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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.
$210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Analysts have extensive client interaction and prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, Family Office provides sophisticated solutions to streamline the intricate financial lives of ultra-high net worth families, through comprehensive coordination, advanced risk management, investment services and legacy preservation strategies.
$75,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients.
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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.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals.
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Our branch network delivers proactive advice and high-level financial solutions with a Global Relationship ManagementTM model that most banks extend only to larger businesses and high-net-worth families.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
$150,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.
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Leverage World's incredible platform to bring risk management solutions to individuals and business owners - At World, you will have access to the resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients.
$63,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The role of the High Net Worth Wealth Supervisor works closely with sales management and with various WPB Wealth teams to ensure proper compliance to industry regulations. Minimum of 7-10 years proven Private Banking supervisory or related investment supervisory experience required SIE, Series 7, Series 9, Series 10, Series 24 (preferred), Series 66 (or Series 63 and Series 65.
$233,600 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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The successful candidate will have experience in estate planning and estate and trust administration with an interest in high net-worth tax and estate planning, wealth preservation, charitable giving, and business succession planning.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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We work exclusively with small business owners and high-net-worth individuals to strategically plan their taxes year-round, showcasing real tax savings when we file their returns. CPA license, Enrolled Agent, or LLM/JD in tax.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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3 - 5 years personal lines insurance experience; preferably working with High Net Worth clientele. 3 - 5 years personal lines insurance experience; preferably working with High Net Worth clientele.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Cultivate strong relationships with new and existing ultra-high net worth clients and convert sales. Generate profitable sales and drive revenue growth for the Sotheby's Wine and Spirits retail business in an omni-channel manner.
$175,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago
net worth jobs in Albany, NY
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