Senior Private Client Advisor

Unlock Your Potential as a Senior Private Client AdvisorAt Marsh McLennan Agency, we're seeking a talented Senior Private Client Advisor to join our Private Client Services team. As a key member of our team, you'll play a critical role in supporting our high-volume book of business and delivering exceptional client service to our Private Client...

About the RoleWe are seeking a highly skilled and experienced Senior Private Client Advisor to join our team at Marsh McLennan Agency. As a key member of our Private Client Services team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesReview client exposures, loss experience, and...

Job SummaryAs a Senior Private Client Advisor on the Private Client Services team at Marsh McLennan Agency, you will be responsible for supporting a high-volume book of business for our Private Client clientele. This role requires a strong understanding of complex risks and the ability to provide proactive day-to-day client service by anticipating and...

About the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities.Key ResponsibilitiesReview client exposures, loss experience, and current...

Job Title: Private Client Financial AdvisorCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key Responsibilities:Develop and implement personalized wealth management strategies for...

Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our Private Client Advisors team. As a key member of our team, you will be responsible for providing technical expertise in taxation, managing complex engagements, and developing less experienced personnel.Key ResponsibilitiesPerform technical reviews of tax returns for high-net-worth...

Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will work closely with high-net-worth clients to understand their financial goals and develop personalized strategies to achieve them.The ideal candidate will have a strong background in financial planning and a proven track...

Job SummaryCitizens is seeking a highly skilled 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 our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...

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 developing and maintaining strong relationships with high-net-worth individuals and families.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for...

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 helping individuals and families achieve their financial goals through personalized financial planning and investment management.Key Responsibilities* Develop and implement comprehensive...

Job SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for clientsBuild and maintain strong...

Job SummaryCitizens is seeking a Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key Responsibilities:Develop a high-quality wealth management practice that provides personalized financial planning and investment...

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...

Citizens Financial Group, Inc. is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Develop a high-quality wealth management practice that provides personalized...

Job SummaryWe are seeking a highly skilled Tax Manager/Senior Manager to join our Private Markets team at KPMG. As a trusted advisor to family offices, you will provide strategic, operational, and financial guidance to help them achieve their goals.Key ResponsibilitiesProvide tax compliance and consulting services to multi-generational family and...

Job Title: Private Client Relationship ManagerCitizens is seeking a Private Client Relationship Manager to join our team. As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key Responsibilities:Acquire qualified, new-to-wealth relationships through...

Job Summary:At KPMG, we are seeking a highly skilled Tax Manager/Senior Manager to join our Private Markets team. As a key member of our team, you will be responsible for providing tax compliance and consulting services to high net worth individuals and families, as well as closely held businesses and family offices.Responsibilities:• Serve as the trusted...

Business Title: Tax Manager/Senior Manager, Private ClientRequisition Number:Function: Tax ServicesArea of Interest:State:PACity: PhiladelphiaDescription:At KPMG, you will be part of a dynamic team at one of the world's top tax firms, working with a collaborative, future-forward culture that empowers your success. Enjoy a culture that merges deep industry...

Job SummaryCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key ResponsibilitiesAcquire and retain...

Dynamic Team OpportunityAt KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create...