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The team cover a range of matters for high and ultra-high net worth clients. Directors and Partners all specialise in particular areas, including acting as independent administrators in high net worth contested estates, advising on complex mental capacity issues, administering cross-border estates and advising agricultural clients.
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Preferred education and experience include proven project management experience, preferably in business aviation or other industry serving ultra-high net worth individuals, and additional certification (PMP or CAPM, coaching) is a plus.
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Manage a portfolio of high net worth personal, trust and estate clients. Demonstrable experience advising high net worth and ultra-high net worth clients.
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You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information. If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.
$100,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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5+ years of experience working in the trust/estate planning field. Experience building credibility and trust in a short amount of time. You will report to the Estate Planning Team Leader.
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As a High Net Worth Tax Manager based out of our Washington, D.C. office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Review ing individual, trust, partnership and corporate tax returns prepares by tax staff and/or seniors for accuracy.
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Extensive experience in trust administration and estate planning for high-net-worth clients. Develop and implement comprehensive estate plans for high-net-worth individuals and families.
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Welcome to Rader & Coleman, PL, where we take pride in delivering top-notch estate planning and administration services to high-net-worth clients in Florida, in particular in Palm Beach and Broward counties.
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The position can be based in Buffalo, Rochester or Albany, NY. Qualified candidates should have at least 4-5 years of experience in high net-worth tax and estate planning, wealth preservation and charitable giving, estate and trust administration and business succession planning.
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Job Duties:A Private Client Services (PCS) Experienced Senior Associate is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$92,500 - $122,500Full-timeExpandUpdated 10 days ago - UpvoteDownvoteShare Job
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The Senior Family Dynamics Specialist role is integral to the delivery and success of Schwab’s modern wealth management experience and plays a critical role in expanding our support of ultra-high net worth clients and families.
$129,000 - $258,100 a yearFull-timeExpandUpdated 10 days ago - UpvoteDownvoteShare Job
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You will work closely with high-net-worth clients, families, and individuals crafting comprehensive estate plans tailored to their unique needs and objectives. Guide clients through probate and trust administration processes, ensuring seamless execution of their plans.
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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.
$65,000 - $81,000 a yearFull-timeExpandUpdated 10 days ago - UpvoteDownvoteShare Job
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At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
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One of the largest and most established Chicago-based wealth management firms, Wintrust Investments, LLC, seeks a Financial Associate professional to join our sales team to provide sales and administrative support for our Financial Advisor located in the Greater Milwaukee Area.
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