Senior Wealth Advisor

Company OverviewEast West Bank is a leading financial institution dedicated to providing exceptional service and innovative solutions to its clients. With a strong presence in the market, we are committed to delivering top-notch financial services that meet the evolving needs of our customers.About the RoleWe are seeking a highly skilled and experienced...

Client Advisor OpportunityInternational Search Consultants is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. This role involves growing and expanding the firm through a high-touch and personalized model to Ultra-High Net Worth Individuals and Families.Key ResponsibilitiesManage UHNW client...

Job SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at East West Bank. As a Wealth Management Advisor, you will be responsible for meeting with clients to assess their financial situation and provide personalized financial plans that meet their short- and long-term goals.Key ResponsibilitiesAssess clients' financial...

Job SummaryWe are seeking a seasoned professional to lead our wealth management team as a Director of Wealth Sales and Service. The ideal candidate will have a proven track record of success in developing and executing business development strategies, managing client relationships, and driving revenue growth.Key ResponsibilitiesDevelop and execute business...

Senior Vice President, Director of TaxKey Responsibilities:Manage ultra-high-net-worth clients and guide them through complex tax landscapes.Develop and implement tax strategies to minimize clients' tax liabilities.Collaborate with Client Advisors to deliver insightful tax projections and timely alerts.Prepare detailed tax planning presentations and draft...

Job OverviewJobot, a dynamic law firm, is seeking an experienced Senior Legal Professional to join our esteemed team, specializing in trusts, estate planning, real estate, business law, entity formation, and litigation in those practice areas.CompensationAn attractive annual salary of $125,000 will be offered to the selected candidate.Job ResponsibilitiesAs...

ADP is seeking a Senior Manager, Software Development Engineering to lead multiple scrum teams in Product Development. This role involves strategic planning, project management, team leadership, and collaboration with cross-functional teams to ensure the successful deployment of technology initiatives that align with business objectives.As a Senior Manager...

As a key member of our Tax Department, you will play a pivotal role in guiding ultra-high-net-worth clients through complex tax landscapes. With a strong background in federal and state tax laws, particularly in trusts, individual taxation, pass-through entities, and federal gift and estate taxes, you will be responsible for building sophisticated tax...

About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and maintain...

Job SummaryThe Whittier Trust Company seeks a highly skilled and experienced Tax Director, Senior Vice President to oversee the Tax Department. This key role will be responsible for managing a team of eight and providing tax advisory services to ultra-high net worth clients.Key ResponsibilitiesManage the Tax Department, including tax preparation, tax...

Job SummaryThis position oversees the Tax Department, which currently comprises a team of eight. The Director of Tax reports to the CFO and works closely with Client Advisors to provide tax projections, tax alerts, tax summaries, and tax advice to clients.Key ResponsibilitiesInteract with Client Advisors, clients, and prospective clients on a variety of tax...

Job DescriptionEisnerAmper is seeking a Senior Manager to expand our Real Estate Tax practice in San Francisco. This position offers the opportunity to join a high-performing, high-growth team while working with complex clients in the Real Estate industry. We are looking for someone who thrives in a dynamic environment and provides clients with exceptional...

About the RoleAs a Cloud Technical Account Manager, you will be the principal technical advisor and voice of the customer to organizations ranging from start-ups to Fortune 500 enterprises. You will help craft and execute strategies to drive our customers' adoption and use of AWS services, including EC2, S3, DynamoDB & RDS databases, Lambda, CloudFront CDN,...

Job SummaryThe Chief Human Resources Officer (CHRO) at Pennsylvania Western University plays a pivotal role in developing and executing human capital strategies aligned with the University's strategic plan. This position is responsible for planning, developing, and implementing University-wide initiatives and strategies that support all Human Resources,...

Job DescriptionStructure Therapeutics is a dynamic biopharma company that develops life-changing medicines using advanced structure-based and computational drug discovery technology. As a Senior Director, IT Business Partner for the G&A organization, you will play a pivotal role in aligning IT strategies with business objectives. This is a hands-on role...

Job Title: Senior Director of Scientific AffairsLocation: South San Francisco, CA (Hybrid)Reports to: Senior Vice President, Oncology Research & DevelopmentJob OverviewMyriad Genetics is seeking an accomplished Senior Director of Scientific Affairs to lead efforts at the interface of product development and evidence generation, focused primarily in...

Job SummaryWe are seeking a highly skilled Analytics Director to join our team at Genentech. As a key member of our Field Analytics & Insights (FAI) team, you will play a critical role in helping us achieve our goals and objectives through partnering with field teams and the functions that support them.In this role, you will be responsible for leading the...

Job SummaryThe PositionGenentech is a team of highly dedicated, passionate individuals. We are a place where people unite around a single purpose and an ambitious vision. Together, we aspire to deliver ever better health outcomes for patients while lowering overall healthcare costs. Field Analytics & Insights (FAI) plays an advising role in helping Genentech...

Client AdvisorSouth Pasadena, CALos Angeles, CANewport Beach, CA ISC's team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand. The Client Advisor will be...

About the RoleWe are seeking a highly skilled Financial Success Advisor to join our team at Acquire Wealth Collective LLC.Job OverviewThis is an excellent opportunity for individuals who are passionate about sales and client success. As a Financial Success Advisor, you will play a crucial role in shaping our clients' financial futures.ResponsibilitiesClient...

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client...

We are a growing estate planning law firm seeking a Senior Estate Planning Attorney to join our team. We offer a comprehensive compensation package, including: Base salary ranging from 130K-160K with bonus opportunities Health benefits (Medical, Dental, Vision) 401K + 4% match Responsibilities: Conduct consultations with clients to understand their estate...

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 play a critical role in helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans tailored to meet the unique needs of each...

Join a dynamic team as the Director of Tax of a well-established wealth management firm, where you'll play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes. We're looking for someone with deep expertise in federal and state tax laws. Having some experience in the following areas with regard to tax would...

Join a dynamic team as the Director of Tax of a well-established wealth management firm, where you'll play a crucial role in managing ultra-high-net-worth clients and guiding them through complex tax landscapes. We're looking for someone with deep expertise in federal and state tax laws. Having some experience in the following areas with regard to tax would...

Dynamic and growing Wealth Management firm is seeking an Operations Manager/COO for their business.Based in South Miami this growing business wants the best of the best! You will be instrumental in shaping the structure of the team to take the business to the next level.You will be a highly motivated and detail-oriented individual. This is an exciting role...

Located in Pasadena, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental, Vision)401K +...

Dynamic and growing Wealth Management firm is seeking an Operations Manager/COO for their business.Based in South Miami this growing business wants the best of the best! You will be instrumental in shaping the structure of the team to take the business to the next level.You will be a highly motivated and detail-oriented individual. This is an exciting role...

Located in Pasadena, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental, Vision)401K +...

Located in Pasadena, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental, Vision)401K +...

Located in Pasadena, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental, Vision)401K +...

Located in Pasadena, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental, Vision)401K +...

Job Summary:The Pre-Professional Advising Center at Seton Hall University is seeking a Peer Advisor to support students exploring and preparing for professional school. As a Peer Advisor, you will serve as a resource for students, providing guidance and support in a group setting or one-on-one.Responsibilities:Assist students with basic advising questions...

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

Private Client Relationship Manager - Dartmouth, MA Hubbed Circuit: At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and...

Russell Tobin partnered with a respectable Wealth Management Firm is looking for a Senior Financial Analyst in South Jordan, UT.Industry: Financial Services/Capital Markets Position: Senior AnalystPay Range: $30-33/hour on W2Contract Length: 12 months (possible extension/perm)Location: South Jordan, UT Model: On-Site (Start ASAP) ResponsibilitiesStay...