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Experience :5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
$260,245 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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The ideal candidate will have experience drafting estate planning documents, probate forms, and other legal instruments necessary to support a sophisticated practice serving ultra-high-net-worth clients.
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Position The Trust Officer specializes in the management and administration of trusts for high and ultra-high net worth individuals and families for assigned relationships.
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NET MVC, C#, Java, NodeJS, HTML, CSS, SASS, SQL Server, Oracle, MySQL, SQL, Queries, Functions, Stored Procedures, Azure Cosmos DB, MongoDB, Azure, AWS, Business Intelligence, ADF, SSIS, SSAS, SSRS, Power BI, Mobile Development Experience, Xamarin, Swift, Objective-C, CI/CD Pipeline, GitHub Actions, Azure Pipelines, Gitlab Runners.
$150,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Business Intelligence (ADF, SSIS, SSAS, SSRS, Power BI, or similar business intelligence technologies) The Senior Software Developer will work with cutting edge technology, deliver high quality solutions across various local industries, and driving solutions with a team working on holistic software development projects that range in size and scope, as well as receive continuous career development opportunities.
$150,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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2+ years of Residential Estate Security experience with high-net-worth individuals. Black Box Security is an established boutique security company specializing in executive protection for high-net-worth individuals.
$35 an hourFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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As an Divisional Business Manager responsible for the supervision of sales practices activities for the Advisor teams they cover, the opportunity will provide candidates with a culture of service & integrity; design & execution excellence; teamwork and collaboration within a fast-paced growing ultra-high net worth dually registered Broker-Dealer & Investment Advisor.
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This position often requires travel and extreme professionalism within the high net worth realm of claims. Strong attention to detail, with knowledge of property insurance, fine arts, antiques, high end furniture, fine textiles and rugs, and designer or couture clothing.
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The Software Developer will work with cutting edge technology, deliver high quality solutions across various local industries, and collaborate with a team working on holistic development projects that range in size and scope, as well as receive continuous career development opportunities.
$112,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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The Wealth Strategist position is embedded in the PCG, Private Client Group, t o increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with the Financial Advisors (FAs) to leverage their time, talents, and resources in gathering and maintaining assets of high-net-worth clients.
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The ideal candidate will possess substantial experience with high net worth estate and tax planning, estate and trust administration, and drafting of wills and trust agreements. Requirements:Extensive experience in high net worth estate and tax planning, estate and trust administration, and drafting of wills and trust agreements.
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The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high-net-worth (HNW) client experience (Clients with $10 million or more) by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
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Qualifications:JD required; LLM or CPA a plusMinimum 4 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million)Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clientsExperience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.
$210,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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This is an excellent opportunity for a seasoned attorney to work on sophisticated legal matters and make a significant impact within our firm and provide comprehensive legal counsel to high-net worth clients.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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business government high net worth jobs Title: associate attorney
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