Senior HNW Investment Counselor Lead
Citi
Citi Private Bank in Miami, FL seeks an Investment Counselor Sr. Lead to act as the primary client contact and trusted investment advisor for ultra‑high net worth clients. You will provide investment guidance, construct portfolios, and coordinate with Banker teams to grow relationships across markets and products. Requires 10+ years of experience, strong investment advisory skills, and credentials (S7/S63/S66/S31 preferred; SIE prerequisite). Bachelor's degree required; MBA a plus. #J-18808-Ljbffr Citi
- Citigroup Inc. is seeking an Investment Counselor Sr. Lead within Citi Private Bank to serve as the primary advisor for ultra-high net worth clients, delivering strategic investment guidance and cross-selling across bank services. The role requires leadership in portfolio...SeniorHigh net worth
$174.32k - $261.48k
...Client Product Services, Professional, WealthCompany: CitiThe Investment Counselor Sr. Lead is a strategic professional who closely follows latest... ...skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are...High net worthFull timeLocal area- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead... ...for delivering sophisticated investment solutions to High Net Worth and Ultra High... ...Wealth Portfolio Management experience with HNW or UHNW client relationships, or equivalent...SeniorHigh net worthFull timeWork experience placementWork at office
- ...seeks a VP Private Client Group Banker to grow a strategic UHNW/HNW client book, delivering tailored wealth management strategies... ...the USA. As part of a private banking team, you will advise on investments, credit, and wealth planning, while ensuring adherence to regulatory...SeniorHigh net worth
$110k - $215k
...experience managing high-net-worth clients, with expertise in investment products and a strong ability to build partnerships. This role... ...depending on qualifications, and is eligible for a formulaic incentive plan and industry-leading benefits. #J-18808-Ljbffr Bank of AmericaSeniorHigh net worth$200k
...Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest... ...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...High net worthFull timeLocal area- ...Senior Private Banker Location: South Miami We are seeking a highly motivated and experienced Senior Private Banker to join our... ...wealth management plans. Present and recommend a wide range of investment solutions, including equities, fixed income, alternative...SeniorHigh net worth
- Bank of America is seeking an experienced investment professional to work with high-net-worth clients, designing and managing customized investment strategies across asset classes, including asset allocation, security selection, and risk management. The role emphasizes...SeniorHigh net worth
- The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored financial planning and investment guidance. As part of Vanguard's Personal Wealth division, you will onboard clients, manage a book of business, and collaborate across...SeniorHigh net worthRemote job
$154.2k - $215.9k
...Senior Tax Manager Ranked among the largest accounting and consulting firms in the country... ..., and communication abilities Lead tax staff, seniors, and managers in a fast... ...particularly with respect to partnership equity investments What you can expect from us:...SeniorHigh net worthWork at office2 days per week3 days per week- Itau US is seeking an Investment Products Specialist to design and manage sophisticated investment solutions for high-net-worth and institutional clients, coordinating across Legal, Compliance, Operations, and Front Office to deliver compliant, client-centric offerings...SeniorHigh net worth
- A global financial institution in Miami seeks a Senior Investment Associate to support Portfolio Advisors and deliver high-quality services to high-net-worth clients. Responsibilities include preparing client materials, handling compliance tasks, and analyzing investment...SeniorHigh net worthFull timeWork at office
- ...Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities... ...prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest... ...financial wellbeing of our clients. To lead through product and services that...SeniorHigh net worthLocal areaRemote work
$159k - $247.4k
As a Senior Manager in our International Tax Services Group (ITAX), you will play a pivotal... ...tax solutions to our clients. You will lead complex international tax consulting projects... ..., use of tax treaties, offshore investment activities, and repatriation programs.Structure...SeniorHigh net worthFull timeWork experience placementLocal area- SENIOR MORTGAGE LOAN PROCESSOR - 60-80K with 100% paid medical after 90 days, 401K and 15 days of PTO. Monday - Wed and Fridays at the... ...mortgage banking firm specializing in luxury residential and investment real estate financing is seeking an experienced, professional,...SeniorHigh net worthSelf employmentWork at officeImmediate startWork from homeMonday to Friday
- ...premier Private Client team focusing on trusts, estates, and tax-driven planning for high-net-worth individuals and families. As a Senior Associate, you will advise on sophisticated estate planning, handle trust administration, draft complex documents, and collaborate...SeniorHigh net worth
$154.2k - $215.9k
...Core Tax Services ( team is seeking a Senior Tax Manager to support our Raleigh, NC market... ..., and communication abilities Lead tax staff, seniors, and managers in a fast... ...particularly with respect to partnership equity investments What you can expect from us: Our...SeniorHigh net worthWork experience placementWork at officeLocal area2 days per week3 days per week- The Senior Family Office Accountant will support the accounting, financial reporting, trust, partnership, investment, and administrative functions for the family office and its related private entities. This role reports to the Equity Controller and is responsible for...SeniorHigh net worthWork at office
$260k - $350k
...into the executive management of the company. Well experienced senior business development professional/Hunter with a solid financial... ...Private Banking Will have a strong book of client business within the HNW/UHNW community, primarily in Argentina and Chile Well-connected...SeniorHigh net worth$200k - $400k
...fully built support infrastructure handles lead generation, administrative support,... ...join us here in Sunny South Florida! Role: Senior Wealth Advisor The Senior Wealth Advisor... ...Design, implement, and manage diversified investment portfolios focused on risk-adjusted...SeniorHigh net worthWork at officeRelocation package$112.5k
...with an open architecture, providing our clients with competitive investment opportunities available in the market, selecting options that... ...book of business together. Cultivate, manage and retain HNW client relationships, expanding Assets Under Management (AUM) by...SeniorHigh net worthHourly payFull timeContract workLocal areaShift work$89k - $175k
...moderately complex/complex transactions with limited oversight. The Senior Credit Underwriter/Credit Underwriter II (SCU/CUII) partners... ...This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our...SeniorHigh net worthWork at officeFlexible hoursShift workDay shift- Northern Trust seeks a Senior Portfolio Advisor II to manage investment activity for a defined set of high-net-worth client portfolios and provide advisory leadership to clients and co-trustees. You will work with the client service team to tailor investment programs,...SeniorHigh net worth
- Jobot seeks a Senior Tax Manager to join our fast-growing technology-driven accounting firm, focusing on high-net-worth clients. You’ll lead complex tax engagements, mentor staff, and drive strategic advisory in wealth transfer and estate planning. This role blends technical...SeniorHigh net worthFlexible hours
- A leading financial services company in Miami is seeking a Wealth Relationship Manager to build and deepen relationships with affluent clients. This role involves understanding client needs and providing tailored financial solutions. The ideal candidate has 5-8 years of...SeniorHigh net worth
$200k - $400k
...fully built support infrastructure handles lead generation, administrative support,... ...join us here in Sunny South Florida! Role: Senior Wealth Advisor The Senior Wealth Advisor... ..., implement, and manage diversified investment portfolios focused on risk-adjusted returns...SeniorHigh net worthFull timeWork at officeHome officeRelocation packageAfternoon shiftWeekday work$150k - $170k
A leading financial institution based in Miami, FL is seeking a senior credit leader to oversee a diverse credit portfolio focused on sponsor finance and complex capital structures. With 10+ years of experience required, candidates should possess strong financial modeling...Senior- ...We are working with a leading Miami / Fort Lauderdale based CPA firm who seek a number of international private client tax seniors and managers. This 500 staff firm have built a reputation... ...or high net worth non-residents with investments in U.S. real estate. Some of the...SeniorHigh net worthRemote workOverseas
- A prominent wealth management firm based in Aventura, FL is seeking a Senior Wealth Manager to provide comprehensive advice to high net worth clients. Responsibilities include tax and estate planning, financial guidance, and relationship management with private bankers...SeniorHigh net worth
$170k - $225k
...Job Description Job Description Job: Senior Tax Manager (Trust, Estate, Gift Team) Compensation: Competitive Salary ($170k-225... ...more You get to work with the type of clients you enjoy on our HNW/ Fiduciary Tax Team - we will tailor the role to your strong...SeniorHigh net worthImmediate startRemote work
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