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The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients.
$65,000 - $125,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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This is a relationship manager role where you are given a book of 150-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household.
Starting at $85,000 - $95,000 (bonuses)Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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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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Preference will be accorded to candidates with a background in advising high net worth business owners. Exhibit extensive experience in client management, backed by a track record of both retention and high satisfaction.
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Manage complexity in a high volume environment. Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group.
$65,000 - $125,000 a yearFull-timeExpandUpdated 29 days ago - 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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Bachelors degree in finance, accounting or business administration and a minimum of ten (10) years of lending or credit/underwriting experience, with at least five (5) of those years working with high-net-worth clients.
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Our client is a multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals.
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Rely on our sales team to gradually build your roster of high-net-worth clients within the first year. Series 65 (we will help you obtain upon starting) Rely on our sales team to gradually build your roster of high-net-worth clients within the first year.
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Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.
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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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Due to continued growth, we're currently seeking self-motivated team players with 4+ years of recent public accounting tax experience to lead tax engagements for a diverse client roster of privately held companies, high net worth individuals and non-profit organizations.
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In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
$28 - $32 an hourFull-timeExpandUpdated Today - UpvoteDownvoteShare Job
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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 vital member of our team, you will provide expert guidance to closely held businesses, high-net worth individuals, and families in navigating complex estate planning, wealth transfer strategies, business succession planning, philanthropic endeavors, and associated tax matters.
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high net worth jobs in Camas, WA
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