- Charles Schwab (Tysons Corner, VA)
- …the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high ... to clients in the context of a dedicated relationship.The Senior Wealth Consultant works across a wide spectrum of...strong culture of compliance, adherence to policy and Schwab's high standards Demonstrates good judgment in selecting methods and… more
- Neuberger Berman (New York, NY)
- …largest Private Asset Management teams, the Senior Estate Planner will advise high - net - worth clients on all aspects of trust and estate planning, ... relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and...wealth management preferred + Proven ability to manage complex, high - net - worth relationships with a focus… more
- Plante Moran (Wakefield, MA)
- …is required; experience in public accounting is preferred Experience with high net worth individuals, S-corporations, C-corporations, partnerships, ... LLCs, trusts, and private foundations is required with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax… more
- HSBC (Beverly Hills, CA)
- Senior Credit Advisor Brand: HSBC Area of Interest: Private...+ Client facing experience and dealing with Private Bank High Net Worth Clients + Familiar ... our communities and the planet we all share. The Senior Credit Advisor will be the go-to expert on...Private Banking relationship managers and business heads. As our Senior Credit Advisor you will: + Be responsible for… more
- Orr Group (Washington, DC)
- …an experienced project manager, and a strong relationship builder with expertise in high - net - worth donor engagement. They will collaborate with a team ... an ever-evolving philanthropic landscape. Position Summary Orr Group is seeking a Senior Director, Campaigns to be the project lead for major fundraising campaign… more
- Neuberger Berman (New York, NY)
- …for constructing and delivering estate planning advice and wealth planning analyses to high - net - worth clients of the firm. Working in conjunction with ... the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong...and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing… more
- Jobleads-US (Boston, MA)
- …and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra- high net worth families. With ten offices ... preparation of financial analytics and reporting for the firm's ultra- high net worth clients Run...and modify for bespoke client fact patterns Shadow a Senior Client Relationship Manager Observe calls with Clients and… more
- Jobleads-US (New York, NY)
- …you will also be involved in helping to drive the broader sales efforts around high net worth /family offices and crypto asset manager/VCs. Technical Skills: ... platform and products with expertise in the area of high net worth /family offices and...grow revenue efficiently. Enhance relationships and your network with senior internal and external stakeholders that impact the success… more
- Plante Moran (Wakefield, MA)
- …a Bachelor's Degree in Accounting CPA or Bar License required Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, ... trusts, and private foundations is required with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and… more
- Jobleads-US (Sunnyvale, CA)
- …a robust philanthropic engine that reflects the scale of our ambitions. From high - net - worth individuals to institutional funders, you'll develop and steward ... sustained support for our mission. You'll work closely with the CEO, Board, and senior leadership to shape our fundraising strategy, tell our story in ways that… more
- National Multiple Sclerosis Society (Denver, CO)
- …Use advanced AI tools and predictive analytics to identify, score, and prioritize high - net - worth individuals, foundations, and corporate prospects based on ... partners closely with the VP, Donor Relations & Operations and other senior leaders to deliver data-driven insights that fuel donor acquisition, engagement,… more
- UMB Bank (Kansas City, MO)
- …** Senior Private Banker** will source & maintain relationships with high net worth clientele. The Senior Private Banker primarily delivers private ... the UMB footprint through an exclusive delivery model. A Senior Private Banker may be called upon to provide...spend your time:** + Call on prospective and existing high net worth clients to… more
- Edward Jones (St. Louis, MO)
- …to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, ... Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our...upcoming changes in legislation and regulatory environment may impact High Net Worth estate/legacy planning… more
- Edward Jones (Tempe, AZ)
- …and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth Consultation team could be the right opportunity for ... wealth offering tailored to meet the unique needs of high net worth clients and...plan to portfolio strategy. **What You Will Do:** The Senior Investment Consultant is an investment specialist who partners… more
- Edward Jones (Tempe, AZ)
- …may close early due to the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions, a team in the Wealth Management ... matter expertise. This position is known internally as a Senior Product Manager** Edward Jones' compensation and benefits package...industry networks and centers of influence + Experience in High Net Worth client wealth… more
- Wipfli LLP (Southfield, MI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Wipfli LLP (Denver, CO)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Charles Schwab (Los Angeles, CA)
- …the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high ... clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of...strong culture of compliance, adherence to policy and Schwab's high standards + Demonstrates good judgment in selecting methods… more
- BMO Financial Group (Los Angeles, CA)
- …and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... maintain overall service standards. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develops… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... a timely manner + Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for firm initiatives and… more
