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Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needs of these clients.
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About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Minimum 4 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million) Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients.
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We are seeking an experienced trust officer for a client company to provide investment management and trust administration services to high-net-worth clientele. As a trust officer, you will serve as a knowledgeable resource for high-net-worth clients in managing substantial, sophisticated investment portfolios and administering personalized trust solutions.
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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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The Wealth Strategist position is embedded in the PCG, Private Client Group, t o increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with the Financial Advisors (FAs) to leverage their time, talents, and resources in gathering and maintaining assets of high-net-worth clients.
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Manage your business remotely from home to cover a local territory within driving distance, to present our client's wealth management solutions to high-net-worth prospects-you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
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Serve as a resource for Financial Advisors with issues affecting high net worth and ultra-high net worth clients, such as: complex financial, estate, gift and charitable planning, personal trust planning, business succession planning, multi-generational planning and strategies for dealing with concentrated equity positions and employee stock options.
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As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.
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This is an excellent position if you are looking to advance your career in wealth management and trust services. As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans.
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As an Divisional Business Manager responsible for the supervision of sales practices activities for the Advisor teams they cover, the opportunity will provide candidates with a culture of service & integrity; design & execution excellence; teamwork and collaboration within a fast-paced growing ultra-high net worth dually registered Broker-Dealer & Investment Advisor.
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This leadership role will be responsible for developing M&A teams, product development and recruiting top talent to assist ultra-high net worth clients safeguard their financial futures.
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They are targeting the mass affluent, high net worth, and ultra-high net worth clientele. Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market.
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Who We Are:Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and institutions to help them reach specific financial objectives.
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Lead and manage a complex caseload involving trusts, estates, and tax planning for high-net-worth individuals in the media and entertainment industry. 6+ years of experience in Trusts & Estates law, with a focus on complex planning for high-net-worth individuals.
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wealth management high net worth jobs Title: wealth management Company: Equitable Advisors in Wailuku, Hawaii
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