High Net Worth Investment Specialist

Career Opportunity: Become a Senior Client Services Specialist at ICONIQ Capital!About the PositionThis exciting role is part of our relationship management team, dedicated to providing exceptional client service to high net worth and ultra-high net worth families.About UsAt ICONIQ Capital, we strive to deliver exceptional investment portfolios by harnessing...

About the JobWe are looking for a talented High-Net-Worth Account Executive to join our team at Insurance Search Specialists. As an integral part of our team, you will be responsible for managing a select group of ultra-high-net-worth clients.Job Summary:The successful candidate will have a minimum of 5 years of experience in personal lines account...

About Our CompanyLeah Yosef International is a renowned leader in the ultra high net worth private client division, seeking a seasoned Senior Wealth Advisor to join our team.Opportunity OverviewWe are looking for an experienced professional to build and grow a client base through external networking and internal referral channels, as well as inherited assets...

Company OverviewWe are one of the fastest growing brokers globally with over 20 years of experience in providing top-notch insurance solutions. Our team is dedicated to delivering exceptional service and tailored advice to our high net worth clients.Job DescriptionThe High Net Worth Insurance Specialist will be responsible for managing and servicing client...

Join Our Team as a Luxury Client StrategistTiffany & Co. is seeking a skilled Luxury Client Strategist to lead our efforts in acquiring, engaging, retaining, and growing High Net Worth clients in San Francisco.This is an exciting opportunity to leverage your expertise in the luxury industry to drive business growth and represent the Tiffany brand with...

About the RoleWe are seeking an experienced Ultra-High-Net-Worth Client Manager to join our team at Insurance Search Specialists. As a key member of our team, you will be responsible for managing a select portfolio of ultra-high-net-worth clients, providing expert advice on risk management and insurance solutions tailored to their unique needs.In this role,...

About Wintrust FinancialWintrust is a leading financial holding company with a unique approach to banking. Guided by its philosophy of delivering 'Better Results,' the company offers a community banking experience with the sophisticated resources of a large bank. With over 200 retail banking locations and various non-bank business units, Wintrust operates...

Job OverviewWe are seeking an experienced Personal Lines Account Manager to strengthen relationships with high-net-worth clients and staff while providing expert account management and risk solutions.Key Responsibilities:Lead the servicing of high-net-worth accounts, directing resources and utilizing support staff for endorsements, claims, and follow-up...

About River City BankWe are a forward-thinking bank that strives to provide top-notch banking services to our clients. Our goal is to build strong relationships with our customers and deliver tailored solutions that meet their unique needs. Job OverviewThe Senior Relationship Banker will be responsible for managing a deposit and loan portfolio for high net...

Role OverviewWe are seeking an experienced Taxation Expert to join our team in San Francisco. As a key member of our tax planning department, you will be responsible for preparing complex tax returns and providing expert advice to high-net-worth individuals.About the JobThe ideal candidate will have a minimum of 2 years of direct tax preparation experience...

Company OverviewBaker Tilly is a leading advisory, tax and assurance firm with a presence in major regions of the U.S. and global financial centers. The firm provides professional services through an alternative practice structure in accordance with applicable laws, regulations and professional standards.The company has a strong commitment to serving clients...

Job OverviewWe are seeking a seasoned Personal Lines Account Executive with extensive experience working with high-net-worth clients. This role involves strengthening relationships with clients, staff, and carriers while providing expert account management and risk solutions.In this position, you will collaborate closely with Producers to deliver innovative...

Become a vital part of our team at BakerAvenue, a renowned wealth management firm dedicated to guiding high-net-worth individuals through personal and professional transitions. Our comprehensive services include wealth management and investment expertise, tailored to meet the unique needs of each client.We are seeking an experienced Seasonal Tax Preparer to...

About Our OpportunityWe are seeking an experienced High Net Worth Accountant Specialist to join our dynamic team. As a key member of our finance department, you will play a crucial role in managing client relationships and providing exceptional financial services.Key ResponsibilitiesGeneral Ledger Management: Bank reconciliations, monthly close processes,...

Job SummaryWe are seeking a Private Wealth Advisor to join our team at U.S. Bank. As a Private Wealth Advisor, you will be responsible for identifying, closing, and deepening client relationships. You will work closely with clients to understand their financial goals and develop customized solutions to help them achieve those goals.You will have the...

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. We're seeking a seasoned Advisor to High Net Worth Individuals to join our team and help us build a better personal finance experience.As a Senior Financial Advisor, you'll have maximum autonomy to...

We are seeking a highly skilled and experienced High Net Worth Service Associate to join our team at Fidelity Investments in the Greater San Jose, CA Metro area. As a remote-based position, you will work from home while residing near the region, participating in occasional in-person interactions with colleagues.The primary focus of this role is to provide...

Career Overview">CIBC is building a relationship-oriented bank for the modern world. We are seeking talented, passionate professionals who are dedicated to delivering exceptional client experiences.The Senior Client Service Associate executes complex transactions supporting high net worth client portfolios, researching client inquiries and issues to...

Senior Accountant Job OpportunityPinpoint Talent seeks a Senior Accountant to join its team in Marin County. This role offers an exciting opportunity to work with a highly successful investment management firm and contribute to its growth and success.Responsibilities and RequirementsManage Financial Tasks: Perform general ledger management, client-focused...

Our boutique tax firm is seeking a Senior Tax Manager to join their outstanding team in San Francisco, CA. The ideal candidate for this role possesses experience with ultra-high net worth tax portfolios and has a keen eye for detail.The Senior Tax Manager will be responsible for the preparation and review of various tax documents, including returns,...