Wealth Advisor for High-Net-Worth Clients
TIAA Financial Services
TIAA is seeking a Wealth Management Advisor in the United States, focusing on high-net-worth clients and managing an established book of business. You will partner with clients to develop tailored financial strategies, navigate retirement, and grow your practice using TIAA's wealth management capabilities. The role requires FINRA licenses (7/63, and 65/66) and Life/Health licenses within 120 days, with a competitive total compensation package tied to performance. #J-18808-Ljbffr TIAA
- ...goals. EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are seeking... ...Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short-...High net worthTemporary workLocal area
- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...analyses of financial, gift, estate, and income tax issues for high net-worth individuals and their related businesses. An ideal candidate will...High net worthFull timeTemporary workPrivate practiceLocal areaFlexible hours
$45k - $110k
...Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years...High net worth$225k - $325k
...looking to hire a full-time Client Portfolio Manager (CPM) to join... ...as a trusted investment advisor in client meetings, providing... ...client relationships with ultra-high-net-worth individuals, families, and institutions... ...OCIO, is a leading fiduciary wealth and investment management...High net worthFull timeWork at office$83k - $104k
...AtCitizens, our mission is to help clients, colleagues and communities reach their... ...directly with our affluent and high-net-worth clients to exceed their expectations... ...other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs...High net worthLocal areaFlexible hours$110k - $150k
...Date: August 2026 About the Opportunity Our client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families throughout New England... ...meaningful questions, and becoming a trusted advisor to clients over many years. This is not a...High net worthFlexible hours- ...Are you an experienced Senior Wealth Advisor with an established book of business looking... ...exceptional service to your clients? Our client, a highly respected global wealth management... ...wealth management strategies to high‑net‑worth individuals and families . You'll have...High net worthWork experience placement
$170k - $200k
...join us A Bit About Us Are you someone who prefers to focus on client service vs worrying about billable hours or business... ...sophisticated tax planning efforts for closely held businesses and high-net-worth individuals Develop deep expertise in the firm’s niche industries...High net worthLocal areaImmediate start- ...Our client is a nationally recognized, independent RIA with over... ...entrepreneurial environment—empowering advisors to focus on clients, growth,... ...seeking experienced Senior Wealth Advisors to join their team... ...Serve as lead advisor for high-net-worth clients and families Deliver...High net worthWork at officeLocal areaRemote work
- ...About the Company Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client... ...capital across all asset classes and serving ultra‑high‑net‑worth families, foundations, and endowments. This firm...High net worthSummer workWork at officeFlexible hours
- ...Conduct comprehensive needs assessments to identify clients' unique risk profiles and insurance requirements across various lines... ...maintain strong, long‑term relationships with a portfolio of high‑net‑worth individuals and families. Develop and present tailored insurance...High net worthWork at office
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized...High net worth
- ...We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate...High net worthWork at office
$100k - $140k
...empowers your growth. At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families preserve wealth for future generations, while... ...Responsibilities Support the Wealth Advisor in delivering exceptional services to clients and progress to leading less complex...High net worthTemporary workWork at officeFlexible hours$112k - $150k
...Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C‑... ...directly with clients and their advisors to gather information needed...High net worthPrivate practiceWork at office$120k - $145k
...seeking a Tax Manager to join our Private Client Services Team on a flexible hybrid basis... ...tax and consulting services to our high net worth clients as well as managing, developing... ...profile individuals/families. Trusted advisor and role model for your clients and our...High net worthFull timePrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift$100k - $140k
...Team At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy... ...them to preserve their wealth for future generations, and provide... ...Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less...High net worthPermanent employmentTemporary workWork at officeFlexible hours- ...M&T Bank in Boston is seeking a client service professional to support Wealth Management teams in servicing and enabling relationships with high net worth clients. You will resolve routine service issues, onboard new clients, and maintain strong relationships through...High net worth
$90k - $120k
...specialize in helping our clients navigate the complex... ...Join us in working on high-profile projects that shape... ...to assisting high-net-worth individuals in achieving... ......As a Private Client Advisor , you’ll be an ambassador... ..., private banking, or wealth management. Knowledge and...High net worthWork at officeFlexible hours- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This client‑facing position is based... ...federal and multi‑state individual and trust tax returns for high net‑worth individuals and families Research and critically analyze tax...High net worthPrivate practiceLocal areaFlexible hours
- ...Equitable Advisors in Boston is seeking passionate individuals to join as wealth managers. The role involves building client relationships, devising personalized financial strategies, and discussing unique financial products. With a commitment to training and development...Traineeship
$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice focusing on high‑net‑worth individuals, their families, family offices, C‑Suite executives, athletes,... ...consulting. Work directly with clients and their advisors to gather information needed for tax returns....High net worthWork at office- ...accounting skills who thrives in a growing environment and providing clients with exceptional services. What it Means to Work... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices,not-for-profit organizations, and...High net worthLocal area
$130k - $200k
...independent multi-family office managing capital for ultra-high-net-worth families and institutions is seeking a Client Relationship Manager. The role focuses on... ...years in client relationship management, private wealth, family office, or private banking, serving sophisticated...High net worthWork at office- ...Bank of America is hiring a Relationship Banker for the Quincy - Newton Market location. The role focuses on engaging clients in the lobby and guiding them to self-service banking options, including mobile and online channels. The position emphasizes accurate cash handling...
- ...Registered Investment Advisor (RIA) is seeking a Financial... ...to join its growing wealth management team in... ...working directly with clients, building comprehensive... ...advisors to deliver a high-touch client experience... ...a select group of high-net-worth clients with financial...High net worth
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations... ...and investment strategy needs of high-net-worth individuals and family offices.... ...clients and operational support to advisor teams. The ideal candidate is...High net worthWork at office- ...implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. The Client Services department focuses on delivering... ...enhancements. Assist clients and advisors with questions about insurance portfolios...High net worth
$45k
...Overview We are a boutique wealth advisory practice seeking a detail... ...next phase of growth. The Client Service Associate is a foundational... ...updates to clients and advisors Process address changes, beneficiary... ...the sensitivity of high-net-worth client relationships Benefits...High net worthWork at officeImmediate start$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel... ...client platform handling sophisticated high-net-worth estate planning, trust and estate administration, wealth transfer strategy, and tax-efficient succession...High net worthPrivate practiceRemote work2 days per week
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