Senior Financial Planner for High-Net-Worth Clients
Veritas Partners
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 Veritas Partners
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- 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
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...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 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
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Bank of America in Cockeysville, Maryland, is seeking a Financial Advisor in its Advisor Development Program. This role involves working with high-net-worth clients, developing relationships, and delivering personalized investment recommendations. Responsibilities also...High net worth- ...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
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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$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 area$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- 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
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...maturity and transition. Our team helps our clients design and implement personal and... ...privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the... ...careers, now and in the future. As a Senior Associate, you'll work as part of a team...SeniorHigh net worthFull timeH1b$124k - $335k
...maturity and transition. Our team helps our clients design and implement personal and... ...privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the... ...careers, now and in the future. As a Senior Manager, you'll work as part of a team of...SeniorHigh net worthFull timeH1b- A leading insurance brokerage firm in Cockeysville, MD is seeking a qualified Senior Account Executive to manage complex client relationships. Candidates should have a Bachelor's degree and at least 7 years of experience in client service or claims management. The role...SeniorWork at office
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...focus on providing advice and guidance to clients on tax planning, compliance, and... ...tax planning and compliance services to high-net-worth individuals and privately-owned businesses... ...returns, AMT, and year-end planning. As a Senior Associate you analyze complex problems,...SeniorHigh net worthFull timeH1b$91k - $321.5k
...providing advice and guidance to clients on tax planning, compliance,... ...and compliance services to high-net-worth individuals and privately-... ...to the owners of PwC. As a Senior Manager you are expected to... ...affluent individuals on tax and financial planning Thorough...SeniorHigh net worthFull timeH1bRemote work$24.87 - $41.45 per hour
...information profile (CIP)). Reach out to clients to follow up from previous interactions... ...Education and Experience Required: High school diploma or equivalent (GED) and a... ...and prioritization skills Demonstrated financial services product knowledge Ability to...SeniorHourly pay$65k - $85k
Bank of America is searching for Financial Solutions Advisors (NFSA I) in Cockeysville, Maryland. This role emphasizes delivering comprehensive financial advice and building robust client relationships within a contact center environment. The ideal candidate will handle...$75k - $90k
...motivated HR Consultant to provide consulting and support to HR clients. The role involves developing processes for recruiting,... ...comprehensive benefits including medical plans and a 401(k) with a company match. #J-18808-Ljbffr PSA PSA Insurance and Financial ServicesSeniorWork at office- A financial services firm in Maryland is looking for an entry-level Financial Advisor to support their Private Client Group. The role focuses on client onboarding, assisting with operational tasks, and learning to communicate financial planning principles. The ideal candidate...
- ...Private Client Account Manager, Personal Insurance Client is one of the Mid-Atlantic's largest and fastest growing independent insurance firms. We specialize in employee benefits and risk management solutions. We are widely acknowledged as one of our industry's most...High net worth
$25 - $27.88 per hour
Bank of America in Lutherville is seeking a dedicated Client Services Associate to engage with clients in the lobby, assisting with mobile... .... The role focuses on building relationships, promoting financial products, and following compliance guidelines. Candidates should...Hourly pay- ...EisnerAmper is seeking a Senior Consultant - Grants Management... ...role will focus on supporting clients with monitoring state and... ...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 work2 days per week
$128.1k - $213.5k
...goal met through the acquisition of new clients from internal and external sources, and... ...Officers to assess client's current financial situation, goals and objectives to determine... ...of 3 years’ sales experience in the high net worth and ultra high net worth client segment...High net worthTemporary workWork experience placement$44k - $80k
...Client Support Specialist To be eligible for consideration of this role, your primary... ...on enhancing relationships with our high net worth clients who have assets of $250,000 to... ...within 90 days ~2-3 years of previous financial services experience The Skills You...High net worthRemote jobWork from home- This role supports high-net-worth individuals and families with day-to-day accounting and financial reporting, working closely with trust, estate, and tax-related matters.... ...Responsibilities Support family office and private wealth clients with ongoing accounting and financial...High net worthWork at office
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