Senior Financial Planner for High-Net-Worth Clients
Veritas Partners LLC
Veritas Partners is looking for a Financial Planner to join their wealth management team in Cockeysville, MD. The role involves working closely with wealth advisors to create comprehensive financial plans for high net worth individuals. The ideal candidate will have a CFP designation and at least 5 years of experience in a registered investment advisory setting, supporting client communication and presentation preparation. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner for High-Net-Worth Clients in Cockeysville, MD vacancy
$128.1k - $213.5k
...focused on wealth management. The successful candidate will lead the client relationship team, develop sales strategies, and ensure that clients receive comprehensive solutions tailored to their financial needs. Qualified individuals should have a Bachelor's degree and at...SeniorHigh net worthWilmington Trust
Baltimore, MD4 days ago- EisnerAmper LLP is seeking a Tax Senior Manager to join our Private Client Services practice. This role emphasizes tax planning and compliance for ultra-high net worth individuals, particularly in the financial services sector. The ideal candidate will have over 10 years...SeniorHigh net worthPrivate practiceLocal area
$90k - $110k
...Family & Multi-Family Offices Nationwide Senior Client Service Associate Overview Established... ...dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks... .... The Firm provides sophisticated financial advisory and investment management services...SeniorHigh net worthFull timeTemporary workSeasonal workWork at officeGemHarvest Executive Recruiting
Baltimore, MD5 days ago- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...compliance functions for ultra-high net worth individuals and their families,... ...particular emphasis on clients in the financial services sector, such as hedge...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
- We are seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The position offers... ...and compliance functions for ultra-high net worth individuals and their families,... ...particular emphasis on clients in the financial services sector (e.g., hedge...SeniorHigh net worthPrivate practiceWork at officeLocal area
$128.1k - $213.5k
...A major financial institution in Baltimore, MD, is seeking an experienced Wealth Advisory Manager to lead client relationship teams. The role involves developing sales strategies to grow the client base, implementing wealth management solutions, and ensuring compliance...SeniorHigh net worthM&T Bank
Baltimore, MD4 days ago- ...M&T Bank is seeking a dedicated client services professional in Baltimore, Maryland, to support and enhance High Net Worth client relationships within Wealth Management. The... ...The position requires at least one year of financial services experience or a combination of education...High net worth
M&T Bank
Baltimore, MD4 days ago - Our client, a wealth management firm in Hunt Valley, MD, is currently seeking a Financial Planner to join their team. The Financial Planner will work with advisors to deliver... ...tax, estate and retirement planning for high net worth individuals. Responsibilities Support...High net worth
$98.5k - $146k
...Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings) Apply ( locations... ...perspective and meaningful partnership so our clients can feel more confident. We believe... ...business ~ Experience working with high-net-worth clients in relationship management and...SeniorHigh net worthFull timeWork experience placementLocal areaRemote work1 day per weekT. Rowe Price
Owings Mills, MD1 day ago$127.9k - $291.9k
...leader in serving the global financial services marketplace and the... ...by side with a range of clients from our most venerable institutions... ...to the unique needs of the high-net worth tax industry. The team has a... ...key responsibilities A Senior Services Manager in FSO EDGE...SeniorHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...Tax Senior Manager - Estate, Trust, Gift, High-Net Worth SC&H Group Inc. is looking to add a talented Senior Tax Manager... ...to effective communicate with clients, peers and SC&H professionals at... ...SC&H is a national consulting and financial services firm with an expanding...SeniorHigh net worth2 days per week
SC&H Group
Hunt Valley, MD3 days ago $70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior... ...a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra-high net worth (... ...who are collaborating directly with Financial Advisors and their clients....SeniorHigh net worthTemporary workFlexible hoursRBC
Cockeysville, MD4 days ago- ...investment advisory according to Financial Advisor Magazine. Our... ...of close, caring, supportive client relationships.Growth requires... ...entrepreneurs, owners working with high-net-worth individuals and those who... ...directly with Partners and Senior Managers.Complete moderately...SeniorHigh net worthTemporary workLocal areaFlexible hoursNight shift
HBK CPA
Lutherville Timonium, MD18 hours ago - ...candidate will have a J.D., active Maryland bar admission, and at least three years of experience in private client work. This role involves advising high-net-worth clients on sophisticated planning strategies, drafting estate planning documents, and working within a...High net worth
Leoforce
Baltimore, MD17 hours ago $50k - $75k
...Client Manager- Private Client Group (Personal Lines) Be part of a winning team that leads the way as a Best Practices Agency in Insurance... ...all team accounts. Ideal experience for this role includes High Net Worth and Recreational Marine account management, along with a...High net worthFull timeWork at officeImmediate startMaury Donnelly & Parr Inc
Cockeysville, MD3 days ago- ...Marsh McLennan Agency Senior Account Manager, Business Insurance Our not-so-secret... ...health & benefits, retirement, and private client insurance solutions to organizations and... ...track record includes these skills: High school diploma or equivalent required...SeniorPermanent employmentLocal areaNight shift
Oliver Wyman
Hunt Valley, MD1 day ago $65k - $90k
...Multi-Family Offices Nationwide Client Service Associate Overview... ...AUM Independent RIA serving high net worth and ultra high net worth... ...Firm provides sophisticated financial advisory and investment management... ...detail, and time management Seniority level Associate Employment...High net worthFull timeGemHarvest Executive Recruiting
Baltimore, MD3 days ago- ...goals. We are seeking a Senior Portfolio Accountant to join... ...growing environment and providing clients with exceptional services.... ...preparation and review of financial statements, including but... ...market companies, as well as high net worth individuals, family offices,...SeniorHigh net worthLocal area
EisnerAmper
Owings Mills, MD1 day ago $58k - $72k
Overview Your role A Client Associate services clients and provides operational and administrative support to Financial Advisors. Your team You’ll be working as part of a Private... ...in Hunt Valley, Maryland. We help high net worth and ultra-high net worth clients with their...High net worthFull timeWork at officeFlexible hours$140k - $270k
...EisnerAmper is seeking a Senior Manager to join our National... ...environment, while providing clients with exceptional services. This... ...as diverse as sophisticated financial institutions and start-ups,... ...market companies, as well as high net worth individuals, family offices,...SeniorHigh net worthWork at officeLocal areaRemote work- ...Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time... .... The firm serves a diverse portfolio of clients across industries and is looking for a Tax... ...for corporations, partnerships, and high-net-worth individuals Provide strategic tax...SeniorHigh net worthFull timeRemote workFlexible hours
Solid Rock Recruiting LLC
Baltimore, MD4 days ago $100k - $150k
...EisnerAmper is seeking a Senior to join our National Tax Office... ...environment, while providing clients with exceptional services.... ...as diverse as sophisticated financial institutions and start-ups,... ...market companies, as well as high net worth individuals, family offices,...SeniorHigh net worthWork at officeLocal areaEisnerAmper
Owings Mills, MD2 days ago- ...EisnerAmperis seeking a Tax Senior Associate to join theAffordable... ...to delivering exceptional client services. Whatit Means to... ...as diverse as sophisticated financial institutions and start-ups,... ...market companies, as well as high net worth individuals, family offices,...SeniorHigh net worthLocal area
EisnerAmper
Owings Mills, MD17 hours ago - ...Diversified Insurance Industries Inc in Cockeysville, MD is seeking a Senior Benefits Account Manager to deliver consultative service for a... ...of employee benefits accounts. The ideal candidate will manage client relationships, offer technical expertise, and mentor junior team...Senior
Diversified Insurance Industries, Inc.
Cockeysville, MD3 days ago - ...A financial advisory firm located in Timonium, Maryland, is seeking an Investment Operations/Business Processing professional. This role... ...including Series 7 and Series 66. The position offers involvement in client meetings and the opportunity to train and mentor less...Senior
BFG Financial Advisors
Lutherville Timonium, MD4 days ago - ...KatzAbosch is seeking a knowledgeable Tax Manager to oversee client engagements, ensuring efficient service and delivery of tax solutions. The ideal candidate will lead meetings, review complex tax returns, and contribute to team growth. Applicants should have a Bachelor...SeniorFlexible hours
KatzAbosch
Lutherville Timonium, MD18 hours ago - ...RCM&D is searching for a Client Executive responsible for managing a significant book of business. This role focuses on client satisfaction by leading annual planning, ensuring effective strategies, and supporting business development. Candidates should hold a Bachelor...Senior
RCM&D
Cockeysville, MD3 days ago $150k - $220k
...India, there is a spot for you! We serve clients of all sizes across the United States and the... .... Job Summary: As a HNW Tax Senior Manager , you work closely with partners, staff, and high net worth clients and are responsible for planning, managing...SeniorHigh net worthWork at officeLocal areaFrazier & Deeter
Towson, MD1 day ago- Lenox Advisors in Cockeysville, Maryland is looking for a Financial Advisor to transition from traditional sales to comprehensive financial... ...This role allows you to leverage internal resources and deepen client relationships, while focusing on revenue-generating activities...Senior
$24.87 - $41.45 per hour
...Corporation in Baltimore, Maryland is seeking a Wealth Client Associate to support High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. This... ...should have a Bachelor’s degree and at least one year in financial services or equivalent experience. The role requires...High net worthHourly payM&T Bank
Baltimore, MD10 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner for High-Net-Worth Clients. Be the first to apply!
Related searches
- financial planning assistant Cockeysville, MD
- financial consultant Cockeysville, MD
- financial advisor associate Cockeysville, MD
- financial planning associate Cockeysville, MD
- jde finance consultant Cockeysville, MD
- financial associate Cockeysville, MD
- financial planner Cockeysville, MD
- financial advisor Cockeysville, MD
- associate corporate finance Cockeysville, MD
- financial planning administrator Cockeysville, MD