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5+ years of experience in wealth management and investment services, with a focus on high-net-worth and ultra-high-net-worth clients. Design and implement complex wealth management strategies for high-net-worth and ultra-high-net-worth clients.
$500,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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They are targeting the mass affluent, high net worth, and ultra-high net worth clientele. Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market.
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The Sr. Trust and Wealth Strategist will leverage the extensive resources of our home office and Edward Jones Trust Company to support our financial advisors in serving their High Net Worth clients with complex needs.
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Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects by providing guidance on estate and tax planning issues. The Senior Trust & Wealth Strategist's primary responsibilities are to assist Financial Advisors in attracting, retaining, and deepening client relationships, provide education on trust and estate planning strategies driven by the client's unique situation, and drive new AUC growth to the firm and Edward Jones Trust Company.
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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.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We specialize in providing sophisticated investment management and wealth planning solutions to high-net worth individuals, families, business owners, and corporate executives.
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As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.
$120,000 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 Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. 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.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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They provide a tailored expertise to a defined book of affluent and high-net-worth clients. Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what-ifs’ and prepare them to leave a legacy.
$70,040 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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We do this through creating a culture of continuous coaching, professional development and ongoing practice management support. Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager.
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Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
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Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition. Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
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At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
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