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As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Our practice is diverse, and our clients include complex S corporations, partnerships, C corporations, trusts, estates, and high-net-worth individuals and family groups. CPA and/or JD required; MT/MST and/or LLM in tax preferred.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm. Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm.
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We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Miami Metro area! As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs.
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Conduct reviews of complex federal, state, and local tax returns for S-Corp., partnership, C-Corp., individual, and fiduciary clients. We take pride in our culture and offer employees the support and flexibility to prosper at THE FIRM. We offer in-house leadership development programs and referral fees for business development success.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide 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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As a Tax and Estate Planning Attorney, you will play a pivotal role in providing strategic legal counsel to high-net-worth individuals, families, and businesses on tax planning and estate planning matters.
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Candidate will be responsible for preparing and analyzing financial records and tax returns for our clients with high-net-worth individuals, domestic and international businesses.
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Our SelectLeader's client specializes in offering comprehensive real estate and family office services to high-net-worth individuals from Latin America, particularly Mexico. Our SelectLeader's client specializes in offering comprehensive real estate and family office services to high-net-worth individuals from Latin America, particularly Mexico.
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CGW serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold Private Client and captures wealth management in the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Citi clients.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in Peru, Bolivia and Ecuador.
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Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities.
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We seek to understand the goals of ultra-high net worth families with our customized and integrated Cross-Line of Business services, technology and insights. We seek to understand the goals of ultra-high net worth families with our customized and integrated Cross-Line of Business services, technology and insights.
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We provide private chef and nutrition services to high-net-worth clients to improve their health and save time. We provide private chef and nutrition services to high-net-worth clients to improve their health and save time.
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high net worth jobs in Miami, FL
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