- UpvoteDownvoteShare Job
- Suggest Revision
HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Five plus years of experience in financial services including, but not limited to, financial planning, goals-based investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement strategies.
Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Excellent job opportunity for an experienced individual to join our prestigious Business Management/CPA firm in Century City working with high profile entertainers and high net worth individuals and families.
$120,000 - $180,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
To be successful in this role the individual must be able to communicate planning concepts in a simple, non-technical way and must be comfortable working with individuals and families ranging from affluent to high- and ultra-high net worth.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Prior to joining the firm, Mr. Miller was President of Miller Family Advisors, Inc. Acting as consultant and advocate for high net worth families, he focused resources toward managing the “family balance sheet.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The ideal candidate should have at least three years of experience in investment advisor-related legal or compliance roles, with expertise in ultra-high-net-worth client management and private investment vehicles like hedge funds.
ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
We work exclusively with High Net Worth and Ultra High Net Worth Individuals and their multi-million and billion-dollar businesses as well as their families. Onboarding of new High Net Worth clientele.
$80,000 - $110,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity funds and hedge funds, with a focus on middle-market companies and closely held family businesses.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and sophisticated in house tax compliance capabilities.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Experience with high-net-worth individuals, partnerships, corporations, gift and estate tax, LLCs, and trust preparation experience is preferred; non-profit experience is a plus. Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of individual, corporate, taxation of pass-throughs, estate and gift tax, investment advisory, and/or financial planning.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Our clients are ultra-high net worth individuals, families, and business owners who rely on our knowledge and white-glove service to support their daily needs. Beverly Hills Private Wealth is an SEC registered investment advisory firm located in Beverly Hills, CA. We are a recent wire house breakaway and thrilled to be building our team in our own completely independent business.
$75,000 - $95,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Our client is a financial planning, investment advisory, estate planning, and tax planning and execution entity this unique combination of in-house, comprehensive services has led them to ranking in the top 30 advisories in the US, with almost $18B AUM.They have opened an Associate, Client Reporting role to support the production of monthly performance reports for Wealth Advisors and high-net-worth clients.
ExpandApply NowActive JobUpdated 2 days ago
high worth advisory jobs in West Hollywood, CA
FEATURED BLOG POSTS
Resume Job Description Samples - 8 Tips to Follow
When looking for a job, your resume becomes a crucial element. From making a great first impression to showcasing all your achievements and potential, your resume has to portray your professional story in minutes.
Internship Cover Letter Tips with Examples
Until now, college has been about learning, absorbing, and experiencing. It’s not until you become eligible for an internship that things start getting real—real-world experiences using real-life scenarios. Applying for internships takes time, and there’s no college course on “how to apply for jobs.” (We’d sign up immediately if there was, though!) But here's a spoiler alert: most internships require a cover letter. And while this may seem like a burden, it’s actually a blessing.
Tips to Get Your First Job Confidently
Whether you’re a recent graduate or you still have a few exams left, you may be itching to put your polished leather shoes on and join the workforce. After all, your first job is an entryway into the professional life you’d lead for the decades to come.
When to Tell Your Boss You're Job Searching
The Bureau of Labor Statistics has found that individuals, on average, have 12.4 jobs throughout their working life. So regardless of where you are on the career ladder, it’s inevitable that at some point, you’ll begin looking for another job. That said, you might be wondering,
What Questions Can You Not Ask in an Interview?
It can be stressful to interview candidates to fill an open role at your company. Maybe your boss is on you to hire someone who’s absolutely perfect as soon as possible. Maybe you don’t have a ton of experience yet in conducting interviews. Whatever the case, there’s a lot to take under consideration when you’re the one in charge of interviewing. For instance, “What questions can you not ask in an interview?” may very well be running through your mind given its legal ramifications. Knowing exactly which interview questions are off-limits (and which are fine to ask) will boost your confidence as you continue to search for the ideal new hire.
How to Prepare to Be Fired - What You Need to Do
If you’re reading this, let me be the first to tell you how sorry I am. Getting fired feels crappy, disheartening, hurtful, and all the other bad, sad words. But here’s what I want you to do. First, let yourself fumble for a minute. Then, pick your head up — sometimes getting fired is a blessing in disguise. If you think termination is around the corner, we’ll teach you how to prepare to be fired and what to do next so you land somewhere even better.
How to Find a Job That Makes You Happy - 11 Concerning Facts
Do you ever feel like your life is like one of those rom-com movie scene openers? You know, the ones where the main character rolls out of bed, awakened by a casually upbeat theme song, sulks their way to the coffee pot, and then trudges toward their computer to begin yet another boring day at work?