UHNW Wealth Advisor — Collaborative Multi-Family Office
Leah Yosef International
Leah Yosef International in Houston seeks a Wealth Advisor to serve as the primary relationship manager for high net worth and ultra high net worth clientele. This role operates in an ensemble Multi-Family Office model with a collaborative approach. You will advise UHNW families on holistic financial planning, investments, estate and tax considerations, risk management, and legacy needs. The position emphasizes teamwork and mentoring of associate advisors, with a compensation package including a #J-18808-Ljbffr Leah Yosef International
- ...Adara CommunitiesAdara is a family-owned company that has been in... ...We are seeking an experienced Multi-Family Marketing Manager to... ...management, and paid advertising.Collaborate closely with Regional... ...deadlines.Proficiency in Microsoft Office and Adobe Creative Suite or...Work at officeLocal areaMonday to Friday
- Exponent Family Office™ partners with successful business owners and affluent families to... ...for CPA reviews and audits, and collaborating with advisors and leadership on cash flow reporting... ...maintaining general ledgers and managing multi-entity records. Candidates should possess...Work at officeFull timeLocal area
$235k - $390k
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever... ...backed securities (CMBS). This position is open to all of our offices in the U.S. ResponsibilitiesResponsibilities as an Associate...Work at officeFull timeRelocationRelocation package- Brown Brothers Harriman (BBH) is seeking a Family Office Analyst in Houston to support Relationship Managers and manage day-to-day activities... ..., and risk/administration tasks within BBH's Capital Partners’ Multi-Family Office team. #J-18808-Ljbffr Brown Brothers HarrimanWork at office
- Multi-Family Management Company in Houston, TX is seeking an experienced Maintenance Technician for a 120-unit property. The role reports to the Office Manager and requires strong organization, multitasking, and effective communication with residents, staff, and vendors...Work at office
- ...electrical estimation firm is seeking an experienced Electrical Estimator in Houston, Texas. In this in-office role, you will prepare detailed cost estimates for Multi-Family electrical projects, analyze project documents, and work closely with project managers and...Work at office
- Exponent Family Office is seeking a highly organized Senior Full-Charge Bookkeeper based in Houston, TX to manage end-to-end bookkeeping... ...and prepare documents for CPA reviews and audits. You’ll collaborate with advisors and leadership to provide accurate cash flow reporting...Work at office
$300 per month
...client is a well-established, family-founded wealth management firm that has... ...offering strategic advice in collaboration with CPAs, attorneys, and... ...are seeking a skilled Wealth Advisor who can seamlessly balance... ..., TX; ability to work in-office with flexibility for occasional...Work at officeFull timeWork from home- ...‑net‑worth individuals and families to enjoy a full life, while... ...enabling them to preserve their wealth for future generations and... .... Responsibilities Collaborate with lead advisors to manage the client service... ...capabilities to work in an office environment, which may include...Work at officePermanent employmentTemporary workFlexible hours
$62.8k - $103.4k
...oriented mindset and a love for collaborating and helping clients solve... ...weekly and biweekly full cycle, multi-state payroll for RSM’s... ...these systems: ADP ~ Microsoft Office 365, Excel (including basic formulas... ...; national origin; ancestry; familial or marital status; age;...Work at officeFull timeWork experience placementInternshipLocal area$85k - $145k
Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered... ...: Expert use of Microsoft Office, Box, Custodian Sites,... ...Effectiveness Teamwork & Collaboration: Role model for cross‑Firm... ...Employee assistance program Family medical leave Paid...Work at officeTemporary workLocal areaMonday to FridayFlexible hours$85k - $145k
Why Work at Mercer Advisors? For more than 40 years,... ...Advisors has been helping families amplify and simplify... .... Job Summary The Wealth Path Wealth Advisor works... ...Technology (Microsoft Office, Box, Custodian Sites,... ...requirements Teamwork & Collaboration: Role model for cross-...Work at officeTemporary workLocal areaMonday to FridayFlexible hours- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston location - Houston, TX,... ...worth individuals and families, as well as select institutions... ...an autonomous, yet collaborative environment... ...New York, we maintain offices around the world. We...Work at officeFull timeTemporary work
- ...downtown LNG client. This is an in-office position. Benefits paid for 100% for family. Up to 150K plus bonus. Paid... ...variance reporting and analysis of our multi-billion-dollar capital projects.... ...financial objectives Ability to collaborate effectively in a team and build...Work at officeContract work
$75k - $85k
...bring the opportunity.We are seeking a client-focused Wealth Advisor to join a high-performing, collaborative team delivering personalized financial guidance.... ...computing skills that include working with the Microsoft Office suite and proprietary systems.Profile clients to...Work at officeLocal areaFlexible hours- Corient, the world’s largest multi-family office, seeks a senior wealth planner in Houston, TX to serve UHNW clients with sophisticated planning strategies. You will lead planning discussions, coordinate with advisors, and elevate client outcomes with tax and estate planning...Work at office
- ...successful individuals, families, and institutions... ...Director, Family Office Solutions leads... ...High Net Worth (UHNW) client relationships... ..., strategic advisor and coordinator across... ...across all aspects of Wealth Management,... ...of a flexible and collaborative work culture in an...Work at officeFull timeTemporary workFlexible hours
- ...nowhere like RSM.Affluent families and their family offices face increasingly complex... ...safeguarding, and growing their wealth. Whether derived from... ...offices - often oversee complex multi-entity structures and... ...practice is built on a collaborative model that brings together...Work at officeFull timeLocal area
- ...worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...Manager / Senior Manager, Family Office to join our Business Tax Services... ...:Serve as the trusted advisor to family offices on strategic... ...and consulting services for multi-generational family and...Work at officeLocal area
- Brown Brothers Harriman & Co. is looking for a Family Office Analyst in Houston. This role involves supporting Relationship Managers with... ...This full-time position offers an opportunity to grow in the Wealth Management field while providing exceptional service and expert...Work at officeFull time
- ...Grid United is developing utility-scale, multi-state electric transmission projects... ...potential opportunities and risks ~ Collaborate with internal and external cross-... ...abilities ~ Proficiency with Microsoft Office suite of products (Excel, PowerPoint)...Work at officeContract workWork experience placement
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...goals like opening an office, joining a sophisticated... ...at every stage of family planning #LI-Onsite... ...continuous learning and collaboration Proficient critical... ...and Northwestern Mutual Wealth Management Company® (NMWMC...Work at officeFull timeContract workFor contractors- ...variance reporting and analysis of our multi-billion-dollar capital projects. You will... ...business and financial objectivesAbility to collaborate effectively in a team and build strong... ...to construction site(s) or Arlington office will be requiredRequired EducationBachelor...Work at officeFull time
$260k
...languages – and so do our people.Our culture is collaborative and inclusive— where diverse... ...documentation, public‑private partnerships, multi‑source financings, risk allocation and regulatory... ...multiple jurisdictions.The Houston office of Clifford Chance seeks finance focused...Work at officeFor contractorsLocal areaWorldwide- ...high potential. With expertise in joint ventures, the company collaborates with established investors to unlock opportunities in real... ...contract role focused on working with high-net-worth individuals, family office principals, accredited investors, angel investors, and key...Work at officeContract workRemote work
- ...and will be based in the Houston, Texas office. The position will work under the general... ...policies as required.Communicate and collaborate with other groups in the partnership to... ...internal and external customers.Ability to multi-task, prioritize work and adapt to changing...Work at officeNight shift
$95.4k - $180.4k
...like RSM.RSM’s dedicated Family Office Enterprise (FOE)... ...they are along their wealth journey and assist to... ...setting, performance advisors and coaches with real... ...ability to work on a collaborative team to deliver excellent... ...Advise single-family, multi-family and virtual-family...Work at officeFull timeWork experience placementInternshipLocal area- Pennington Partners & Co., a multis-family office based in Houston, invites applications for an Associate Portfolio Manager. You will work alongside... ...objectives and risk tolerance, and help design tailored wealth plans that integrate investment management, income tax...Work at office
- ...high-net-worth individuals and families to enjoy a full life, while... ...enabling them to preserve their wealth for future generations, and... ...role in supporting Wealth Advisors (WAs) by providing administrative... ...capabilities to work in an office environment, which may include...Work at officePermanent employmentTemporary workFlexible hours
- ...includes creating a diverse, collaborative, and entrepreneurial... ...Weaver Capital Advisors, LLC is seeking talented... ...our services include wealth management and wealth... ...net worth individuals, families, trusts, and family entities... ...department. Our multi-faceted internal learning...Flexible hours
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