Senior Family Wealth Lawyer

We're seeking a skilled Senior Wealth Management Professional to join our team at CFA Institute. This role offers a competitive salary of $85,000 - $110,000 per year.About the RoleThis is an exciting opportunity to work as a Wealth Planning Specialist, providing financial guidance and forming lasting relationships with clients. You'll be empowered to make an...

OverviewAt HSBC, we strive to provide our customers with innovative financial solutions tailored to their unique needs. As a Senior Wealth Planner, you will play a vital role in helping high and ultra-high net worth individuals and families achieve their financial goals.With a strong focus on wealth planning, you will work closely with clients to understand...

About the RoleAt HSBC, we're committed to helping our clients achieve their financial goals. As a Senior Wealth Planner, you'll play a key role in providing expert advice and guidance to high and ultra-high net worth individuals and families.Key ResponsibilitiesClient Relationship Building: Develop strong relationships with clients and their families,...

About the RoleCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management...

Baker Tilly Advisory Group, LP is a leading advisory firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. We are dedicated to delivering exceptional client service and providing our clients with the expertise they need to manage their wealth...

Job SummaryWe are seeking a highly experienced and skilled Senior Wealth Management Leader to join our team at BNY Mellon. This role offers the opportunity to lead a large or specialized team of Private Bankers, guiding them in identifying opportunities for new/incremental account growth while ensuring client retention.

At Compass, our mission is to empower real estate agents to deliver exceptional service. As a Senior Corporate Lawyer, you will work on complex strategic transactions that challenge you to think creatively and constructively. You are energetic and collaborative – ready to partner in initiatives that influence all aspects of Compass's business.Serving as...

About the RoleThis Client Service Associate position is a critical part of our team, responsible for building and maintaining strong relationships with clients. As a key member of our wealth management team, you will work closely with senior advisors to deliver top-notch service and support to our clients.

About this Career OpportunityCIBC seeks a highly skilled Senior Wealth Associate to join our team. As a key member of our client service team, you will be responsible for executing complex transactions, researching and resolving client inquiries and issues, and providing oversight on some aspects of Client Service Associate responsibilities.Main...

Citigroup's Global Wealth Division is a leading provider of wealth management services to high net worth individuals and families. As an Elite Wealth Strategist, you will play a key role in delivering comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Job Overview:The Senior Wealth Advisor position requires a...

Key ResponsibilitiesAs a senior labor lawyer, you will be tasked with managing your own workload and delivering high-quality results while meeting client expectations. You will also be responsible for conducting research, drafting documents, and attending meetings as needed.The ideal candidate should have a J.D. from an accredited law school and active bar...

About Merrill Wealth ManagementMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. With a strong focus on goals-based wealth management, including planning for retirement, education, legacy, and other life goals, we help clients pursue their aspirations through tailored investment advice...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. With a global presence, Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment...

We are seeking a highly skilled and experienced Senior Corporate Lawyer to join our team at Eastridge Workforce Solutions.About the Role:This is an exciting opportunity for a seasoned lawyer with a proven track record in corporate law, contract negotiation, and employment law to oversee a wide range of legal agreements across multiple business lines and...

Citibank offers an exciting opportunity for a Senior Wealth Advisor to join our team in San Francisco, California. This is a full-time position with a competitive salary range of $70,000 - $120,000 per year.Job DescriptionWe are seeking a highly motivated and experienced professional to provide comprehensive financial and investment advice to our affluent...

About the RoleAs a seasoned Relationship Manager, you will play a vital role in supporting our Financial Advisor team to further develop and enhance existing client relationships. You will provide specialized support as a Specialist/Manager in Business Development, Wealth Planning, Investment Management, or Business Management.Your primary focus will be on...

Lead Lawyer, Climate Imperative FoundationThe climate crisis demands swift and scalable solutions. To address this pressing issue, Climate Imperative Foundation was established to provide resources and support to the field of climate policy in this pivotal decade. As a 501(c)(3) public charity, we focus on solving the climate crisis by offering funding,...

Job OverviewThe role of Strategic Wealth Management Consultant at Evolve Talent Partners presents an exceptional opportunity for a seasoned professional to leverage their expertise in wealth management and drive business growth.As a key member of our Private Client team, you will be responsible for providing personalized wealth management services to high...

Why PlayStation?At a Glance:PlayStation is a global leader in entertainment, producing innovative products and services including the PlayStation5, PlayStation4, and more. We strive to create an inclusive environment that empowers employees and embraces diversity.About the Role:We are seeking a skilled Senior Corporate Lawyer to join our Product Development...

Job DescriptionTalentLink Solutions is a thriving $200M+ financial planning practice in the heart of the San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. Our team is passionate about building trusted relationships to help change people's lives for the...