Average salary: $151,833 /yearly
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- ...prominent financial institution in San Francisco is seeking a Private Client Office Relationship Director to drive results with high net worth individuals and businesses. The candidate will be responsible for managing client relationships to ensure satisfaction and earn...High net worthFull timeWork at office
Flagstar Bank
San Francisco, CA9 days ago - ...administration, including probate proceedings, post-mortem tax planning, and estate tax return preparation. This role involves advising high-net-worth individuals, closely held businesses, and multi-generational families on complex estate planning, wealth transfer strategies,...High net worthPrivate practice
OnRamp Fellowship
Chicago, IL12 hours ago - ...seeking a Private Client Office Director, SVP in San Francisco, CA. This role involves driving business development activities with high net worth clients and managing client relationships to ensure high satisfaction levels. The ideal candidate will have at least 5 years of...High net worthFull timeWork at office
Flagstar Bank
San Francisco, CA9 days ago - ...A financial services company based in Minneapolis is looking for a professional to assist with the administration of high net-worth private and institutional clients. The ideal candidate should have strong customer service focus, excellent communication skills, and experience...High net worth
Wilmington Trust
Minneapolis, MN2 days ago $180k - $300k
...Associate to join its growing team. This role offers the opportunity to work on sophisticated estate, tax, and fiduciary matters for high-net-worth domestic and foreign clients, in a collaborative environment that supports long-term career development. Key Details...High net worthPrivate practiceMolina Executive Search
Doral, FL12 hours 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 F orvis Mazars Private Client practice. How you will contribute : Wealth Advisor Interns participate in...High net worthSummer workInternshipPrivate practiceSummer internshipWork at officeLocal area
Forvis Mazars
Asheville, NC1 day ago - ...working with an Investment Management firm on a retained search for a Strategic Advisor in Austin, TX. This role partners with high-net-worth families to deliver sophisticated financial and wealth planning strategies that go far beyond investment management....High net worthWork at office
Foxstone Recruiting
Austin, TX12 hours ago $150k - $200k
...unique opportunity to work alongside some of the NE regions most highly skilled Trusts and Estates attorneys. About Our Client... ...candidate would have prior experience working directly with high net-worth individuals and families and their advisors on tax-efficient wealth...High net worthPrivate practiceRemote workConsidine Search
Concord, NH1 day ago- ...establishing itself as one of the few truly global private client law firms dedicated to the personal and private capital needs of high-net-worth individuals and families. With offices across the U.S., Europe, and Asia-Pacific, the practice provides integrated, cross-...High net worthPrivate practiceWork at officeWorldwide3 days per week
Lighthouse Legal Search
Hayward, CA6 days ago $120k
...Job Description Personal Lines INSURANCE Private Client Advisor (HIGH NET WORK PERSONAL LINES) opening in Hauppauge, Long Island, NY. Manage and service an assigned High Net Worth (HNW) book of business. Prepare new business and renewal submissions, including marketing...High net worthPryor Associates Executive Search
Hauppauge, NY25 days ago- ...Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions to high-net-worth individuals, families, and corporate executives. Were seeking a Senior Registered Private Wealth Client Associate to join our...High net worth
Ashton Thomas Inc
Boston, MA3 days ago - ...role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on...High net worth
Macdonald & Company
Los Angeles, CA3 days ago $180k - $250k
...If you're a S enior tax leader , T ax manager , or director-level professional working with high-net-worth individuals , this opportunity may be worth a closer look. I'm partnering with a Top 20 national public accounting firm that's expanding its Private...High net worthPrivate practiceWork at office6 Degrees Search
Elgin, IL2 days ago$120k - $250k
...including budgeting, billing, and engagement economics. Maintain a highly proactive approach to client service. Minimum Qualifications... ...financial institutions, startups, public companies, high net worth individuals, and more, across various industries. For...High net worthFull timeWork experience placementPrivate practiceWorldwideEisnerAmper
San Francisco, CA9 days ago- ...trust, and estate law; familiarity with fiduciary tax matters is highly valued. Excellent written and verbal communication skills,... ...responsive service. Preferred Attributes Experience with high-net-worth or multi-generational estate plans. A collaborative, team-...High net worthWork at office
Gravis Law, PLLC
Austin, TX3 days ago $10k
...lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute...High net worthTemporary workFisher Investments
Plano, TX4 days ago- ...engagements, including budgeting, billing, and engagement economics Highly proactive approach to serving clients Basic Qualifications:... ...-ups to global public firms, middle-market companies, high net worth individuals, family offices, and more. We also serve attorneys,...High net worthFull timeWork experience placementPrivate practiceLocal areaWorldwide
EisnerAmper LLP
San Francisco, CA9 days ago $60k - $90k
...GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate to support Private Wealth Clients and Advisors by taking initiative in planning...High net worthFull timeGemHarvest Executive Recruiting
Arlington, TX12 hours ago- ...Privately Held About the Role The Company is in search of a Senior Wealth Advisor to join its well-established Ultra High Net Worth Private Client Division. The successful candidate will be responsible for building and growing a client base, with a focus on external...High net worthPart time
Confidential
Los Angeles, CA1 day ago - ...as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are...High net worthLocal area
EisnerAmper
Iselin, NJ3 days ago $120k - $150k
...~5+ years of HNW relationship management preferably in private banking or wealth planning ~ Proven track record of exceeding high net-worth client expectations ~ Experience servicing high net-worth clients with regards to opening new accounts and introducing them to...High net worthFull timeLocal areaRelocationThe Anderson Search Group
Little Rock, AR4 days ago$160k - $300k
...join our well-established Private Client practice. As one of the largest groups of its kind in Massachusetts, the team advises high-net-worth and ultra-high-net-worth individuals, multigenerational families, fiduciaries, closely held businesses, and family offices on the...High net worthFull timePrivate practiceWork at officeSquillace & Associates, P.C.
Boston, MA9 days ago- ...Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where...High net worthTemporary workLocal area
EisnerAmper
Boston, MA1 day ago - ...related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Senior Associate will also participate in client development and team management and conduct...High net worthSeasonal work
Forvis Mazars
Indianapolis, IN3 days ago - ...CA 94104 Job Summary The Private Client Office Relationship Director is responsible for driving results with prospective high net worth individuals and businesses through significant business development activities. Additionally, the role will professionally manage...High net worthFull timeWork at officeLocal area
Flagstar Bank
San Francisco, CA9 days ago - ...as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are...High net worthSummer workLocal area
EisnerAmper
Baton Rouge, LA1 day ago $250k
...for US Consumer Wealth in NY Metro. The region has 115 branches across the NY Metro area with $500MM+ in revenue and a strong high net worth client base. Individual will be responsible for setting and implementing the growth strategy for the market with key focus on...High net worthFull timeCitigroup Inc.
Washington DC9 days ago- ...We are seeking a highly motivated individual to join our Private Client Solutions team. Utilizing your exceptional skills and talents... ...placement of Broker's portfolio/ Underwriter’s portfolio of High-Net-Worth personal lines insurance accounts. Maintain cooperative and...High net worthContract workWork at officeRemote work
Novatae Risk Group
Tampa, FL2 days ago - ...Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where...High net worthTemporary workPrivate practiceRemote work
EisnerAmper
United States1 day ago $270k - $295k
...international law firm is seeking a Senior Trust & Estates Associate to join its Private Client & Tax practice. The team advises high-net-worth individuals and families on complex domestic and cross-border matters, including tax, estate planning, and structuring. Base...High net worthPrivate practiceWork at officeLocal areaJobot
San Francisco, CA3 days ago
