Average salary: $165,000 /yearly
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- A leading financial services firm is looking for a remote investment consultant to manage and acquire high-net-worth clients. You will focus on presenting tailored solutions to clients with significant assets and leverage leads provided by the firm's marketing team. Ideal...High net worthRemote work
Fairygodboss
California, MO1 day ago $115k - $160k
...consulting firm is seeking an experienced Manager to deliver international tax compliance and consulting services, primarily for High Net Worth individuals. The role involves supervising and mentoring team members in a collaborative environment, while also providing...High net worthRemote workWolf & Company
Boston, MA1 day ago$110k - $250k
...firm based in Chicago is seeking a Tax Manager with at least 5 years of experience in Public Accounting and specific expertise in High Net Worth individuals. The role offers a fully remote option, flexible working hours, and a competitive salary ranging from $110,000 to $...High net worthRemote workFlexible hoursJobot
Chicago, IL1 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....High net worthRemote work
The Demarco Group
Beverly Hills, CA1 day ago - ...A luxury brand is seeking an experienced Private Client Manager to develop and nurture relationships with high net worth clients. This role focuses on creating personalized experiences and closing high jewelry sales. Candidates should have over 10 years of experience...High net worthRemote work
BVLGARI
New York, NY1 day ago - ...A prominent risk management firm in Tampa is seeking a highly motivated High Net Worth PCS Account Manager to join their Private Client Solutions team. The ideal candidate will manage personal lines insurance accounts, maintain broker relationships, and evaluate insurance...High net worthWork at officeRemote work
Novatae Risk Group
Tampa, FL17 hours ago - ...A leading insurance firm seeks a Private Client Account Executive to manage high-net-worth personal insurance accounts. Responsibilities include building client relationships, maintaining insurance policies, and conducting annual reviews. The ideal candidate has over...High net worthRemote work
Aon
New York, NY1 day ago - A leading insurance brokerage in the United States is seeking a High Net Worth PCS Account Manager. This role involves managing high-net-worth personal lines insurance accounts and requires over 5 years of relevant experience. The position can be remote and offers a competitive...High net worthWork at officeRemote work
Novatae Risk Group
Wausau, WI3 days ago - ...be supporting a team based in Virginia. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support...High net worthRemote work
Simplex Hires LLC
Fairfax, VA17 hours ago - ...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
Culver City, CA4 days ago $160k - $220k
...develop recommendations, and provide proactive advice based on your knowledge of tax law, particularly within the private wealth and high-net worth realm. We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications:...High net worthRemote workTalently
Highland Park, IL17 hours ago- A wealth advisory firm is seeking a Senior Tax Manager, focusing on high-net-worth clients in Los Angeles. This role emphasizes advisory services over compliance, requiring a CPA with over 10 years of experience in tax strategy. Responsibilities include leading tax planning...High net worthRemote work
- 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
- ...collaborate with teams to standardize processes and support the agency's management systems. Ideal candidates will have experience in high net worth personal lines insurance and the ability to handle multiple projects simultaneously. Competitive benefits offered including...High net worthRemote job
- ...Client Services. The role involves managing tax engagements, developing strategic tax solutions, and collaborating closely with high-net-worth individuals and family offices. Ideal candidates have over 5 years of public accounting experience and hold a CPA or Enrolled...High net worthWork at officeRemote workFlexible hours
- ...respected public accounting firm in Richmond, Virginia, is seeking a qualified tax professional to manage complex engagements for high net worth clients. The role emphasizes client relationships, leadership opportunities, and a collaborative team culture. Ideal candidates...High net worthRemote job
- A leading insurance firm is looking for an Account Manager for Private Client Personal Lines to support High-Net-Worth clients. Responsibilities include assisting account executives with day-to-day service, preparing proposals, and maintaining accurate records. The ideal...High net worthRemote job
$115k - $130k
...High Net Worth Personal Insurance Account Executive We are seeking an experienced High Net Worth Personal Lines Account Executive to join our dedicated HNW team. This role supports an exclusively high-net-worth (HNW) and ultra-high-net-worth (UHNW) client base and...High net worthRemote workFlexible hoursNew Day Executive Search
United States17 hours ago- ...services firm is seeking a Tax Experienced Associate in Dallas, Texas. Your role will involve the preparation of tax returns for high-net-worth individuals, conducting tax research, and supporting the development of new delivery capabilities. Candidates should hold a...High net worthRemote jobFlexible hours
$150k - $200k
...experience, excellent communication skills, and the ability to manage a high-volume practice. The firm offers a competitive salary of $150,0... ...work. Ideal candidates will have experience working with high net-worth clients and on tax-efficient wealth transfer strategies. #J-188...High net worthRemote jobPrivate practice- A leading insurance firm is looking for a Private Client Account Executive to manage high-net-worth personal insurance clients. This virtual position is ideal for candidates residing on the West Coast. The successful candidate will be responsible for building client relationships...High net worthRemote job
- A leading risk management firm is seeking a High Net Worth PCS Account Manager for its Private Client Solutions team, based remotely or in Jacksonville, FL. The role involves managing insurance accounts, maintaining relationships with brokers, and ensuring competitive...High net worthRemote job
$108k - $175k
...High Net Worth Tax Manager Pay: $108,000.00 - $175,000.00 per year Why This Is a Great Opportunity Join a well-established, growth-oriented CPA and advisory firm where you can work on sophisticated high net worth tax matters and build deeper client relationships...High net worthPrivate practiceWork at officeRemote workRelocation packageFlexible hoursGenie Matthews and Associates
Glen Allen, VA1 day ago- ...Digital Concierge Specialist to be the primary contact for online needs of Private Banking clients. This role requires assisting high net worth clients, driving the adoption of digital tools, and providing training and support. The ideal candidate will have strong...High net worth
$10k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales...High net worthWork at officeWork from homeFisher Investments
Dallas, TX1 day ago$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...High net worthWork at officeWork from homeFisher Investments
Dallas, TX4 days ago- A financial services provider seeks a Private Client Practice Leader to manage and expand a book of high net worth clients. Responsibilities include delivering customized risk management strategies and meeting growth targets. Candidates should have 5+ years in managing...High net worthRemote jobPrivate practice
$115k - $160k
...and developing team members in a collaborative and growth-oriented environment. *Primary focus on our Private Client Group for High Net Worth individuals **This is a primarily remote role Responsibilities International Tax Compliance: Review and complete...High net worthRemote workFlexible hoursWolf & Company
Boston, MA3 days ago- A financial institution in Birmingham, MI is seeking a Private Banking Service Specialist II to support high net worth clients and assist with personal and business deposit accounts, consumer lending, and mortgages. Candidates must have a high school diploma, at least...High net worthRemote job
$180k - $200k
Senior Tax Advisor - High-Net-Worth Clients (Wealth Planning Focus) San Francisco, CA (Remote - Pacific Time) | $180K-$200K + Bonus We’re working with a planning-driven firm seeking a Senior Tax Advisor to support high-net-worth clients through proactive tax and wealth...High net worthLocal areaRemote work
