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In support of subscribing advisors and their high-wealth clients, the Paraplanner, High-Net-Worth Services will be a dedicated resource supporting the delivery of Advanced Financial Plans.
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At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
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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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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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Bonus points for CFP designation, past experience as a financial advisor, or serving high net worth clientele. Our team offers LPL advisors one subscription to access any resource they may need to ramp up financial planning, from outsourcing financial plan creation so they can focus on client-facing work, access to of specialists in areas like tax, investment analysis, and estate planning for high net worth clients, or even 1:1 coaching on how to optimize their financial planning practice to suit their goals.
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Draft trusts and other testamentary documents tailored to the unique needs of high-net-worth clients. Advise clients on wealth preservation and asset protection strategies.
$120,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023, serving predominately high net worth individuals.
$172,000 - $189,750 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Assets Division, especially Complex High Net Worth Assets, including Cryptocurrency and Digital Asset Management. Extensive experience in high-net-worth divorce.
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As a Paraplanner, you will play a crucial role in supporting our financial advisor by conducting research, preparing financial plans, and assisting with preparing for client meetings. Rely Wealth Partners is seeking a dedicated and detail oriented Paraplanner to join our team.
$65,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Founded in 2006, LourdMurray is an advisor-built boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, high net worth individuals and complex families, artists, entertainers and entertainment professionals, and athletes.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Functioning as the primary trusted advisor to the firm's high net worth clients. The Sr. Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.
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Centura is a fast-growing boutique RIA serving both ultra-high net-worth individuals/families. 10+ Years financial planning experience (Income Tax, Retirement & Estate Planning) ideally working with High Net-Worth and Ultra High-Net Worth clients.
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To support advisor and client investment challenges, the Product Solutions Consultant must have a deep working knowledge of major product lines such as mutual funds, annuities, alternative investments and others, an ability to connect investor challenges to product solutions, and educate financial professionals on how to implement these solutions into their practice.
$75,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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During the non-residential component of the academy, the Residential Advisor/Instructional Aide will support the students either online or in the classroom for their academic needs and social/emotional needs.
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Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
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wealth advisor high net worth jobs in San Diego, CA
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