Wealth Strategy Associate Director - Equity & Estate
$100k - $120kCresset Capital
Cresset Capital is looking for an Associate Director, Wealth Strategy who will support senior strategists in serving clients. This role demands strong skills in estate planning, wealth transfer, and collaboration. The ideal candidate will have a Juris Doctor degree and several years of relevant experience. Cresset offers a starting salary of $100,000 – $120,000 along with a comprehensive benefits package and equity opportunities. #J-18808-Ljbffr Cresset Capital
$100k - $120k
...Atlanta, GA 30326 Job Description The Associate Director, Wealth Strategy (ADWS) is a junior member of the... ...families as a subject area expert in basic estate planning, wealth transfer planning,... ...interests, all employees receive equity in Cresset. Equal Employment...Employment EquityFull timeTemporary workWork at officeLocal areaFlexible hours- A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...across leading hedge fund managers, private equity funds, real estate managers, public equity strategies and fixed income strategies. XIG manages globally...Employment Equity
- ...raving fans. You will implement a sales strategy targeted to decision-makers and business... ...Be yourself in a culture that values equity, inclusion, and belonging and creates a... ...benefits start on Day 1 because healthy associates are happy ones. Balance work and life...Employment EquityWork experience placementInternship
$24 - $30 per hour
...Associate Manager We think shopping should be fun. Actually, really... ...Collaborate with the Store Director to act as a shared business owner... ...take into account internal equity and may vary depending on the... ...'s competitive total rewards strategy that also includes the...Employment EquityHourly payFull timeWork at officeImmediate startNight shift$165k - $200k
...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... ...benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are...Employment EquityTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Asset & Wealth Management, XIG, Private Markets, Platform Management, Associate West Palm Beach, Florida, United States Job Description... ...hedge fund managers, private equity and private credit funds, real estate managers, public equity strategies, fixed income strategies and...Employment Equity
$125k - $250k
...Tax team with technical tax research, real estate transaction analysis, and advisory work.... ...real estate, REITs, real‑estate private equity, and debt fund clients, including development... ...level and falls within the Senior Associate to early Manager range. For New York and...Employment EquityWork at officeLocal area$125k - $250k
...that blends technical tax research, real estate transactions, and advisory work-providing... ...specific needs including real estate private equity funds, public and private REITs, as well... ...for this role falling within the Senior Associate to early Manager range. For NYC and...Employment EquityWork at officeLocal area- ...goals by implementing a top-down sales strategy. Turn Prospects into Loyal and Referring... ...Strategically cross-sell with other ADP associates to cultivate additional business within... ...can Be yourself in a culture that values equity, inclusion, and belonging and creates a...Employment Equity
- ...at least $25 million in transferable client assets, delivering comprehensive financial services including investment management and estate planning. This full-time role offers independence, an ownership model, and a supportive team environment focused on client success....Employment EquityFull time
- Asset & Wealth Management, XIG, Platform Management - Hedge Funds, Investment Onboarding & Structuring , Analyst... ..., across leading hedge fund managers, private equity funds, real estate managers, public equity strategies and fixed income strategies. XIG manages globally...Employment EquityFull timeContract workSummer internshipWork at officeShift work
- ...Overview The Greene School in West Palm Beach, FL., seeks an Associate Director of College Counseling to expand our world-class college counseling program. The ideal candidate will have experience in either highly selective college admissions or independent school college...InternshipWork at officeLocal area
- ...Associate Program Director For Internal Medicine Outpatient Residency Clinic HealthPlus is assisting one of the largest Healthcare groups in the U.S with their search for a full-time Associate Program Director for the Internal Medicine Outpatient Residency Clinic in...Permanent employmentFull time
- ...role involves managing complex financial relationships, developing strategies for growth, and providing tailored banking and investment solutions. Candidates should have over 7 years of experience in wealth management, ideally with an MBA or CFP certification. The...
- Internal Medicine GME Associate Program Director - Wellington, FL Full-Time | Outpatient | Monday - Friday, 8:00 AM - 5:00 PM Wellington Regional Medical Center is seeking a Board-Certified Internal Medicine physician to join our team as the Asso Internal Medicine Graduate...Full timeMonday to Friday
- The American College of Physicians in West Palm Beach, Florida, seeks a full-time Internal Medicine GME Associate Program Director. Candidates must be board-certified in Internal Medicine and possess teaching experience in a clinical setting. This role entails mentoring...Full time
- ...'s Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity loans. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about...Employment EquityContract workWork at office
- A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant...
- ...beholden to outside investors or private equity influence. This independence allows us to... ...including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment... ...role is responsible for onboarding new real estate clients, establishing accounting...Employment EquityWork at officeRemote work
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship...Seasonal workWork at officeShift workDay shift
- A prestigious educational institution in West Palm Beach is seeking an Associate Director of College Counseling to enhance its college counseling program. The role involves guiding students through their college search and application processes, maintaining current knowledge...
$80k - $120k
...Associate Creative Director JOB OVERVIEW As Associate Creative Director, you will act as an extension of the Creative Director, focusing... ...creative leader who not only understands how to translate brand strategy into compelling campaigns but also thrives on guiding and...Flexible hours$231.88k - $331.25k
...different than most primary care providers. We’re rapidly expanding and we need great people to join our team. The Associate Center Clinical Director will directly supervise and train primary care providers (PCPs) in his/her assigned center. The incumbent in this...Work at office- ...Hospice Associate Medical Director Trustbridge Hospice, a member of Empath Health, is seeking a full-time Associate Medical Director to provide medical oversight and leadership for hospice patients and their families across Palm Beach County. The Associate Medical...Full timeSeasonal work
$143k - $286k
...more information, visit corporate.carrier.com or follow on Carrier social media at @Carrier. About This Role As Associate Director, Integrated Digital Supply Chain Planning - Solution Architect, you will be accountable for the end‑to‑end solution architecture...Temporary workLocal area$25k
...households, in partnership with PER leadership. Own portfolio strategy and health, including segmentation, tiering, coverage, and ongoing... ..., and aligned to fundraising goals. Leverage internal data, wealth screenings, and external research to expand and strengthen the...Contract workWork at officeWorldwideFlexible hours- ...which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client... ...the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you...Employment Equity
$150k - $300k
...services. Our mission is to deliver deeply personalized wealth management, estate planning, tax strategy, and investment advisory services through a... ...Experience True Independence - We've never taken private equity money. That means no outside agendas or growth-at-all...Employment EquityFull timeWork at office- ...building, preserving and managing their wealth. You will use your knowledge of... ...throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate...Employment EquityTemporary workWork experience placementLocal area
- ...Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...solutions, across leading hedge fund managers, private equity funds, real estate managers, public equity strategies and fixed income strategies. XIG manages globally...Employment EquityWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategy Associate Director - Equity & Estate. Be the first to apply!
- wealth management consultant West Palm Beach, FL
- wealth management advisor West Palm Beach, FL
- wealth manager West Palm Beach, FL
- senior strategic account manager West Palm Beach, FL
- senior manager financial planning & analysis West Palm Beach, FL
- strategic director West Palm Beach, FL
- director strategic initiatives West Palm Beach, FL
- strategic initiatives manager West Palm Beach, FL
- planning director West Palm Beach, FL
- director of strategy West Palm Beach, FL


