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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 Sr. Private Client Wealth Advisor develops new client relationships and manages select High Net worth and Ultra High Net Worth Private Client customer relationships.
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Is a leading global investment banking, securities and investment management firm that provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high net-worth individuals.
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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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Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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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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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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3+ years of experience conducting close protection/executive protection operations for high-net-worth clients/at-risk clients. Collaborate with senior leadership on high-level decisions.
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As a VIP Host, you will help support a portfolio of high-net-worth customers by reviewing daily reports, identifying customers who have a high volume of play, and inviting them to the VIP program.
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Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth families and business owners. Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Up to $1,000 stipend for Special Certifications (EMT, Lifeguard, NRA, Pilot, Maritime) 5+ years working in a full-time certified law enforcement officer position(s). 4 additional advanced executive protection/leadership training academies.
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Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm. Provide a high level of client service to our advisor teams.
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The Senior Wealth Advisor will manage High Net Worth and Ultra High Net Worth client relationships, work with the other areas at Wiss including Estate Planning, Tax, Transaction Advisory to develop highly customized sophisticated plans for clients.
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This is a unique opportunity for an individual with a strong background in tax law and advanced knowledge of estate planning and trusts to provide comprehensive legal counsel to our high-net-worth clients.
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