QUALIFICATIONSActive CPA...SeniorContract workFor contractors
- Reproductive Freedom for All, located in Washington DC, seeks a senior financial leader to oversee accounting and financial systems as Controller. The role requires CPA certification, nonprofit experience, and hands-on management of GAAP-compliant reporting and audits....Senior
$100k
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering... ...We pride ourselves in being a high touch organization that is... ...currently has an opening for a Senior Retirement Advisor. In this role... ...designations such as AIF, CFP, CPFA, CEBS, C(k)P or similar...SeniorFull timeContract work- ...looking for seasoned financial advisors who are ready to elevate their... ...grow your business through a high-touch, consultative approach.... ...financial goals across all stages of wealth-accumulation, preservation,... ...license Preferred: CFP®, ChFC®, or RICP® designations...SeniorFor contractorsLocal areaFlexible hoursShift work
- Position: Senior Consultant, Financial Modeling Location:... ...FI Consulting is seeking a highly motivated Senior Consultant with Financial... ...estate or capital markets.Certifications: CFA (any level), CPA, FRMWe need client facing talent who currently...SeniorPermanent employmentH1bVisa sponsorship
- A leading nonprofit organization is seeking a Senior IT Systems Auditor with a current CPA and expertise in IT audit and internal controls. This position, based in Alexandria, VA, offers options for remote work and focuses on providing support for a defense contract. The...SeniorContract workRemote work
- Staff or Senior Tax Accountant | Tax Supervisor - REMOTE Who: An experienced tax professional with at least 3 years of public accounting... ...to support a diverse client base of growing businesses and high-net-worth individuals. This position blends traditional tax preparation...SeniorHigh net worthRemote jobWork at officeImmediate start
- A professional services firm in Bethesda seeks a Senior Auditor. This full-time role involves executing audit engagements, supervising... ...have at least 2 years of public accounting experience, a valid CPA license, and strong analytical skills. Benefits include a 401(k)...SeniorFull time
- Sikich is seeking a Senior Auditor for State Audit in Alexandria, VA. The role focuses on supervising auditing staff, testing internal... ...Requirements include a Bachelor's degree (Accounting preferred), CPA or candidacy, 2+ years in accounting/auditing, strong communication...Senior
$122.3k - $231.87k
...Tax Senior ManagerAre you interested in joining one... ...to be a valued business advisor delivering industry-focused... ...to work for a leading CPA advisory firm that... ...in the state and local, high net worth, international, research... ...degree desirableCPA or JD requiredEight (8)+ years...SeniorHigh net worthLocal area$85k - $95k
...outcomes. We are seeking an experienced Senior Tax Preparer who can independently... ...but are not required: Active CPA or Enrolled Agent credential. Active... ...review experience. Experience with high-income or high-net-worth individual returns. Experience with...SeniorHigh net worthPermanent employmentFull timeContract workPart timeFreelanceSeasonal workRemote workMonday to Friday$65k
...Senior Tax Accountant – Grossberg Company LLP Location: North Bethesda, Maryland Hybrid... ...Grossberg Company LLP, a prominent mid-sized CPA firm serving the Washington, DC area for... ...tax planning and compliance services to high-net-worth individuals and closely held businesses....SeniorHigh net worthFull timeCasual workSelf employmentWork at officeFlexible hours2 days per week- ...Senior Financial PlannerAt Range, we're building... ...building AI-powered wealth management. Investments... ...scattered across different advisors and apps. We're... ...Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA)...SeniorWork at officeRelocationMonday to Friday
- ..., flexible, holistic wealth management platform reinventing... ...for an experienced Senior Financial Planner to... ...leading wealth advisors. This individual will... ...Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA)...SeniorWork at officeRelocationMonday to FridayFlexible hours
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