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Communicate directly with clients and coordinate with advisors on tax and wealth management strategy. Additionally, the role is a partnership track opportunity for the right candidate who is not only an excellent tax preparer, but also has the ability to work on a team in a dynamic way to integrate our new clients onto our platform and offer them a host of outsourced family office options that will include tax preparation and advice, financial planning, trusts, estates and investment management.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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Develop a strong knowledge and skillset across all security functional areas including application security, technical project management, third party risk, policy governance, awareness training.
Full-timeRemoteExpandApply NowActive JobUpdated 17 days ago - 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.
$112,600 a yearFull-timeRemoteExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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7+ years of national/regional bank and subadvisory channel experience required; preferably gained from globally focused financial (multi product asset & wealth management or banking) firms.
Full-timeRemoteExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Work with High Net Worth individuals looking to utilize private aviation (High-end automotive dealers, wealth management, real estate, etc). Aircraft Management Solutions: Sell a best-in-class aircraft management program designed to provide transparency, security, and efficiency for jet owners.
Full-timeRemoteExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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Our aircraft management services stand out in the market for their transparency, efficiency, and customer-first approach, offering you the chance to sell a product that truly differentiates itself.
Full-timeRemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Work with leadership to make the initial introduction to the client for any Part 91 or Part 135 management prospects, including compensation after completion. Flight Club Membership Sales: Sell an exclusive product that simplifies client travel and enhances their overall private jet experience.
Full-timeRemoteExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Preferred Area of Expertise: 4+ years Consumer Lending and/or Portfolio Management. This position provides loan support at a high level of complexity and ability for Bank lending products and services within Wealth Private Banking, Premier Retail Banking and Premier Associate Banking customers.
Full-timeExpandApply NowActive JobUpdated 19 days ago
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