High Net Worth Investment Specialist

About the Role">We are actively seeking an elite account manager to join our team as a High Net Worth Account Manager. As a key member of our team, you will be responsible for managing relationships with high-net-worth clients and helping them achieve their financial goals through strategic precious metals investments. This is a highly lucrative...

High Net Worth Donor LiaisonUnited Way of Massachusetts Bay invites applications from experienced High Net Worth Donor Liaisons to join our dynamic team. As a key member of our development team, you will play a vital role in cultivating and stewarding Major Gift donors.Key Responsibilities:Identify, cultivate, and solicit High Net Worth donors to meet...

Job OverviewWe are seeking a highly skilled Tax Consultant to join our team in Boston, Massachusetts. As a Tax Consultant, you will be responsible for preparing complex tax returns for high net worth individuals and trusts.SalaryThe salary for this position is $85,000 per year, plus benefits.Job ResponsibilitiesPrepare complex tax returns for individual...

Job DescriptionAbout the Opportunity:We are seeking a seasoned closer with a commanding phone presence, experienced in selling high-level investment products like stocks, bonds, private equity, or other financial markets. As a Gold Investment Specialist, you will masterfully communicate complex financial opportunities and help investors understand the value...

About the Opportunity">We are seeking a seasoned investment professional to join our team as a Financial Advisor - Investment Expert. As a key member of our team, you will be responsible for leveraging your expertise in investment management to close high-net-worth prospects and help them diversify their investments through gold and silver IRAs. This is a...

Job Description:Become a part of BNY Mellon's Global Family Office team as a Principal Client Strategist and play a vital role in shaping the future of wealth management.Overview:We are seeking a highly skilled and experienced individual to join our sales and business development team. As a Principal Client Strategist, you will be responsible for identifying...

**About the Role**We are seeking an elite phone closer with a deep understanding of investment management to leverage their expertise and close high-net-worth prospects. These are warm, pre-qualified leads from individuals already interested in rolling over their IRA/401(k) into physical gold and silver IRAs or making direct purchases of precious metals.The...

We are seeking a dedicated Estate Planning Specialist to join our team at Citizens Private Bank. As an Estate Planning Specialist, you will play a critical role in delivering exceptional wealth management services to ultra-high net worth (UHNW) clients.Your primary responsibility will be to assist in the creation and implementation of bespoke wealth...

About Boston Trust Walden CompanyBoston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. With approximately $15 billion in client assets under management, the company has established itself as a trusted partner for high-net-worth individuals and...

About the RoleThis is a remote position with a flexible schedule, offering a success-fee compensation structure with the potential for equity participation based on milestones. The successful candidate will spearhead a seed-stage fundraising round, managing the entire process from investor material development to closing deals. Key responsibilities include...

About the Role:We are seeking a High Net Worth Closer with a strong background in investment management, who can leverage their expertise to close high-net-worth prospects.This is a highly lucrative opportunity – our top closers are earning up to $75,000 per month.Earning Potential:Full commission roleStrong potential to earn up to $25,000–$75,000 per...

Are you a seasoned wealth advisor looking to make a meaningful impact in the finance industry? Do you have a passion for delivering exceptional client experiences and helping individuals achieve their long-term financial goals?About the RoleWe are seeking an experienced Wealth Advisor to join our team at Charles Schwab, where you will play a key role in...

About the Position">We are seeking a senior professional to join our team as a Senior Precious Metals Consultant. As a key member of our team, you will be responsible for providing expert advice to high-net-worth clients on strategic precious metals investments and helping them achieve their financial goals. This is a highly lucrative opportunity with an...

Unlock Your Potential as a Senior Wealth AdvisorJoin our esteemed client, a pioneer in the fintech industry, as they seek an accomplished Senior Wealth Advisor to spearhead their growing team. As a key player in shaping the future of wealth management, you'll have the opportunity to leverage your expertise in managing high-net-worth client relationships and...

Job DescriptionWe are seeking an Investment Banking Specialist to join our Capital Markets Group in Boston or New York. The ideal candidate will have 3-5 years of experience representing corporate issuers and major investment banks in all aspects of equity capital markets financings, advising clients on compliance and corporate governance issues, and...

About the RoleAs a Wealth Management Specialist, you will provide clients with a full range of investment and insurance solutions. You will work closely with a senior Financial Professional and utilize current school district 403(b) and 457 payroll slots to acquire new clients.The ideal candidate will have 2-4 years of financial sales experience, a...

Company OverviewMassMutual is a leading financial services company seeking an Investment Portfolio Liaison Specialist to join its team. With nearly $30 billion in institutional assets, the company offers a unique opportunity for growth and development.Job DescriptionThe Investment Portfolio Liaison Specialist will serve as the key interface between...

Trove is a leading financial services company with five office locations across the United States. We deliver bespoke financial solutions to high-net-worth individuals, families, and organizations.Job Description:This role involves daily client onboarding and accounting needs for assigned families and engagements. Key responsibilities include reconciling...

Are you a seasoned performance engineer with a passion for delivering high-quality solutions? Do you have experience working with diverse applications, technologies, and teams? We're seeking a Technical Performance Specialist to join our Asset Management Technology team at Fidelity TalentSource LLC. This role will play a key part in providing top-notch...

Are you a highly motivated and organized individual looking for a new challenge? We're seeking an Executive Support Specialist to join our team at Prime Headhunting & Recruiting, Inc. With a competitive annual salary of $90,000, this role offers a dynamic work environment with opportunities for growth and professional development.Job OverviewThe ideal...