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Felton, Berlin & Erdmann is a division of NFP Property & Casualty, specializing in providing high-net-worth individuals and their families the highest level of risk management services in the nation.
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We will consider remote options for highly qualified candidates with experience in High-Net-Worth Personal Lines. At least 3 years of Personal Lines industry and product line experience with high-net-worth coverage is required.
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2B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader to inherit 80m+ AUM book from a retiring advisor. Opportunity to inherit existing clients while further building and developing a book of high net worth and ultra high net worth clientele by developing relationships with in-house CPA’s.
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Job DetailsDesired Skills & ExperiencePerform primary review of C-Corp, S-Corp, LLC, partnerships, multi-state entities and high net worth individual tax returns. Ability to perform complex tax research independently (Thomson Reuters – Checkpoint.
$140,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Candidate needs experience in U.S. estate planning and administration with a focus on tax and wealth transfer for high net worth U.S. individuals. Position Title: Experienced Estate Planning Attorney Company: Legacy Protection Lawyers, LLP Workplace Type: on-site Contact Email: KatieLegacyProtectionLawyers.com Industry: Legal Start Date: 2024-02-26 Expire Date: 2024-04-26 City: St. Petersburg State: Florida Country: United States Description: About the Job We are an estate planning and asset protection law firm.
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The Wealth Ops Group Manager is responsible for leading a team of financial services professionals providing specialized and dedicated service to our high-net-worth Wealth Managers and their clients.
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Baystate Financial is a holistic Financial Planning frim that strives to help high-net worth individuals and business owners achieve their goals. This training will include:- Producer Life, Accident, and Health,SIE Exam, Series 7, and Series 63- 1-1 meetings with mentor for business development- Group classroom trainings taught by Advisors, Managers, CFAs, CFPs, JDs, CPAs, etc.
$70,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Our clients include private equity and other investment funds, multi-billion-dollar family offices, public and private companies, investment banks, high-net worth individuals, and startups.
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Join our dynamic finance team as a Manager of Accounting - Tax Professional and take on the exciting challenge of providing strategic tax advice to high-net worth individuals, trusts, and entities.
$100,000 - $300,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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At our wealth management firm, we specialize in personalized financial planning and investment management for a select group of ultra-high net worth clients. At our wealth management firm, we specialize in personalized financial planning and investment management for a select group of ultra-high net worth clients.
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Cultivate relationships with high-net-worth individuals, family offices, and institutional investors, offering them access to exclusive investment opportunities within the private capital sector.
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As a Luxury Concierge, you'll leverage your entrepreneurial spirit and visionary outlook to craft exceptional travelexperiences for both corporate and high-net-worth clients, spanning the globe.
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We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
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Acumen and independent judgment to interact with high net worth clientele. Focus on raising capital across channels that would most benefit from OZ investments such as Family offices, HNW, RIA, accountants, tax attorneys, etc.
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Key responsibilities include reaching out to real estate investment firms, private equity firms, family offices, institutional investors, pension funds, high-net-worth individuals, investment banking firms, and placement agents through cold-calling efforts.
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high net worth jobs in Salem, MA
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