- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you ... in investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with ... and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible...planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax , estate and… more
- KeyBank (Portland, ME)
- …estate and tax planning issues + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues by keeping current as to estate and ... greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build… more
- HUB International (Albuquerque, NM)
- …and Knowledge** + Wealth management experience with fee-based consulting, tax , mutual funds, money manager programs, insurance and financial planning ... to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients… more
- Coldstream Wealth Management (Mercer Island, WA)
- …Management could have the perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing Mercer Island team. This ... advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor). We have a hybrid...critically, solve problems, and manage a busy workload Keyword: Senior Wealth Management Associate From: Coldstream … more
- Neuberger Berman (New York, NY)
- **Position Overview:** As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth ... clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The role...relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and… more
- Bank of America (San Francisco, CA)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... Private Wealth Relationship Manager San Francisco, California...service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- Bank of America (San Francisco, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager San Francisco,...procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin,… more
- PNC (Wilmington, DE)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank organization, you will be based in ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment visas or participate… more
- Eastern Bank (Boston, MA)
- …can benefit from one or more of the Banks' banking and wealth management services including banking services, residential and commercial lending, cash management, ... and wealth management. Oversees general administration of client relationships and...on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. + Develops… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …today and send your resume via LinkedIn to JC del Rosario - I'd love to connect! Senior Wealth Manager About the Role We're seeking an experienced Senior ... strategies. + Oversee development and execution of sophisticated plans covering retirement, tax , estate, and risk management. + Mentor and train associate advisors;… more
- Truist (Orlando, FL)
- …6. Create advocacy and connectivity with both executive partner committees and senior administrative staff within client and prospect firms to foster deep ... activities. 17. Lead discussions with team members around specific wealth topics, market developments, legal profession, and/or best practices. QUALIFICATIONS… more
- Alight (IL)
- …(https://careers.alight.com/us/en) . Working under the direction of the VP of Tax , the Tax Senior Manager will lead the company's US federal tax ... requires a blend of technical expertise, leadership ability, and business acumen to guide the tax team and advise senior executives on complex tax matters.… more
- Robert Half Finance & Accounting (Carson City, NV)
- …Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Tax Senior or Tax Manager role with a growing public accounting firm. This ... last 15 years, and has a quality base of tax clients (individual, partnership, corporation, trust and estate) as...staff, fosters a highly collaborative environment, and spreads the wealth of the practice through bonuses twice a year.… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' ... accurate and efficient product. 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning,… more
- M&T Bank (Wilmington, DE)
- …as liaison with affected departments and manage vendor interactions. + Compile wealth planning information from clients, including tax forms, account statements ... participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two… more
- CIBC (Chicago, IL)
- …Management's Chicago office, you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional ... rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager . + **Optimize Portfolio Outcomes:** Prepare… more
- Edward Jones (Tempe, AZ)
- …fiduciary tax return preparation, under the direction of the Trust Tax Manager . Responsibilities include: + Reviewing and understanding trust documents; ... early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for...organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for… more
- CIBC (Atlanta, GA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Relationship Manager , you'll focus on growing direct ... management expertise: Bring 15+ years of experience in portfolio management, wealth management, personal tax , or financial planning. + Investment knowledge:… more
- Robert Half Finance & Accounting (Lufkin, TX)
- Description Senior Tax Manager Lead, Strategize, and Make an Impact! Our client is on the hunt for experienced Tax Manager to join their growing CPA ... practice as a Senior Tax Manager in Lufkin,...practice as a Senior Tax Manager in Lufkin, TX!...to clients, with a focus on estate planning and wealth management. + Oversee financial statement preparation and ensure… more
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