Aspiring Personal CFO — Wealth & Family Office
Corient Private Wealth LLC.
Corient Private Wealth LLC. is seeking an Associate, Personal CFO in Dallas, TX. This full-time position involves bookkeeping functions, vendor management, and financial statement familiarity. Candidates should have a Bachelor's degree in Accounting and at least 2 years of relevant experience. The role requires strong Excel proficiency, effective communication, and excellent self-management skills. Competitive benefits include a 401(k) plan, medical options, and paid professional designations. #J-18808-Ljbffr Corient Private Wealth LLC.
- ## Associate, Personal CFOApplylocations: Dallas, TXtime type: Full... ...high-net-worth individuals and families to enjoy a full life, while... ...enabling them to preserve their wealth for future generations, and... ...improvement* Family Office Experience preferred*This position...Work at officePersonalPermanent employmentTemporary workFlexible hours
- ...KPMG is currently seeking a Tax Manager / Senior Manager Family Office to join our Business Tax Services practice. Responsibilities... ...disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending...Work at officePersonalFull timeLocal area
- Goldman Sachs Group, Inc. is looking for an Associate in Asset & Wealth Management for its Dallas office. The role involves supporting the Finance group with financial analysis, revenue forecasting, and working closely with senior team members. The ideal candidate will...Work at office
- ...Personal Assistant Opportunity The Gehan Family Office is seeking an extraordinarily capable and seasoned Personal Assistant... ...at the intersection of private wealth, high-stakes logistics, and... ...understands that excellence is not an aspiration, it is the baseline. The...Work at officePersonalContract workFor contractorsAfternoon shift
- ...wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term... ...priorities. We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and...Work at officeFull timeTemporary workRemote work
- ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth... ...influential individuals and families. By communicating Vanguard’s... ...between your professional and personal life while making a meaningful... ...working model. We are in the office Tuesday-Thursday and work remotely...Work at officePersonalLocal areaRemote workRelocationMonday to Friday
$75k - $80k
...Summary Focus Partners Wealth is seeking an... ...dedicated to creating personalized wealth advice based on... ...unique clients' goals and aspirations. The position involves... ...defined as 3 days in office work required per week... ...integrated wealth management, family office, and business...Work at officePersonalFull timeLocal areaRemote work2 days per week- ...Job Description Merrill Wealth Management is a leading provider... ...life they envision through a personal relationship with their advisory... ..., we are committed to an in‑office culture with specific requirements... ...with UHNW individuals and families to provide objective insights...Work at officePersonalPrivate practiceWork from homeShift workDay shift
- ...advisory services for pension plans, sovereign wealth funds, insurance companies, endowments,... ...Headquartered in New York, we maintain offices around the world. We believe who you... ...to grow professionally and personally, from our training and development opportunities...Personal
- ...Strategic CFO Opportunity MealSuite builds end-to-end foodservice technology for healthcare... ...onsite in our Dallas TX, or Cambridge ON office two days per week. If you're more than an... ...the company's purpose aligns with their personal values. Learn more about our values at...Work at officePersonalRemote work2 days per week
$214.3k - $256.2k
...enjoyable. But this isn’t your average doctor’s office. We’re on a mission to transform... ...have completed, an accredited Internal or Family Medicine residency program Practiced at... ...patients and colleagues Readiness to adapt personal and interpersonal behavior to meet the...Work at officePersonalFull timeTemporary workRelocation package- ...CAPTRUST is seeking a full-time Wealth Client Management Consultant... ...to individual investors and families. The candidate also... ...Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook,... ...surrounding you with opportunities for personal growth. Our Employee...Work at officePersonalFull timeTemporary workWork experience placementLocal areaFlexible hours
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will... ...are responsible for advising families on building, preserving and... ...experience revolves around a personal financial plan and includes advice... ...with experience in Microsoft Office products. ~ Knowledge of...Work at officePersonalFull timeLocal areaRemote workFlexible hours- ...enjoyable. But this isn’t your average doctor’s office. We’re on a mission to transform... ...patient outcomes. Board Certification in Family Medicine or MedPeds. One Medical... ...patients and colleagues Readiness to adapt personal and interpersonal behavior to meet the needs...Work at officePersonalHourly payDaily paidTemporary workLocumCasual workLocal area
- ...enjoyable. But this isn’t your average doctor’s office. We’re on a mission to transform... ...patients and colleagues Readiness to adapt personal and interpersonal behavior to meet the... ...memberships for yourself, your friends and family Employee Assistance Program - Free...Work at officePersonalHourly payDaily paidTemporary workLocumCasual workLocal area
$60k - $81.32k
...Family Office Accounting Associate Are you interested in joining one of the fastest growing... ...to advising on complex intergenerational wealth strategies and best practices. As one... ...-training opportunities to maximize personal contribution to the organizational goals...Work at officePersonal- ...about helping individuals and families reach their financial goals,... ...structured path to becoming a wealth manager through licensing and... ...and risk tolerance to devise personalized strategies, offering clear... ...unique situations Location : In-office presence required Work-Life...Work at officePersonalWork experience placementLocal areaFlexible hours
- ...role is in our Goldman Partner Office (GPO). OUR IMPACT Wealth Management Across Wealth... ...worth individuals, as well as family offices, foundations and endowments... ...partners, serving as "CIO" and "CFO" to help our clients reach their personal wealth goals. HOW YOU WILL...Work at officePersonal
$85k - $145k
...Mercer Advisors has been helping families amplify and simplify their... .... Job Summary: The Wealth Path Wealth Advisor works in... ...Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered... ...Conditions: Professional office environment. Working inside....Work at officePersonalTemporary workLocal areaMonday to FridayFlexible hours- ...Wealth Management Professional Are you a quick-thinking... ...is in Goldman Partner Office - Invest. Wealth Management... ...individuals, as well as family offices, foundations and... ..., serving as "CIO" and "CFO" to help our clients reach their personal wealth goals. Wealth Management...Work at officePersonal
- ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and... ...entrepreneurial spirit. Job Description The Family Office Consultant I is primarily responsible... ...relationships that may have banking, personal trust, custody, investment agency, IRA and...Work at officePersonalWork experience placement
- Gfohome in Dallas, TX is seeking an exceptionally skilled Personal Assistant to support Mr. Gehan and the Gehan family. This elite role involves managing personal logistics, overseeing multiple properties, and coordinating with finance teams. The ideal candidate will have...Work at officePersonal
- ...candidate will join the Private Wealth Management Experienced Hire... ...in New York, we maintain offices around the world. We believe... ...opportunities to grow professionally and personally, from our training and... ...service for employees and family members facing critical health...Work at officePersonalFull timeTemporary workWork experience placementLocal area
- ...LLC in Dallas, TX is seeking a highly skilled Personal Assistant to support Glenn Gehan and manage his extensive personal and family needs. This role involves coordinating... ...flight logistics, property management, and family office finance. #J-18808-Ljbffr GFO HOME LLCWork at officePersonal
$80k - $110k
...operational recruiting engagements for single-family office clients. General Responsibilities... ...identify candidates through direct outreach, personal network, database, and referrals.... ...experience recruiting for family office, wealth management, private investment, or related...Work at officePersonalFull timeH1bLocal areaWork visa- ...and Restricted Stock. OUR IMPACT Across Wealth Management, Goldman Sachs helps empower... ...high net worth individuals, as well as family offices, foundations and endowments, and... ...ability to work autonomously High degree of personal accountability and ability to deal with...Work at officePersonal
- Asset & Wealth Management Operations Private-Alts Pvt KYC Group-Dallas... ...Legal, Operations and Middle Office teams to deliver seamless... ...to grow professionally and personally, from our training and development... ...service for employees and family members facing critical...Work at officePersonalFull timeLocal area
- GFO Home in Dallas, TX is seeking a highly capable Personal Assistant to support Glenn Gehan and the family office. The role requires managing Mr. Gehan's complex logistics, travel itineraries, and operations across multiple residences. Ideal candidates have at least 8...Work at officePersonal
- ...for pension plans, sovereign wealth funds, insurance companies, endowments... ...in New York, we maintain offices around the world. We believe... ...to grow professionally and personally, from our training and... ...advocacy service for employees and family members facing critical...Work at officePersonalFull timeTemporary workRemote work
- ...Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset’... ...for continuous improvement Personal commitment to continuing education... ...Proficient with Microsoft Office suite; knowledge of Salesforce... ...provides investment advisory, family office, and other services to...Work at officePersonalFull timeTemporary workWork experience placementLocal area
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