Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Trust & Wealth Advisor for HNW Clients

Bank of America ATM

Bank of America in Tampa, Florida, is seeking a professional to manage fiduciary and investment management accounts for high-net-worth clients. This role involves compliance with regulatory requirements, providing fiduciary administration support, and engaging with clients. Candidates must have a minimum of five years of experience in trust administration and estate planning, along with the ability to develop new business opportunities. #J-18808-Ljbffr Bank of America

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Senior Trust & Wealth Advisor for HNW Clients in Tampa, FL vacancy
  •  ...A leading financial institution seeks a Wealth Advisor to manage relationships with high net worth clients in Tampa. The role requires extensive experience in wealth management, excellent interpersonal and sales skills, and the ability to provide personalized financial... 
    Senior
    High net worth

    Truist Financial Corporation

    Tampa, FL
    1 day ago
  •  ...a seasoned professional responsible for managing and growing high net worth client relationships. This role includes building a talented team to meet client needs and handling complex wealth management issues. The ideal candidate will have over 10 years of experience... 
    Senior
    High net worth

    U.S. Bank

    Tampa, FL
    2 days ago
  •  ...Senior Wealth Advisor Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. They...  ...companies existing referrals sources by selling investment and trust services to individuals and families with complex or... 
    Senior
    High net worth

    MRINetwork

    Tampa, FL
    2 days ago
  •  ...Risk Practice leader to manage personal lines sales and develop business both from existing clients and new prospects. The ideal candidate will have 5-8 years of experience in the HNW brokerage space in a leadership role, along with a track record of coaching and mentoring... 
    Senior
    High net worth

    USI Insurance Services

    Tampa, FL
    5 days ago
  • $85k - $95k

    A leading Portfolio Management firm in Tampa, Florida is seeking a Relationship Manager to handle a portfolio of high net worth clients, ensuring effective management of assets and strong client communication. This involves educating clients on investment philosophy and... 
    High net worth

    Staffing In Motion

    Tampa, FL
    4 days ago
  • $114k - $165.3k

     ...Miami areas and is excited to meet with clients in person, if needed. **This...  ...addition to the base salary** The Senior Private Wealth Advisor, Practice Lead plays a vital role in...  ...term financial success by serving as a trusted advisor and primary point of contact... 
    Senior
    High net worth
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Immediate start
    Remote work
    Work from home
    Flexible hours

    Empower

    Tampa, FL
    3 days ago
  •  ...Responsible Growth and delivering for our clients, teammates, communities and shareholders...  ...administration support including the review of trust instruments, participating in matters...  ...and prospects to build and transfer wealth tailored to their unique goals, while delivering... 
    Senior
    High net worth
    Shift work
    Day shift

    Bank of America

    Tampa, FL
    6 days ago
  • Charles Schwab in Tampa, Florida is seeking a Sr. Manager, Wealth Advisor to empower clients with specialized investment advisory services. You will work closely with clients to provide tailored financial solutions, mentoring junior team members along the way. The ideal... 
    Senior

    Charles Schwab

    Tampa, FL
    3 days ago
  • U.S. Bancorp is looking for a Financial Advisor in Tampa, Florida, to manage high net worth client relationships and drive business growth. The role requires 10+ years of wealth management experience, along with a strong ability to handle complex financial situations. This... 
    Senior
    High net worth
    Work at office
    3 days per week

    U.S. Bancorp

    Tampa, FL
    3 days ago
  •  ...A financial advisory firm in Tampa, FL, seeks an International Investment Counsellor to service high-net-worth clients in Canada. This role emphasizes building strong client relationships without prospecting. Applicants should hold a CFA (any level) and have 4+ years in... 
    High net worth

    Fisher Investments

    Tampa, FL
    5 days ago
  •  ...Our client is on a mission to empower customers and communities with smart financial decisions...  ...-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative... 
    High net worth

    Professions

    Tampa, FL
    5 days ago
  •  ...Fisher Investments in Tampa is seeking a New Client Counselor to serve as the primary contact for high-net-worth clients. This role involves onboarding new clients and educating them on investment strategies while collaborating with sales professionals and internal teams... 
    High net worth

    Fisher Investments

    Tampa, FL
    1 day ago
  •  ...recommendations on internal department procedures Recognize business opportunities for our clients and for CBIZ Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts;... 
    Senior
    High net worth

    CBIZ

    Tampa, FL
    4 days ago
  • $127.9k - $291.9k

     ...by side with a range of clients from our most venerable...  ...and Capital Markets, Wealth and Asset Management, Insurance...  ...institutions are trusted and flourish, and the...  ...key responsibilities A Senior Services Manager in FSO...  ...and status as a trusted advisor to maintain and further... 
    Senior
    High net worth
    Full time
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY

    Tampa, FL
    2 days ago
  • A financial services consultancy is seeking a Customer Support Analyst to provide high-level support for client accounts and documentation migration. This role involves interactions with high-net-worth clients and internal stakeholders, requiring strong communication and... 
    Senior
    High net worth
    Flexible hours

    Cortex Consultants LLC

    Tampa, FL
    4 days ago
  •  ...A leading financial services provider in Tampa is seeking an experienced Financial Advisor to guide clients in planning their financial futures. The ideal candidate will have over 7 years of experience and a strong sales track record, as well as the required licenses.... 
    Senior

    Corebridge Financial, Inc.

    Tampa, FL
    5 days ago
  •  ...experienced Tax Partner to join our expanding Private Client Services (PCS) / High Net Worth (HNW) practice in Tampa, FL. This role provides an opportunity...  ...of tax returns for wealthy family members and their trusts, investment entities, and private businesses.... 
    High net worth
    Work at office
    Local area

    Dormont Manufacturing Company

    Tampa, FL
    4 days ago
  •  ...Tampa, Florida, is seeking a seasoned professional focused on client management and business development. The role involves...  ...find new business opportunities and advocate for clients as trusted advisors, providing integrated recommendations across various services... 
    Senior
    Full time

    Bank of America

    Tampa, FL
    4 days ago
  •  ...Private Client Relationship Manager II This role is a high-touch...  ...central point of contact for HNW clients across banking...  ...role partners with Investment Advisors and Trust Advisors to provide proactive...  ...model supporting an integrated Wealth Management offering by providing... 
    High net worth

    TD Bank

    Tampa, FL
    6 days ago
  •  ...spot for you! We serve clients of all sizes across the...  ...Job Summary: As a HNW Tax Senior Manager , you work closely with...  ...clients on sophisticated tax and wealth planning matters, and playing...  ...closely held businesses and trusts. Understand client's business... 
    Senior
    High net worth
    Work at office
    Local area

    Frazier & Deeter

    Tampa, FL
    2 days ago
  •  ...Private Client Relationship Manager - Advisory Group Do you have a...  ...of the leading privately owned wealth management firms in the U.S. who...  ...focus is 100% on building trusted relationships with high-net-worth...  ...and working closely with senior leadership to deliver real value... 
    High net worth
    Full time

    H Squared LLC

    Tampa, FL
    5 days ago
  • SunTrust Investment Services, Inc. seeks a candidate to deliver an industry leading client service experience and enhance client relationships. The role involves sales, problem-solving, and teller duties as necessary. Qualifications include a high school diploma, 4 years... 
    Senior

    SunTrust Investment Services, Inc.

    Tampa, FL
    3 days ago
  •  ...with a well-regarded firm that is looking to add a Trusts & Estates Associate to its growing private client practice in the Tampa/Naples area. Ideal Candidate...  ...experience in trusts & estates, estate planning, or wealth transfer Experience drafting wills, trusts, and... 
    High net worth
    Private practice

    Premier Pursuit

    Tampa, FL
    6 days ago
  • A reputable law firm in Tampa is seeking a Trusts & Estates Associate to enhance their private client practice. The ideal candidate will have 2+ years of experience in trusts & estates, with skills in drafting wills and estate planning documents. Florida Bar admission... 
    High net worth
    Private practice

    Premier Pursuit

    Tampa, FL
    6 days ago
  •  ...Manager for their expanding Tampa office. This role involves serving as the primary contact for high-net-worth clients, offering a full suite of investment and wealth management services. The ideal candidate will have over 8 years of experience in relationship management... 
    Senior
    High net worth
    Work at office

    TWM Executive Search

    Tampa, FL
    1 day ago
  • $110k - $170k

     ...Tax Manager in Tampa, FL. This hybrid role involves overseeing tax planning, preparing tax returns, and consulting high net worth clients. The suitable candidate will have 5+ years of tax accounting experience and robust knowledge of tax regulations. The position offers... 
    Senior
    High net worth

    Australia-Employment

    Tampa, FL
    2 days ago
  •  ...working with extraordinary clients spanning every industry, regardless...  ...as leaders, colleagues and trusted advisors. We equip you with world-...  ...success! The Role Senior Managers in our Private Client...  ...about legislative changes, wealth transfer techniques, charitable... 
    Senior
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen Tax

    Tampa, FL
    2 days ago
  • A financial services firm is seeking an Investment Counselor to provide exceptional service to high-net-worth clients in Tampa, Florida. You will benefit from a strong internal support team and a unique training program to enhance your finance skills. Ideal candidates should... 
    High net worth

    myGwork - LGBTQ+ Business Community

    Tampa, FL
    6 days ago
  • JPMorganChase is seeking a Private Client Advisor in Tampa, Florida, to provide comprehensive financial planning and advice tailored to individual and family clients. You will leverage your expertise to deliver an exceptional investor experience by building strong relationships... 

    JPMorganChase

    Tampa, FL
    4 days ago
  • 001 Brown & Brown, Inc in Tampa, FL seeks a Private Client Lead Underwriter to establish a specialty underwriting practice for high-value and ultra-high-value homes. This role involves communication with brokers and assessing risks, requiring 5+ years of underwriting experience... 
    Senior

    001 Brown & Brown, Inc

    Tampa, FL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Trust & Wealth Advisor for HNW Clients. Be the first to apply!