Average salary: $151,833 /yearly
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- ...will have at least 20 years of investment experience, strong communication skills, and a deep understanding of capital markets. This role offers a unique opportunity to lead a talented investment team and engage directly with high-net-worth clients. #J-18808-Ljbffr...High net worthFull time
Cambridge Associates LLC.
Boston, MA18 days ago - ...Tax Manager with expertise in individual and trust taxation. Responsibilities include reviewing and preparing tax returns for high net-worth clients, advising on tax planning, and collaborating with team members. The ideal candidate has a CPA, with 12+ years of experience...High net worthFull time
EisnerAmper LLP
Wellesley, MA18 days 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, CA18 days ago - ...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, CA18 days ago - ...leading accounting and advisory firm in Boston is looking for a Senior Tax Manager who will manage individual and trust taxation for high net worth clients. You will prepare and review tax returns, advise on tax compliance, and lead a collaborative team. The ideal candidate...High net worthFull time
EisnerAmper LLP
Boston, MA18 days ago - ...on building deep relationships with their clients to deliver a high level of service, and achieve their financial goals. What... ...'ll Be Doing: Build strong, lasting relationships with high-net-worth clients, ensuring their financial goals and needs are being met...High net worth
H-Squared
Dallas, TX4 days ago $65k - $90k
...Management Firm Ellicott City, MD Overview Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client...High net worthGemHarvest Executive Recruiting
Baltimore County, MD5 days ago$146k - $200k
...accounting firm is seeking an experienced Tax Senior Manager in San Diego to provide tax compliance and consulting services to high net worth clients. The ideal candidate will have a Bachelor's in Accounting and at least seven years of public accounting experience. Responsibilities...High net worthFull timeBDO USA
San Diego, CA18 days ago$120k - $200k
A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals. The ideal candidate has over 8 years of experience in tax compliance, exceptional leadership skills, and proficiency in business...High net worthFull timeEisnerAmper LLP
Melville, NY18 days ago- ...Job Description &##128313; Now Hiring: Wealth Advisor – High Net-Worth Clients &##128205; San Francisco | &##128188; Base Salary + Commission &##128200; Ongoing Expansion | Global Wealth Management Advisor Talent Focus is proud to partner with a prestigious...High net worthPrivate practiceWork at officeImmediate start
Talent Focus Executive Search and Consulting
Hayward, CA4 days ago - ...A large advisory firm in California is looking for a Tax Senior Manager to oversee tax planning and compliance for high-net-worth clients. The role involves supervising a team, establishing strong client relationships, and being involved in business development efforts...High net worthFull timeWork at office
EisnerAmper LLP
San Diego, CA7 days ago - ...Private Equity Tax Accountant will be responsible for providing tax preparation services to various private equity clients and high net worth individuals. Responsibilities Prepare various private equity partnership and individual tax returns. Conduct basic tax...High net worthPart time
White Oak Fund Services, LLC
New York, NY4 days ago - ...A prominent accounting firm is seeking a Senior Tax Manager to oversee tax services for high net-worth clients in Boston. The ideal candidate will excel in individual and trust taxation, has extensive experience in preparing and reviewing tax returns, and has strong communication...High net worthFull time
EisnerAmper
Boston, MA18 days ago - ...A leading accounting firm is seeking a Tax Senior Manager to provide compliance and consulting services to high net-worth clients. The ideal candidate should have over 7 years of experience in accounting or finance, a relevant degree, and CPA certification. Responsibilities...High net worthFull timeWork at office
BDO USA, LLP
San Diego, CA6 days ago - ...Registered Client Associate to support wealth management operations. The ideal candidate will develop strong relationships with high net worth clients, communicate investment updates, and coordinate meetings. Applicants must possess an active FINRA license, with at...High net worthHourly pay
Citizens
San Francisco, CA1 day ago $60k - $200k
...World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services....High net worthBase plus commissionImmediate startWorld Insurance Associates, LLC.
Anderson, SC14 days ago- ...of Business Is Provided Stop prospecting! Come join our clients’ firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With a firm structure that...High net worthFull timeWork experience placement
BrokerHunter
Tampa, FL4 days ago $120,000 per week
As a Wealth Advisor at {EMPLOYER-DESC}, you will work closely with high-net-worth clients to develop customized financial strategies that meet their unique financial needs and goals. This role involves thorough financial planning, investment management, and ongoing advisory...High net worthMidland States Bank
Champaign, IL1 day 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, NC17 hours 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
Sunnyvale, CA15 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, NY6 days ago- ...opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized... ...consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial...High net worthFull timeTemporary workLocal area
Citizens
Slingerlands, NY17 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, CA18 days ago- ...division. This role is ideal for a seasoned private banker who operates with a high degree of autonomy and is motivated by building deep, long-term relationships with high-net-worth professionals and executives. You’ll represent a stable, profitable institution that...High net worth
Windward Recruiting
Dallas, TX6 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, CA18 days ago - ...detail-driven Personal Lines Account Manager to join their award-winning team. In this role, you'll manage and service a book of high net worth clients, providing guidance, support, and a personalized experience that builds lasting relationships. This isn't just...High net worthWork at officeRemote workFlexible hours
Summit Bridge Partners
Boston, MA1 day 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
Dallas, TX4 days ago- ...within the realm of working in Tax, including gift and estate tax planning and have at least ten (10) years of experience advising high-net-worth individuals, families, and closely held businesses on income tax compliance, tax planning and tax controversy. This individual...High net worthWork at office
Handler Law, LLP
Chicago, IL28 days ago $63k - $108k
...Job Description Responsibilities Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential...High net worthMariner Finance
Minneapolis, MN8 days ago$100k
...Description Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with... ...lead flow to eliminate cold calling, to put our client’s high-net-worth clientele first. ABOUT THE ROLE Manage your business...High net worthWork at officeLocal areaRemote workHome officeCNI Consulting Inc.
Washington DC22 days ago
