High Net Worth Insurance Specialist

Job SummaryThis role involves managing and servicing high net worth client accounts, offering tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables. The ideal candidate will have strong client relationships, ensuring coverage needs are met, and working closely with carriers to provide superior...

Job SummaryWeaver is a national accounting, advisory, and consulting firm seeking a talented tax leader to join our growing firm. As a Private Client Services Director, you will provide federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.Key Responsibilities- Manage and mentor staff to ensure...

Job SummaryWe are seeking a highly skilled and experienced Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing and servicing high net worth client accounts, providing tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.Key...

We are a law firm that specializes in providing legal services across various areas, including family law, business litigation, and estate planning.Our firm boasts a team of experienced attorneys who are dedicated to delivering personalized and effective solutions to meet the unique needs of each client.We are seeking an experienced, dynamic, and highly...

Senior Family Law Attorney PositionWe are a law firm that specializes in providing legal services across various areas, including family law, business litigation, and estate planning. Our firm boasts a team of experienced attorneys who are dedicated to delivering personalized and effective solutions to meet the unique needs of each client. We are seeking an...

Client Service LiaisonWe are seeking a skilled Client Service Liaison to join our team at Beacon Pointe Advisors. As a Client Service Liaison, you will be responsible for providing exceptional service to our high-net-worth clients and prospects. Your primary focus will be on building strong relationships with clients, understanding their needs, and...

Relationship Manager Job DescriptionWe are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a Relationship Manager, you will be responsible for providing exceptional service to our high-net-worth clients, investment professionals, and other members of the service support team.Key Responsibilities:Client Liaison: Act as...

Relationship ManagerWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional service to our high-net worth clients and prospects.Key Responsibilities:• Act as the primary liaison between clients, investment professionals,...

Relationship ManagerWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional service to our high net worth clients and their families.Key Responsibilities:Act as the primary liaison between clients, investment...

Job SummaryAs a Tax Director in our Private Wealth Services team, you will lead the production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients. You will collaborate with the team to make recommendations on return...

About the RoleAs a Private Wealth Services Tax Director at Grant Thornton, you will lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients.You will collaborate with the Private Wealth Services Tax...

About the RoleWe are seeking a highly skilled Tax Director to lead our Private Wealth Services team. As a key member of our team, you will be responsible for providing tax planning and consulting services to our high net worth clients, focusing on estate, wills and trusts taxation, and individual income taxes.Key ResponsibilitiesProvide tax planning and...

Relationship ManagerWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional service to our high-net-worth clients and prospects.Key Responsibilities:Act as the primary liaison between clients, investment professionals, and...

{"title": "Relationship Manager", "description": "Job SummaryWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our high-net-worth clients and prospects.Key ResponsibilitiesAct as the...

About UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to expand our operations and become a major player in the western banking market.Our CultureWe pride ourselves...

Job SummaryWe are seeking a highly skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will be responsible for overseeing all aspects of tax management, including compliance, provision, and multi-state income tax returns.Key Responsibilities:Manage all aspects of tax compliance, including preparing and reviewing property tax returns,...

Job Title: CFOWe are seeking an experienced and highly motivated executive to lead the finance and accounting functions across multiple offices as a CFO in our Newport Beach, CA office.The position will collaborate with the Leadership Team, the Board of Directors, and the Accounting Team to drive financial growth and success.The selected candidate will join...

Job Title: Client Advisor Los Angeles, CAOur client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in Assets Under Management (AUM) and is a part of a larger Multi Family Office with over $24 billion in AUM.They provide investment management services to private clients and manage three...

About UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to expand our operations and become a major player in the western banking market.About the Career...

Job Description:We are seeking a highly skilled Tax Senior Associate to join our team at Geometric Wealth Advisors. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to provide comprehensive tax services to our high-net-worth clients. Your primary responsibilities will include preparing and reviewing federal and state tax...