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Desired QualificationsBachelor’s degree Financial services industry experience Department DescriptionBernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives.
$50,000 - $53,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Identify advisor needs and additional opportunities to refer to business partners including, but not limited to Client Success, High Net Worth Services, and Tax Planning. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.
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Strong network of relationships with institutional investors, private equity firms, and high-net-worth individuals. This is a brand-new role for the firm, reporting to our CO-Chief Investment Officer and will offer an exciting opportunity to become a pivotal partner in shaping our equity capital markets strategy.
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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 individual must be capable of networking and developing relationships from scratch with attorneys, accountants, trust and estate executives, insurance professionals or others who can introduce him/her to high net worth individuals who have the potential to become clients.
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Our client is a full-service, integrated financial services firm that provides investment guidance for high-net-worth individuals and institutions. Oversight of investment banking, capital markets and institutional business activities.
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The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs.
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Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups.
$85,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Financial Planner Financial Planners are the point of contact and relationship managers to high income/high net worth clients. Financial Planners manage a portfolio of clients to assess, understand, and identify their banking needs, and to provide options for wealth advice, banking products, and investment/insurance offerings.
$130,000 - $400,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This is a relationship manager role where you are given a book of 150-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household.
Starting at $85,000 - $95,000 (bonuses)Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services.
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A dynamic, comprehensive investment and wealth management firm, is seeking highly skilled individuals with the expertise to service the unique needs of high net worth individuals and families.
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A Senior Tax Associate works with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services.
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The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.
$70,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our client is a boutique wealth management firm providing customized investment strategies for high-net-worth individuals. Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning.
$90,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Today
high net worth investment jobs
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