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Hnw jobs - New York, NY

Viewing 1 - 10 of 41 jobs

  • Tax Manager Senior Tax Manager – HNW Tax (cpa firm)

    Real Careers - New York City, NY

    Job Description: ~~Tax Manager Senior Tax Manager – HNW Tax (cpa firm) Job ID: 0301-002Salary:100k – 160kIndustry: CPA firmReports to: PartnerTravel: 10%Relocation: negotiable CPA firm seeking a tax manager who is very strong in all...

    1 day ago from ZipRecruiter

  • Asset Management- Latin America Private Bank - Mexico HNW Banker Team Lead

    JPMorgan Chase - New York City, NY

    JP Morgan Chase & Co. (NYSE: JPM ) is a leading global financial services firm with assets of more than %242 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent...

    8 days ago from JPMorgan Chase & Co

  • Tax Senior and Manager

    Kforce Inc. - New York, NY

    s for their midtown Manhattan office. This company offers a nice office, competitive compensation and benefits and advancement potential. The ideal candidate will prepare and review corporate, partnership, and individual (including HNW)...

    4 days ago from Kforce Finance & Accounting

  • Tax Manager High Net-Worth

    Sterling Search Group - New York, NY

    Tax Manager HNW - NYC CPA Firm: You MUST be highly experienced with the specialized needs of High Net-Worth Individuals ... trust and build successful relationships with HNW & Ultra HNW clients. Description of the Firm: Entrepreneurial.

    1 day ago from Job.com

  • FO Associate

    Bank of America - New York City, NY

    relationship managers. Required 5-7 years working with HNW clients. Excel, Word, PowerPoint, Access, Microsoft Outlook Familiarity with accounting applications such as Quicken and QuickBooks would be helpful but is not required Internet...

    11 days ago from Disabled Persons

  • US Trust Client Sales and Service Officer II

    Bank of America - New York City, NY

    and verbal communication skills • Computer/technical literacy Required: • Minimum of 3-5 years experience with a financial institution focusing on client service and sales, preferably in the HNW space • BS/BA degree in Business, Finance...

    1 day ago from Bank of America

  • Trust Officer

    Morgan Stanley - New York City, NY

    for handling the daily administration of High Net Worth (HNW) and Ultra High Net Worth (UHNW) personal trust ... Position Responsibilities - Communicate effectively with HNW and UHNW clients and their Financial Advisors (FA) or...

    7 days ago from Morgan Stanley

  • Wealth Planning Specialist

    Fidelity Investments - Jersey City, NJ

    wealth planning advice to Private Wealth Management HNW clients. The WPS reviews and analyzes the client’s ... Facilitate Wealth Planning Seminars / Webinars for HNW clients Develop and publish thought leadership for HNW clients...

    14 days ago from Fidelity Investments

  • Senior Wealth Planning Specialist

    Fidelity Investments - Jersey City, NJ

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

    14 days ago from Fidelity Investments

  • Advisory Solutions - Head of Advisory Strategic Initiatives

    UBS - Weehawken, NJ

    Our mission is to be the platform of choice for UHNW/HNW clients and the Advisors that serve them. UBS's objective is to be known in the industry as the qualitative leaders and offer a superior, integrated platform. The platform changes...

    1 day ago from UBS