HNW Wealth Investment Consultant & Partnerships
City National Bank
City National Bank is seeking a professional to expand and deepen partnerships with Independent Financial Advisors. The role involves ensuring a smooth transition from sales to portfolio management and generating new assets through consultation. Candidates should possess a Bachelor’s Degree and have at least 5 years of financial experience with proven presentation skills. Compensation includes a competitive base salary and eligible bonuses. #J-18808-Ljbffr City National Bank
- ..., the ultra‑high net worth division of J.P. Morgan Wealth Management, is seeking a motivated investment professional to support portfolio construction, asset... .... You will regularly review client portfolios in partnership with the Financial Advisor. You will market and implement...PartnershipHigh net worth
$101.23k - $172.36k
...investors who have expressed an interest in CNR investment services. Develops "partnering"... ...to the firm using a highly professional consultative sales approach. What do you need to succeed... ...through years of investment and /or HNW related experience. Experience in the High...High net worthRemote work- ...ultra‑high net‑worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their... ...tailored to clients' specific needs. As an Investment Associate in J.P. Morgan Advisors, you will work in close partnership with the Financial Advisors in proposing,...PartnershipHigh net worthShift work
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...solutions. Team collaboration skills and partnership with key partners. Entrepreneurial mindset...PartnershipHigh net worthInterim roleImmediate startShift workDay shift
$25 - $38.46 per hour
...KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing... ...of deposit, etc.). Developing strong partnerships with branch teammates and line of... ...techniques with clients, including tele-consulting, outside calling, prospecting and networking...PartnershipHigh net worthHourly payWork experience placementDay shift- ...seeking a Tax Senior Manager (HNW, Private Client, and... ...tax compliance and consulting work, and managing staff... ...entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Note: We are an... ...Reviewing large, complicated partnership tax returns and HNW...PartnershipHigh net worthWork at office
- Bci Securities is seeking an Investment Counselor in Town of Florida, NY, to provide tailored investment guidance to high‑net‑worth clients within its Wealth Management Division. The ideal candidate will possess deep knowledge of financial markets and investment products...High net worth
$90k - $100k
A privately held, multi-generational investment organization based in Palm Beach is seeking... ...or operations Private client services (HNW/UHNW individuals and trusts) Private equity... ...multi‑entity structures, investment partnerships, or trust‑based accounting is highly desirable...PartnershipHigh net worthWork at office$140k - $220k
...sophisticated clients, helping them navigate complex tax matters, wealth preservation strategies, trust and estate planning... ...You'll review and manage individual, trust, gift, estate, and partnership tax returns while helping clients navigate increasingly complex...PartnershipHigh net worthWork from homeFlexible hours- ...collaborative environment. Responsibilities Manage and review complex tax engagements for high-net-worth individuals, trusts, estates, partnerships, S corporations, and closely held businesses. Serve as a primary client contact, providing proactive tax planning and advisory...PartnershipHigh net worthLocal area
- ...Company Description Legacy Trust Family Wealth Offices provides client families with comprehensive... ...relationships, serving as their primary investment and advisory contact. The CPM is a... ...as an integral member of the Family Partnership Team. The CPM will ensure that client...PartnershipHigh net worthWork at office
$190k - $250k
...multinationals, privately held and family businesses, investment funds, S corporations, LLCs, partnerships, startups and high net worth individuals on complex... ...experience; contact ****@*****.*** for more information. #J-18808-Ljbffr IDEX Consulting LtdPartnershipHigh net worth$190k - $250k
...multinationals, privately held and family businesses, investment funds, S corporations, LLCs, partnerships, startups, and high net worth individuals on... ...confidence to find out more: ****@*****.*** or (***) ***-**** #J-18808-Ljbffr IDEX Consulting LtdPartnershipHigh net worthWork at office$90k - $120k
...Senior Associate / Tax Senior soon, who will handle a variety of tax prep and review for a variety of local area businesses, LLCs, Partnerships, Corporations, and other business and pass through entities. Pay and Benefits Pay: $90,000- $120,000 (could be more...PartnershipHigh net worthFull timeLocal areaMonday to FridayFlexible hours$63.25k - $121.2k
...to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate... ...practices and regulatory considerations. Collaborate with investment, insurance, and lending partners to support integrated...High net worthWork at officeLocal areaDay shift- ...tailored to: S‑Corp High Net Worth Partnerships and pass‑through entity owners... ...companies, holding companies, and investment partnerships Experience with foreign... .... Coordinate with attorneys, wealth advisors, medical practice consultants, and other third‑party professionals...PartnershipHigh net worthLocal areaVisa sponsorshipWork visaFlexible hours
- Fwainvest seeks a Private Wealth Consultant to partner with financial advisors, guiding high-net-worth clients in comprehensive wealth planning, including estate, tax and retirement strategies. You’ll lead large cross-functional projects and provide indispensable service...High net worthRemote job
$75k - $85k
...content aligned with business priorities Support and execute email campaigns and client communication initiatives Promote events, partnerships, and brand initiatives to drive visibility and engagement Coordinate content efforts, including video and educational materials...PartnershipHigh net worthWork at office- ...professional development. Responsibilities Prepare a high volume of federal, state, and local tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofit organizations. Manage tax preparation engagements from start to finish while ensuring accuracy...PartnershipHigh net worthLocal area
- ...appointments and overall calendar oversight Support planning and execution of special events, family gatherings, and celebrations in partnership with the family office Schedule & Compensation Details Part-time position : Monday-Friday, 9:00 AM - 2:00 PM 25 hours per week...PartnershipHigh net worthRemote jobPart timeWork at officeImmediate startMonday to Friday
- ...loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows...PartnershipFull timeTemporary workWork experience placementWork at office
$23.08 - $26 per hour
...trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. Ability to supervise and coach fellow relationship...PartnershipFlexible hoursWeekend work- ...relationships across banking, lending, and investments? This is a unique opportunity to manage... ...the full financial possibilities their wealth creates. You will be responsible for... ...leads Develop strong internal partnerships across all lines of business in order to...PartnershipHigh net worthTemporary workWork at officeLocal areaImmediate start
- ...Controller to join their team. The office manages the assets, investments, financial and personal affairs of a high-net-worth principal... ...-level tax reporting and data related to hedge fund K-1s, partnerships, trusts, and personal holdings. Support cash tracking and liquidity...PartnershipHigh net worthWork at office
- Chase is seeking a Relationship Banker in Town of Florida, NY, responsible for managing client relationships and providing exceptional service. The ideal candidate has retail banking sales experience and strong communication skills, elevating client experiences through ...Partnership
- ...tax returns, including 1040 (Individual), 1065 and 1120-S related to partnerships and S corporations, 709 (Gift Tax), and related entities such as management companies, holding companies, and investment partnerships. Assist with tax workpapers, supporting schedules, and...PartnershipHigh net worthLocal areaFlexible hours
$43.89k - $150k
...become affiliated with Cetera Investment Services LLC (marketed as... ...dealer that supports and grows wealth management programs on bank... ...is customer-focused and partnership centric with previous branch... ...Planning, Chartered Financial Consultant and Certified Retirement Specialist...PartnershipFull timeTemporary workLocal areaFlexible hours- ...for: S Corporations High‑Net‑Worth Individuals and Families Partnerships and pass‑through entity owners Deliver responsive, high‑quality... ...such as management companies, holding companies, and investment partnerships Assist with matters such as: Multi‑state income...PartnershipHigh net worthLocal areaVisa sponsorshipWork visaFlexible hours3 days per week
- ...banking experiences and drive customer loyalty. The role focuses on proactive sales, service excellence, and leveraging ecosystem partnerships to expand share of wallet. You will engage customers with a structured sales process, educate on PNC solutions, and contribute...PartnershipWork at office
$45k - $100k
...belonging. People are at the center of our partnership. Edward Jones associates are seen, heard... ...financial goals: retirement, building wealth, estate strategies, funding education... ...offices in the U.S. and Canada than any other investment firm, serving over eight million clients...PartnershipTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
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