Average salary: $133,611 /yearly
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- ...CFA Institute is looking for a UHNW Private Wealth Associate for its Nashville headquarters. This role requires strong analytical and communication skills to deliver exceptional client service to high-net-worth individuals. Ideal candidates have a bachelor's degree, two...Private client
CFA Institute
Nashville, TN1 day ago $45k - $110k
...Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years...Private clientRockefeller Financial
Boston, MA2 days ago- ...Seeking a Trusts & Estates Attorney (2–5 years) to join a growing private client practice, working with high-net-worth individuals and families on estate planning, wealth transfer, and tax strategies . What you’ll bring: Experience in estate planning, trust administration...Private clientPrivate practice
Trustpoint.One
Chicago, IL3 days ago - ...firm in Florida is seeking a Senior Manager of Tax Services for Private Wealth. This role involves advising high-net-worth individuals... ...communication skills are essential. Benefit from a collaborative environment while expanding private client services. #J-18808-Ljbffr...Private client
Bpbcpa
Fort Lauderdale, FL22 hours ago $225k - $375k
...accredited law school required Florida bar admission required or ability to become admitted Why This Opportunity Sophisticated private client and wealth planning practice Exposure to high-net-worth and ultra-high-net-worth clients Direct client interaction and meaningful...Private clientAligned Talent Acquisition
Doral, FL1 day ago- 慨正橡扯 is seeking a Head of U.S. Private Bank Client Service to shape client service for high‑net‑worth families across Delaware, Chicago, Houston, and Scottsdale. You will lead a team of 500 professionals to deliver exceptional client experiences and drive transformation...Private client
$80k - $100k
The Hong Kong Study Skills Research Institute is seeking a Private Banker to enhance client 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...Private client- ...standing reputation for excellence is seeking an Estate Planning Attorney with 2–5 years of experience to join its highly regarded Private Client & Wealth Planning practice in Florida.This is an exceptional opportunity to work alongside elite practitioners on complex, high...Private clientPrivate practice
Capstone Search Partners
Doral, FL2 days ago - ...to provide key administration support to ultra-high net worth clients in New Jersey. The role focuses on trust, corporate, and fiduciary... ...are met effectively. The ideal candidate will have proven private wealth administration experience and be pursuing relevant professional...Private clientTraineeship
- A leading financial institution is seeking a Head of U.S. Private Bank Client Service to lead teams across the U.S., enhancing client service for high-net-worth families. In this role, you will drive innovation through technology and manage approximately 500 professionals...Private client
- ...a seasoned Underwriting Vice President responsible for guiding underwriting processes and leading transaction execution for Private Bank clients. The role includes comprehensive credit analyses and collaboration with various teams to ensure competitive credit solutions...Private client
$220k - $250k
...A nationally recognized firm is seeking a mid-level Trusts & Estates Associate (4+ years) to join its Private Client department in their Boston office. The salary range may be $220,000-$250,000 , depending on a variety of factors. This is an excellent opportunity for...Private clientWork at officeMarina Sirras & Associates LLC
Boston, MA2 days ago- ...Rockefeller Capital Management in Bluffton, South Carolina is looking for a motivated individual to join its team as a Senior Client Associate. The role involves working directly with high-net-worth clients, ensuring exceptional service and operational efficiency. The...Private client
Rockefeller Financial
Bluffton, SC1 day ago - ...UBS is seeking a Client Associate in Columbia, SC, to provide exceptional service to high-net-worth individuals and their families. This role involves managing client relationships, coordinating meetings, and overseeing account maintenance with professionalism and precision...Private clientWork at office
UBS
Columbia, SC22 hours ago $180k - $250k
...high‑net‑worth individuals. We are seeking a Trusts & Estates Attorney to join our New York City office and support our expanding private client services practice. This is an excellent opportunity for a mid‑level attorney looking for a collaborative, entrepreneurial...Private clientPrivate practiceWork at officeOffit Kurman
New York, NY1 day ago- Rockefeller Capital Management is looking for a motivated Client Associate to join their Private Advisor team in Chesterfield. The ideal candidate will serve high-net-worth clients, ensuring thorough and attentive service while handling various administrative duties. With...Private client
$120k - $230k
...innovative tax practice. Candidates should have 6-10 years of experience working with ultra-high net worth individuals and complex private client services. Responsibilities include reviewing complex returns, providing consultative solutions, and mentoring junior staff. The...Private client$85k - $95k
Yieldstreet is looking for an Investor Support Associate in New York to be the key contact for high-net-worth clients managing private market portfolios. This role demands clear communication and a strong understanding of investment concepts to assist investors effectively...Private client- ...accredited law school required Florida bar admission required or ability to become admitted Why This Opportunity Sophisticated private client and wealth planning practice Exposure to high-net-worth and ultra-high-net-worth clients Direct client interaction and...Private client
Aligned Talent Acquisition
Palm Beach, FL12 hours agonew - A financial services organization in San Antonio seeks a Private Wealth Advisor to manage and expand relationships with high-net-worth clients. The role involves financial planning, portfolio management, and compliance with regulatory standards. Ideal candidates will have...Private client
- USI Insurance Services is seeking a Private Risk Advisor in St. Louis, MO. This outside sales role is dedicated to cultivating relationships within the organization and strategic partners, focusing on high net worth individuals and family offices. The position offers competitive...Private client
- Ashton Thomas Private Wealth is seeking a Private Wealth Client Associate in Columbus, Ohio. This role is vital in delivering high-touch client experiences and supporting Financial Advisors. The ideal candidate has a background in wealth management, strong attention to...Private client
- A prominent financial institution in Houston seeks a Private Client Relationship Manager to manage and grow a portfolio of affluent clients. The role involves delivering customized banking, lending, and wealth solutions while collaborating with internal specialists. Ideal...Private client
- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...Private clientFlexible hours
$45k - $110k
...Rockefeller Capital Management seeks a motivated Client Associate for their Stamford, CT office. The role involves working directly with high-net-worth clients, managing operational aspects of client accounts, and coordinating with team members. Qualified candidates have...Private clientWork at officeRockefeller Financial
Stamford, CT1 day ago- ...Senior Manager of Tax Services- Private Wealth page is loaded## Senior Manager of Tax Services- Private Wealthlocations: Boca Raton:... ...– Trusts & Estates**, you will serve as a senior technical and client-facing leader, advising high-net-worth individuals and families...Private client
Bpbcpa
Fort Lauderdale, FL22 hours ago - ...Job Title: Tax Partner – Private Client Services NO-PE About the Opportunity We are seeking an experienced and entrepreneurial Tax Partner to join a nationally recognized and rapidly growing public accounting and advisory firm. This leadership role sits within the Private...Private clientPrivate practice
Search Masters
Raleigh, NC4 days ago - ...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 client services. Qualified candidates will also...Private client
Keiter
Glen Allen, VA22 hours ago - ...Tax preferred. Role Highlights Significant responsibility for client matters Direct interaction with sophisticated, high-net-worth clients... ...to build long-term expertise within a well-regarded private client practice Application To apply, send resumes to charlotte...Private clientPrivate practice
Liberty Personnel Services, Inc.
Greenwich, CT3 days ago $41.6k - $72.8k
...Management in Saratoga Springs, NY is seeking a Senior Administrative Assistant to join their Private Advisor team. This role involves direct interaction with high-net-worth clients, ensuring satisfaction through thorough organizational skills, communication, and...Private clientWork at office
