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
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager to join their Private Client Services team. This role involves reviewing complex individual tax returns, providing income tax planning for high-net-worth individuals, and ensuring compliance for private tax clients...SeniorHigh net worthRemote jobHourly paySeasonal work- ...LLP in Owings Mills, Maryland, seeks a Tax Senior Manager for its Private Client Services practice. This role involves supervising... ..., and ensuring compliance for ultra-high-net-worth individuals, particularly in financial services. Candidates should have 10+ years of...SeniorHigh net worthPrivate practice
- An independent RIA seeking a Senior Client Service Associate to support high net worth clients. You will lead client onboarding and deliver excellent service,... ...and 5-7+ years in Client Services, preferably in financial services, with skills in Salesforce. A competitive...SeniorHigh net worth
$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 office- ...Responsible For:* Supervise a team, foster strong client relationships, prospect and contribute... ...and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds,...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 worth$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...planning and advising of high net worth individuals and families,... ...by significant tax or financial planning experience Progression... ...the confidence to challenge senior colleagues and stakeholders...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- 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
- 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 ideal... ...position requires at least one year of financial services experience or a combination of...High net worth
- A leading financial institution in Baltimore, Maryland, seeks a skilled professional to drive client relationships and implement wealth management strategies. The ideal candidate will have over 7 years of sales experience in the financial services industry and a proven...Senior
$128.1k - $213.5k
A leading financial institution in Baltimore seeks a Wealth Advisor to lead client relationships and implement wealth management strategies. The role requires a Bachelor's degree and significant sales experience, ideally 7 years in financial services. The advisor will...Senior$135k - $145k
...only) Overview Highly successful Independent... ...Firm seeks an Associate Financial Planner to support Lead... ...providing high-touch client service, comprehensive... ...services to ultra high net worth clientele. The Firm... ...follow-through Seniority level ~ Associate...High net worthFull timeRemote work$80k - $90k
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$90 - $120 per hour
EY is hiring a Seasonal Tax Manager for its Private Client Services to work with high-net-worth individuals and families. This role includes reviewing complex tax returns, tax planning, and compliance for partnerships and S-Corps. Candidates should have a valid CPA or state...High net worthRemote jobHourly paySeasonal work- ...Management unit. The role focuses on providing tailored solutions to clients, primarily HNW individuals, and involves cultivating... ...opportunities. The ideal candidate will have at least 5 years of financial services experience and a BA or BS degree. Key skills include excellent...High net worth
$22.61 - $37.67 per hour
...Maryland, to enhance customer relationships and identify financial needs through outreach. The role involves managing appointments, servicing clients, and ensuring compliance with regulations. Candidates should have a high school diploma and at least 2 years of retail sales...Hourly pay$25 - $27.88 per hour
A leading financial institution seeks a highly motivated individual to engage clients in the lobby, assist them with mobile banking and ATM transactions, and build strong relationships. The ideal candidate will have a high school diploma and experience in financial services...Hourly payFull time- A leading financial institution in Cockeysville seeks an enthusiastic client relationship manager to drive excellent client service and operational excellence. The ideal... ...ability to engage effectively with clients. A high school diploma is required, and experience in...Hourly pay
$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 time$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- ...them navigate through and secure their financial future. Who we are Lenox Advisors is a... ...advisory firm providing solutions for high-net-worth individuals and their families. We are... ...For our advisors, that means keeping our clients at the center of everything we do while...High net worthDay shift
- ...Job Description Job Description Senior Tax Manager Public Accounting | Leadership Opportunity | Hybrid Flexibility A growing... ...the opportunity to work with a strong middle-market and high-net-worth client base while playing a key role in mentoring staff, managing client...SeniorHigh net worth
- ...America in Baltimore is seeking an experienced professional to lead client management processes and drive business development. This role involves advocating for clients and delivering integrated financial recommendations, leveraging the complete Private Bank platform....Senior
- ...looking for a Tax Manager to oversee finance and accounting engagements for private clients and family office services. The role includes managing client relationships, providing financial advice, developing accounting solutions, and conducting thorough financial...SeniorWork at office
$135k - $150k
Jobot is seeking an Estate Planning Attorney based in Baltimore, Maryland to work with high net worth clients. The ideal candidate will have a J.D. from an accredited law school, active bar admission in Maryland, and at least 3 years of relevant experience. Responsibilities...High net worth$121k - $145k
BDO USA is seeking a Tax Experienced Manager, Private Client & Family Office Services to manage finance and accounting outsource engagements in Owings Mills, Maryland. The successful candidate will oversee client deliverables, develop solutions, and ensure continued client...SeniorWork at office$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country... ...equity owned companies, all high‑growth private companies.... ...income tax planning for high‑net‑worth individuals and families,... ...in tax accounting for financial statements with a top or mid...SeniorHigh net worthHourly paySeasonal workRemote workFlexible hours$100k - $150k
...work EisnerAmper is seeking a Senior to join our National Tax... ...environment, while providing clients with exceptional services. This... ...as diverse as sophisticated financial institutions and start‑ups,... ...companies, as well as high net worth individuals, family offices,...SeniorHigh net worthWork at officeLocal area- Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About... .... The firm serves a diverse portfolio of clients across industries and is looking for a... ...for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning...SeniorHigh net worthFull timeRemote workFlexible hours
$24.87 - $41.45 per hour
Overview Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for...High net worthHourly payWork experience placementImmediate start
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