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The unified business supports 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 Citi Global Wealth at Work.
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Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.
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Provide comprehensive legal counsel in estate planning, trust administration, wealth preservation, and business succession planning. Job Overview: A law firm in Miami, FL, is seeking a highly experienced Senior Business Law Attorney with a strong background in estate planning, trust administration, wealth preservation, business succession planning, and corporate law matters.
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Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills. 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.
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Provide expert advice on complex tax matters, including estate planning, wealth transfer, and charitable giving. As a Tax Senior Manager, you will play a pivotal role in advising high-net-worth individuals, families, and private clients on various tax matters.
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The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. The Principal will be expected to orchestrate the varied administrative tasks through the support of the Wealth Management team.
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As a Wealth Advisor Development Associate you will pursue your desired career in the financial advisor industry while cultivating long lasting relationships. J.P. Morgan Advisors - Wealth Advisor Development Associate.
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Industry experience in financial services and/or highly regulated industries preferred (e.g. alternative investments, private equity, venture capital, banking, wealth management, and insurance.
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FINRA SIE preferred FINRA Series 99 preferred Minimum Work Experience Requirements: 1-3 years of relevant experience processing back and middle office requests coming from Wealth Management and Broker Dealers Technical and/or Other Essential Knowledge: Basic investments and securities knowledge.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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The right candidate will have experience in the areas of U.S. estate planning and administration with a background/focus on tax and wealth transfer planning for high-net-worth individuals within and outside the United States, as well as the representation of fiduciaries and beneficiaries in the administration of trusts and estates.
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Your exclusive dedicated team of 6+ members including a lead generation marketing team, appointment setter, application specialist, paraplanner, AUM & insurance manager, wealth management associate, and team assistant.
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Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. Serves as clients’ primary point of contact and are responsible for ensuring that all of WM’s resources are provided to clients in the Active Wealth framework.
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At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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 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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wealth job Title: wealth management associate Company: Farm Bureau Financial Services in Miami, FL
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