High Net Worth Financial Associate

About the RoleFidelity Investments is seeking a highly skilled and experienced Financial Services Associate to join our team as a High Net Worth Representative. As a key member of our team, you will be responsible for providing exceptional service to our high-net-worth clients who have assets of $250,000 to $1 million.Key ResponsibilitiesEngage with clients...

Unlock a Unique Opportunity in Wealth ManagementTalent Focus Executive Search and Consulting invites experienced professionals to a distinguished role as a High Networth Financial Advisor.Partner with a prestigious international wealth management institution in Stamford, leveraging your expertise to deliver exceptional client experiences.Develop and maintain...

About Rockefeller Capital ManagementRockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and corporations...

Job Summary:We are seeking a skilled Credit Executive to join our team at Bank of America. As a Credit Executive, you will be responsible for developing and maintaining custom credit relationships with high-net-worth clients.Key Responsibilities:Drive funding growth and manage existing relationships with high-net-worth clientsCollaborate with various teams...

About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm offers strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30...

About Lenox AdvisorsLenox Advisors is a reputable wealth and insurance advisory firm serving high-net-worth individuals and families. We pride ourselves on being professional fiduciaries with a strong entrepreneurial drive.We foster a culture that prioritizes client centricity while nurturing a collaborative environment where everyone can thrive and grow...

Explore an Exceptional Opportunity as a Financial AdvisorJoin a renowned global wealth management firm dedicated to serving affluent clientele. This role is designed for individuals who possess a strong background in financial consulting and are eager to provide top-tier advisory services.Client Engagement: Serve as a reliable financial consultant for...

Position Overview:The role is situated within the dynamic TRI-State Area, specifically serving the NY/CT/NJ market.Citi Global Wealth integrates the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This cohesive business unit supports ultra-high-net-worth individuals and family offices through Citi Private Bank, engages...

Senior Accountant Job DescriptionThe Senior Accountant is a critical role within our organization, responsible for the day-to-day accounting functions and period-end account reconciliation process. This position plays a key role in supporting the quarter/year-end financial statements and ensuring the accuracy and completeness of our financial records.Key...

Senior Accountant Job DescriptionThe Senior Accountant plays a critical role in the Company's financial operations, responsible for the day-to-day accounting of revenues, period-end account reconciliations, and analyses/reporting that support the quarter/year-end financial statements.Key Responsibilities:Account for the full life cycle of aircraft leases,...

Rockefeller Capital Management is a prominent independent financial advisory firm, having evolved from its origins as the family office of John D. Rockefeller. Established in 2018, the firm now provides strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations across 30 markets in the United States and one in...

Rockefeller Capital Management is a premier independent financial advisory firm, established in 2018. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and corporations across 30 markets in the United States and...

Rockefeller Capital Management is a premier independent financial advisory firm, established in 2018, with roots tracing back to 1882 as the family office of John D. Rockefeller. The firm provides strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations across 30 markets in the United States and one in London,...

CyberCoders is Seeking a Senior Tax ConsultantWe are a dynamic financial services firm dedicated to fostering a collaborative environment where our team members can excel. Our distinctive approach encompasses team rotations, specialized training, mentorship programs, and community involvement initiatives.If you are a talented professional with a CPA and 6-10...

About Rockefeller FinancialRockefeller Financial is a leading independent financial advisory services firm, established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets...

Position Overview:We are seeking a seasoned professional to join our Wealth Management team, focusing on the affluent and high-net-worth client segments. This role is pivotal in delivering tailored financial and investment strategies to our esteemed clientele.About Us:Citi Global Wealth is dedicated to uniting the extensive resources of Citi to cater to a...

Job Description:Fidelity Investments is seeking a skilled Wealth Management Planning Consultant to join our team. As a key player in our Private Wealth Management team, you will be responsible for providing exceptional customer service to our most sophisticated and valued clients.Key Responsibilities:Provide high-touch relationship management to clients,...

Job SummaryWe are seeking a highly experienced Permanent Tax Manager to join our Finance industry team at Jobot. As a Tax Manager, you will be responsible for managing and overseeing all aspects of tax preparation, income tax returns, high net worth clients, CPA, and business tax returns.Key ResponsibilitiesManage and oversee all aspects of tax preparation,...

Senior Tax ManagerWe are seeking a highly experienced Permanent Tax Manager to join our Finance industry team.As a Tax Manager, you will be responsible for managing and overseeing all aspects of tax preparation, income tax returns, high net worth clients, CPA, and business tax returns.You will work closely with our clients to ensure that their tax needs are...

Senior Tax Manager OpportunityWe are a well-established Public Accounting Firm with over 60 years of experience, seeking a senior-level Tax Manager to join our team in Wallingford, CT.This is a full-time position offering a high base salary, a path to partnership, and a great team culture. Our firm is committed to growth and development, with a goal of...