Current jobs related to High-Net-Worth Financial Specialist - New York, New York - Taos Global Group Inc.
-
High Net Worth Client Relationship Manager
5 days ago
New York, New York, United States Wintrust Financial Full timeWintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...
-
Financial Planning Specialist
7 days ago
New York, New York, United States LHH Recruitment Solutions Full timeJob DescriptionWe are seeking a Senior Tax Accountant to join our team at LHH Recruitment Solutions. As a key member of our financial services organization, you will have the opportunity to work closely with Principals and high-net-worth clients with substantial holdings.This is a great opportunity to move out of public accounting and into an organization...
-
High Net Worth Client Relationship Manager
4 days ago
New York, New York, United States First Citizens Bank Full timeFirst Citizens Bank seeks a seasoned professional to join our Wealth Management team as a High Net Worth Client Relationship Manager.About First Citizens BankWe are a leading financial institution committed to delivering exceptional client experiences and fostering long-term relationships with our clients. Our team is dedicated to helping high net worth...
-
High Net Worth Tax Specialist
1 day ago
New York, New York, United States Kforce Full timeKforce Client OverviewKforce has a client that is seeking to hire highly skilled Tax Seniors for High Net Worth positions in New York City. The ideal candidate will have complex Individual Tax compliance experience and the ability to learn and grow in this dynamic environment. This role offers a very competitive salary, bonus, and benefits package, including...
-
High-Net-Worth Individual Liaison
6 days ago
New York, New York, United States Career Group Full timeJob Description: High-Net-Worth Individual LiaisonCompany Overview: We are a premier provider of luxury support services to high-net-worth individuals. Our clients require top-notch assistance with their daily lives, and we are seeking a highly skilled and experienced individual to fill this role.Key Responsibilities:Manage complex calendars and coordinate...
-
High-Net-Worth Investment Manager
5 days ago
New York, New York, United States International Search Consultants Full timeJob OverviewThis is a Senior Wealth Manager position in our NYC office, where you will provide strategic support to high-net-worth clients by interpreting their investment objectives and designing/implementing a holistic strategy aligning with their values and risk tolerances.About the RoleWe are seeking a talented Senior Wealth Manager with 10+ years of...
-
New York, New York, United States Jobot Full timeAs a Senior Accounting Professional at Jobot, you will have the opportunity to work with high-net-worth families and individuals, providing expert accounting services and financial guidance. This is a hybrid role, offering a perfect balance between work and personal life.**About Us**Jobot is a leading national registered wealth management and institutional...
-
New York, New York, United States Creative Financial Staffing Full timeWe are seeking a skilled Lead Tax Professional to join our team in Midtown, Manhattan. In this role, you will work closely with our clients to provide exceptional tax services and support.About the OpportunityThis is an excellent opportunity for a motivated and experienced tax professional to take on a leadership role and contribute to the success of our...
-
High Net Worth Family Law Specialist
6 days ago
New York, New York, United States Bukh Law Firm, PLLC Full timeJob OverviewBukh Law Firm, PLLC is a prestigious law firm with a focus on high-stakes cases and clientele.We seek well-organized, self-motivated, and reliable NYS admitted attorneys to handle complex Matrimonial, Family, and Litigation matters.The ideal candidate will have 3+ years of experience in handling caseloads with ease.About the RoleHandle high net...
-
New York, New York, United States Winged Keel Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Marketing Strategist to lead our Marketing and Communications team at Winged Keel Group. As a key member of our executive team, you will be responsible for developing and executing strategic marketing initiatives that drive business growth and maintain our position as a leading life...
-
New York, New York, United States Anchin Full timeAbout the RoleWe are seeking a Trust and Estates Partner to join our Private Client Group in New York, NY (Hybrid) or Remote. As a key member of our team, you will provide comprehensive tax, accounting, and consulting advice and services to high-net-worth families.ResponsibilitiesBuild and maintain strong relationships with clients, understanding their...
-
New York, New York, United States CyberCoders Full timeAbout the Company">We're a leading public accounting firm offering tax and advisory services to businesses and high net worth individuals. Our clients span various industries including real estate, construction, manufacturing, technology, private equity, and e-commerce.">Opportunity Overview">This is a remote Senior Tax Manager position with a focus on...
-
Financial Planning Assistant Manager
1 day ago
New York, New York, United States Creative Financial Staffing Full timeWealth Management Associate Opportunity in NYCOur client, a boutique investment management firm based in Manhattan, is seeking an experienced administrative professional to support the Founder.This role offers a great stepping stone for someone interested in the Financial Planning space and looking to gain exposure to various online tools such as Charles...
-
Financial Services Specialist
16 hours ago
New York, New York, United States iCapital Full timeAbout the OpportunityiCapital, a leader in alternative investment technology, is seeking a highly skilled Financial Services Specialist to join its International Investor Relations team. This individual will play a pivotal role in maintaining and expanding relationships with key stakeholders across Latin America.Key ResponsibilitiesProvide exceptional client...
-
Financial Sales Professional
6 days ago
New York, New York, United States International Staff Consulting Full timeAbout the RoleWe are seeking a seasoned Financial Sales Professional to leverage their established network of industry clients and strong communication skills to excel in this dynamic role.Job SummaryThis is a high-net-worth individual sales position that involves building relationships with key decision-makers at hedge funds, money managers, and mutual...
-
Tax Specialist for High Net Worth Clients
6 days ago
New York, New York, United States StaffingForce Full time $225,000 - $315,000 per yearRole OverviewIn this senior role, you will provide high-level tax and estate planning advice to clients with complex financial situations. This involves analyzing client needs, developing tailored strategies, and implementing tax-effective solutions.
-
Tax Specialist for High Net Worth Clients
3 weeks ago
New York, New York, United States StaffingForce Full time $225,000 - $315,000 per yearRole OverviewIn this senior role, you will provide high-level tax and estate planning advice to clients with complex financial situations. This involves analyzing client needs, developing tailored strategies, and implementing tax-effective solutions.
-
Taxation Specialist
5 days ago
New York, New York, United States Regional CPA firm Full timeRegional CPA Firm Seeks Taxation ExpertWe are a reputable Regional CPA firm seeking an experienced Taxation Specialist / Sr. Taxation Manager to join our team.About the Role:Oversee multiple client engagements, ensuring timely and accurate completion of complex tax returns for various entities, including C Corporations, S corporations, partnerships, high net...
-
Senior Financial Consultant
5 days ago
New York, New York, United States Jobot Full timeJob OverviewWe are seeking a highly skilled Senior Financial Consultant to join our team in a family office setting. As a key member of our wealth management team, you will be responsible for providing exceptional financial services to high-net-worth clients.About the RoleThis is a hybrid position offering a unique blend of work-life balance and growth...
-
Business Development Executive
4 days ago
New York, New York, United States iCapital Full timeWe are seeking a seasoned Business Development professional to join our Data Solutions team at iCapital, expanding our presence in the US wealth channel. This role will focus on developing relationships with large clients and prospects within the RIA and Family Office market.About the CompanyiCapital powers the world's alternative investment marketplace with...
High-Net-Worth Financial Specialist
1 month ago
The ideal candidate will deliver tailored investment solutions to assist clients in achieving their long-term financial objectives. They should be comfortable creating comprehensive financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Sell commercial/personal insurance and investment products to small and mid-size business owners
Qualifications
- Have an entrepreneurial spirit and a desire to be successful
- Be eager to help people and excited to build long-term relationships with clients
- Have excellent communication skills
- Must have bilingual skills-English/Chinese
- Pay: $20,000-$100,000 (commission)
At Taos Global Group Inc., we seek a skilled Financial Advisor to provide personalized investment solutions to our clients. The ideal candidate will deliver tailored investment solutions to assist clients in achieving their long-term financial objectives.
Responsibilities:
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Sell commercial/personal insurance and investment products to small and mid-size business owners
Qualifications:
- Have an entrepreneurial spirit and a desire to be successful
- Be eager to help people and excited to build long-term relationships with clients
- Have excellent communication skills
- Must have bilingual skills-English/Chinese
- Pay: $20,000-$100,000 (commission)