Senior Private Client Advisor - HNW Families & Offices
$120k - $140kBrown Advisory
Brown Advisory Incorporated is seeking experienced professionals for a client service role in Washington D.C. Ideal 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 a proven ability in trust administration. The salary range is $120-140k, with various benefits opportunities. #J-18808-Ljbffr
$80k - $100k
...specialize in helping our clients navigate the complex... ...individuals and families to broaden their horizons... ...environment. With more than 40 offices spanning across... ...about you! Client Advisor You’ll be an ambassador... ...insurance, real estate, private banking, wealth management...Private clientHigh net worthWork at officeFlexible hours$120k - $140k
...purposefully built and nurtured our client‑first culture. Position Summary Brown Advisory’s Private Client Service team is... ...complex multi‑generational families and family offices. Our team works in a dynamic... ...collaboration with outside advisors, (accountants, attorneys) to...Private clientHigh net worthTemporary workWork experience placementH1bWork at office$90k - $143k
...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting, advisory, and consulting... ..., entity structuring, wealth preservation, family succession consulting, and family office services. A Senior Associate or Supervisor...SeniorPrivate clientHigh net worthWork at officeFlexible hours- ...Marsh & McLennan is looking for a Client Advisor in Washington, DC, to manage client exposures and client service. The ideal candidate will have at least 2 years of personal lines insurance experience with High Net Worth clients, including a P&C License. This role offers...Private clientHigh net worth
- ...The Quest Organization, based in Washington, DC, is seeking a Controller for its Family Office. The role involves overseeing accounting, financial reporting, and cash management, providing strong work/life balance and long-term stability. Ideal candidates have 10+ years...SeniorWork at office
$54.7k - $101.9k
...Client Advisor Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized...Private clientHigh net worthMinimum wageLocal area- ...is seeking an experienced individual in Chevy Chase, MD for a client management role. You will lead business development efforts, identify... ...experience. The ideal candidate possesses over 12 years in private banking or complex financial services, along with strong...SeniorPrivate client
$127.9k - $291.9k
...side with a range of clients from our most... ...EY's FSO EDGE Private practice provides... ...owners and their families. These clients span... ...responsibilities A Senior Services Manager in... ...and client trust officers to gather required... ...status as a trusted advisor to maintain and further...SeniorPrivate clientHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...Mercer France is seeking a Client Advisor to join the Client Advisory team in Washington, DC. In this dynamic role, you will dive into client exposures and tailor insurance products to their needs while providing proactive day-to-day client service. Successful candidates...Private clientHigh net worth
- ...Job Description Job Description Overview The Senior Gifts Officer plays a key role in advancing N Street Village’s (NSV) development... ...Treats everyone with dignity and respect, including colleagues, clients, and vendors - Nurtures our community, encouraging cross-...SeniorHigh net worthWork at officeRemote workWeekend workAfternoon shift
$90k - $143k
...Weaver is seeking a Tax Senior Associate or Supervisor to join their Private Client Services team in Bethesda, Maryland. The successful candidate will play a key role in managing client relationships, specializing in tax planning and preparation for high-net-worth individuals...SeniorPrivate clientHigh net worthFlexible hours- ...Oliver Wyman, LLC is hiring a Client Advisor in Washington, DC. This role involves diving into client exposures and current coverages to recommend tailored products and services. The Client Advisor will provide proactive service, conduct renewals, and negotiate with insurance...Private clientHigh net worth
$135k - $165k
Job Overview LHH is supporting a rapidly scaling multi‑family office that is hiring a Senior Associate to support the day‑to‑day financial and operational... ...management company reporting, fund accounting support, client requests, and operational projects. You’ll partner with...SeniorTemporary workWork at officeLocal areaShift work$70k
...Wealth Relationship Advisor SAFE Act role requires... ...relationships with new clients to add bank and... ...segment partners such as Senior Wealth Advisor, Small... ...Partners, and Home Lending Officer where appropriate.... .... Job Details Job Family Group: Private Client Coverage Job Family...SeniorPrivate clientFull timeWork at office$150k - $200k
...strategic advice and the highest level of client service. The firm serves individuals, families, family offices, endowments, foundations, charities,... ...equity‑owned colleagues. Job Summary The Senior Business Analyst – Private Client, Endowments and Foundations Business...SeniorPrivate clientTemporary workWork at officeWorldwide$177.27k - $404.8k
...team helping high-profile clients understand, analyze,... ...is currently seeking a Senior Manager to join our State... ...primarily comprised of private equity clients, public... ...for yourself, your family, and your lifestyle. Available... ...in order to go to KPMG offices, client sites or KPMG...SeniorPrivate clientLocal area$105.56k - $247.9k
...and tax services to our clients. At Cherry Bekaert we... ...has been created for a Senior Manager to join our high... ...to sit in multiple offices throughout our footprint... ...M&A activities of our Private Equity clients and strategic... ...providing you and your family with a measure of...SeniorPrivate clientWork experience placementLocal areaRemote work$140k - $180k
...communities thrive. Our clients trust us to bring... ...working from an AECOM office, remote location or at... ...to support you and your family, and the development resources... ...AECOM is seeking Senior Data Center Construction... ...partner with public- and private‑sector clients to create...SeniorPrivate clientContract workFor contractorsWork at officeLocal areaRemote workRelocationFlexible hours$102.5k - $187.9k
...implementation across asset classes and client account types. Your Key... ...account types (Retail, Institutional, Private Client) Partner with compliance officers, portfolio managers, and technology... ...policy and support for personal/family care and other leaves. Equal Opportunity...SeniorPrivate clientFlexible hours$64.5k
...The Senior Marketing Specialist is responsible for developing and implementing advanced marketing strategies to enhance brand visibility and drive customer engagement. This role involves managing specific marketing projects, analyzing market trends, and collaborating...SeniorPrivate client$90k - $135k
...purposefully built and nurtured our client‑first culture. Brown... ...—including individuals, families, family offices, endowments, foundations, charities... ...firm. The Associate Client Advisor (ACA) – Business... ...pipeline activity. Support Private Client colleagues across the...Private clientTemporary workH1bWork at officeWorldwide$150k - $200k
...Brown Advisory Incorporated is seeking a Senior Business Analyst to support developing short- and long-term business priorities. This... ...salary of $150-200k based on experience, and the opportunity to work in Washington D.C. or Baltimore office locations. #J-18808-Ljbffr...SeniorPrivate clientTemporary workWork at office$70.6k - $106.95k
...exciting opportunity for a Senior Staff Environmental Engineer... ...in our Washington, DC office. The position will have the... ...remediation for a diverse national private and public sector client base, while also learning... ...to support you and your family. Essential Duties and Responsibilities...SeniorPrivate clientFor contractorsWork at officeNight shift$140k - $165k
...per year (Based on Experience). Family Law Attorney $140000 - $165000 per... ...| Permanent Hybrid - Complex HNW Financial Clientele! A bit about us: With offices nationwide, we are an AMLaw 200 family... ...of experience representing clients throughout the DMV area. Our core...High net worthPermanent employmentLocal areaFlexible hours- ...investment management firm on the hire of a Tax Accountant in a role that bridges the asset management platform and the founder’s family office. This is a key position within a complex structure, supporting the flow of tax, allocations and reporting from the underlying...SeniorWork at office
$25 - $50 per hour
...and transcription services to a broad range of government and private clients. We are looking to add legal and general transcribers for all... ...position requires you to transcribe in our Washington DC Office located on 14th Street NW about 5 blocks from the U-Street Metro...Private clientHourly payWork at office3 days per week$83.92k - $125.88k
...complex financial needs of the client and offer solutions through... ...Consultants and Financial Advisor, Small Business Partners, Relationship... ....* Knowledge of Microsoft Office (Excel, Outlook, and Word)... ...-------------------## **Job Family Group:**Private Client Coverage-------------...Private clientHigh net worthFull timeWork at office- ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise supports a wide range of clients, from those just starting to save to those with significant wealth. You provide...Private client
$130k - $175k
...A boutique multi-family office with over 20 years of experience providing... ...is seeking a Family Wealth Advisor / Portfolio Manager (FWA/PM)... ...planning, tax, insurance, and private banking. The FWA/PM will manage... ...accounts for high-net-worth clients and multi-generational...High net worthWork at office- ...ANSER values collaboration, integrity, and initiative and we are client focused in all that we do. Because we were established for the... ...Summary: Analytic Services, Inc. (ANSER) is seeking a Senior Office Administrator to work in support of the Department of War Chief...SeniorFull timeWork at officeRemote work
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