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This position often requires travel and extreme professionalism within the high net worth realm of claims. Knowledge in the insurance industry and/or collectible genres, as evidenced by education and career experience in a field such as insurance, interior design, art conservation, exhibition or curatorship, antiques, couture fashion or other fine articles of personal property is helpful.
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Experience maintaining a Book of Business with High Net Worth or Ultra High Net Worth clientele with $5-$25 million in AUM, preferred. This job requires a Series 7,66 (required) & 24 (can acquire) regulatory license and/or registration (e.g. FINRA, state, SFC.
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Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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Job Description:A Private Client Services (PCS) Tax Managing Director is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
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Function : Assumes responsibility for the Business Development and Prospecting of Customers of high net worth branches with Complex Business Customers and Business Products and Services management and operation in an effective and profitable manner.
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McCausland Keen + Buckman , an established, prominent law firm located in Devon, Pennsylvania, serving publicly and privately held businesses, high-net-worth individuals and a host of other sophisticated business clients in the greater Philadelphia area , regionally, and nationally , seeks an attorney licensed to practice in Pennsylvania with 8+ years of experience in business transactional matters and tax law.
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As a Senior Associate, you'll work across small businesses, high net worth individuals, as well as a diverse mid-market clientele throughout several industries. Role:A local well-respected public accounting firm with multiple offices regionally is looking to add a Senior Associate to their team.
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Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management/insurance summaries, estate planning and tax planning. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice toultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London.
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Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act.
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Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
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The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
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Work Experience - 3 to 5 years public accounting tax experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable. COMPANY DESCRIPTION: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments.
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We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
net worth jobs in Malvern, PA
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