Hybrid Partner - Private Client & Wealth Structuring
$150k - $190kLighthouse Legal Search
A leading global law firm is seeking a Partner for its Private Client practice in San Francisco, CA. The ideal candidate will have established client relationships with high-net-worth individuals and significant experience in trusts & estates, succession planning, and wealth structuring. This role offers true hybrid flexibility, with sustainable billing expectations and a collaborative culture. Competitive salary range: $150,000 - $190,000. #J-18808-Ljbffr Lighthouse Legal Search
$157.04k - $235.56k
...0.00 - $235,560.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Wealth Lending provides competitive... ...serve as dedicated and trusted partners to Wealth Advisors, Regional... ...on the mechanics of loan structures, based on Wealth Advisor recommendationAct...StructuresPrivate clientFull time- Mercer Advisors is seeking a Partner, Market Leader in Menlo Park, CA. This senior wealth advisor will deepen relationships with high-net-worth clients and grow the practice through referrals, supported by Mercer’s in-house experts in portfolio management, tax, and estate...Suggested
$157.04k - $235.56k
...Advisor in San Francisco, California, to support Citigold and Citi Private Client segments. The role involves partnering with Wealth Advisors to integrate lending solutions, guiding clients on loan structures, and promoting securities-based loan adoption. Candidates should...StructuresPrivate client$85k - $270k
..., you will serve as a key intellectual partner to our Private Wealth Advisors, serving as a trusted expert to educate sophisticated clients on our unparalleled capabilities and deliver... ...experience working with clients in structuring multi-generational wealth and estate...StructuresPrivate clientFull timeTemporary workPart timeWork at office- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private... ..., and asset allocation.Structure and present financial plans/presentations... ...market leaders & practice partners without daily contact with one...StructuresPrivate clientWork at office
- ...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...services through an alternative practice structure in accordance with the AICPA Code of... ...Baker Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal! This is a great opportunity...StructuresPrivate clientWorldwide
$157.04k - $235.56k
## Citi Wealth - Lending Advisor - Vice PresidentApplyremote... ...integrated into our client’s broader Wealth... ...dedicated and trusted partners to Wealth Advisors,... ...the Citigold and Citi Private Client (CGCPC) segments... ...the mechanics of loan structures, based on Wealth Advisor...StructuresPrivate clientFull time$82.99k - $108.93k
...tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...through an alternative practice structure in accordance with the AICPA Code... ...Description Tax Experienced Associate in Private Client Services/Private Wealth You will enjoy this role if: You...StructuresPrivate clientLocal areaWorldwideVisa sponsorship- ...partnership. You'll handle complex cases and utilize a collaborative environment. The firm provides a competitive compensation structure, a hybrid work model, and a focus on mentorship and individual flexibility, ensuring a conducive atmosphere for career growth. #J-1880...Structures
$85k - $270k
...delivering Family Office Solutions to clients and help with business... ...with background in wealth management and / or family office... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...experience working with clients in structuring multi-generational wealth and...StructuresPrivate clientFull timeTemporary workPart timeWork at office$130k - $175k
...focused on real estate, private equity, credit,... .... Blackstone Private Wealth was established to answer... ...-net worth investors. Partnering with many of the world... ...these firms and their clients as well as providing ongoing... ...licensed employees; Structuring or creating Blackstone...StructuresPrivate clientLocal area$175k - $200k
...focused on real estate, private equity, credit,... ...Instagram. Blackstone Private Wealth was built to capture... ...of Private Wealth clients globally. The Private... ...Hong Kong, and Tokyo, partnering with many of the world... ...potential 721 UPREIT structure. Act as a technical resource...StructuresPrivate clientLocal area$150k - $190k
...Overview Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations... ...planning, wills, and succession Wealth structuring, tax and estate planning Family... ...culture . The Opportunity True hybrid flexibility : 3 days per week in-...StructuresPrivate clientPart timePrivate practiceWork at officeWorldwide3 days per week- Kforce is seeking a Client Advisor - Wealth Management to serve as a trusted partner to high-net-worth individuals and families... ...financial planning needs. This role is hybrid in San Francisco, CA.... ...experience within wealth management, private wealth, private banking, or a...Full time
$250k
...StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, Executive,... ...trusting, productive relationships with key partners throughout CPB and the wider Citi.... ...income, FX derivatives, rates, credit, structured products) with clients. Appropriately assess...StructuresPrivate clientFull timeTemporary work- Citi Wealth is seeking a Vice President Lending Advisor to act as a regionally... ...aligned lending expert for CGCPC clients. You will partner with Wealth Advisors, structure tailored loan solutions, and... ...growth‑oriented environment, offering hybrid work in San Francisco #J-18808-...Structures
$90k - $100k
...Joining Henley & Partners As the leading... ...& Partners helps clients navigate the complex... ...about you! As a Private Client Advisor ,... ...offices, private banks, wealth managers, and... ...-based commission structure; ~ Comprehensive... ...days of PTO; ~ Hybrid setting; ~ Career...StructuresPrivate clientLocal areaWorldwideFlexible hours$250k - $400k
...bound to act in our clients’ best interests —... ...-generational wealth. Regis clients often... ...exceptional Estate Planning Partner - Regis to serve... ...family governance structures, wealth education... ...experience in a private wealth department... ...: This is a hybrid role with a strong...StructuresTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...technology company in San Francisco is seeking a Compensation Business Partner to oversee the design and delivery of compensation programs... ...ideal candidate will lead the creation of competitive salary structures and incentive plans while collaborating with leadership and...Structures
- ...and the autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated... ...the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized...Private clientFull timePrivate practiceLocal area
- Baker Tilly US in California seeks a Tax Experienced Associate in Private Client Services/Private Wealth to advise middle-market clients on tax compliance and planning. Be part of a growing firm offering career progression, client exposure, and mentoring within a collaborative...Private client
- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...Private clientFlexible hours
- Baker Tilly Advisory Group, LP in San Francisco, CA, is seeking a Tax Experienced Associate in Private Client Services/Private Wealth to join a leading CPA advisory firm serving middle-market clients. You will provide tax compliance and advisory services to S-corporations...Private client
- ...background in estate planning, wealth transfer strategies, and post... ...high-net-worth individuals, private foundations and family... ...Responsibilities Advise clients on multi-generational wealth... ...charitable gift agreements and trust structures tailored to sophisticated...StructuresPrivate client
- Bernstein Private Wealth Management in San Francisco seeks a talented Associate to support Financial Advisors and deliver client service excellence. You will assist with asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals...Private client
$200k - $300k
...StatesSalary: $200,000.00 - $300,000.00Category: Private Client Product Services, Executive,... ...able to leverage a wide array of internal partners.Leverage existing client relationships,... ...and alternative investments with wealth planning and private banking services to...Private clientFull timeLocal area- ...Francisco, CA seeks a Sr. Analyst for Wealth Relationship Management. This role applies... ...and improve processes within private client coverage. Responsibilities include proactive... ...compliance, and collaboration with product partners to address complex financial needs of...Private client
- ...world of change, empowering our clients and people to realize their... ..., and growing their wealth. Whether derived from successful... ...oversee complex multi-entity structures and diverse investment portfolios... ...enterprises and serves as a trusted partner, supporting families through...StructuresFull timeWork at officeLocal area
- ...affluent families, family offices, and their private businesses and/or investment entities... ...Network and build strong internal and external client relationships Support the growth and... ...associates Experience in Private Wealth/Private Client Services preferred Demonstrated...Private client
$150k - $250k
...Institutional Securities, Wealth Management, and Asset... ...and services to its clients including brokerage,... ...services.Morgan Stanley Private Bank, NA is seeking a... ...Position Responsibilities:Partner with Private Banker... ...deposit teams to structure sophisticated client depository...StructuresPrivate clientTemporary work
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