Average salary: $151,833 /yearly
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$205k - $305k
We have been instructed by a Chambers High Net Worth-ranked Private Client Services group. Our client’s world-class group is recognized for the sophisticated, highly sensitive matters handled on behalf of clients. The firm provides an interdisciplinary approach to addressing...High net worth$200k
...firm. They seek a Director- Private Client Group to join their Manhattan, NY office.ResponsibilitiesAct as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity...High net worthWork at officeRemote work- ...benefit from working alongside industry leaders while serving high profile clients, including individuals and organizations with significant... ...a Private Client Services Associate or Counsel to advise high-net-worth individuals, families, and closely held entities on estate...High net worth
$80k
...EA required) with at least 8 years of public accounting experience. This role focuses on business and individual tax filings, high-net-worth client services, estate planning, and proactive tax strategy. What You’ll Do Prepare and review tax returns (individual, S-Corp...High net worthFull timeStonehaven Wealth & Tax Solutions, LLC
Appleton, WI9 days ago- We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position Highlights• Affluent and High-Net-Worth clientele• Luxury homes, automobiles, watercraft, fine arts, jewelry, and related exposures• New and renewal business...High net worth
$204k - $276k
...single-family office based in New York City, NY, is seeking a highly skilled Tax Manager to oversee a complex, hands-on tax function... ...tax compliance across a diverse portfolio of entities and high-net-worth individuals.Responsibilities:* Oversee the full tax compliance...High net worthWork at officeLocal area- A leading staffing agency is seeking a Senior Private Client Advisor for their Wealth Management Group in Fresno, focusing on high net worth clients, particularly in agribusiness. The advisor will manage portfolios and enhance client engagement, requiring strong business...High net worth
Direct Staffing Inc
Fresno, CA3 days ago - ...investment products, coordinating with specialists and service centers to deliver an integrated client experience. The role emphasizes high net worth client service, attention to detail, and collaboration within a team. 1 year of experience and a BS/BA in Business or Finance...High net worthDay shift
Bank of America
Conshohocken, PA13 hours ago $19 per hour
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest...High net worthHourly payFull timeTemporary workSeasonal workWork at officeFlexible hours$297.5k - $350k
...not required. The firm operates a hybrid schedule of 3 days in office and 2 days at home. The attorney will support the ultra‑high net worth private client practice group, requiring a solid background in Subchapters K and S of the Code and familiarity with Subchapter...High net worthPrivate practiceWork at officeBUSBY PARK RECRUITING LLC
Los Angeles, CA2 days ago$260k - $310k
High-value work for ultra-high-net-worth clients.Strong training, development, and wellbeing support.About Our ClientA global, full-service law firm with offices across multiple continents, offering expertise in US, English, and international law. The firm delivers integrated...High net worth- ...succession matters. This role requires a detail-oriented attorney capable of delivering practical, tax-efficient solutions for high-net-worth clients while collaborating with colleagues and external advisors.Key ResponsibilitiesAdvise clients on estate planning and federal...High net worthPrivate practice
- ...Seeking a Trusts & Estates Attorney (2–5 years) to join a growing private client practice, working with high-net-worth individuals and families on estate planning, wealth transfer, and tax strategies . What you’ll bring: Experience in estate planning, trust administration...High net worthPrivate practice
Trustpoint.One
Chicago, IL3 days ago - ...First Western Trust in Jackson, WY seeks a results-oriented SVP, Private Client Relationship Manager to lead high-net-worth client relationships and drive growth. This senior role focuses on trust, investments, estate planning, retirement, and workplace wealth services...High net worth
First Western
Jackson, WY2 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, FL5 days ago - ...JPMorgan Private Client seeks an experienced Relationship Manager to nurture high-net-worth client relationships, understand client aspirations, and offer bespoke financial solutions. You will drive growth by acquiring new clients while deepening existing relationships...High net worth
Fairygodboss
Del Mar, CA3 days ago - ...Next Frontier Capital is seeking a Relationship Manager for JPMorgan Private Client to foster high-net-worth client relationships in Palo Alto, California. The successful candidate will have over 10 years in Financial Services and demonstrate an entrepreneurial spirit...High net worth
Next Frontier Capital
Palo Alto, CA3 days ago $245k - $330k
...join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment.Candidate...High net worthPrivate practiceWork at office$180k - $230k
...(depending on experience)Schedule: Hybrid (3 days in, 2 days remote) AFTER the first 90 days in officeResponsibilities:Advise high-net-worth individuals, families, and fiduciaries on sophisticated estate planning matters.Draft and implement comprehensive estate planning...High net worthPrivate practiceRemote work- ...California, is seeking an experienced Tax Director to lead its Private Client advisory practice, specializing in tax planning for high net worth individuals and related entities. The role involves strategic tax advisory, client management, and overseeing complex tax...High net worthPrivate practice
Talnt
San Jose, CA4 days ago - ...Wealth Management Advisor in Houston, Texas. This role involves developing and managing client relationships for affluent and high net worth individuals. Responsibilities include collaborating with internal partners on wealth products, managing complex client needs, and...High net worth
Regions Bank
Houston, TX2 days ago - ...Weaver in Fort Worth, Texas is seeking a talented Tax Director for Private Client Services to lead tax compliance and planning for high-net-worth individuals and privately held businesses. The ideal candidate will be a CPA with over nine years of experience in federal...High net worthFlexible hours
Weaver
Fort Worth, TX2 days ago - Columbia Bank in Denver seeks a Private Client Advisor to lead high and ultra‑high net worth client relationships, including nonprofits and fiduciaries. You will identify, close, and deepen relationships using wealth planning, investments, and trust services in a collaborative...High net worth
Columbia Bank (WA, OR & ID)
Denver, CO3 days ago - ...state tax matters. You will draft and negotiate tax provisions, collaborate with partners, and provide planning strategies for high-net-worth individuals, family offices, and emerging companies. Competitive base salary and discretionary bonus offered, with strong growth...High net worth
Synectics
Los Angeles, CA3 days ago - ...prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal...High net worthWork at office3 days per week
Risk Strategies
Portland, OR3 days ago $45k - $110k
...Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years of client...High net worthRockefeller Financial
Boston, MA2 days ago- ...to-day service to Private Banking Clients in collaboration with Private Banking Officers. You will be the primary interface for high net worth individuals, helping to fulfill their banking needs and maintaining client relationships. The role involves coordinating with...High net worth
TD Bank
Greenville, SC2 days ago $140k - $180k
...Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong relationships with high-net-worth clientsExamine complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates, and...High net worthWork at officeLocal areaRemote work- ...0018474Salary Type AnnuallyIndustry Asset Management;Wealth ManagementSelling Points Shape impactful investment strategies for high-net-worth clients in a hybrid setting. Collaborate with institutional teams to deliver tailored portfolio solutions. Advance your expertise...High net worthRemote work
- ...both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technologyOur High Net Worth practice one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up...High net worthWork at office
