- UpvoteDownvoteShare Job
- Suggest Revision
We are looking for a stellar Client Relationship Manager / Sr. Manager experienced in High-Net-Worth investment sales management with a successful and verifiable track record. Work with BD team to expand current Chinese speaking high net worth client-base.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Advising on various wealth transfer and asset protection strategies for high-net-worth clients. Handling all stages of estate planning and trust administration. Falcon Rappaport & Berkman is a rapidly growing law firm, focusing on the areas of Real Estate, Estate Planning and Administration, Taxation, and Corporate matters.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
ExpandUpdated 14 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Prepare tax returns for various entities, including Partnerships, LLCs, S and C Corps, Trusts, and High Net Worth individuals. Join the team at a well-established, expanding CPA firm dedicated to delivering top-notch services tailored to meet clients' needs.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Proven experience with pass-through entities, partnerships, corporations and high net-worth individuals and families. Advise clients and be accountable for delivering high quality tax service and advice.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
Proven record of cultivating relationships and success in selling to high-net-worth individuals. Confidence in meeting and connecting with high potential prospects and clients in a social setting.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc. Differentiates between cash and accrual method as well as comprehend UCA cash flow analysis.
ExpandUpdated 9 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Assets Division, especially Complex High Net Worth Assets, including Cryptocurrency and Digital Asset Management. Extensive experience in high-net-worth divorce.
RemoteExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
$80,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Partner with Senior Advisors to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients. High proficiency with Microsoft Excel, PowerPoint, and Word with ability to quickly learn new systems.
ExpandUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Well networked into the High Net Worth individual, and the local philanthropy scene. Work Experience: 5+ years retail sales management experience in a similar role, preferably within a high-end luxury accessories boutique, experience opening a new store preferred but not required.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
You have 6-8 years of experience in public accounting tax work, preferably working with clients in middle-markets, high-net-worth individuals and family-owned businesses. You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals.
$110,000 - $145,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Equity funding is provided by high net worth individuals and institutional investors through our captive broker dealer. The Operations & Compliance Specialist will be an integral part of the broker dealer and registered investment advisor operations and compliance departments.
ExpandUpdated 21 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Quoting and Sales of High Net Worth and Ultra High Net Worth accounts. 2 years experience with High Net Worth accounts. Major Purpose: Under the supervision of the Operations Leader, will perform duties requiring a high degree of technical expertise.
Full-timeExpandUpdated 14 days ago
high net worth jobs in Irvine, CA
FEATURED BLOG POSTS
The Roadmap to Get Into Consulting
Consulting is a dynamic and challenging career field that offers many opportunities for people who enjoy problem-solving, strategy, and innovation. Believe it or not, consulting isn't necessarily a senior-level position. You can pursue a career in consulting as a recent graduate or a mid-career professional looking to switch careers. While pursuing a consulting career can be rewarding and fulfilling, it is challenging to break into because it is so competitive.
How To Decorate a Cubicle for Inspiration & Productivity
You know the negative reputation cubicles have – dull, dreary, gray. How can you possibly be expected to sit in one every day and be your naturally productive, enthusiastic, and upbeat self? The answer lies in decorating your cubicle so it sparks creativity and feels welcoming. While this might seem impossible given the bland canvas you have to work with, take heart because it’s totally doable!
How do Employers Verify Education?
At any stage in your professional journey, you may come across an employer or a recruiter who asks to verify your educational credentials. This shouldn’t come as a surprise as 30% of candidates admitted to lying on their resumes, yet 79% of them never get caught. In fact, 85% of employers in the US who conduct background checks find that candidates have lied on their resumes or job applications.
How to Be More Articulate and Speak More Clearly
Have you ever had those moments when you're talking to someone and have no idea what they are saying? The best response you can muster up is a simple head nod or blind agreeance?
How to Ask for a Higher Starting Salary
Maybe you think you’ve finally found your dream job. Everything about it is perfect, except… the salary. Unfortunately, it just isn’t where you want it to be. So, should you give up and move on? Given all the effort you’ve already invested, it’s probably wise to try and negotiate a better salary before you do.
How to Pass a Personality Test with Flying Colors
Whether you’re applying for your first job or looking to move up the career ladder, personality tests aren’t usually the first thing we think about. But surprisingly, they can have a massive impact on how our future employers perceive us. In fact, a 2017 study by the Society for Human Resource Management (SHRM) has found that 32% of U.S. employers use personality tests when hiring for senior management positions, and 28% use them for middle management positions. Personality tests are also used for hourly workers and contractors, though less frequently.
10 Practical and Effective Strategies to Persuade Anyone of Anything
Learning how to persuade people is like a key that can unlock any door. Acing the interview for the job of your dreams. Getting the best deal on a new car. Closing a sale with a skeptical customer. All of these wins require a level of persuasiveness.