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A Private Wealth Manager Advisor Investment / Trust and Estate Planning will play a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships.
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Our multiple business lines include Institutional Fixed-Income Sales and Trading, Retail Advisory and Brokerage services, Wealth Management and Financial Planning, tax credit trading, and private investment banking.
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The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family wealth through building comprehensive wealth plans and investment management.
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Required QualificationsBachelor's degree and a minimum of five years of experience in positions that involve planned gift fundraising, major gift fundraising work, estate planning, financial advising or wealth management.
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Bachelors degree in Business Administration, Computer Science or a related field and 2 years of experience working on the IT Asset Management product within ServiceNow. Two years of experience to include: ServiceNow IT Asset Management product focusing on configuration and development; and designing solutions inside the framework of SDLC. One year of experience to include: Delivering solutions via the Agile Methodology; and working with Agile, Waterfall, Lean, Six Sigma, or SAFe Agile.
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Wealth Management Division: City National Rochdale For over 35 years, City National Rochdale has specialized exclusively in providing intelligently personalized portfolio management for high-net-worth individuals, families, and institutions with $1m or more in investable assets.
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
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Collaborate closely with the other business units - Investment & Wealth Solutions (IWS) & any future business units - and current functions - CPO, CMO, CTO, GC, CHRO, CFO - to develop and formalize growth strategy and operations for the next 5 years.
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We need an investment and client experience enthusiast like yourself to join our Private Wealth team as a Trust Officer. Our Trust Officers are supported by a full turn-key group that includes in-house tax, investment, real estate, and mineral management teams.
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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.
$75,000 - $183,750 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Vice President Retail/Chief Retail Officer (CRO) has executive oversight of the Credit Unions retail strategy and operations, including contact center operations and wealth management, and provides inspiring leadership and communication while developing the organizations progressive-minded retail vision in alignment with UFCUs growth and community impact strategy.
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Recruiting for this role ends on June 1, 2024 What you’ll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Proven experience in wealth management, preferably with first-generation entrepreneurs or high-net-worth individuals. This pivotal role requires an adept understanding of wealth management, business operations, and the unique challenges facing first-generation wealth holders.
$150,000 - $300,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Wealth Management Division: City National Rochdale. Develop persuasive marketing materials and present with the SIC to the FAs and CPAs motivating them to meet with CNR's investment management team and learn about our services.
$65,296 - $104,304 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Experience with development databases and donor information services such as Blackbaud, Foundation Directory, iWave, LexisNexis Universe for Development Professionals, Wealth-X, or other online prospect research tools.
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