Senior UHNW Family Office Wealth Advisor
Sequoia Financial Group
Sequoia Financial Group, a growing RIA based in Northeast Ohio, seeks a Wealth Advisor for our Family Office division in Akron, OH. The role focuses on relationship management, complex planning, and multi-entity tax and estate strategies for ultra-high-net-worth families. You will lead client meetings, coordinate with internal specialists and external professionals, and drive holistic wealth solutions across investments, trust structures, and philanthropy. #J-18808-Ljbffr Sequoia Financial Group
- Northern Trust in Cleveland is seeking a Senior Portfolio Advisor for Wealth Management in OH. The role focuses on managing large, fee-producing accounts for UHNW clients, leveraging a broad set of investment solutions and collaborative client service. You will drive growth...Senior
- Andsimple is recruiting on behalf of a multi-billion-dollar single family office in the Greater New York area for a Tax Director. The role... ...firm serving high-net-worth clients, or as a trust-and-estates advisor) and a CPA. A B.A. in accounting, taxation or finance is...Work at officeSenior
- Carlson Family Office in Minnetonka, MN is seeking a Senior Associate Wealth Planner to join our Wealth Planning team. In this highly visible role, you will deliver sophisticated financial plans, investment portfolio support, trust and estate analysis, and day-to-day planning...Work at officeSenior
- ...lives of the individuals and families we serve. If you are passionate... ..., LLC is a client-centered wealth management firm serving high-... ...handled. Our Chief Compliance Officer manages SEC regulatory... ...for an experienced financial advisor who has built a book of business...Work at officeSeniorPermanent employmentFull time
- A single family office focused on property management is hiring a Senior Accountant in its Financial Reporting unit, based in Midtown Manhattan and reporting to the Assistant Controller. The role produces monthly/quarterly/annual reporting packages, standalone cash-flow...Work at officeSenior
$90k - $120k
...Senior Associate Wealth Planner - Family Office Full Time Minnetonka, MN, US 30+ days ago Requisition ID: 1099 ABOUT US Carlson is a family-owned financial and investment company and single-family office, currently in its third generation of closely held family...Work at officeSeniorFull timeWork from homeFlexible hours3 days per week$92k - $120k
...2026 at 5:00 AM Role Overview The Senior Financial Analyst partners with business... ...Hybrid role based out of the Chicago office. Monday - Wednesday onsite required... ..., Illinois, and California. Oil-Dri is a family-controlled and operated organization that...Work at officeSeniorLocal area- Summitry, a Bay Area wealth management firm, seeks a Senior or Financial Advisor to own relationships with high-net-worth clients and deliver integrated financial... ...referrals and COIs. Hybrid work involves in-office and remote collaboration with a focus on exceptional...Work at officeSeniorRemote work
$89.17k - $142.68k
## Senior Financial AdvisorApply: Remote Flex - North Carolina: Remote Flex - South Carolina... ...**We are seeking a Senior Financial Advisor to lead and coordinate financial analysis... ...In a Hybrid-Flex role, you’ll work in the office at least two days a week for collaboration...Work at officeSeniorFull timeLocal areaRemote workFlexible hours2 days per week- ...Our team delivers comprehensive wealth management services with a... ...we’re looking for a dedicated Senior Financial Planner to join our... ...experience. You’ll collaborate with advisors and internal teams to ensure... ...Proficiency in Microsoft Office and Outlook Professionalism in...Work at officeSeniorWork experience placementLive out
$85k - $120k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June... ...their professional careers. Summary The Senior Financial Planner works closely with... ...preferred (e.g., Zoom, Microsoft Teams,Office Suite, Tamarac, eMoney, Money Guide Pro,...Work at officeSeniorTemporary workLocal areaFlexible hours- Northern Trust in Los Angeles seeks a Sr. Relationship Advisor to manage a sophisticated client base within wealth management and fiduciary services. You will collaborate with clients, family offices and external advisors to deliver holistic advice, drawing on NT resources...Senior
- ...Description Job Summary The Wealth Advisor builds and maintains strong relationships with high-net-worth clients and their families through comprehensive financial planning, progressive... ...Manager and maintains consistent office hours. Maintains visibility with appropriate...Work at officeRemote workWeekend workAfternoon shift
- ## Senior Financial AnalystApplylocations: SSC Irving TXtime type: Full timeposted on: Posted... ...id: R26\_4988*7-Eleven is an iconic family of brands with over 86,000 locations, surpassing... ...skills.* Proficiency in Microsoft Office, particularly Excel and Power Point.* Collaborative...Work at officeSeniorHourly pay
$100k - $105k
## Senior Financial AnalystApplyremote type: Accounting/Financelocations: USA-CA - Encinitas Office: USA-CA - Los Angeles HQtime type: Full timeposted on: Posted Yesterdayjob requisition... ...paid parental leave to support your family during important life events.* **...Work at officeSenior$90k - $120k
...Senior Financial Analyst - Senior Living This is a full-time, on-site position based... ...presentation skills. Proficient with Microsoft Office Suite or related software. Must pass a... ...Employee Assistance Program Emergency Family Fund Career Growth, Relocation and...Work at officeSeniorFull timeRelocation$41.28 - $57.11 per hour
...health system that cares for individuals, families and communities throughout Minnesota and... ...you join our team, you have access to a wealth of valuable employee benefits that support... ...-9 must be completed and received by the Office of Human Resources accordingly. For more...Work at officeSeniorHourly payContract workTemporary workShift workDay shift- ...growing Registered Investment Advisor (RIA), headquartered in... ...offering financial planning and wealth management services. At Sequoia... ...high-net-worth individuals and families. You will partner closely... ...can be based in our Boca Raton office. Responsibilities Serve as the...Work at officeFull time
- ...Associate Wealth Advisor page is loaded## Associate Wealth Advisorlocations: US-TX-Austin-50... ...and ultra-high-net-worth individuals and families to enjoy a full life, while enabling... ...portfolio accounting systems, Microsoft Office Suite, and DocuSign.**Key Success Traits...Work at officePermanent employmentTemporary workFlexible hours
- ## Senior Finance AnalystApply: Kansas City Metro Area: Full time: Posted Yesterday: JR01... ...Position Title:**Senior Finance Analyst## **Job Family Group:**Professional Staff## **Job... ...allocations.* Support the Central Budget Office in special projects, research and other requests...Work at officeSeniorFull timeTemporary workWork experience placement
- Northern Trust's Global Family Office is seeking an Embedded Practice Control Officer to own the operational control environment for the practice... ...a strong risk-management culture across teams and processes in a complex wealth-management setting. #J-18808-Ljbffr AndsimpleWork at officeSenior
$130k - $196k
...enhances your relationships with friends, family, and the world, and Specs Inc., a wholly-... ...obligations. We’re looking for a Senior Financial Analyst to join our Finance team... ...and expect our team members to work in an office 4+ days per week. At Snap, we believe...Work at officeSeniorLive inLocal area$96.1k - $135.7k
...freedom. Empower Yourself. The Premier Wealth Advisor will be an essential member of a dedicated... ...short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource... .... You may be required to work in the office if you do not have an adequate home work...Work at office16 hoursTemporary workWork experience placementCasual workLocal areaRemote workWork from homeWork visaFlexible hours- ...trajectory. This position will be a hybrid role with 1-2 days in the office to support engagement, onboarding activities, and relationship... ...help connect people with the places they need to go for work, family, and everyday life. No other organization brings together so...Work at officeSenior
- ...plus individual company match option Family Focused Benefits including 14weeks... ...decision support for DPM US and serves as a senior Finance advisor to business leadership at Novo Nordisk... ...Ability to work in an open office environment with the possibility of frequent...Work at officeSeniorLocal area
- Fairway Wealth Management is seeking a Wealth Manager to join its Wealth Advisory Services... ...the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families. This is a hybrid role (4 days in office / Fridays remote). The Wealth Manager...Work at officeRemote work
- ...personnel.This role will sit primarily in the office but travel to the project job sitesmay be... ...As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has... .... What’s in it for you? The Senior Accountant is considered amid-levelpositionwithinour...Work at officeSeniorContract workFor contractorsFor subcontractor
- Centura Wealth Advisory, based in San Diego, seeks a results-driven advisor to lead relationships with UHNW clients, expanding assets and presenting integrated planning across investments, tax, estate, and insurance. You will drive complex financial conversations, maintain...
- ...food/beverage manufacturing industry. Proficient in Microsoft Office Products. Strong leadership skills, organizational skills,... ...Market." Our portfolio of premium brands includes the Jack Daniel's Family of Brands, Woodford Reserve, Herradura, el Jimador, Korbel, New...Work at officeSeniorWorldwideFlexible hours
- ...through industry-focused wealth advisory, digital,... ...looking to hire a Tax Senior to join our high net worth... ...group in our Portland, OR office! As a Tax Senior, you... ...CLA To support our CLA family members, we focus on their... ...Wealth Advisors, LLC, an SEC-registered...Work at officeSenior
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