Average salary: $165,000 /yearly
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$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 workAbacus Group
Albany, NY10 hours ago$100k - $225k
...hybrid, or onsite. Two groups to choose from (or a blend of both): Private Client Services (PCS) — Work directly with ultra-high-net-worth individuals and families on complex tax returns, planning, consulting, and estate/trust strategy. Ideal for someone who enjoys...High net worthImmediate startRemote workFlexible hoursAtlas Search
New York, NY3 days ago- ...management experience to find and create solutions to complex, high priority, high exposure situations, cases, and crises. Wolf... ...sophisticated global assets, international counterparties, or high-net-worth private clients Most importantly, we want someone whose...High net worthRemote work
Wolf Global
Washington DC1 day 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 workAbacus Group
New York, NY1 day ago$125k - $200k
...tailored tax planning, consulting, and compliance solutionsReview complex tax returns and maintain ongoing communication with high-net-worth individuals and related entitiesCultivate relationships with clients, internal teams, and external service providers to support...High net worthRemote workAbacus Group
Albany, NY3 days ago- ...Director of Market Research and Strategic Insights to establish and lead a formal capability that identifies market opportunities for high-net-worth clients. The role supports cross-functional leaders in product, distribution, underwriting, and growth initiatives with...High net worthRemote job
- ...minimum of 3 years in trusts and estates to join our nationally recognized practice. Ideal candidates will have experience in high-net-worth trust and estate planning, knowledge of relevant state and federal tax laws, and the ability to work in a hybrid schedule with...High net worthRemote work2 days per week
- ...Job Description Title: Personal Lines Insurance Account Executive, High-Net-Worth (x2) \n Location: Miami, FL (REMOTE – must live in FL) \n Salary: $115,000k - $125,000k (DOE)+ excellent benefits! \n \n Our client, an established Top 50 P&C insurance broker...High net worthLive inWork at officeRemote work
SolomonEdwards
Miami, FL14 days ago - ...President of Sales in a respected fee-only wealth firm. You will manage a local territory remotely from home, close qualified high-net-worth leads, and educate prospects on wealth services. The role emphasizes new business, large-scale earnings with uncapped commissions...High net worthRemote jobLocal area
$100k
...to put our clients first and better the investment universe.The Opportunity:Present The Firm’s wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success...High net worthWork at officeLocal areaRemote workCNI Consulting
Boston, MA1 day ago- ...policies with unique complexities that include affluent clientele and high value homes. You’ll work with major national & specialty... ...competitive and comprehensive pricing, terms, and conditions for high net worth clients. Location: 100% remote within Northern Virginia and...High net worthRemote work
Capstone Search Group Inc
Virginia, MN2 days ago - A leading insurance management firm is seeking a Strategic Relationship Manager to expand their presence in the high-net-worth market. This position focuses on driving new business and managing client relationships while delivering premium advisory services. Candidates...High net worthRemote jobWork at office
- ...growing private client tax advisory firm, offers a remote Senior Tax Manager role focused on strategic, integrated tax planning for high-net-worth clients. You will work beyond compliance, leveraging modern technology to deliver proactive tax strategies and year-round...High net worthRemote job
- Are you interested in servicing Ultra High Net Worth (UHNW) clients? Fisher Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's largest, intricate private client relationships, ensuring they receive truly unparalleled...High net worthWork at officeWork from home
Fisher Investments
Plano, TX10 hours ago $150k - $200k
...exceptional Executive Personal Assistant to provide white-glove, high-touch support to a top executive. In this role, you will act as... .... Stakeholder Engagement: Act as a key liaison to high-net-worth individuals, C-suite executives, and international stakeholders...High net worthFull timeWork at officeRemote workFlexible hoursCareer Group
New York, NY3 days ago- ...professional to join our Financial Services Organization (FSO) EDGE team. You will deliver complex tax compliance and advisory work for high‑net‑worth clients in the financial services industry, guiding engagements from start to finish. Join EY and build a better working world...High net worthRemote work
- The Jonus Group is seeking an experienced Private Client Account Executive to manage high-net-worth client accounts with a focus on service, renewal management, and carrier relationships. This role supports remote work in select states and upholds a culture of excellence...High net worthRemote job
- ...exceptional opportunity for a luxury hospitality sales leader to drive high-value transient business and develop private resort buyouts for... ...luxury transient sales, with an established network of high-net-worth individuals, luxury travel advisors, and influential client...High net worthRemote work
Hutchinson Consulting
Mundelein, IL3 days ago - ...from point of offer) Contract: 6-Month W2 Contract (with the high possibility of extension or conversion) Job Overview... ...professional services professionals. Experience working with high-net-worth or private banking clients. Knowledge of financial planning...High net worthContract workImmediate startRemote work
Calculated Hire
Chicago, IL4 days ago $100k
...will receive qualified leads, an expense account, and support from a dedicated portfolio management and marketing team to pursue high-net-worth clients. Prospects have $500k+ to invest; compensation starts at a $100k base with uncapped commissions, aiming for $300k-$350k...High net worthRemote jobLocal areaWork from home$10k
Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a...High net worthWork at officeWork from homeFisher Investments
Tampa, FL3 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 worthFull timeWork experience placementPrivate practiceLocal areaRemote work
EisnerAmper
Iselin, NJ1 day ago - A leading insurance agency is seeking a seasoned Personal Lines High Net Worth professional to manage a book of business focused on entertainment clients. This fully remote role requires at least 2 years of Private Client insurance experience and a valid P&C license. Responsibilities...High net worthRemote job
$200k
...continue to adhere to this discipline in all market cycles. The Opportunity: Present Zacks wealth management solutions to high-net-worth prospects. You will also be supported by sales support, client services, marketing, research and more. This position is remote....High net worthFull timeLocal areaRemote workHome officeOverseas3 days per weekZacks Investment Management
Chicago, IL1 day ago$10k
...tax work is filed correctly and in compliance with all applicable deadlines and requirements. The Day-to-Day:Work directly with High Net Worth (HNW) clients on end-to-end tax needsPrepare federal, state, and local individual income tax returns and related filings,...High net worthWork at officeLocal areaWork from homeFisher Investments
Plano, TX3 days ago- ...of trusts and estates experience to join our nationally recognized practice in Parsippany, NJ. The ideal candidate will handle high-net-worth trust and estate planning and administration, including tax considerations, with strong communication and client service skills...High net worthWork at officeRemote workFlexible hours2 days per week
- ...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 with complex needs. Private Client Select offers...High net worthFull timeContract workWork at officeRemote work
Private Client Select
Schaumburg, IL1 day ago - ...Concierge Specialist to be the primary contact for online needs of Private Banking clients and advisors. You will support high/ultra-high net worth clients with the online experience and deliver digital training to advisors and client service specialists. You will work...High net worth
- Huntington Bancshares, Inc. seeks a Trust Advisor II within its Private Client Group to assess high net worth customers’ financial needs and coordinate cross-sell opportunities. You will manage complex trusts, estates, and agency accounts, and lead relationships with attorneys...High net worthRemote job
- ...estate planning, tax, and related practice areas, such as elder law and real estate. Origination Credit. High-Quality Clientele : Work with high-net-worth individuals, multi-generational families, and business owners, addressing complex estate planning needs....High net worthMonday to Friday
Fisher Law LLC
Norwood, MA22 days ago
