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The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth management services to their growing client base.
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The ideal candidate recognizes the unique opportunity offered here to learn from and grow with a well-established wealth advisory team serving the retiree, high net worth (HNW) and affluent markets.
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3+ years of experience in KYC/AML within a wealth management or brokerage environment. As a KYC Onboarding Specialist, you will play a critical role in ensuring the company’s compliance with regulatory requirements by managing the Know Your Customer (KYC) process for new and existing clients within wealth management.
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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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Handle estate planning, trust and estate administration, charitable planning, wealth management, drafting of wills and trust documents, and gift tax matters. Handle matters such as estate planning, trust and estate administration, charitable planning, wealth management, drafting of wills and trust documents, and gift tax matters, among others.
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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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The Director, Investment Strategy is a leadership role that reports directly the Chief Investment Officer (CIO) and Chief Executive Officer (CEO) of Schneider Downs Wealth Management Advisors.
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The role of Investment Advisor/Wealth Manager is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy. Existing wealth management department is structured as a team with ~$80mm assets under management.
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Experienced in wealth management software and tools (i.e., Black Diamond, Morningstar, etc.) We're a team of passionate individuals dedicated to comprehensive financial planning and wealth management.
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Minimum of 10 years of experience in trust administration, estate planning, or wealth management. We are seeking a detail-oriented and experienced Senior Trust Officer to join our Trust and Wealth Management team.
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Lead assigned AML/BSA Team with responsibility for Wealth Management Subsidiaries. Financial services relating to wealth management experience required. Responsible for providing appropriate management and board level reporting on the status of the AML/OFAC compliance program.
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Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. Client is also looking for a senior wealth advisor in St Petersburg, FL.
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Skilled in using a donor database, prospect research, and other wealth screening tools to aid the moves management process. Experience with all aspects of a development department, including, but not limited to, annual giving, major gifts, planned giving, sponsorships, endowments, direct mail, corporate giving, donor development (moves management), grant funding, and marketing/communications.
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As an independent company, unfettered by the demands of Wall Street or a parent company, Fiduciary Trust has maintained a steadfast commitment to the business of providing our clients with exceptional wealth management services.
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Knowledge of and experience with the formation and operation of investment vehicles, such as limited partnerships and limited liability companies, and documents related to their formation and operation; knowledge of and experience with investing, governance, and fiduciary and compliance principles and practices of institutional investors, such as endowments, pension funds, and sovereign wealth funds.
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wealth management jobs Company: Walmart in Madison-heights, Michigan
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