Senior Wealth Advisor for High-Net-Worth Clients
Beacon Pointe
Beacon Pointe Advisors in Columbia, MD is seeking a Wealth Advisor to partner with the Managing Director and serve sophisticated high-net-worth individuals, small business owners and families. You will manage new and existing client relationships, deepen retention, and deliver complex retirement and estate planning solutions. In this role you will communicate frequently with clients and teammates, develop relationships through networking, and grow the business through custodial partners like #J-18808-Ljbffr Beacon Pointe
- Atlantic Union Bank is seeking a Senior Financial Consultant based in Annapolis, MD. In this full-time hybrid role, you'll provide investment solutions to clients, manage client relationships, and adhere to fiduciary responsibilities while consulting on investment topics...SeniorFull time
- JPMorgan Chase & Co. in Maryland seeks a Private Client Advisor for Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, from new savers to high-net-worth clients. You will deliver tailored investment solutions and leverage...High net worth
$220k - $370k
...LLC in Washington, DC seeks a junior to mid-level Associate to join a sophisticated Private Client practice. The role offers exposure to high-net-worth individuals and wealth transfer planning, with compensation ranging from $220,000 to $370,000 depending on experience...High net worthPrivate practiceWork at office$220k - $370k
A sophisticated Private Client practice in Washington, D.C. is looking to add a junior to mid-level... ...looking to deepen their experience advising high-net-worth individuals and families . Trusts & estates and sophisticated wealth transfer planning Federal estate, gift, and...High net worthPrivate practiceWork at office- 114 Private Wealth in Alexandria, VA, seeks a Senior Registered Wealth Associate to support wealth advisors and clients. This client-facing role focuses on day-to-day administration... ..., and relationship management for high-net-worth clients within a leading wealth management...SeniorHigh net worth
- ...A bit about us: Our client is a well-established public accounting firm providing comprehensive... ...is known for delivering personalized, high-touch service while helping clients... ...work Experience working with high-net-worth individuals or complex business structures...SeniorHigh net worthLocal area
$100k - $185k
114 Private Wealth is a highly experienced wealth management... ...delivering an exceptional client experience. 114... ...affiliated with Wells Fargo Advisors Financial Network (... ...an experienced Senior Registered Wealth Associate... ...working with high-net-worth and ultra-high-net-...SeniorHigh net worthFull timeWork at officeRemote workRelocation packageMonday to Friday- ...Gpac is working with a firm that is looking to hire on a Tax Senior and/or a Tax Manager. The firm provides financial solutions for... ...Tax Manager) ~ Someone to mostly prepare (Manager would be more client facing and do simple reviews) ~ Someone willing to learn and grow...SeniorHigh net worth
- Pennington Partners is seeking a Senior Compliance Officer to oversee day-to-day compliance operations, maintain policies, and manage regulatory risk for an investment management firm serving HNW clients. The role requires deep regulatory knowledge of RIAs and private...SeniorHigh net worth
$140k - $160k
...Osaic Careers Senior Advanced Financial Planning Opportunity in Financial... ...Senior Financial Planning Specialist, High Net Worth Planning Services Location(s):... ...communicating planning solutions to financial advisors for their high-net-worth clients. Education Requirements: Bachelor'...SeniorHigh net worthFull timeWork at officeRemote work- Senior Helpers of Annapolis is seeking a Care Manager to lead client services and care team operations, building strong client and caregiver relationships and guiding families through onboarding and ongoing care. The role requires senior home care experience, excellence...Senior
- SpectrumCareers seeks a Senior Tax Associate to join a growing tax team in Maryland. You will prepare and review complex returns for varied clients and work directly with managers and clients on planning and compliance initiatives. The ideal candidate has public accounting...Senior
- Precision is seeking a seasoned Paid Advertising Lead to manage client relationships and drive integrated paid media strategies across multiple campaigns. The role focuses on donor acquisition, ROAS optimization, and cross-functional collaboration within a fast-paced agency...SeniorWork at officeFlexible hours
- Paro is seeking a Senior Tax Accountant in Annapolis, MD, with 5-10 years of public accounting experience. The successful candidate will... ...tax returns, supervise and mentor staff, and maintain strong client relationships. A Bachelor's degree in Accounting is required, with...Senior
- Sparks, MD-based Kelly Benefits seeks a seasoned Senior Account Manager to lead a portfolio of client relationships, drive service delivery, and craft benefit strategies. This role focuses on maintaining client satisfaction, retention, and executive-level collaboration...Senior
- Guidehouse seeks senior financial management consultants to help clients optimize finance organizations, enhancing transactional and decision-support processes while refining technology and organizational design. Candidates should hold an active TS/SCI with full-scope polygraph...Senior
- Western Alliance Bank seeks a Client Services Analyst III to manage client relationships for CLOs and Leverage Finance facilities. The role focuses on accurate reporting, data reconciliation, and timely payments across in-house systems. You will interact with asset managers...SeniorRemote job
- A leading financial institution is seeking a Client Service Analyst 3 to manage client relationships and ensure excellent service delivery. This role involves handling day-to-day operations for clients managing Collateral Loan Obligations and Leverage Finance Facilities...SeniorRemote jobHourly pay
- DLA Piper is seeking a seasoned Client Accounts Operations Lead to coordinate complex domestic and international billing portfolios. This role supports multiple billing teams, prioritizes tasks, and ensures accuracy in accruals and client reporting. The candidate will...SeniorRemote jobInterim roleWork at office
- We are seeking a Senior Associate with specialized expertise in financial services policy... ...grounded in rigorous policy analysis for our client base, which includes capital market and... ...A successful Senior Associate will be a highly qualified professional able to take...SeniorPermanent employment
$98k - $163k
Guidehouse is seeking financial management senior consultants to help clients optimize their finance organizations. This role requires a Bachelor's degree and at least three years of relevant federal financial management experience. Candidates must have an active TS/SCI...Senior- Financial Aid Counselor, UNLV Financial Aid, Outreach and Client Services [R0153217] Reporting to the Senior Assistant Director of Outreach and Client Services,... ...of Teaching as an R1 research university with very high research activity and is a recipient of the Carnegie...Full timeWork at officeWorldwide
$98k - $163k
...Clearance Required : Active Top Secret SCI with Polygraph What You Will Do : Our financial management senior consultants help clients optimize all elements of their finance organization. They guide clients in effective overall financial management. Individuals...SeniorTemporary workFlexible hours$93.6k - $128.5k
...ordinary, working with extraordinary clients spanning every industry,... ..., colleagues and trusted advisors. We equip you with world-class... ...success! THE ROLE We are seeking a Senior Associate to join our team,... ...requirements Proven experience drafting high quality technical accounting...SeniorFull timeContract workH1bWork at officeLocal areaWork visa$180k - $210k
LHH is supporting a global law firm that is seeking a Senior Manager, Client Value & Strategic Pricing to lead the development of alternative fee... ..., and client value programs across the firm. This highly visible role partners with practice leadership, Finance, Business...SeniorTemporary workLocal area- JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and customized investment solutions for individuals and families. The role emphasizes relationship-building, client education on digital tools,...
- ...customer needs, presenting banking solutions, and onboarding new customers through proactive outreach. You will handle sales activities, client follow-up, and appointment scheduling while maintaining strong risk controls and regulatory compliance. The position emphasizes...
- Bank of America in the United States is seeking a front-line teammate to engage clients in the lobby, educate on self-service options, and execute cash transactions with accuracy. You will build relationships, identify client needs, and connect them with the right financial...Work at officeWeekend work
- ...of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service banking, and accurately... ...ability to work weekends at various Annapolis-area centers. A high school diploma is the minimum教育 requirement and in-office presence...Work at officeWeekend work
- ...Private Client Advisor Full-time Department Name: Sales Office Type: Hybrid Company Description Extraordinary opportunity.... ...success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze...Full timeWork at officeFlexible hours
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