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Must have Ultra High Net Worth client experience. Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred. Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities.
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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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Account Management - Collaborate with other Fiduciary Officers and Wealth Management Coordinators on new account paperwork, closing paperwork, wire and ACH transfers, tax reporting, Charitable and non-charitable gifting, principle and income account portfolios, administrative reviews, bill pay, estimated tax payments and liabilities, ticklers, cost basis information, fee set up and modifications and all other account administration from opening to closing.
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This is a fantastic opportunity for a Personal Lines Account Manager with experience working with High-Net-Worth clients in California to work remotely. Job DetailsPOSITION SUMMARYThe Personal Lines Account Manager focuses on High-Net-Worth clients, serves as the clients' primary business contact, and is responsible for client satisfaction.
$85,000 a yearRemoteExpandApply 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.
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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.
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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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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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At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience.
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3+ years of experience conducting close protection/executive protection operations for high-net-worth clients/at-risk clients. Founded in 1978 by 3-time Presidential appointee, Gavin de Becker, our firm’s Protectors, Analysts, and Investigators are committed to our mission of protecting human life through the assessment, prediction, and management of violence.
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Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
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wealth management high net worth tax manager jobs Company: Ecg Resources
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