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We’re looking for an entrepreneurial wealth advisor to join as a cornerstone of our high net worth Atlas Private Client advisory team. We offer investment advisory services to high net worth individuals and entities through a product called Atlas Private Client.
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FTCS) is a privately-owned alternative investment research and asset management firm that advises investment advisors, family offices, and high net worth individuals. role at First Trust Alternative Investment Research (FT AIR) is focused on supporting all aspects of the investment due diligence efforts with respect to the firms hedge fund, private equity, venture capital, real estate, private credit, and liquid alternatives investments.
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In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients.
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Job Description Job Summary Reporting to the Head of Development (“Head”) and serving as a key member of the Individual Giving (IG) team within the Advancement department, the (Lead) Senior Development Officer, Major & Principal Gifts, advances the mission of Success Academy Charter Schools (SA) through the engagement and solicitation of high net-worth individual donors and prospects at Major Gift and Principal Gift levels (i.e., gifts $100,000 up to $1 million.
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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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Due to the complexity of this portfolio, experience in working with ultra-high net worth (UHNW) clients is preferred. The Senior Trust Advisor role manages complex wealth management client relationships usually in excess of $20 million in MV and delivers high quality fiduciary and administrative services.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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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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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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Your key focus will be centered around creating and delivering digital journeys that provide impeccable experiences for high-net worth clients and prospects, which are a strategic and important focus for PCS.
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Join a diverse team of experts helping high net worth and ultra-high net worth clients develop and manage their comprehensive wealth management plan through collaboration with financial planning, investment management, estate planning, tax planning, and risk management experts.
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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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As a Schwab Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship.
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The ideal candidate will be a Certified Public Accountant (CPA) with a minimum of 2 years of experience in tax preparation for various entities, trusts, estates, individuals, and high-net-worth (HNW) clients.
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Minimum 4 years of experience as a practicing trusts and estates lawyer, CPA, CFP, or trust officer with a focus on family office and/or estate planning, in either case working directly with a high-net worth client base (>$10 million.
$180,000 - $210,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Our practice is diverse, and our clients include complex S corporations, partnerships, C corporations, trusts, estates, and high-net-worth individuals and family groups. CPA and/or JD required; MT/MST and/or LLM in tax preferred.
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