Senior Private Wealth Advisor for HNWI
BOK Financial
BOK Financial seeks a Private Banker in San Antonio to act as a trusted advisor for high-net-worth clients. This role involves developing new business opportunities and managing existing credit relationships while delivering comprehensive financial solutions such as Brokerage, Trust, and Insurance products. A Bachelor's degree in Finance and 8-10 years of banking experience is required. This position offers a collaborative team culture, emphasizing personal growth and client service. #J-18808-Ljbffr BOK Financial
- A leading financial services company is seeking a Senior Private Wealth Banker in San Antonio to act as a trusted advisor. You'll help high-net-worth clients grow, preserve, and protect their wealth through tailored financial solutions. Responsibilities include managing...SeniorPrivateHigh net worth
- A leading financial institution seeks an experienced Private Banker in San Antonio to develop and manage a portfolio of private banking clients, focusing on business owners and high-net-worth individuals. The role requires at least 5 years of experience in Private Banking...SeniorPrivateHigh net worth
- ...Senior Private Wealth Banker Areas of Interest: Finance; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered... .... Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial solutions to help...SeniorPrivateHigh net worthLocal area
- ...KPMG is currently seeking a Tax Manager / Senior Manager, Family Office to join our... ...practice. Responsibilities:Serve as the trusted advisor to family offices on strategic,... ...services for multi-generational family and private-equity backed businesses through to owner...SeniorPrivateHigh net worthWork at officeLocal area
$91k - $321.5k
...regulations and optimise their tax positions.In private tax at PwC, you will focus on providing... ...-owned businesses.Growing as a strategic advisor, you leverage your influence, expertise,... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects...SeniorPrivateHigh net worthFull timeH1bRemote work$84k - $110k
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering... ..., and life insurance planning. A Tax Senior, Private Client Services is responsible for... ...client needs Works with clients and their advisors to gather information needed to prepare...SeniorPrivateHigh net worthPrivate practiceWork at office$84k - $110k
Job Description Private Client Services at BDO is a boutique practice within our firm. Offering... ...insurance planning. Job Summary A Tax Senior, Private Client Services is responsible... ...client needs Works with clients and their advisors to gather information needed to prepare...SeniorPrivateHigh net worthPrivate practiceWork at office- ...structuring, and transaction support Supervise and mentor tax staff, seniors, and managers across multiple engagements Qualifications ~... ...tax issues simply Experience with high-growth clients, private equity-backed companies, or HNW individuals Ability to...SeniorPrivateHigh net worthRemote job
- A leading financial institution in San Antonio seeks a Private Banker to advise clients on wealth management and financial needs. The role requires over six years of experience in Private Banking or Financial Services, a Bachelor's degree, and licensing within 90 days....Private
- ...Private Banker 4 Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability... ...prospective borrowers and makes recommendations to Senior Lenders/Credit Concurrence Officers...PrivateHigh net worthLocal area
$14 - $15 per hour
...Description Job Description We are looking for a compassionate and reliable Senior Caregiver to provide dedicated support and companionship to an elderly individual in a private home setting. This is a weekday-only position (Monday to Friday) , ideal for...SeniorPrivateHourly payFull timePart timeMonday to FridayWeekday work- ...Scaleworks is a private equity fund headquartered in downtown San Antonio that acquires and invests in B2B SaaS companies that have the potential to be great. Our goal is to accelerate sustainable, high-growth software companies and help them become even more successful...SeniorPrivate
- ...Senior Vice President of Global Marketing About the Company Industry leading technology solutions provider Industry Information Technology and Services Type Privately Held, Private Equity-backed Founded 1993 Employees 1001-5000 Specialties...SeniorPrivate
- BDO USA is seeking a Tax Senior for Private Client Services to deliver tax compliance and consulting to high net-worth clients. You will leverage... ...execution. Role requires collaboration with clients, their advisors, and internal teams to gather information, prepare complex...SeniorHigh net worth
- BDO is seeking a Tax Senior for Private Client Services to deliver tax compliance and advisory support for high net-worth clients, including... ...and real-time collaboration with team members and external advisors. The candidate should have 2+ years of relevant tax experience...SeniorHigh net worth
- BDO USA, LLP is a leading private client services firm offering high-touch tax and consulting for high net-worth individuals and families. The Tax Senior, Private Client Services role focuses on complex returns, research, and client advisory work within a collaborative...SeniorHigh net worth
- ...skills, a proactive mindset, and the ability to communicate insights clearly to senior management. You will conduct thorough due diligence on direct investments and third‑party managers in private credit, coordinate with Treasury, Tax, Accounting, Compliance, #J-18808-...SeniorPrivate
- ...Senior Vice President of Marketing About the Company High-growth builder's risk insurance platform with multiple carrier entities. Industry Insurance Type Privately Held, Private Equity-backed About the Role The Company is in search of a Senior...SeniorPrivate
- ...Senior Vice President of Sales About the Company Private equity-backed technology company focused on risk management and compliance within contractor networks. Industry Information Technology and Services Type Privately Held, Private Equity-backed...SeniorPrivateFor contractors
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees 11-50 Categories ~ Non-Profit &...SeniorHigh net worth
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy & Transactions... ...customers. Our clients include asset, wealth, and investment advisers and... ...M&A S&D Team serves as strategic advisors to PE firms as they find ways to enhance...SeniorPrivateOdd jobWork experience placementLocal area- Marsh McLennan Agency in San Antonio is seeking a Senior Client Advisor to work closely with High-Net-Worth clientele. The role involves understanding client exposures and recommending tailored insurance solutions. Successful candidates will have over three years of personal...SeniorHigh net worth
- BDO USA is seeking a Tax Senior Manager for Private Client Services in the US. The role focuses on high net worth clients, providing tax compliance, planning, and consulting across personal income, estate, gift taxes, and ownership structures of client entities. Candidate...SeniorHigh net worth
- BGE, Inc. in Texas seeks a Senior Project Manager to lead civil engineering projects across drainage, water, wastewater, and lift stations... ...San Antonio or Austin, with a focus on public works and private infrastructure. The role requires 10+ years of experience in Water...SeniorPrivate
- Total Aviation Staffing, LLC represents a leading private aviation company based in San Antonio, TX. The Senior Accountant will join the Accounting & Finance team to manage general ledger activity, analyze costs by flight trip, and support month‑end close and reporting...SeniorPrivate
- ...Senior Vice President, Integrated Marketing About the Company Innovative communications... ...Relations and Communications Type Privately Held, Private Equity-backed Founded... ...This role involves serving as a trusted advisor to priority clients, building and...SeniorPrivate
- TPC San Antonio is seeking a Golf Course Maintenance Supervisor to oversee daily operations and a maintenance crew at our private resort in Texas Hill Country. You will supervise, train, and schedule staff, ensuring safe, efficient golf course upkeep and equipment operation...SeniorPrivate
- ...Senior Vice President of Business Development About the Company Premier provider of critical building services Industry Facilities Services Type Privately Held, Private Equity-backed Employees 1001-5000 Specialties mechanical hvac plumbing...SeniorPrivate
- ...Senior Vice President, Head of Product & Technology About the Company A private equity-backed technology business at the intersection of digital advertising, data, and AI. Industry Information Technology and Services Type Privately Held, Private Equity...SeniorPrivate
- ...Senior Vice President & General Manager, Open Territory Sales About the Company Large education technology (EdTech) & professional... ...company Industry Education Management Type Privately Held, Private Equity-backed Founded 1888 Employees 100...SeniorPrivate
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