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Minimum 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 clients.
$210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferencesEngage with branch teams and field leaders to provide in-depth consultation on their wealth and investment management processes.
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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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If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! As Home Office investment specialists, theInvestment Consultation teampartners with financial advisors and clients to deliver the high-quality and actionable Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs.
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The Trusts & Estates Associate will engage in a sophisticated practice, serving ultra-high net worth clients. Our client seeks a highly qualified Trusts & Estates Associate Attorney to join their nationally and internationally-recognized Private Wealth team within the Corporate & Securities Practice Group.
$275,000 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long-term, always taking the next step, and collaborating with other colleagues.
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Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Partner with Senior Advisors to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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IDA is a full-time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses.
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The firm serves ultra-high net worth individuals and families with a client centric approach to finance and wealth. The Client Director/Relationship Manager will manage the advisory and estate planning needs of a subset of HNW and UHNW clients, ensuring a high level of service through delegation and collaboration with team members.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Capital Family Office, a division of CIA, supports the investment objectives and client service needs of ultra-high-net-worth individuals and families. The Family Office Associate will support (and often spearhead) the investment objectives and service needs of CFO's high net worth client base.
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They provide a tailored expertise to a defined book of affluent and high-net-worth clients. Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials.
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Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
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You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities.
$70,040 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Private Wealth Advisor is the knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth individuals and families. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.
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