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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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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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Partner with other lines of business (RCB, CCB, etc) and enterprise teams (Marketing, Legal, Compliance, Risk, Product Management) to ensure a graduated client experience into wealth and comprehensive offerings for products, solutions, and services.
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Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients. HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies.
$300,000 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars. Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples.
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Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion.
$169,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Proactively participate in firm initiatives directed by local management. Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
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You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
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Wells Fargo is seeking a Lead Business Growth Strategy Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Strategically collaborate and consult with Business Growth Strategy mid-level to senior managers, colleagues, stakeholders, bankers, brokers, business leaders, and community leaders, including internal or external customers, to resolve issues, achieve growth in market share, and meet customer needs; serve as a peer mentor.
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