- For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial... ...of job-related experience 7+ years of experience working with UHNW clients Certifications/Licenses : Certified Financial Planner (...SuggestedTemporary workWork at officeLocal areaRemote workVisa sponsorshipFlexible hours
- ...advice regarding financial matters. Build relationships with client families that cross generations to establish long-term connections to the... ...and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client...SuggestedFull time
- Join to apply for the Citi Private Bank - UHNW Private Banker - Director / MD role at Citi 22 hours ago Be among the first 25 applicants... .... ------------------------------------------------------ Job Family Group: Private Client Coverage -------------------------------...SuggestedFull time
- ...including technology companies, venture capital firms, startups, IPOs, private enterprises, and ultra-high-net-worth (UHNW) individuals and families. Our firm is known for its exceptionally high retention rate (90%), offering professionals long-term career growth, fast...SuggestedWork at officeLocal areaImmediate startFlexible hours
- ...Assistant opportunity supporting the wife of an ultra-high-net-worth family based on the Upper East Side. The ideal candidate will be... ...coordination Ideal Candidate Profile: Prior experience supporting a UHNW individual or family in a personal or hybrid PA/EA capacity...SuggestedShift work
- ...from ECG Resources, Inc. President, ECG Resources, Wealth Management Executive Search An expanding Multi-Family Office in Charlotte, NC, seeks a candidate with UHNW tax experience to counsel clients (25mm+ client range). Manage client engagements with the goal of developing...SuggestedFull timeWork at officeRelocation packageFlexible hours
- Family Office Advisor/Financial Planner (UHNW) Family Office Advisor/Financial Planner (UHNW) Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Next Level Recruiting, LLC Talent Acquisition & Porting Books @ NLR | Investment...SuggestedFull timeWork at office
- Making Private Alternatives Investing Accessible We founded Allocate with the simple mission of making investing in top-tier private alternatives within the technology sector more accessible for a broader set of investors. We believe that the mark of healthy and efficient...Suggested
- ...Job Description Job Description DESCRIPTION: An UHNW family in the Seattle area is seeking a highly skilled and experienced full-time Personal Chef to prepare and serve high-quality meals. The ideal candidate will be passionate about Southeast Asian cuisine, nutrition...SuggestedFull timeRelocation packageLive outFlexible hours
- Estate Manager at UHNW Family Home in Miami, FL Estate Manager at UHNW Family Home in Miami, FL Get AI-powered advice on this job and more exclusive features. Our client, an UHNW Family in Miami, FL, is looking to hire an Estate Manger. Please note: This role involves travel...SuggestedFull timeFor contractorsSummer work
- ...fidelity, tailored portfolios. Role Overview We are seeking a Private Market Advisor to grow and support ultra-high-net-worth (UHNW) individuals and family offices in building well-diversified, high-performing private market portfolios. This role combines deep private markets...SuggestedFull timeWork at office3 days per week
- ...hire an experienced Tax Manager (or senior tax manager). with a background in UHNW clientele. Been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose....SuggestedLocal areaRemote workWork from homeFlexible hours2 days per week
- ...with him for several years. They will work Monday-Friday primarily out of the Midtown VC office space, but occasionally out of their family office at their home. The family is comprised of two working parents, who run their own businesses, along with their 2 young...SuggestedWork at officeMonday to Friday
- ...~5+ years as Tax Manager ~ CPA ~ Experience working with UHNW clients ~ Good tenure ~ Open to hybrid 3 in office, 2 remote... ...taxation, experience working with Ultra-High-Net-Worth individuals and families, and excellent communication and interpersonal skills....SuggestedWork at officeRemote work
- ...We are seeking an experienced and proactive candidate to lead a team of 7 PAs/EAs within a prestigious UHNW Family Office in the United States. The successful EA will be based in New Jersey, with full support provided for relocation, including housing and a car. As Head...SuggestedPermanent employmentWork at officeImmediate startRelocation
- Join to apply for the Citi Private Bank - UHNW Banker - MD role at Citi Join to apply for the Citi Private Bank - UHNW Banker - MD role... ...regarding financial matters. Build relationships with client families that cross generations to establish long-term connections to the...Full time
- ...Job Description Job Description Our client is a Global Multi Family Office/ RIA with headquarters in Europe and relationships... ...year old they have over 15B AUM and growing. The founder is a UHNW baking veteran that was asked by his clients to launch his own firm...Work at officeWorldwide
- ...Citi Wealth - UHNW Investment Associate - AVP The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary... ...------------------------------------------------------ Job Family Group: Private Client Product Services --------------------...Full time
- ...Scout at Insite Public Practice Recruitment US Senior Tax Manager - UHNW/HNW Wealth Services Location: Oradell, NJ Employment Type: Full... ...tax matters for ultra-affluent individuals, multi-generational families, and their sophisticated business enterprises. The ideal...Full timeWork at office
- The client is an insurance broker firm that partners with private banks to provide wealth management solutions to UHNW individuals. They are seeking to expand their sales support team to provide greater support to their expanding sales team. Job Description Maintain service...
- ...Education: ~ Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ Job Family Group: Private Client Product Services ------------------------------------------------------ Job Family: Investment...Full timeLocal area
- " Licensed Marriage and Family Therapist (LMFT) Wage: Between $90-$127 an hour Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your...Bi-weekly payPrivate practice
- Citi Private Bank - UHNW Investment Counselor - Dir / MD Join to apply for the Citi Private Bank - UHNW Investment Counselor - Dir /... ...preferred ------------------------------------------------------ Job Family Group: Private Client Product Services -----------------------...Full timeLocal area
- Description Provide professional nursing care to the patients admitted in the Obstetric, Gynecology and Nursery Units. Assist physicians in various procedures related to delivery, postpartum, cesarean sections, circumcisions, and newborn care. Assesses, plans...Work experience placement
- ...available. Wealth Advisor, Investments (Specialize in working with the UHNW/HNW & well versed in Alts) Centura Wealth Advisory is seeking a... ...-edge, and sought-after organization for UHNW individuals and families. Key Success Factors: The successful candidate will be able to...Work at office
- ...Join a prestigious and rapidly expanding Family Law firm representing Silicon Valley’s most distinguished individuals. This fully... ...cases involving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With occasional appearances in Bay Area courts, this...Remote work
- Our client, an UHNW family in Manhattan, is looking to hire a Full-time Private Driver to drive the Principles and family. The desired candidate will have a solid background driving for UHNW families and have longevity in their past positions. Professionalism and being...Full timeLive outNight shiftWeekend workMonday to Friday
- Join to apply for the Key Family Wealth Strategist role at KeyBank 3 months ago Be among the first 25 applicants Join to apply for the... ...JOB BRIEF (PURPOSE) Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM Serves as the primary...Full timeTemporary workWork at office
- Join to apply for the Family Office Advisor - Seattle role at Brighton Jones Join to apply for the Family Office Advisor - Seattle role... ...$1,000,000.00 3 weeks ago Wealth Manager/Research Analyst - HNW/UHNW Greater Seattle Area $80,000.00-$120,000.00 4 days ago We’re unlocking...Full timeSummer workWork at officeLocal areaFlexible hours
- ...Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Family Office Accounting Manager Location: San Francisco; Hybrid... ...background in bill pay systems, bookkeeping, and financial reporting for UHNW individuals/families + Proficiency in QuickBooks, Bill.com,...Permanent employmentContract workTemporary workWork at office