Senior Investment Advisor - HNW Partnerships (Remote)

City National Bank

Remote job

City National Bank seeks an Investment Consultant, remote-based in Texas, to expand its network of Independent Financial Advisors and high‑net‑worth clients. You will cultivate partnering relationships with advisory firms, CPA and estate planning firms, and drive new assets under management. The role emphasizes professional presentations, diligent client communications, and a consultative sales approach to meet growth targets in a remote Texas market. #J-18808-Ljbffr City National Bank

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Senior Investment Advisor - HNW Partnerships (Remote) in Austin, TX vacancy

Senior Investment Advisor | Private Wealth Management
...Senior Investment Advisor Overview: Our client is a highly established and growing wealth management platform serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families... ...client engagement, and strategic partnership with internal wealth...
Partnership
Senior
High net worth
Full time
Work at office
Larson Maddox
Indianapolis, IN
1 day ago
Senior Tax Manager - High-Net-Worth
$160k - $200k
...Senior Tax Manager – High-Net-Worth / Family... ...Onsite | 1 Remote Day per Week Firm... ...serving as a trusted advisor to sophisticated clients... ...involving investments, closely held businesses... ...with complex partnership, S corporation, trust... ...family office and HNW clients . The...
Remote work
Partnership
Senior
High net worth
Full time
Work at office
Local area
1 day per week
Whitman Advisory Job Community
New York, NY
3 days ago
Tax Senior
$95k - $120k
...Midtown Manhattan where Tax Seniors work across industries,... ..., and build toward partnership - without the siloed... ...entity types: individuals (HNW), partnerships, S-corps... ...regarding weekly remote and in-office balance will... ...entrepreneurial CPA firm that invests in generalist...
Remote work
Partnership
Senior
High net worth
Full time
Summer work
Work at office
Local area
Flexible hours
CyberCoders
New York, NY
2 days ago
Remote Senior Manager (Tax)
...engagements across corporate, partnership, and high-net-worth... ...for key accounts in a fully remote environment Oversee tax planning... ...returns (1120, 1120S, 1065, 1040 HNW) Manage client deliverables... ...Supervise and mentor tax staff, seniors, and managers across multiple...
Remote work
Partnership
Senior
High net worth
Solid Rock Recruiting LLC
Austin, TX
a month ago
Tax Manager / Senior Manager
...Job Description Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location: Denver... ...HNW individuals, trusts, estates, partnerships, and S-corps Provide proactive... ...clients, attorneys, and financial advisors Conduct technical research and...
Remote work
Partnership
Senior
High net worth
Full time
Solid Rock Recruiting LLC
Denver, CO
a month ago
Tax Senior Manager
...Tax Senior Manager The Tax Senior Manager at Catalyst Family Office... ...individuals and families, partnership, trust and not-for-profit entities... ...to shape and lead a premier HNW client advisory platform.... ...office in Austin, TX with partial remote work availability. Catalyst...
Remote work
Partnership
Senior
High net worth
Full time
Catalyst Family Office
Austin, TX
1 day ago
Senior Staff Accountant
$82k - $125k
## Senior Staff AccountantApply: Partially Remote: Encino, California: Los Angeles, California:... ...corporate (S corp and C corp), partnership, estate, trust,... ...meeting packages, budgets, investment analysis, tour... ...preferably entertainment and HNW individuals* Bachelor's...
Remote work
Partnership
Senior
High net worth
Full time
Work experience placement
Work at office
Local area
3 days per week
Focus Partners Wealth
Eastern, KY
4 days ago
Senior Manager Credit Operations
...of the way. Join us to invest in yourself, your career... ...seeking an experienced Senior Manager, Credit... ...portfolio underwriting, HNW and UHNW borrower profiles... ...the teamBuild trusted partnerships with Sales so complex borrowers... ...unable to accommodate remote work from Hawaii,...
Remote work
Partnership
Senior
High net worth
Self employment
SoFi
Frisco, TX
2 days ago
Senior Tax Manager
$190k - $220k
...accounting, and advisory practice is adding a Senior Tax Manager after another year of organic growth. This is a fully remote opportunity anywhere in the U.S. with a $... ..., with significant exposure to complex partnerships, HNW individuals, multi-generational trusts and...
Remote work
Partnership
Senior
High net worth
Work at office
Local area
Flexible hours
Talnt
San Francisco, CA
2 days ago
Senior Tax Accountant
$90k - $115k
...accounting firm in Juno Beach, Florida, seeks a Senior Tax Accountant. The role can be 4 days in the office & 1 day remote. This firm offers a good work life balance,... ...to:* Preparation of C corp., S corp. and partnership income tax returns* Preparation of high net worth...
Remote work
Partnership
Senior
High net worth
Work at office
KForce
Tallahassee, FL
2 days ago
Tax Senior
...profitable regional CPA firm seeks a Tax Senior to add to their growing staff. We offer... ...tax returns. May work hybrid or primarily remote. If remote, candidates must be based... ...research. Prefer experience with C + S corps, partnerships, and high net worth individual tax....
Remote work
Partnership
Senior
High net worth
Work at office
Tri-S Recruiters
Honolulu, HI
2 days ago
Senior Tax Manager
$115k - $185k
...problem-solving. Job Title: Senior Tax Manager, CPA Department: Tax Location: Remote or Hybrid \n Successful... ...knowledge in a particular area(s) of partnerships, HNW individuals, corporate,... ...entities, estate and gift tax, investment advisory, and/or financial...
Remote work
Partnership
Senior
High net worth
Full time
Gursey
Los Angeles, CA
1 day ago
Tax Senior/Manager/Senior Manager
$80k - $200k
...public accounting firm. They seek a Tax Senior or Manager to join their Manhattan, NY office... ...for high-net-worth individuals and partnership clientsCultivate and maintain strong, long... ...ID # 47597Tagged as: Hybrid Remote/OfficeDate Posted:Posted on December 12,...
Remote work
Partnership
Senior
High net worth
Work at office
Local area
Abacus Group
Albany, NY
2 days ago
Tax Senior
...Overview We are seeking an experienced Tax Senior to join our dynamic tax team. The ideal... ...and planning for S-Corps, C-Corps, partnerships, and high net worth individualsExperience... ...Bonus: Discretionary based on performance- Remote and Hybrid Flexibility- No more than 55...
Remote work
Partnership
Senior
High net worth
CyberCoders
Anaheim, CA
2 days ago
Senior Insurance Partnership Business Developer
$14k
...Job Description Job Title: \n Senior Insurance Partnership Business Developer (3-Month Contract) \n \n Location: \n Remote / United States \n \n About Us: \n Hydrific, part of LIXIL is redefining home water management with Droplet, an award-winning...
Remote work
Partnership
Senior
High net worth
Hourly pay
Permanent employment
Contract work
Temporary work
For contractors
Immediate start
Flexible hours
Hydrific, part of LIXIL
New York, NY
2 days ago
Tax Senior
$90k - $130k
Tax Senior - Melville, NY In Office Opportunity (No Hybrid / Remote) Compensation: $90k - $130k Depending on Experience CPA... ...including high net worth individuals, partnerships, corporations, and nonprofit... ...with partners and external advisors.Support business development...
Remote work
Partnership
Senior
High net worth
Work at office
Local area
CyberCoders
Melville, NY
6 days ago
Senior Tax Manager
$140k - $160k
...Senior Tax Manager Lisle, Illinois | $140,000-$160,000 | $5,000... ...days in the office and two days remote following the initial... ...engagements for individuals, partnerships, S corporations, C corporations... ...matters. • Serve as a trusted advisor to clients, providing proactive...
Remote work
Partnership
Senior
High net worth
Full time
Work at office
Local area
Relocation package
MMA & Co., LLP
Lisle, IL
4 days ago
Senior Tax Manager (Englewood)
...performing team. Job: Manage and lead team of primarily remote 7+ CPA's, Tax professionals and Accountants providing bookkeeping... ...and multi-state income tax returns for primarily pass through partnerships and their related owners 1040's to include S-Corps, and...
Remote work
Partnership
Senior
High net worth
Full time
Work at office
Flexible hours
Thrive Financial Recruiting
Englewood, CO
5 hours ago
Senior Tax Accountant | Public Accounting | Hybrid
$90k - $120k
...a wide range of industries, real estate partnerships, and high-net-worth individuals, offering... ...is $90k-$120k plus annual bonuses Senior Tax Accountant Duties Prepare a variety... ...organizational, and analytical skills ZR Remote working/work at home options are...
Remote work
Partnership
Senior
High net worth
Work at office
Work from home
Incendia Partners
Richmond, VA
5 days ago
Senior Wealth Advisor
...that is expanding its national Advisor Referral Program and seeking... ...advice, including investment management, retirement planning... ...business through trusted referral partnerships rather than traditional cold... ...long-term career growth. Remote position with market...
Remote work
Partnership
Senior
High net worth
District Partners
United States
21 hours ago
Tax Manager / Senior Tax Manager
$135k - $225k
...Position Description: Tax Manager / Senior Tax Manager – CPA/EA At Hunt Jackson, we... ...engagements for high-net worth individuals, partnerships, corporations, and trusts. - Manage... ...Capabilities to work both in office and remote. - Five weeks paid time off. - Casual...
Remote work
Partnership
Senior
High net worth
Casual work
Work at office
Local area
Flexible hours
Hunt Jackson, PLLC
Washington DC
4 days ago
Senior Tax Associate
...Senior Tax Associate Tinley Park, IL | Hybrid Remote (2 Days In Office) Looking for a public accounting opportunity where you can continue building your... ...Prepare federal and state tax returns for partnerships, S corporations, LLCs, and individual clients....
Remote work
Partnership
Senior
High net worth
Work at office
3 days per week
Geneva Search Partners LLC
Orland Park, IL
21 hours ago
Tax Senior
$90k - $120k
Job Title: Senior Tax AccountantLocation: San Rafael, CA (Hybrid... ...federal and state corporate, partnership, non-profit, and individual tax... ...Advisory: Act as a trusted advisor, supporting small businesses... ..., offering an optimal mix of remote work and collaboration in our...
Remote work
Partnership
Senior
High net worth
Work at office
Local area
Flexible hours
Shift work
CyberCoders
Larkspur, CA
6 days ago
Senior
$85k - $110k
...knowledgeable tax and accounting a Senior tojoin our firm’s Real Estate... ...Prepare corporate, partnership, fiduciary and individual income... ...and virtuallyHybrid, flex, and remote work opportunities... ...services and Citrin Cooperman Advisors LLC, which provides business...
Remote work
Partnership
Senior
High net worth
Temporary work
Flexible hours
Citrin Cooperman
Melville, NY
2 days ago
Senior Tax Associate
$100k - $150k
...Senior Tax Associate Callow Consulting | Baltimore–Washington Area (100% Remote — U.S.) $100,000–$150,000 Salary + Bonus + Full Benefits... ...C, S-corporation, and partnership returns Perform final review... ...believe in work-life balance , invest in the professional...
Remote work
Partnership
Senior
High net worth
Full time
Seasonal work
Work at office
Immediate start
Stouffer Legal
Baltimore, MD
1 day ago
Senior Family Law Attorney
$225k - $325k
...Job Description Senior Family Law Attorney *Confidential application process* Schedule: Remote | Washington State Are you an experienced Family Law... ...professional development reimbursement ~ Partnership-track potential and long-term career...
Remote work
Partnership
Senior
High net worth
gpac
Spokane, WA
1 day ago
Senior Tax Associate - 30 Person Firm (Denver)
...you. Responsibilities As a Tax Senior , you’ll work closely with a team of tax... ...preparing and reviewing corporate, partnership, and S‑Corp returns; exposure to high‑net... ...collaboration, and ongoing professional development Regular remote work opportunities...
Remote work
Partnership
Senior
High net worth
Part time
Flexible hours
Oxford Tax Recruiting
Denver, CO
5 hours ago
Senior Wealth Advisor
...Wealth Advisor Are you a Certified Financial Planner (... ...seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available... ...portfolios of $5 to 15M in investable assets using Vanguard... ...as corporate trustee, in partnership with internal Trust Administrators...
Remote work
Partnership
Senior
High net worth
Local area
Vanguard
United States
2 days ago
Senior Wealth Advisor
...and entrepreneurial minded Senior Wealth Advisor focused exclusively on new... ...of influence, and strategic partnerships.Represent Bessemer Trust at... ...Family Office Management, Investments, and Client Advisors to develop... ...: 60% in office, 40% remote for most positionsPaid time...
Remote work
Partnership
Senior
High net worth
Temporary work
Work at office
Bessemer Trust
Naples, FL
2 days ago
Senior Tax Associate
$95k - $115k
...Job Description Job Description Senior Tax Associate (100% Remote) Compensation: $95-115K base plus performance bonus Hours: 40–45 hours... ...and review complex tax engagements for S corporations, partnerships, and individuals Develop and implement proactive tax...
Remote work
Partnership
Senior
High net worth
Flexible hours
Benaiah Consulting Group. LLC
Dallas, TX
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Investment Advisor - HNW Partnerships (Remote). Be the first to apply!