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Minimum 4 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million) Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients.
$210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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 Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long-term, always taking the next step, and collaborating with other colleagues.
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships. They provide a tailored expertise to a defined book of affluent and high-net-worth clients.
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Ability to communicate and connect with high net worth clients. High level of savvy and sophistication re: high net worth clients' concerns / issues. Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferencesEngage with branch teams and field leaders to provide in-depth consultation on their wealth and investment management processes.
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Maternal-Fetal Medicine of Texas, part of Pediatrix Medical Group, is a group of maternal-fetal specialists who provide care for women with high-risk pregnancies in the Fort Worth, Tarrant County Metroplex and surrounding areas as far north as Oklahoma; west to San Angelo and Abilene and south to Waco.
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As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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Responsibilities Preparing Federal and multi-state tax returns for C corporations, S corporations, partnerships, high-net-worth individuals, bankruptcy, and trusts and estates. TAX SENIOR We are a well, established, highly profitable regional CPA firm dedicated to providing international tax services, with a specialization in Japanese clients.
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Due to continued growth, we are currently seeking a Tax Senior with 2+ years of public accounting experience. This position can be fully remote, work from home, preferably for candidates living in the PST or MST area codes.
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As a Senior Financial Analyst - Wealth Management at Augmentjobs, you will be instrumental in providing high-net-worth clients with exceptional financial planning and investment management services.
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The Trusts & Estates Associate will engage in a sophisticated practice, serving ultra-high net worth clients. Licensure in North Carolina and/or South Carolina (LLM in Tax preferred.
$275,000 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Certified Public Accountant or other professional designation is preferred Experience with data analytics, transformation, and visualization tools such as Alteryx, Microsoft Power BI, Tableau BA/BS degree in technically related field with secondary degree or minor in: Management Information Systems (MIS), computer science, or data analytics, is preferred The base salary range for this position in the firm's Los Angeles, CA and Bellevue, WA offices is between $174,200 and $290,300.
$174,200Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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NET Core Stakeholder interaction / management is a must Experience with Azure (open to AWS/GCP) Experience with SQL Server - PostgreSQL Desired Skills & Experience Leadership experience is preferred Experience with B2B/B2C applications Tech Breakdown 100% React Native 80% Maui – Xamarin 40.
$127,000 - $150,000Full-timeExpandApply NowActive JobUpdated Today
jd preferred high net worth jobs Title: senior trust officer
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