Average salary: $151,833 /yearly
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- ...anticipatory service, and we expect the same from our team. WHAT YOU'LL DO • Serve as the trusted day-to-day liaison for high-net-worth principals and their personal/executive assistants • Oversee all aspects of property operations across a mixed portfolio of...High net worthFor contractorsSeasonal work
Property Manager
Aspen, CO2 days ago - ...responsible for opening and servicing brokerage, advisory and 529 accounts, and will serve as a primary point of contact for our high net worth clients. Will also be responsible for running a vast variety of reports, including RMDs, maintaining RedTail CRM and creating...High net worth
FDR Financial Group
Hollywood, FL6 days ago - ...Insurance - District 24 Farmers Insurance District 24 is seeking a high-caliber business leader to spearhead a new agency location in... ...as a key community stakeholder and trusted advisor to high-net-worth individuals and local businesses. Candidate Profile We are...High net worthContract workWork at officeLocal areaImmediate start
Farmers Insurance- District 7324
Tualatin, OR29 days ago - ...Join our dynamic team as a Personal Lines Account Manager specializing in High Net Worth clients within the entertainment sector! This is a fully remote opportunity perfect for seasoned professionals who possess a unique blend of insurance expertise and entertainment...High net worthRemote work
The Demarco Group
Beverly Hills, CA22 hours ago - ...United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal candidate has a strong background in accounting...High net worth
- ...is seeking an experienced Estate Planning Attorney in a hybrid role. Candidates should have at least 3 years of experience in high-net-worth trust and estate planning, with a strong background in tax laws and succession planning. This position involves advising clients...High net worth
- A leading tax consulting firm is seeking a Tax Managing Director to lead tax and consulting engagements for high net-worth clients. This role requires over 10 years of experience in accounting or finance, with expertise in private client services. Key responsibilities...High net worth
- ...institution seeks a Senior Private Client Relationship Manager in Tampa, FL, to provide comprehensive wealth management services to high-net-worth families. The role involves serving as the primary advisor coordinating banking, lending, and investment strategies. Candidates...High net worth
- ...notch service in the insurance industry. Candidates should have over 5 years of industry experience and at least 2 years managing High-Net-Worth clients. The position offers generous time off, hybrid work, and opportunities for professional development. #J-18808-Ljbffr...High net worth
- A leading insurance agency in Texas is seeking a Private Client Sales Advisor to work with high-net-worth clients. The advisor will provide tailored insurance solutions, build trust-based relationships, and manage the sales cycle effectively. Candidates should have at...High net worthBase plus commission
$250k
A leading CPA and consulting firm in New York City is seeking a Trust and Estates Partner specializing in tax planning for high-net-worth families. The role involves developing tax strategies, advising on estate planning, and collaborating with various professionals to...High net worth- A leading financial services company in Boston seeks a Relationship Manager to build and maintain high-net-worth client relationships. This role involves managing client expectations through exceptional service, understanding their financial needs, and collaborating with...High net worth
$84.5k - $201k
...matters. You will need a BS in Accounting and a CPA or EA, along with at least five years of related experience, particularly with High Net Worth Individuals. This position offers competitive compensation between $84,500 and $201,000 annually and provides opportunities for...High net worth- ...We are seeking a seasoned hybrid remote CA Personal Lines High Net Worth professional with entertainment/business manager experience. This role is fully remote. The role requires EPIC, entertainment clients and business manager firm experience. Your Impact:...High net worthRemote work
The Demarco Group
Beverly Hills, CA22 hours ago - ...This role involves managing tax compliance and consulting engagements, supervising associates, and providing tailored services to high net-worth clients. Candidates should have strong leadership skills, a relevant degree, and extensive experience in accounting and finance...High net worth
$61k - $80k
...Relationship Manager to enhance client engagement and foster long-term relationships. This role involves facilitating connections with high net worth clients, ensuring their needs are prioritized, and collaborating closely with the branch team. Candidates should be licensed in...High net worth- ...Administration Paralegal. This role involves managing sophisticated estate and trust matters and collaborating closely with attorneys and high-net-worth clients. The ideal candidate should have over 5 years of experience handling estate/trust administrations, strong communication...High net worth
- ...Relationship Manager to lead client advisory relationships focused on long-term wealth stewardship. This high-impact role involves serving as the primary advisor for high-net-worth families, integrating banking and investment strategies. Ideal candidates will have significant...High net worth
- ...Job Description Job Description Gadsden Schneider & Woodward LLP is a boutique trust and estate law firm serving high-net-worth individuals and families. We are seeking an experienced Estate Administration Paralegal to manage sophisticated estate and trust matters...High net worth
Gadsden Schneider & Woodward LLP
Wayne, PA18 days ago $175k - $250k
...of 2 years of sophisticated law firm experience in tax and/or trust and estate planning for domestic and/or cross-border ultra-high net worth individuals and families. LLM. in tax desirable. However, we would also consider an applicant with an alternate career path and...High net worthWork at officeKozusko Harris Duncan
New York, NY9 hours agonew- ...A highly regarded law firm in Washington, DC is seeking a Trusts & Estates Associate with 5–8 years of experience to join its growing... ...is an excellent opportunity to work with high- and ultra-high-net-worth individuals and families on sophisticated estate planning and wealth...High net worthPrivate practice
Russell Tobin
Washington DC3 days ago - ...a Senior Loss Adjuster responsible for managing a portfolio of high-value claims. The role involves overseeing complex claims, providing... ...Ideal candidates will have proven experience in managing High Net Worth property claims and a strong professional demeanor. The...High net worth
- ...Client Advisor to provide comprehensive financial planning and advice. You will engage with clients ranging from beginners to high-net-worth individuals, offering personalized investment solutions and fostering long-term relationships. The ideal candidate will have at...High net worth
- A prominent wealth management firm in Houston seeks a Private Client Wealth Advisor (Vice-President) to manage high-net-worth clients. The role involves holistic wealth planning, client communication, and coordination with specialists. Candidates must have 7+ years of...High net worthImmediate start
$150k
A leading financial services provider in Irvine, CA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services and demonstrated success in developing client...High net worth- A leading financial services organization is seeking a Client Service Associate in Kansas City to manage high net worth client relationships. The ideal candidate will ensure best-in-class client experiences through effective communication and problem resolution. Responsibilities...High net worth
- ...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
- ...is seeking a Private Client Personal Lines Account Manager to manage a book of affluent personal lines clients. The role emphasizes high-touch service, client retention, and tailored insurance solutions. Candidates should have 2-5 years of experience in account management...High net worth
$90k - $140k
A leading tax services firm is seeking a Private Client Services Tax Supervisor based in Baltimore, MD or Washington, D.C. You'll lead tax engagements, mentor staff, and manage client relationships. A Bachelor's degree in accounting is required, with preference for a Master...High net worth- ...development. Ideal candidates will have 15+ years of tax experience, supervisory skills, and a strong knowledge of tax laws affecting high net-worth individuals. This position offers a unique opportunity to contribute significantly to a major firm while mentoring upcoming...High net worthPrivate practice
