Cross-Border Wealth Strategist for High-Net-Worth Clients
RBC
RBC is seeking a Wealth Strategist Cross Border to enhance wealth transfer planning for high-net-worth clients, working with Canadian Financial Advisors. This role involves comprehensive planning, content creation, and training. Candidates should have 12+ years of financial services experience and a related degree. The position emphasizes collaboration, client service, and innovative financial solutions within a dynamic team, offering competitive compensation in Minneapolis. #J-18808-Ljbffr
$90k - $160k
...Wealth Strategist – Cross Border The purpose of the Wealth Strategist – Cross Border opportunity is... ...financial planning as part of the core client experience and wealth transfer and... ...and maintaining assets of high-net-worth and ultra-high-net-worth clients. Through...High net worthFull timeTemporary workFlexible hours$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports... ...transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra-high net worth ("UHNW") clients....High net worthTemporary workFlexible hours$110k - $150k
...Senior Financial Planner & Client Strategist Firm: NewSpring Wealth Partners Location: Minnetonka, MN (hybrid... ...- NewSpring is focused on serving highly successful women, often in their... ...500K+ per year with $3-15M in net worth. They value thoughtful, planning-led...High net worthWork at officeShift work3 days per week$76k - $125.3k
...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...This is an opportunity for cross-border and cross-functional teaming... ...tax planning and advising of high net worth individuals and families, allowing...High net worthWork experience placementSummer holidayLocal areaFlexible hours$170.26k - $200.3k
...you excel at—all from Day One. Job Description Serves as client lead for trust, tax and planning matters and as primary... ...~ Seven or more years of planning/strategy experience with high net worth clients Preferred Skills/Experience: Strong technical...High net worthTemporary work3 days per week$170.26k - $200.3k
...you excel at-all from Day One. Job Description Serves as client lead for trust, tax and planning matters and as primary... ...~ Seven or more years of planning/strategy experience with high net worth clients Preferred Skills/Experience Strong technical skills...High net worthTemporary workLocal area3 days per week- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...
$127.9k - $258.6k
...Bank has been serving clients and communities since 1... ...We continually seek highly motivated and talented... ...The Manager, Private Wealth Advisory Director, leads... ...serving affluent and high-net-worth (HNW) clients. This people... ...Practice Management & Cross-Functional Collaboration...High net worth$163.8k - $280.8k
...hires. The Senior Wealth Advisor is responsible for... ...relationships with high net worth (HNW) and ultra high net worth clients (UHNW), typically holding... ...conversion, assets, and cross-sell metrics; maintain complete... ...CWS-Certified Wealth Strategist|CWS-Certified Wealth...High net worthWork experience placement- ...excellence. At Trust Point Inc., your work shapes legacies. As a Wealth Strategist on our Family Office team, you become a trusted partner to... ...- you'll be advising, designing strategy, and guiding clients through complex decisions that matter. Recognized as a "Best...Work at office
- ...Senior Wealth Advisor About the Company Expanding registered investment advisor (RIA) Industry Financial Services... ...Wealth Advisor to take on a lead role in managing and deepening high-net-worth client relationships. The successful candidate will be responsible...High net worthWork at office
$63k - $95k
...Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization.... ...scalable insight innovation across the org. This is a highly visible, cross-functional role where you will work closely...Work experience placementLocal area$90k - $160k
...As an Investment Strategist in our Portfolio Advisory... ...responsible for enabling RBC US Wealth Management’s (USWM)... ...solutions to their clients with the highest level... ..., and executing high-net-worth (HNW) capabilities and... ...Communicate market (our cross-asset investment views...High net worthFull timeFlexible hours- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...an equal opportunity employer and place a high value on diversity and inclusion at our company...
$125k
...Regional Vice President, New Client Development We are seeking a Regional Vice President... ...demonstrates a broad understanding of wealth management practices, financial planning... ...planning structure and model to close mid and high net worth cases. Support financial advisory teams...High net worthFull timeLocal areaRemote work- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized...High net worth
- ...Private Wealth Client Associate Minneapolis, Minnesota To proceed with your application, you must be at least 18 years of age. Acknowledge... ...mindset Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense...Seasonal workWork at officeWork from homeShift workDay shift
$37.26 - $55.42 per hour
...Working Title: Workforce Strategist Job Class: State Program... ...live in Minnesota or in a bordering state within 50 miles of the... ...assistance to internal clients, division leaders, or cross-functional teams on HR-related... ...factor in promoting a high level of employee health awareness...Hourly payFull timeTemporary workPart timeH1bLive inWork at officeLocal areaRemote workRelocationMonday to FridayShift workDay shift$65k - $85k
...role Are you skilled at developing wealth management strategies? Does financial data... ...to: • assist financial advisors in client conversations, providing analytic information... ...Management Americas. We help ultra-high net worth individuals and families meet their financial...High net worthFull timeFlexible hours- ...Choreo is a wealth management firm built on an interconnected network of financial advisors... ...the country, we are here to serve our clients beyond what is expected. Our... ...various roles, serving a client base of high-net-worth families and business owners. In this role...High net worthWork at office
- ...in Minnetonka, Minnesota. The ideal candidate will possess at least 2 years of relevant experience in financial services, including client acquisition and relationship management. Responsibilities include delivering personalized investment solutions, understanding...
$133.37k - $156.9k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients... ...more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience...High net worthTemporary workWork experience placement- ...This position to serve as a Wealth Advisor in the Wealth Management... ...financial planning services to clients. This position focuses on... ...performance reports. Maintain a high level of compliance standards... ...years' experience in serving high net worth and/or institutional clients...High net worthWork at officeFlexible hours
$90k - $160k
...will partner closely with the Client Strategies team, Insurance &... ...of the Private Client Group High/Ultra High Net Worth insured solutions business.... ...Advisors utilizing Wealth Management resources including... ...to communicate effectively cross departmentally. Assist Financial...High net worthFlexible hours$150k - $175k
...is a growing and established wealth management firm seeking an experienced... ...and building long-term client relationships. The ideal candidate... ...Wealth Strategies: Deliver a high level of individualized,... ...attract, serve, and retain high-net-worth clients with a client-first mentality...High net worthFlexible hours- ...High Net Worth Wealth Advisor Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients...High net worth
$105k - $180k
...office A Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the... ...tax planning and consulting services to the firm's high net worth and ultra-high net worth clients. Technical research on estate, gift, GST, tax planning...High net worthWork at officeLocal areaRemote workVisa sponsorship- ...early career level Manager that will partner with both client service leads and peers to deliver financial plans,... ..., a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations....High net worthWork at office
$131.46k - $225.36k
...Bank conducts a thorough background check on all new hires. Serve as the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You'll lead client relationships end-to-end, partnering...High net worth$98.4k - $199k
...Senior Wealth Planner Old National Bank has been serving clients and communities since 1834. With over $70 billion in total... ...giving. We continually seek highly motivated and talented individuals... ...the following areas in the High Net Worth segment: Cash flow and...High net worthNight shift
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