Senior Wealth Advisor for HNW/UHNW Clients
$91.8k - $171kHispanic Alliance for Career Enhancement
Hispanic Alliance for Career Enhancement seeks an experienced Relationship Manager for high-net-worth clients in Milwaukee. The role involves developing personalized wealth management strategies, driving business growth through relationship management, and collaborating with specialists for holistic advice. Candidates must have at least 7 years of relevant experience, advanced knowledge of wealth management, and a strong track record in financial planning. This role offers a competitive salary range of $91,800 to $171,000, along with additional perks and benefits. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
- ...Relationship Manager to serve high-net-worth clients, blending credit and lending expertise... ...strategies to provide comprehensive wealth management. Responsibilities include identifying... ...in wealth management, preferably with HNW clients, along with a related degree and...SeniorHigh net worth
$91.8k - $171k
Wisconsin Psychiatric Association Inc is seeking a skilled Relationship Manager to deliver comprehensive wealth management services for high-net-worth clients. The candidate will leverage advanced skills in financial planning and business development to foster deep client...SeniorHigh net worth$91.8k - $171k
BMO is looking for a seasoned wealth management professional in Milwaukee, WI, to manage high-net-worth and ultra-high-net-worth clients. The role involves delivering integrated financial planning, developing growth strategies, and ensuring compliance with regulations....SeniorHigh net worth- Windward Recruiting is seeking a strategic Senior Wealth Management Advisor to join a collaborative firm in the Greater Milwaukee area. This role requires building relationships with high-net-worth clients while contributing to the growth of the advisory platform. The...SeniorHigh net worthWork at office
- A national wealth management firm in Milwaukee is seeking a Senior Relationship Manager to lead relationships with high-net-worth clients. The role involves managing client portfolios, collaborating with wealth strategists, and building a referral network supported by...SeniorHigh net worth
- ...leading financial services firm is seeking a professional who specializes in credit and cash management solutions for high-net worth clients. The ideal candidate will excel in building strong relationships, conducting financial analyses, and leading a team....SeniorHigh net worth
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services. This role offers the opportunity to work remotely within the United States, where you will review complex tax returns and provide income tax planning for high-net-worth clients. Applicants...SeniorHigh net worthRemote jobHourly paySeasonal workFlexible hours- National wealth management firm is expanding its Milwaukee office and is seeking a Senior Relationship Manager to join their team. Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services Work in a collaborative...SeniorHigh net worthWork at officeLocal area
- ...primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking... ...and requests. Makes recommendations to senior leaders on strategy and new initiatives, based...High net worthShift work
- A prominent financial institution in Milwaukee is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to a diverse client base. You will leverage at least 2 years of financial advisory experience to support...
- U.S. Bank in Milwaukee is looking for a Client Relationship Consultant 4 (Banker) to build meaningful relationships with clients. You will engage with clients through various channels to provide insights into banking products while adapting to their unique financial needs...SeniorFull time
- ...looking for a Certified Financial Planner (CFP) to join their wealth management practice. This role requires strong relationship management... ...skills. Responsibilities include advising high-net-worth clients, ensuring compliance, and mentoring junior team members. The position...High net worth
- BDO USA is seeking a Tax Manager for their Private Client & Family Office Services in Milwaukee. The role involves managing finance and accounting engagements, providing technical expertise, and maintaining client relationships. Candidates should have a Bachelor’s in Accounting...SeniorWork at officeFlexible hours
- BDO USA in Milwaukee is seeking a Tax Experienced Manager for Private Client & Family Office Services. This role involves managing finance and accounting engagements, client relationship management, and leading business development efforts. Ideal candidates will have a...SeniorWork at office
$72k - $145k
...Wealth Advisor CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services...Interim roleFlexible hours- A law firm in Milwaukee is seeking an experienced trusts and estates attorney to join its team. The ideal candidate will have at least seven years of experience in customizing estate plans for high-net-worth individuals and must be licensed in Wisconsin. Key qualifications...SeniorHigh net worth
- Mohr Talent is looking for a Senior Trust Officer in Milwaukee, Wisconsin, to manage sophisticated... ...collaborating closely with financial advisors, attorneys, beneficiaries, and high-net-... ...in trust administration and excellent client relationship management skills,...SeniorHigh net worth
$165.55k - $283.8k
...manager in Milwaukee, Wisconsin. In this role, you will manage complex investment portfolios for high-net-worth and institutional clients and influence investment strategies. With 7-12+ years of experience and a Bachelor's degree in Finance or a related field required,...SeniorHigh net worth- Join Associated Bank as a Senior Sales Relationship Manager, Personal Trust, where you will support high-net-worth clients with wealth planning and fiduciary solutions. This role emphasizes relationship management and strategic business development while collaborating...SeniorHigh net worth
$116.69k - $200.04k
Associated Bank - Corp is seeking a Senior Sales Relationship Manager, Personal Trust to assist high-net-worth clients with complex wealth planning and fiduciary solutions. This role requires 10+ years of experience in financial services, a Bachelor’s degree, and a strong...SeniorHigh net worth$90 - $120 per hour
Ernst & Young Oman seeks a Seasonal Tax Manager for their Private Client Services to review complex tax returns and provide high-net-worth tax compliance. Located in Milwaukee, Wisconsin, this remote role offers flexibility and a competitive pay range of $90 to $120 per...High net worthRemote jobHourly paySeasonal work- A leading financial services firm in Wisconsin seeks a Financial Advisor to provide personalized investment solutions and build client relationships. The ideal candidate will have at least 2 years of financial services experience, strong client acquisition skills, and relevant...
- Job Description Senior Trust Officer About the Opportunity A growing fiduciary platform is... ...while partnering closely with financial advisors, attorneys, beneficiaries, and high-net-worth... ...fiduciary oversight with meaningful client interaction in a collaborative, boutique-...SeniorHigh net worthLocal area
$144k - $244k
A global business services provider is seeking a Senior Client Executive in Manufacturing. This remote role entails managing client relationships, overseeing P&L, and driving revenue growth for assigned accounts. Candidates should possess extensive experience in sales management...SeniorRemote work$80k - $110k
...accounting firm in Milwaukee is seeking a Tax Associate or Tax Senior to join their tax team. This role is ideal for someone looking... ...their expertise in individual and business taxation , gain strong client interaction, and grow within a stable firm with a clear vision...SeniorHigh net worthWork at office- We are seeking a strategic, relationship-drive Senior Wealth Management Advisor to join a collaborative wealth management firm in the Greater Milwaukee... ...contributing to the long-term growth, direction, and client experience of a sophisticated boutique advisory platform....SeniorHigh net worthWork at officeLocal areaFlexible hours
- ...Financial Advisor Senior The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and...SeniorTemporary workWork at officeRemote workWork from homeFlexible hours
- ...Description We are seeking a Senior Associate/early career level Manager... ...that will partner with both client service leads and peers to... ...aspires to develop into a lead advisor and future partner . This... ..., 100% employee-owned wealth management firm serving ultra‑...SeniorHigh net worthWork at office
$80k - $108k
...career-defining opportunity. Job Summary We are seeking a? Senior Consultant? to deliver financial advisory services to?Federally... ...systems, and regulatory changes. Build trusted, executive-level client relationships by understanding organizational goals and...SeniorTemporary workLocal areaRemote workFlexible hours- FIS is seeking a Director of Client Success in Milwaukee, WI. This role serves as the primary client-facing lead for strategic accounts, advocating for client needs and ensuring effective communication between clients and internal teams. Candidates should possess 5-7 years...Senior
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