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  • HNW Tax Partner high-net-worth (quality of life)

    California

    High Net Worth Tax Partner-HNW Tax Principle - A established and thriving Regional CPA firm with 18 Partners is recruiting for a Direct admit Tax partner or a Principal that would lead to Partnership in 2-3 years. Overall 15+ years...

    30+ days ago from SearchAccountingJobs

  • Senior Wealth Planning Specialist

    Leading Mutual Fund and Financial Services Group - Jersey City, NJ

    Manager Facilitate Wealth Planning Seminars / Webinars for HNW clients Develop and publish thought leadership for HNW ... Atleast 10 years of planning experience dealing with HNW individuals and families CFP preferred CFA, CPA, JD...

    30+ days ago from IvyExec

  • Managing Director, Advisor

    Roccam Recruiting - New York City, NY

    deliver and manage comprehensive financial plans for HNW clients Serve as a primary liaison between the client and the portfolio managers Work with clients, their tax, estate planners and insurance professionals to implement tax and estate...

    1 day ago from The Mx Group

  • Sr. Client Advisor

    BMO Financial Group - Appleton, WI

    10+ years of experience in dealing with HNW clients and equivalent knowledge base. (i.e. CFP designation or intent to pursue, with experience as a practicing financial planner a plus) Bachelor’s Degree Required. MBA, CPA, CTFA, and / or JD...

    1 day ago from BMO Financial Group

  • SENIOR INVESTMENT OFFICER

    Willis Consulting - Los Angeles, CA

    Firms Independent Broker Dealers Bank Brokerage Channels HNW and UHNW Investment Boutiques Custodians Investment Banks Boutique Asset Management Firms Job Description: SENIOR INVESTMENT OFFICER Currently I have a $400MM RIA firm based out...

    15 days ago from ZipRecruiter

  • Senior Client Advisor

    BMO Harris Bank - Chicago, IL

    Knowledge: * 10 years of experience in dealing with HNW clients and equivalent knowledge base. (i.e. CFP designation or intent to pursue, with experience as a practicing financial planner a plus) * Bachelor’s Degree Required. * MBA, CPA,...

    11 days ago from BMO Harris Bank

  • Senior Client Advisor

    BMO Financial Group - Finance Industry - Chicago, IL

    with HNW clients and equivalent knowledge base. (i.e. CFP designation or intent to pursue, with experience as a practicing financial planner a plus) • Bachelor’s Degree Required. • MBA, CPA, CTFA, and / or JD or equivalent experience a...

    10 days ago from VelvetJobs

  • WMG Philanthropy Lead

    European Leader In Global Banking and Financial Services - San Francisco, CA

    families, to ensure consistent delivery to both UHNW and HNW families. 5. Developing a Foundations Administration capability, including Board support, that will include policies, procedure, controls and tools. 6. Identifying and conducting...

    3 days ago from IvyExec

  • Senior Relationship Manager - New York City - 10mm-30mm level clientele

    New York

    Management Firm seeks Senior Relationship Manager to advise HNW clients with regards to asset allocation and investments, financial planning, tax and estate planning, charitable giving, wealth transfer, and business succession planning.

    30+ days ago from SearchAccountingJobs

  • SVP - Citigold Segment Channel Development

    Citigroup - Finance Industry - Long Island City, NY

    on the Affluent Segment / HNW client base. Candidate will have solid experience with successfully developing and implementing client experience sales & service model solutions. Candidate will have prior experience and strong Project...

    30+ days ago from VelvetJobs

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