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The Wealth Strategist (WS) will be the primary point of contact and subject matter expert in wealth structuring and income tax issues for family office clients. Candidates must have deep, multigenerational consultative experience in family advisory including wealth transfer planning, income tax mitigation, family risk management, family governance, stewardship, and trust administration.
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This job is responsible for a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory responsibilities.
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
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Our goal is to simplify their complex wealth management needs by designing modern, personalized portfolios that integrate diversified private-led investments and unify the governance of their assets.
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Aprio's Wealth team is looking for an Insurance Specialist to join their dynamic team. Beyond insurance, this role will be part of the overall Aprio Wealth Management operations team helping with new client onboarding, billing and client service.
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Requirements: Active CPA, EA or JD, High Net Worth Focused, Must have 9-10+ Years of Public Accounting Experience/Wealth Management Experience. Requirements include having an Active CPA, EA, or JD, having 9-10+ Years of Public Accounting/Wealth Management Experience, and having shown solid tenure in their past roles.
$150,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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15+ years of experience in investment consulting, wealth management, or institutional asset management, with a focus on business scaling. Partner with senior leadership and other departments to integrate the consulting business with broader wealth and asset management services.
$300,000 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
$148,700 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
$80,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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As Client Service Director, you'll bring a wealth of experience in the medical communications industry, leading and driving multiple accounts with finesse. I am excited to be partnered with my client, a global, privately-held Medical Communications agency, on their search for a detail-oriented + enthusiastic Client Services Director to join their top-tier Client Services team.
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Are you a seasoned construction professional with a wealth of experience in the data center realm? Project Executive Atlanta - Data Center Construction Specialist. We are seeking an exceptional Project Executive to join our team and lead high-profile projects within the vibrant heart of Atlanta, Georgia.
$240,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Our firm is looking to hire an experienced Wealth Advisor to create and nurture the long-term needs of firm clients, to manage client relationships, and to actively participate in the advanced planning process.
$145,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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FIS empowers the financial world with software, services, consulting and outsourcing solutions focused on retail and institutional banking, payments, asset and wealth management, risk and compliance, trade enablement, transaction processing and record-keeping.
$176,520 a yearFull-timeExpandApply NowActive JobUpdated Yesterday
wealth job in Atlanta, IN, Germany
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