Average salary: $151,833 /yearly
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- ...opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, meticulous attention... ..., and Client Service Associates to manage and service a high-net worth client base. You are the hub of all activities in the firm!...High net worthWork at officeWork from home
Destination Wealth Management
Walnut Creek, CA16 days ago - ...Job Description Job Description Tax Manager - High Net Worth Due to recent growth in our Private Client Services group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in private...High net worth
Keiter Stephens Hurst Gary & Shreaves PC
Glen Allen, VA16 days ago - ...for a practicing attorney who is looking to build or deepen a sophisticated estate planning and private client practice serving high net worth individuals, families, and closely held business owners. About the Role The associate will work alongside senior...High net worthPrivate practice
Silverman Schermer, PLLC
Fort Lauderdale, FL16 days ago - ...Boston is seeking a dedicated mid-level Private Client Associate. The ideal candidate will have a strong background in serving high-net-worth individuals and families, providing comprehensive estate planning representation and client service designed to build lasting relationships...High net worth
$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, NY4 days ago$85k - $135k
Fisher Investments is seeking an Investment Counselor in Camas, WA, responsible for managing relationships with high-net-worth clients. You will partner with internal teams to provide top-tier service and guidance on investments. Strong qualifications include at least...High net worth- Frederick Fox in Las Vegas is seeking a Client Manager / Private Client Associate to manage relationships for ultra-high-net-worth families. You will coordinate across various domains to deliver a white-glove client experience. This fully on-site role offers a high-visibility...High net worth
- ...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
- JPMorgan Chase & Co. is hiring a Relationship Manager in California. In this role, you will develop high-net-worth client relationships, providing unparalleled advice and bespoke financial solutions. Your ability to understand clients' needs and collaborate across teams...High net worth
- ...experienced business attorney to join its corporate and private client practice. The role involves advising closely held businesses and high-net-worth families on complex transactional matters. Candidates should have a portable book of business and demonstrate strong...High net worthPrivate practice
$110k - $215k
...by identifying opportunities and driving inflows of new business. The ideal candidate will have 7+ years of experience managing high-net-worth client relationships, alongside strong teamwork and interpersonal skills. This position offers a competitive annual salary...High net worth- ...premier accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound...High net worth
- Fisher Investments is seeking a Portfolio Counselor in Tampa, Florida. In this lucrative role, you will manage relationships with high-net-worth clients and assist them in their investment journey. With a focus on education and collaboration, you’ll work closely with...High net worth
- ...Trusts & Estates Associate to join their Chicago team. This role involves providing comprehensive estate planning services for high net worth individuals and families, coupled with trust administration responsibilities. The ideal candidate will have 2-5 years of relevant...High net worth
- ...California. This role requires expertise in financial planning to offer comprehensive advice to diverse clients, from beginners to high net worth individuals. The successful candidate will champion team success and build lasting client relationships. Required...High net worth
- AllianceBernstein L.P. is seeking a Vice-President to lead marketing for the Mid-West region, primarily engaging with ultra- and high-net-worth clients. This role involves strategic marketing planning, designing impactful client events, and partnering with various teams...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
- LHH is seeking an associate to join its Private Client Services group in Boston. The role involves working closely with high-net-worth individuals and families on estate planning and trust administration. Candidates should have 3+ years of relevant experience and strong...High net worth
- ...Associate for their Private Client group in Boston, Massachusetts. The successful candidate will have a robust background in serving high-net-worth individuals and families. This role involves providing comprehensive estate planning representation, advising on trust and...High net worth
$160k - $199k
Jobot is looking for a seasoned tax professional for their Private Client Services group, focusing on Ultra High Net Worth (UHNW) clients. The role requires experience in trusts, estates, and gift tax. Candidates should have over 7 years working with high-net-worth individuals...High net worth- ...Private Client Services group in Chicago. This role requires 2-4 years of experience in trusts and estates law, focusing on advising high-net-worth individuals on estate planning and wealth transfer strategies. The successful candidate will work closely with experienced...High net worthPermanent employment
$70k - $100k
...Private Client Insurance Advisor High-Net-Worth Focus Regional expansion into Lower Merion seeking experienced licensed advisors ready for a more refined platform. Designed for professionals serving affluent households who require broad planning capability and...High net worthAmerican Senior Benefits
Merion Station, PA20 hours ago- ...Number: TAXMA001209 Posted: January 6, 2026 Full-Time Keiter Glen Allen, VA 23060, USA Description Tax Manager - High Net Worth Due to recent growth in our Private Client Services group, Keiter is seeking a dynamic and client service-oriented...High net worthFull time
Keiter
Glen Allen, VA1 day ago - ...Job Description Job Description Description: About the Company PCS is one of the largest high net worth managing general underwriters in the market today. With a sole focus on families with $5m or more in assets, PCS provides complex insurance policies for individuals...High net worthWork at officeRemote work
Private Client Select Insurance Services LLC
Saint Petersburg, FL15 days ago $250k - $300k
...Clients Practice Group in Boston, MA. The ideal candidate will have 3-5 years of experience in estate planning, particularly with high net worth individuals and businesses. Responsibilities include developing estate plans, managing trusts, and providing tax planning...High net worthPrivate practice- ...client service and recommend tailored insurance solutions. The successful candidate will have 2+ years of experience dealing with High Net Worth clientele, hold a Property & Casualty License, and ensure compliance with industry regulations. This position includes a hybrid...High net worth
- ...seeking a mid-level Trusts & Estates Associate with 4+ years of experience for their Boston office. This role entails working with high-net-worth individuals on complex estate planning and trust administration matters. Candidates must be barred in Massachusetts or show a...High net worthWork at office
- A reputable law firm in Tampa is seeking a Trusts & Estates Associate to enhance their private client practice. The ideal candidate will have 2+ years of experience in trusts & estates, with skills in drafting wills and estate planning documents. Florida Bar admission is...High net worthPrivate practice
- ...Client Services Team. This position requires extensive experience in public accounting, specifically in managing tax returns for high net worth individuals. The successful candidate will have excellent leadership skills and the capacity to supervise staff while ensuring...High net worth
$80k - $100k
...relationships and grow deposits. The ideal candidate will have at least three years of experience in private banking, preferably serving high net-worth clientele. Responsibilities include delivering exceptional service to clients, managing compliance with regulations, and...High net worth
