- UpvoteDownvoteShare Job
- Suggest Revision
Minimum of 5 years of experience working with high-net-worth clients in an accounting firm, law firm, family office, bank, or financial services firm. The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Who You Are: GDBA’s ideal candidate for an Executive Protection Team Lead position possesses one or more of the following experience levels/credentials: 3+ years of experience conducting close protection/executive protection operations for high-net-worth clients/at-risk clients.
$60,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
3+ years of experience conducting close protection/executive protection operations for high-net-worth clients/at-risk clients. Gavin de Becker & Associates (GDBA) protects the world’s most influential and at-risk public figures.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
At Chace People, we are offering an unparalleled opportunity for a discerning Baby Nurse to become an integral part of a dynamic, ultra-high net worth family's life. At Chace People, we are offering an unparalleled opportunity for a discerning Baby Nurse to become an integral part of a dynamic, ultra-high net worth family's life.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
$120,000 - $144,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
We are currently seeking a career-minded Senior Forensic Accountant with two to five years of public accounting experience to work within our Investigative Accounting Group.
$85,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
They provide a tailored expertise to a defined book of affluent and high-net-worth clients. 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.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. 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.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
We do this through creating a culture of continuous coaching, professional development and ongoing practice management support. 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.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
SIE and one of the following: Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
$70,040 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager. Some job boards have started using jobseeker-reported data to estimate salary ranges for roles.
Full-timeExpandApply NowActive JobUpdated Today
public accounting high net worth jobs Title: senior associate tax Company: Jobbot
FEATURED BLOG POSTS
How to Maximize Action Verbs in Your Resume
Writing a resume that stands out takes more than using keywords and savvy formatting. It’s not just about having an impressive list of accomplishments. It’s also about how you position them using action verbs and deliberate word choice. So if you are looking for a way to craft a resume that stands out and gets calls back? Start by sprucing up your resume with captivating action verbs.
What is Your Desired Job Title?
You’ve decided to look for a new job. So now comes the question — what is your desired job title? There are lots of considerations to think through when deciding on the right title for your next role.
4 Things to Consider When Building a Global Workforce
The rise of remote work has given employers a unique chance to rethink how they approach workforce management. This ranges from rethinking the size and design of their office space to updating their tech stack to accommodate different working styles. It has created new opportunities for companies of all sizes to expand their hiring pool and look for top talent on a global scale.
Operations Job Titles for Entry, Mid, and Senior-Level Positions
An operations team can take on many functions within a business. With wide-ranging responsibilities come wide-ranging job titles. This means that you have to be more vigilant in your job search. On one hand, the perfect job might be hidden under a title you might not expect. Meanwhile, operations titles that you’re used to looking at may mean something different at a given organization depending on their structure.
How to Automate Your Job Search
The internet is ripe with career professionals urging you to be aggressive in your networking and application strategies to land a job. But at what expense? Your sanity? Peace of mind? Energy? Free time? When the job search gets overwhelming—as it inevitably will—leverage automation to take the most tedious tasks off your plate. Here are seven ways to do it.
How To Request Accommodations at Work (According to Someone Who’s Done It)
Doing a job for eight hours a day, five days a week is exhausting for anyone. But for those with a disability or chronic pain, it can be especially taxing—something must change. Asking for reasonable accommodations at work can feel tricky, especially if you’re new to the job. Under the Americans with Disabilities Act (ADA), physical disabilities, health conditions, and symptoms of mental health are all valid workplace accommodations. When you request accommodations, it means that your condition is impacting your ability to perform at work.
How to Successfully Make a Career Change in the New Year
The beginning of a new year is often a time for reflection and introspection. Millions of people use this time to come up with new resolutions to help them live happier and healthier lives. Pursuing our career ambitions is among the top five, right up there with exercising more and eating better.