Average salary: $151,833 /yearly
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$120k - $150k
...Wealth Management Firm Stamford, CT A well-established, highly successful $2B+ independent wealth management firm is seeking a... ...wealth management and financial advisory services to high net worth and ultra high net worth families, with meaningful planning depth...High net worthWork at officeGemHarvest Executive Recruiting
Stamford, CT2 days ago- ...next Florida bar) This is a strong opportunity to join a collaborative team handling sophisticated estate planning matters for high-net-worth individuals and families. The firm offers meaningful client interaction, mentorship, and long-term growth potential within the...High net worthPrivate practice
Premier Pursuit
Tampa, FL4 days ago - .... The Private Client Relationship Manager (PCRM) Sr. is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM Sr. delivers full balance sheet advice through a team-based approach, providing customized banking...High net worthFull timeWork at office
First Horizon Bank
Mount Pleasant, SCa month ago - ...depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise...High net worthFull timeTemporary workWork experience placementLocal area
First Horizon Bank
Huntsville, AL24 days ago $170k - $190k
...relationships, gathering information, and translating client goals into clear, practical estate plans Some experience advising high‑net‑worth individuals and families on advanced planning strategies (e.g., GRATs, SLATs, CRATs) is a plus Exposure to estate and trust...High net worthPrivate practiceWork at officeOffit Kurman
New York, NY3 days ago- ...Gallagher is hiring a Private Client Service Manager to serve as a trusted advisor to High-Net-Worth individuals, delivering tailored insurance solutions and proactive risk guidance. You will work with clients, Producers, and carriers to secure value and exceptional service...High net worth
Gallagher
Rye Brook, NY1 day ago $135k - $240k
...Trusts & Estates Attorney: Estate Planning, Probate, and Private Client Work in JupiterWe are partnering with a highly respected firm serving high-net-worth individuals and families in Jupiter, Florida that is seeking a Trusts & Estates Attorney with 3+ years of experience...High net worthWork at officegpac
Jupiter, FL1 day ago- ...Estate Planning Attorney with 2–5 years of experience to join its highly regarded Private Client & Wealth Planning practice in Florida.... .... Design tax-efficient estate plans tailored to high-net-worth individuals and families. Advise on wealth transfer strategies...High net worthPrivate practice
Capstone Search Partners
Miami, FL2 days ago $150k
...Overview Dynamic and fast growing National RIA seeks a Wealth Advisor to play a key role in succession planning by inheriting high net worth client relationships on a collegial, client focused 1B+ AUM region. The firm has a track record of retaining and quickly...High net worthLeah Yosef International
Rochester, NY11 days ago- ...Wealth Management professional to serve as an Associate Advisor who will assist senior wealth management advisors in working with high-net-worth families in our Forvis Mazars Private Client practice. How you will contribute: Supporting a Wealth Management team of...High net worthFull timePrivate practiceFlexible hours
Forvis Mazars
Springfield, MO1 day ago $170k - $190k
...relationships directly — gathering information and translating client goals into clear, practical estate plans. Experience advising high-net-worth individuals and families on advanced planning strategies such as GRATs, SLATs, and CRATs is a plus, as is exposure to estate...High net worthPrivate practiceWork at officeC&M Legal Search
New York, NY2 days ago- ...a need for an Elder/Estate Planning Attorney. This is a hybrid position. Ideal candidates will have demonstrated experience in high-net-worth trust and estate planning and administration, including knowledge of relevant state and federal tax laws. Experience with domestic...High net worth
KOSMOS
Newark, NJ1 day ago $100k - $125k
...This role suits an experienced professional who wants real ownership of complex estate planning and administration matters for high-net-worth clients. What makes this role different Ownership: You’ll lead parts of complex matters, not just assist on them. Exposure: You...High net worthTGC Talent
San Francisco, CA4 days ago- ...and wealth transferTrust and estate administrationEstate and gift tax planningBusiness succession planningFiduciary matters and high-net-worth clientsWhat Could Your Next Move Offer?More sophisticated planning matters and clientsGreater independence and client...High net worthPrivate practiceImmediate start
Aligned Talent Acquisition
Boston, MA3 days ago $185k - $250k
...partners of a large, historic Denver firm. Our firm is one among four Colorado law firms consistently ranked Band 1 in the Chambers High Net Worth Guide (“Chambers”) for Private Wealth Law, and each of our partners is individually ranked by Chambers as well. In addition,...High net worthFull timePrivate practiceWork at officeTuthill & Hughes LLP
Denver, CO1 day ago$135k - $240k
...plusWhy You'll Love ItCompetitive base salary of $135,000 to $240,000, commensurate with experienceBonus opportunitySophisticated high-net-worth client baseCollegial, client-focused teamComprehensive benefits packageLong-term growth potentialReady to grow your private...High net worthPrivate practiceWork at officegpac
Jupiter, FL3 days ago- ...& Estates Attorney (3+ years) in its New York City office.Why Apply?This Private Client, Estate Planning group specializes in high-net-worth planning for individuals and families and assists clients in navigating complex tax and business planning considerations. The firm...High net worthWork at officeRemote work
VOYlegal
New York, NY16 hours ago $115k - $160k
...years of individual income tax preparation experience. Strong wealth management and financial planning background, focused on high-net-worth individuals. CFP® or PFS designation strongly preferred, or willingness to obtain within two years. Excellent...High net worthTruity Partners
Waukesha County, WI3 days ago- ...NOW HIRING: HIGH NET WORTH TAX MANAGER / SENIOR MANAGER A leading CPA firm is expanding its Private Client / High Net Worth Tax practice and seeking a Tax Manager or Senior Manager to join its team. Why Consider This Firm? Recognized as a Best Place...High net worthImmediate start
Search Masters, Inc.
Whippany, NJa month ago $140k - $180k
...of expertise, resources and career opportunities. And some pretty interesting clients to go with it. You'll work with high net worth individuals and families, advising on complex Trusts, Estates, Wealth Preservation and Tax Planning matters. There's...High net worthPrivate practiceDistinct | North America
Boca Raton, FL10 days ago- ...& Estates Associate to join its Rochester, NY office. This opportunity offers a sophisticated private client practice advising high-net-worth individuals, families, and business owners on estate planning, wealth preservation, and tax-efficient wealth transfer strategies...High net worthPrivate practiceWork at office
Oculus Group
Rochester, NY6 days ago $65k - $85k
...Associate Boutique Wealth Management Firm Rhode Island / Southeastern CT Overview Boutique Independent RIA serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services...High net worthLinkedIn
Beaverton, OR16 hours ago- ...JPMorgan Chase's Private Client group seeks a Relationship Manager in Irvine to nurture high-net-worth client relationships, deliver bespoke financial solutions, and expand the client base. You will collaborate across lines, provide tailored guidance, and build a strong...High net worth
Testing Site - JPMC
Irvine, CA1 day ago - ...start focusing on what matters—your clients.\n\nOur client is hiring Investment Counselors to support an established roster of high-net-worth clients. Since 1995, the firm has built a client-first, fee-only investment model with a clear separation between sales and client...High net worthWork at office
BrokerHunter
Tampa, FL16 hours ago $255k - $300k
...Client Services Practice Group. Ideal candidate should have at least 3+ years of law firm experience in estate and tax planning for high net worth individuals. An LL.M. in Taxation is helpful but not required. A strong tax planning background along with superior academic...High net worthPrivate practiceWork at officeAscension Global Staffing & Executive Search
Philadelphia, PA3 days ago- ...excellence across diverse practice areas. The Wills, Trusts & Estates Division is recognized for delivering sophisticated, high-touch counsel to high-net-worth individuals, families, and fiduciaries. We are actively seeking a dynamic and experienced Lateral Partner to join...High net worthPrivate practice
Capstone Search Partners
Tulsa, OK1 day ago $90k - $125k
...Private Client practice is now backed by the resources and expertise of a much larger national accounting firm.You'll work with high net worth individuals and families, gaining exposure to complex Tax matters involving Trusts, Estates, Partnerships, Gift Tax and Wealth...High net worthPrivate practiceDistinct | North America
Boca Raton, FL16 hours ago- ...CPA required; JD or LLM in Taxation strongly preferred ~15+ years of public accounting experience with substantial exposure to high-net-worth and ultra-high-net-worth clients ~ Demonstrated ability to originate, retain, and grow client relationships ~ Deep...High net worthPrivate practiceWork at office
Kovoro
New York, NY3 days ago $100k - $225k
..., or onsite. Two groups to choose from (or a blend of both): Private Client Services (PCS) — Work directly with ultra-high-net-worth individuals and families on complex tax returns, planning, consulting, and estate/trust strategy. Ideal for someone who enjoys...High net worthImmediate startRemote workFlexible hoursAtlas Search
United States10 hours agonew- ...well suited for an attorney interested in sophisticated estate planning, wealth preservation, and tax-related matters involving high-net-worth individuals and families. The successful candidate will work on a variety of private client matters, including estate and...High net worth
Oculus Group
Washington DC8 days ago
