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Required QualificationsActive and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with a 120-day COE)1-3 years of experience in the financial services industry Preferred QualificationsExperience servicing high net worth clients Bachelor’s Degree Schwab Wealth Advisory and Brach partnership experience In addition to the salary range, this role is also eligible for bonus or incentive opportunities Why work for us.
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As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. Develop and maintain relationships with high-net-worth clients.
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Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies.
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CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
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Premier National Tax and Wealth / Investment Management Advisory firm serving High Net Worth & Ultra HNW Individuals & their familes is in growth mode. Our Tax Advisory / Compliance department is in need of Tax Directors and also Sr. Tax Managers with strong experience working with HNW & Ultra High Net Worth clientelle.
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We focus on simplifying the complex financial lives of high-net-worth individuals and families with the goal of consistently delivering peace of mind to the clients we serve. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), Forvis Mazars, LLP is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences.
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The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals.
$145,000 - $318,500 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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5 years or more of experience serving as the lead wealth management advisor to high-net-worth families. Lead a team of Wealth Management professionals serving high-net-worth clients.
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A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
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