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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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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
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to awide 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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Experience with trust administration for high net worth or ultra-high net worth individuals preferred. Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
$110,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Ability to manage and prioritize high volume of work under tight deadlines. Collaborate with cross-functional teams (e.g. Brand, Product, Marketing, Content, Operations, Design, Legal and Compliance) to create emails according to creative brief specs and timeline.
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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.
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Related experience, public or private tax/accounting. Do you have a passion for tax, but want to explore beyond the public accounting environment? Bachelor’s degree in accounting required; advanced degree, CPA or EA designation preferred.
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8+ years of trust administration or planning experience with a focus on exemplary customer service for high net-worth clients ($1MM+ level clientele). · Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures strongly preferred.
$115,000 - $165,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Reporting to the Senior High Net Worth Consultant, this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the country.
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3-5 years of trust administration or planning experience with a focus on exemplary customer service service for high net-worth clients ($1MM+ level clientele). · Bachelor’s degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law preferable.
$75,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Demonstrated ability to forge and nurture meaningful relationships with high-net-worth and ultra-high-net-worth individuals to support an organization's goals and objectives.
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Design, build and implement best-in-class credit loss and financial forecasting models and conduct in depth cost of credit analysis which includes losses, allowances (CECL), CCAR submissions and risk capital.
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Work Experience - 8 years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable including extensive knowledge and experience with reviewing and filing tax returns as experienced or senior manager.
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7 years or more of experience serving as the lead wealth management advisor to high net-worth families. Serve as wealth management advisor on a team helping high net-worth families identify and prioritize their goals & dreams.
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public accounting high net worth jobs Title: tax senior Company: Regal Executive Search
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