- Robert Half Finance & Accounting (San Francisco, CA)
- …improve both short‑ and long‑term client outcomes + Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities + Knowledge ... to JC del Rosario - I'd love to connect! Senior Tax Preparer Role Overview We're seeking an experienced...support high‑net‑worth clients with complex tax needs and advanced planning strategies. While the role is heavily focused on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …recommend strategies to improve client outcomes + Provide internal guidance to wealth advisors on tax-related questions and planning opportunities + Knowledge ... LinkedIn-I'd love to connect and learn more about you! Senior Tax Preparer Role Overview We're looking for an...support high-net-worth clients with complex tax needs and advanced planning strategies. While tax preparation will be the primary… more
- 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 ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth...and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth … more
- KeyBank (Portland, ME)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build ... role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary… more
- Truist (Houston, TX)
- …to solutions for our clients. 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under ... revenue. Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors… more
- Columbia Bank (Eugene, OR)
- …providing a turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work ... both independence and partnership. The program has a financial planning team that is integrated in their team. We...and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked… more
- Neuberger Berman (New York, NY)
- …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
- Fifth Third Bank, NA (Columbus, OH)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client ... results. + Participates in the ongoing development of the wealth planning process. + SUPERVISORY RESPONSIBILITIES: +...and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we… more
- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- Citigroup (Fort Lauderdale, FL)
- The Senior Portfolio Credit Risk Manager is a senior management-level position responsible for managing a Citi Global Wealth credit portfolio within an ... skills required in order to negotiate and influence, often at a senior level. Some external communication/negotiation may be necessary. Accountable for end results… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits...competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to… more
- JPMorgan Chase (Wilmington, DE)
- …behavioral playbook that encompasses the client lifecycle from prospect identification to wealth planning , onboarding and account opening, through servicing and ... will participate in establishing a new business for JP Morgan Chase. As the Wealth Management Partnership Program lead within JP Morgan Private Client, you will… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …state requirements + Stay updated on tax law changes and recommend strategic planning opportunities + Provide internal guidance to wealth advisors on tax‑related ... Description Senior Tax Preparer Role Overview We're seeking an...across a diverse range of tax needs and advanced planning strategies. While the role is preparation‑heavy during busy… more
- Charles Schwab (Westlake, TX)
- …through structured career development and growth opportunities. We are seeking a ** Senior ** **Program Manager** to lead the AWS Career Development Program, ... 7,000 independent investment advisory firms with ~$1.5 trillion under management. The Advisor Wealth Services (AWS) Organization is committed to empowering employees… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...synergies across their people, product, and platform. The Strategy Lead Analyst will be working on the Operations Change… more
- JPMorgan Chase (Newark, DE)
- …expects excellence in both planning and follow-through. As a DOI Recruitment Lead within the JPMorgan Wealth Management team, you will define, develop, and ... at JPMorgan Chase and help shape the future of talent acquisition in Wealth Management. Grow your career while making a meaningful impact by developing innovative,… more
- Citigroup (Miami, FL)
- …of investment management, deep expertise in investment solutions, portfolio management, and wealth planning strategies. In-depth knowledge of the industry and ... business development and client retention strategies. + Serve as a strategic partner with senior colleagues to execute the Wealth at Work strategic plan. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in accordance with statutes and regulations. + Participates in the income tax planning and preparation process, performs such tax planning functions as may ... events. + Answers general Financial Advisor inquiries regarding estate planning , trust services, estate taxes and other relevant topics....services, estate taxes and other relevant topics. + May lead the work of others; coaches and mentors less… more
- TD Bank (Fort Lauderdale, FL)
- …dedicated to the Market who report on a Matrix basis to other leaders within Wealth + Works collaboratively with Senior Leaders across Wealth in areas ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Wealth Market President...and leading a highly qualified and collaborative team, including senior managers, in the consistent and integrated delivery of… more
- First National Bank of Omaha (Omaha, NE)
- …success.** **Summary of the Job:** We are seeking an experienced Vice President, Wealth Risk and Operations to lead first-line risk management, compliance ... + Leads transformational change initiatives that impact the entire Wealth division. + Lead , align, and enable...senior risk and compliance leader for a growing wealth division while leading comprehensive operational teams. You'll build… more