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Schneider Downs Wealth Management Advisors (SDWMA), an affiliate of Schneider Downs, is a Registered Investment Advisor (RIA) specializing in investment advisory services and personal financial planning for high-net-worth individuals, as well as investment advisory service to retirement plans, including investment menu design and oversight, investment analysis, financial planning, and general education for retirement plan participants.
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The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients.
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The Senior Family Dynamics Specialist role is integral to the delivery and success of Schwabs modern wealth management experience and plays a critical role in expanding our support of ultra-high net worth clients and families.
$129,000 - $236,600 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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This group helps facilitate family conversations for ultra-high net worth clients and their families about their wealth, family values and prepare the heirs for the inter-generational transfer of wealth.
$129,000 - $236,600 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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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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Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Consumer and Wealth Management (CWM.
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Our client, a financial advisor specializing in wealth management for high-net-worth clients, is seeking an Insurance Specialist in their Life, Long-term Care, Annuity, and Disability area for a full-time position.
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Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes.
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The Wealth Solutions Proposal Desk Specialist role acts as internal operational/sales support for Envestnet's Advisor Sales/High Net Worth and RIA teams to provide proposal support.
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Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.
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Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone has experienced significant growth over the past 5 years and currently oversees approximately $97B in assets under advisement and administration.
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Develop and maintain prospect and client records in Salesforce – creating reporting that prioritizes “high” priority prospects Note: Salesforce or equivalent CRM experience is required. Self-starter, strong time management.
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This individual will be instrumental in contributing to the high-growth culture that has been created at Pathstone and in achieving our annual growth targets. The Growth Process Specialist (GPS) is process-obsessed with a strong background in guiding client-facing team members down the path to closed business through in-depth knowledge of the client journey.
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Partner with Private Banker and Financial Advisor/Private Wealth Advisor to support the Firm's goal of providing private banking products to Ultra High Net Worth clients and/or prospects.
$175,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Cresset is seeking an Associate Director, Cash Management Specialist for Ultra High Net Worth/High Net Worth (UHNW/HNW) Clients. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management.
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wealth management financial advisor high net worth jobs Title: specialist
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