Senior Private Client Advisor - Hybrid, High-Net-Worth
$89.5k - $166.9kNACBA
NACBA is seeking a Senior Private Client Advisor in New York. In this hybrid position, you will provide tailored insurance solutions for high-net-worth clients, managing their risk intelligently. Your extensive knowledge of personal lines insurance and proactive service will drive client retention and business growth. Candidates with 3+ years' experience and relevant licenses will excel in this role. The position offers a competitive salary ranging from $89,500 to $166,900, with additional performance incentives. #J-18808-Ljbffr
- ...LLP in New York is seeking a Tax Senior Manager to oversee multiple client engagements while fostering strong... ...deliver innovative solutions for ultra-high net worth individuals. The ideal candidate... ...certification. This role offers a hybrid work model and a supportive...SeniorPrivate clientHigh net worth
$89.5k - $166.9k
...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...benefits, retirement, and private client insurance solutions... ...insurance experience with High-Net-Worth clientele ~ Property & Casualty... ...opportunities Hybrid work Charitable contribution...SeniorPrivate clientHigh net worthLocal areaNight shift$280k - $345k
(Hybrid) Join One of Manhattan's Biggest Family Law Practices... ...firm known for handling high‑stakes, financially... ...matters for discerning private clients. Our practice is focused... ...Our attorneys are trusted advisors on matters involving high‑net‑worth divorces, complex...SeniorPrivate clientHigh net worthLocal areaFlexible hours- A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business...SeniorPrivate clientHigh net worth
- A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including...SeniorPrivate clientHigh net worthWork at office
- ...New York, is seeking an experienced HNW Tax Partner/Director for their Private Client Group. This full-time hybrid role involves delivering strategic tax planning and advisory services to high-net-worth individuals and families. The ideal candidate will have over 12 years...Private clientHigh net worthFull time
- ...Tax Senior Manager, Private Client Group Role Type: Hybrid (flexible 2 days in office) Location: NYC, NY... ...and advisory firm is seeking a highly experienced Senior Tax Manager... ..., and advisory services to high-net-worth individuals, family offices, and...SeniorPrivate clientHigh net worthWork at officeFlexible hours
$160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach... ..., Palm Beach Gardens, FL (Hybrid) About The Company:... ...estate planning to service high-net-worth individuals and families.... ...client's other financial advisors, and fostering strong client...SeniorPrivate clientHigh net worthFull time- ...expand their presence in the high-net-worth market. This position focuses... ...driving new business and managing client relationships while... ...License. The role may be remote or hybrid, requiring collaboration from... ...an office. #J-18808-Ljbffr Private Client Select Insurance Services...Private clientHigh net worthRemote jobWork at office
- ...prestigious boutique firm to fill an unposted private client services associate position in New York... ...join a collaborative group that advises high-net-worth individuals on trust, estate, and tax matters. The firm offers a hybrid office policy and competitive compensation...Private clientHigh net worthWork at office
- ...prestigious AmLaw NYC firm. This role involves advising ultra-high-net-worth individuals and families on trusts and estates planning, along... ...collaborative environment that values attorney development and offers a hybrid work setup—three days in-office and flexible remote days. The...Private clientHigh net worthWork at officeRemote workFlexible hours
- ...Tax Partner - Private Client Group (Trusts & Estates) job... ...Raton, FL Work Model: Hybrid (Minimum 1 day in... ...Employment Type: Full-Time Seniority Level: Executive... ...and estates to serve high-net-worth individuals and families... ...attorneys, financial advisors, and internal teams...Private clientHigh net worthFull timeWork at officeRelocation1 day per week
- ...U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial... ...or CFP is preferred. The position offers a hybrid work model and a comprehensive benefits...SeniorHigh net worth
- ...We are seeking a Senior Fund Accountant to join... ...the largest real estate private equity fund administrator... ...and providing clients with exceptional services... ...companies, as well as high net worth individuals, family offices... ...#LI-KW1 #LI-Hybrid Preferred Location...SeniorPrivate clientHigh net worthLocal area
- ...your goals. EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. This role is hybrid with 3 days a week in office. We are... ...family owned, closely held businesses and high net worth individuals with the solutions they need...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area3 days per week
$105k - $150k
...HYBRID work schedule! Excellent tax team About Our Client Our client is a well-established, mid... ...trusts & estates, and private client services. The firm advises high-net-worth individuals, family offices... ...findings for attorneys and senior team members...Private clientHigh net worthLocal area- .... EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...compliance functions for ultra-high net worth individuals and their families,... ...com #LI-MA1 #LI-Remote #LI-Hybrid Preferred Location: DenverSeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...Tax Senior Manager At EisnerAmper, we look for individuals... ...Senior Manager to join the Private Client Services (PCS) practice. We... ...location, as EisnerAmper follows a hybrid working model and has... ...compliance functions for ultra-high net worth individuals and their families...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
$114k - $165.3k
...Empower Retirement, LLC is seeking a Senior Private Wealth Advisor, Practice Lead in the Philadelphia area. This role focuses on high-net-worth clients and requires in-person client meetings, but also offers remote and hybrid options with reliable high-speed internet....SeniorHigh net worthPrivate practiceRemote work- ...partnerships, and corporations, while managing multiple engagements with a hybrid work schedule. The ideal candidate has at least 3 years of public accounting tax experience, preferably with high-net-worth clients, and strong communication skills. A CPA license or progress...SeniorHigh net worth
- U.S. Bank is seeking a Private Wealth Management professional in New York, NY to develop and manage relationships with high net worth clients. This role requires ten or more years of experience... ...regulations. The position offers a hybrid schedule, emphasizing both in-office...SeniorHigh net worthWork at officeFlexible hours
$90k - $110k
...Bernstein Senior Administrative Associates are client service professionals... ..., Wealth Advisors, and cross-functional... ...across the Private Wealth Management... ...ownership of complex, high-visibility... ...advises high-net-worth clients on planning... ...time off Hybrid work model...SeniorPrivate clientHigh net worthWork at officeWorldwideFlexible hours$76k - $125.3k
...for a wide range of clients and colleagues.... ...planning and advising of high net worth individuals and... ...into a trusted advisor role to client. You... ...hedge fund and Private equity K-1s Researching... ...to challenge senior colleagues and stakeholders... ...leader‑enabled hybrid model. Our...SeniorPrivate clientHigh net worthWork experience placementSummer holidayLocal areaFlexible hours£75k per year
...experienced Independent Financial Advisor (IFA) to join their team. The successful candidate will manage a full client portfolio, including high-net-worth clients, and will receive strong support... ...package. The role allows for hybrid working, though the candidate should...SeniorHigh net worthLocal area$132.1k - $301.6k
...side with a range of clients from our most... ...dynamic FSO team! Private Tax is a growing... ...acumen. As a Senior Manager in Private... ...provide tax advice on High Net Worth Individuals’... ...develop into a trusted advisor to clients. You... ...and leader-enabled hybrid model. Our...SeniorPrivate clientHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance... ...requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal candidate will have strong knowledge...SeniorPrivate clientHigh net worthRemote work
- ...Ernst & Young Oman is looking for a Seasonal Tax Senior Manager in the United States to join the Private Client Services team. This role involves reviewing... ...individual tax returns and providing tax planning for high-net-worth individuals. Candidates must have a CPA license...SeniorPrivate clientHigh net worthHourly paySeasonal workRemote workFlexible hours
$175k - $250k
Senior Associate - Transaction Advisory Services (SALT)... ...New York | Philadelphia Hybrid (4 days in-office) Total... ...an opportunity to join a high-performing, entrepreneurial team advising private equity firms, lenders,... ...live deal environments, client interaction, and accelerated...SeniorPrivate clientWork at officeLocal area$75k - $120k
...compliance and advisory work for clients Review Federal, Multi-... ...with asset manager clients (private equity, hedge funds, fund to... ...careers in a fulfilling way. A hybrid between a general tax... ...market companies, as well as high net worth individuals, family offices,...SeniorHigh net worthLocal area$80k - $90k
...PKFOD is seeking a Senior Tax Associate to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical...SeniorPrivate clientHigh net worthFull time
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