Current jobs related to Private Wealth - Philadelphia, Pennsylvania - Jameson Legal


  • Philadelphia, Pennsylvania, United States Citizens Full time

    About the RoleCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for providing personalized financial planning and investment advice to high net worth individuals.Key ResponsibilitiesDevelop a High-Quality Wealth Management Practice: Create a tailored...


  • Philadelphia, Pennsylvania, United States Goldman Sachs Full time

    About This RoleWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Private Wealth Management business, you will play a critical role in supporting our clients and sales teams in the implementation of new client accounts, trade execution, liquidity management, and...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    About the RoleCitizens is seeking a highly skilled and experienced Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.Key ResponsibilitiesDevelop and Implement Financial Plans:...

  • Private Banker II

    2 weeks ago


    Philadelphia, Pennsylvania, United States S and T Bank Full time

    Job SummaryWe are seeking a highly skilled Private Banker II to join our team at S and T Bank. As a Private Banker II, you will be responsible for performing business development activities for high net worth clients, focusing on loans, deposits, and Assets Under Management (AUM).Key Responsibilities• Identify potential high net worth prospects by working...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    About the RoleCitizens is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient Acquisition: Acquire qualified, new-to-wealth relationships...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.Key ResponsibilitiesDevelop and Implement Financial Plans: Create...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job DescriptionJob SummaryCitizens is seeking a highly skilled Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient Acquisition: Acquire qualified, new-to-wealth relationships...


  • Philadelphia, Pennsylvania, United States The Bank of America Corporation Full time

    Join Our Team at The Bank of America CorporationAbout the RoleWe are seeking a highly skilled and experienced Private Client Solutions Advisor to join our team at The Bank of America Corporation. As a key member of our organization, you will be responsible for providing exceptional client service and support to our valued clients.Key ResponsibilitiesDevelop...


  • Philadelphia, Pennsylvania, United States KPMG-UnitedStates Full time

    Position Title: Tax Manager / Senior Manager Private MarketsKPMG is seeking a Tax Manager / Senior Manager Private Markets to enhance our Business Tax Services division.Key Responsibilities:Act as a trusted advisor to family offices on strategic, operational, and financial issues.Oversee tax compliance and advisory services for multi-generational family...

  • Private Banker II

    1 week ago


    Philadelphia, Pennsylvania, United States S and T Bank Full time

    Job Summary:We are seeking a highly skilled Private Banker II to join our team at S and T Bank. As a key member of our Private Banking department, you will be responsible for performing business development activities for high net worth clients, focusing on loans, deposits, and Assets Under Management (AUM).Key Responsibilities:Identify and develop...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for developing and maintaining relationships with high-net-worth individuals and families, providing personalized financial planning and investment advice, and identifying opportunities to grow...


  • Philadelphia, Pennsylvania, United States Glenmede Full time

    About GlenmedeGlenmede is a trusted partner for private wealth, endowment & foundation, and investment management clients. With over 65 years of experience, we have established a reputation for innovation, independence, and a commitment to our clients.Job SummaryWe are seeking a highly motivated and experienced Business Development Director to join our team....


  • Philadelphia, Pennsylvania, United States The Bank of America Corporation Full time

    Our MissionAt The Bank of America Corporation, we strive to make a positive impact on the financial lives of our clients, teammates, and communities.Our ApproachWe believe in Responsible Growth, a guiding principle that shapes our business practices and informs our relationships with clients, partners, and stakeholders.Key ResponsibilitiesDevelop and...

  • Client Associate

    3 weeks ago


    Philadelphia, Pennsylvania, United States Brown Brothers Harriman Full time

    About the RoleBrown Brothers Harriman is seeking a highly skilled and experienced Client Associate to join our Private Wealth Management team. As a Client Associate, you will play a critical role in providing exceptional service to our high-net-worth clients, working closely with Relationship Managers to deliver tailored solutions and exceed client...


  • Philadelphia, Pennsylvania, United States Glenmede Full time

    Empowering Financial FuturesGlenmede, a trusted partner for private wealth, endowment & foundation, and investment management clients, seeks a highly motivated Business Development Director to build sales opportunities and expand our clientele in the Philadelphia metro market.ResponsibilitiesIdentify, develop, and deepen prospect relationships to understand...


  • Philadelphia, Pennsylvania, United States The Bank of America Corporation Full time

    About the RoleWe are seeking a skilled Private Client Advisor II to join our team at The Bank of America Corporation. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and...


  • Philadelphia, Pennsylvania, United States NexWealth Full time

    Company Overview:NexWealth is a distinguished private wealth management firm dedicated to providing exceptional service to affluent clients. We are seeking a knowledgeable Estate & Trust Attorney with an LLM in Taxation to collaborate with high net worth individuals and their legal representatives. This role requires outstanding communication abilities,...


  • Philadelphia, Pennsylvania, United States NexWealth Full time

    Company Overview:NexWealth is a distinguished private wealth management firm and multi-family office dedicated to serving high net worth individuals and families. We are seeking a knowledgeable Estate & Trust Attorney with an LLM in Taxation to collaborate with our clients and their external legal advisors. This role requires exceptional communication...

  • Tax Manager

    24 hours ago


    Philadelphia, Pennsylvania, United States RSM Global Full time

    About RSM GlobalRSM Global is a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.Job SummaryWe are seeking a dynamic Tax Manager to join our expanding Business Tax practice. As a Tax Manager, you will be...


  • Philadelphia, Pennsylvania, United States NexWealth Full time

    Company Overview:NexWealth is a distinguished private wealth management firm that specializes in providing tailored financial solutions to high net worth individuals and families. We are seeking a knowledgeable Estate & Trust Attorney with an LLM in Taxation to collaborate closely with clients and their external legal advisors. This role requires exceptional...

Private Wealth

3 months ago


Philadelphia, Pennsylvania, United States Jameson Legal Full time
This is a senior-level Philadelphia-based opportunity to advise clients on estate, tax, and generational wealth planning.


High-net-worth individuals, multigenerational family groups, entrepreneurs, and owners of privately held businesses are among those who turn to this team as trusted counsel on the stewardship of their most important legacies.


This is an opportunity to advise high-net-worth individuals, owners of privately held businesses, entrepreneurs, and multigenerational family groups regarding planning for estate and gift taxes, family business succession, and philanthropy.

You will counsel clients located across the United States and internationally regarding the management of their personal financial interests.


For a confidential chat about this or other roles we are handling, please contact Will Sciarretta in the Jameson Legal US Team.