Average salary: $165,000 /yearly
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$150k - $200k
...unique opportunity to work alongside some of the NE regions most highly skilled Trusts and Estates attorneys. About Our Client... ...candidate would have prior experience working directly with high net-worth individuals and families and their advisors on tax-efficient wealth...High net worthPrivate practiceRemote workConsidine Search
Portsmouth, VA1 day ago$100k
...first and better the investment universe. The Opportunity: Present Fisher Investments 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...High net worthLocal areaRemote workHome officeFisher Investments
Oklahoma City, OK10 days ago$100k
...first and better the investment universe. The Opportunity: Present Fisher Investments 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...High net worthLocal areaRemote workHome officeFisher Investments
Oklahoma City, OK10 days ago- ...Office Suite (Word, Excel & PowerPoint). Strong written and verbal communication skills; demonstrated ability to interact with High Net Worth clients; team player; ability to manage fast-paced, high volume workload. Benefits / Why Join Us: Morgan Lewis offers...High net worthRemote workFlexible hours
Philadelphia Staffing
Philadelphia, PA1 day ago - ...We are seeking a highly motivated individual to join our Private Client Solutions team. Utilizing your exceptional skills and talents... ...placement of Broker's portfolio/ Underwriter’s portfolio of High-Net-Worth personal lines insurance accounts. Maintain cooperative and...High net worthContract workWork at officeRemote work
Novatae Risk Group
Tampa, FL2 days ago - ...Job 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 with complex needs....High net worthWork at officeRemote work
Private Client Select
Schaumburg, IL25 days ago - ...Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where...High net worthTemporary workPrivate practiceRemote work
EisnerAmper
United States1 day ago $100k - $175k
...CPA firm is seeking a Manager/Supervising Senior to join our professional team and help deliver exceptional client service to high-net-worth individuals across a variety of industries. Our office is located in Spring near 1-45 and Cypresswood. We offer part-time...High net worthFull timePart timeCasual workWork at officeLocal areaRemote workWork from homeFlexible hoursOsgood & Associates, P.C.
Spring, Montgomery County, TX2 days ago- ...Workplace policy Full Time In Office Overview About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer , you'll serve as a trusted advisor to a...High net worthFull timeWork at office
City National Bank
Miami, FL4 days ago - ...supportive people, willing to listen to your ideas. Job Responsibilities Preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax...High net worthContract workLocal areaWork from homeFlexible hours
Armanino
Dallas, TX3 days ago - ...Prepare financial and tax projections; develop tax strategies; provide clients with quarterly tax payments; review tax returns for high-net-worth individuals, trusts, corporations, partnerships and estates; and ensure the accuracy of all filings. Managing one or two...High net worthFull timeWork at officeWorldwide
RES Consultant Group
San Francisco, CA7 hours ago - ...involves partnering with the CEO on donor cultivation, building impactful fundraising strategies, and managing relationships with high-net-worth donors. Candidates should have over 5 years of development experience and an entrepreneurial mindset. This is a remote, full-...High net worthFull timeRemote work
80Twenty
San Francisco, CA9 days ago - ...risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to... ...personal lines Property & Casualty products for high net-worth individuals in the US. Key Responsibilities: Responsible...High net worthRemote work
Private Client Select Insurance Services LLC
Schaumburg, IL1 day ago $53.4k - $99.4k
...development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the... ..., and find new client opportunities. You'll work with high-net-worth clients handling client communications, review coverage options...High net worthMinimum wageWork at officeWork from homeMarsh LLC
Schiller Park, IL4 days ago$250k - $300k
...institutional research and bespoke wealth advisory. We are seeking a Senior Portfolio Manager/ Advisor to serve as a primary steward for high-net-worth and institutional capital. This is a strategic appointment for a seasoned professional (12 years) who possesses the...High net worthWork at officeLocal areaRemote workShift workVaco
United States3 hours agonew- ...A leading non-profit organization is seeking a Senior Manager to cultivate high-net-worth donations in the Bay Area. The role requires managing a major giving portfolio and engaging with influential tech community members. Candidates must excel at building relationships...High net worthFull timeRemote work
GiveDirectly
San Francisco, CA9 days ago - ...in New York is seeking a Staff Accountant/Bookkeeper/Admin to handle bookkeeping, reconciliation, and administrative tasks for high-net-worth individuals. The ideal candidate will have a BS in Accounting and proficiency in QuickBooks. This role requires excellent attention...High net worthWork at officeRemote work
Family Office Exchange
Long Island, KS2 days 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 worthFull timeWork experience placementWork at officeWork from homeFisher Investments
Dallas, TX7 hours agonew$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 worthFull timeWork experience placementWork at officeWork from homeFisher Investments
Clearwater, FL7 hours agonew- ...Year Up United mission and ongoing operations and strategic initiatives, with a focus on proactively identifying and engaging new high net worth donors independently or in partnership with our research team and our Campaign Committee and other leaders. To be successful...High net worthPart timeWork from home
EPIP
San Francisco, CA4 days ago - Overview: About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer , you'll serve as a trusted advisor to a portfolio of affluent clients, including...High net worthFull time
City National Bank of Florida
Miami, FL7 hours agonew - ...SVP, Client Advisor to join their team. The successful candidate will be the primary relationship manager for affluent and ultra-high-net-worth clients, delivering comprehensive wealth strategies that encompass investments, estate planning, tax efficiency, and risk...High net worthWork at officeRemote work
Confidential
Modesto, CA2 days ago $10k
...including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day: Work collaboratively with your team, serving clients at a team level while being the liaison between...High net worthFull timeWork at officeWork from homeFisher Investments
Tampa, FL19 hours ago- ...Now Hiring: Tax Strategy Attorney Are you an experienced Tax Attorney who loves helping small to mid-sized businesses and high-net-worth individuals reduce their tax burden and plan for long-term success? Do you enjoy strategic thinking over compliance grunt work?...High net worthSeasonal workImmediate startRemote work
How To MANAGE a Small Law Firm
United States1 day ago - ...Partners with one or more Private Bank Relationship Managers to support the sales process and deliver exceptional service model to high net worth clients. Private Banking Service Specialist II is responsible for the day to day activities and interaction between the...High net worthFull timeH1bWork at officeRemote workWork from homeFlexible hours
Huntington
Birmingham, MI2 days ago - ...Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking... ...Private Client Group focuses on servicing clients such as high-net-worth individuals, family offices, and financial advisors. The team...High net worthFull timeWork experience placementSummer workInternshipSummer internshipWork at officeWorldwideRelocation packageMonday to FridayFlexible hours
PIMCO
Austin, TX3 days ago $145k
...Working for this GC offers a unique opportunity to be part of a highly respected luxury home builder in Los Angeles, known for its... ...skills, with the ability to build trust and rapport with high-net-worth individuals. Salary & Benefits: Salary — $145k Discretionary...High net worthFor contractorsCurrently hiringWork from homeHays
Beverly Hills, CA1 day ago- ...About the Role We are a well-established, highly profitable regional CPA firm specializing in international tax services . Due... ...returns for C corporations, S corporations, partnerships, high-net-worth individuals, bankruptcies, and trusts/estates. Handle both...High net worthWork at officeRemote work
KnowHireMatch
Torrance, CA1 day ago - ...Bachelor's Degree CPA required 4+ years in public accounting 4+ years in tax preparation Ability to communicate with and manage high net worth portfolio Lacerte Tax software or similar Full Benefits with competitive salary based on experience #LI-BE1High net worthWork at officeRemote work
RightWorks Inc
San Diego, CA4 days ago - ...its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning,...High net worthFull timeWork at officeRemote workFlexible hours
Gould & Ratner LLP
Chicago, IL4 days ago
