Private Client Portfolio Advisor

About the Opportunity: We offer a competitive salary range of $80,000 - $110,000 per year and a comprehensive benefits package. As a Tax-Efficient Portfolio Advisor at Corient Investments, you will have the opportunity to work with high- and ultra-high-net-worth individuals and families to help them preserve their wealth for future generations....

Job DescriptionWe are seeking an exceptional Private Wealth Associate to join our team at Bernstein Private Wealth Management. This is a unique opportunity to build a rewarding career in investment management and wealth services, working closely with high-net-worth clients and their financial advisors.In this role, you will collaborate with senior...

Client Advisor Job SummaryVenus Et Fleur, a luxury flower brand, is seeking a Retail Client Advisor to join its team in Houston's River Oaks District. This role involves providing exceptional customer service, understanding customer needs, and delivering an extraordinary experience.The ideal candidate has 2-3 years of luxury retail experience, strong...

Job SummaryWe're seeking an experienced Tax Manager or Senior Tax Manager to join our team as a Tax Director - Private Equity. In this role, you'll oversee all tax-related matters for our private equity portfolio, providing strategic advice and ensuring compliance with state, federal, and international tax laws. If you're a seasoned tax professional with a...

We are seeking a highly skilled Large Client Engagement Lead to join our team at Alvarez & Marsal Private Equity Performance Improvement Group, LLC. As a Large Client Engagement Lead, you will be responsible for delivering business and technology solutions to private equity clients. Your expertise in pre-acquisition IT diligence, interim IT management, and...

Job OverviewWe are seeking an exceptional Tax Strategy Expert to join our team at UHY Advisors. As a key member of our tax team, you will play a crucial role in delivering high-quality tax services to our clients. Our ideal candidate will have a strong background in tax planning and strategy, with experience in managing complex tax engagements.Key...

About the RoleAs an Investment Portfolio Manager with Signature Estate & Investment Advisors, LLC, you will be responsible for overseeing client planning, implementation, and service details. You will conduct investment reviews, respond to service issues, and maintain client and practice management data.Job ResponsibilitiesOversight of client planning and...

Job OverviewEmpower Retirement is seeking a Specialist to start in Summer 2025. This role involves working closely with advisors and clients to provide exceptional service.Main ResponsibilitiesContact clients for portfolio reviews and financial planning discussionsInteract with advisors about current clients and troubleshoot client issuesRecord client...

We are a close-knit CPA firm based in Texas, offering a unique opportunity for tax professionals to build a long-term career with us. Our company provides an excellent work-life balance and the ability to work with a complex and diverse variety of clients.As a highly motivated and detail-oriented Senior Tax Manager, you will play a pivotal role in managing...

Take Your Career to New Heights: Are you a results-driven individual who thrives on challenges and loves helping others? Do you have excellent communication skills and a passion for education? If so, we invite you to apply for our Account Manager position at Independence Marketing Group Inc. As a senior client advisor, you will play a critical role in...

Investment Career DevelopmentThe AMP Foundations program is designed to provide associates with the skills and knowledge needed to succeed in the investment industry. This comprehensive education, training, and mentorship program covers financial planning, leveraging technology tools, and business development.Wealth Management Associate RoleWealth Management...

**Job Overview**Empower Retirement is seeking a skilled Client Service Associate to join our team. This role involves interacting with clients to discuss their financial planning needs and resolving any issues that may arise.Key Responsibilities:Contact clients for portfolio reviews and financial planning discussionsInteract with advisors to troubleshoot...

Job Title: Property Care SpecialistThe Property Care Specialist internship at Private Inc. offers a unique opportunity to gain hands-on experience in real estate management, property care, and portfolio maintenance.

Cadence Bank requires a Client Relationship Specialist to work closely with our Wealth Advisors in managing client portfolio accounts. This role involves interacting with clients to understand their needs and preferences.Key Responsibilities:Maintain a high level of professionalism and set a positive example for the Client Service Team.Foster strong...

About the OpportunityWe are seeking a highly skilled Private Wealth Advisor to join our team in Houston, TX. This is a full-time position that offers a competitive salary range of $120,000 - $180,000 per year, depending on experience.Your Key ResponsibilitiesProvide world-class service to clients and continually strive to effectively bring new clients into...

Job OverviewThe role of a Renewable Portfolio Management Senior Advisor at ENGIE is to develop and execute commercial trading and hedging strategies to maximize the profitability of renewable assets while managing market risks within acceptable limits. This involves working closely with cross-functional teams, analyzing market trends, and identifying...

Logista Advisors LLCA commodities trading firm based in Houston, Texas, seeks an experienced Investment Manager to expand its risk profile.The ideal candidate will have a strong background in commodities futures and options trading, as well as excellent analytical and communication skills.About the Role:We are seeking a highly motivated and skilled...

Required Skills and QualificationsResponsibilities include creating teams of specialists, delivering advice-based solutions, and ensuring the consistent delivery of Private Bank experience standards.The ideal candidate should possess excellent communication, negotiation, and problem-solving skills. They should also demonstrate proficiency in utilizing...

**Key Responsibilities**As a Service Advisor at Westside and Northside Lexus, you will play a critical role in delivering an exceptional customer experience. Your primary responsibilities will include:Providing accurate repair/maintenance estimates and keeping customers informed throughout the processUpselling additional services using low-pressure,...

Job OverviewThe role of a Private Client Insurance Specialist at Marsh & McLennan Agency involves providing expert insurance services to high-net-worth individuals and families. This includes analyzing their unique risk management needs, designing comprehensive insurance programs, and delivering exceptional client experiences.Key ResponsibilitiesAnalyze...