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ISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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Alternative Capital Markets is a global team with 35+ alternative investment professionals across six offices (New York, Albany, London, Zurich, Hong Kong and Shenzhen), responsible for over $75B in AUS, serving institutions, foundations, family offices, high net worth and ultra-high net worth individuals.
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Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners.
$75,000 - $100,000 a yearFull-timeExpandUpdated 17 days ago - UpvoteDownvoteShare Job
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Our client is a top Public Accounting Firm serving ultra high-net-worth individuals, families, businesses, and non-profit organizations. 15+ years of individual high net worth tax experience in a public accounting firm.
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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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Acting in a specialist capacity, the Paraplanner will tackle eMoney data entry, collaborate with High-Net-Worth Services colleagues and advisors on plan design, create plan summaries, and help prepare advisors to present the plan to their clients.
$71,880 - $107,820 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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We provide investment advice to Financial Advisors and Ultra High Net Worth clients and prospects, delivering the firm's intellectual capital and capabilities on asset allocation, portfolio construction and product/platform fulfillment.
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Contribute to the maintenance and expansion of the team’s referral network of High-Net-Worth wealth adjacent service providers including Investment Banking, Business Advisory, OTC Hedging and Monetization, Specialty Lending, Tax Compliance, and Property and Casualty Insurance services.
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The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high-net-worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.
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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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CPA or IRS Enrolled Agent Certification required. Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice.
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Experience using GoSystems or CCH Axcess tax software. 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
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