Wealth Management Expert

Job Title: Wealth Management ExpertEstimated Salary: $150,000 - $220,000 per yearAbout Dynamic Wealth Strategies Inc.We strive to provide exceptional wealth management services, empowering our clients to make informed decisions about their financial futures. Our experienced team offers tailored advice on investments, protection, and financial planning,...

Join Altfest Personal Wealth Management, a respected leader in independent wealth management, as a senior wealth management professional specializing in estate planning. This role involves working closely with clients to understand their estate planning needs and developing tailored solutions to meet those needs. The ideal candidate will have significant...

We are seeking a highly motivated Wealth Management Expert to join our team at Tandym Group. As a key member of our team, you will be responsible for managing tax compliance and planning duties for high net worth clients.Key Responsibilities:Detailed review of Federal and multi-state tax returnsResearching various tax issues related to compliance and...

Citigroup, Inc. is seeking a highly skilled Digital Wealth Management Expert to join our team in New York. As a Senior Business Operations Lead, you will be responsible for overseeing operational readiness and governance for the digital investments business, audits, and financials related to critical and complex wealth initiatives.The ideal candidate will...

Job DescriptionWe are seeking a highly skilled Wealth Management Expert to join our team.This is a senior-level position that requires a strong background in financial services and a proven track record of success.The ideal candidate will have excellent communication and leadership skills, as well as the ability to build strong relationships with clients and...

Job Summary:Wealth Recruitment, LLC is seeking a highly skilled Expert Construction Project Manager to oversee the execution of building projects. With 5-7 years of experience, you will have a solid understanding of civil design practices, including stress, strain, and deflection.As a licensed professional, you will be responsible for managing construction...

Job Summary:Dynamic Wealth Strategies Inc is seeking a highly motivated Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for helping clients achieve their financial goals.Estimated Salary: $90,000 - $140,000 per yearAbout the Role:In this role, you will...

About TitanTitan is an award-winning, members-only wealth management firm reimagining how ambitious professionals manage and experience their wealth. As a leading player in the industry, we're backed by prominent Silicon Valley firms, including a16z and General Catalyst.Vision StatementWe understand that money isn't just currency; it's the driving force...

Job OverviewTranscend Practice Management is seeking an experienced Wealth Management Professional to join our team. As a key member of our wealth management team, you will play a vital role in delivering exceptional client experiences and driving business growth. Our team is committed to providing high-quality, high-touch experiences to our clients, and we...

OverviewThe Wealth Consultant identifies high net worth clients and prospects, engaging them in holistic wealth management planning. As a primary relationship manager, they coordinate advice and activities with other team members to achieve growth and profitability goals.ResponsibilitiesClient Acquisition: Identify new clients through direct prospecting...

Wealth Management Project Lead PositionAt Pierce Technology Corp, we are seeking an experienced Wealth Management Project Lead to join our team. As a key member of our project team, you will be responsible for collaborating with stakeholders to gather and document business requirements for wealth management technology projects.Key ResponsibilitiesAnalyze and...

Wealth Management OpportunityCitigroup Inc. is seeking a skilled Client Service Expert to join our team. This role will involve delivering wealth management services to clients, with guidance from the Banker teams. The ideal candidate will have 2-5 years of relevant experience and be able to manage multiple concurrent deadlines with strong organizational and...

Wealth Portfolio Manager OpportunityAt Goodwin Recruiting, a leader in shaping the future of wealth management through innovative fintech solutions, we are seeking an experienced Wealth Portfolio Manager to join our dynamic team. This exciting role offers a unique chance to leverage your expertise and build long-term relationships with high-net-worth clients...

At Titan, we're reimagining the wealth management industry by providing cutting-edge investment solutions and exceptional customer service. As an Investor Relations Senior Associate, you will play a key role in driving this vision forward.Your ResponsibilitiesAct as a primary point of contact for investment-related inquiries via email, phone, and video...

Altfest Personal Wealth Management, a leading independent wealth management firm based in NYC, is seeking an experienced estate planning specialist to join its team as a subject matter expert. This role will involve partnering with financial advisors and planning specialists to provide estate planning expertise to clients.The ideal candidate will have a deep...

Company OverviewTranscend Practice Management is a premier independent wealth management firm specializing in serving high-net-worth families, foundations, and trusts.Salary and BenefitsWe offer a competitive salary of $100K - $120K per year, along with benefits that include a monthly MTA pass and opportunities for career growth and professional...

Job OverviewWe are seeking a highly skilled Senior Relationship Manager to join our team at HSBC. As a key member of our organization, you will be responsible for acquiring, maintaining, and growing profitable long-term relationships with high net worth individuals. This role requires exceptional client-focused skills, strong risk assessment and management...

Company OverviewWe are Unbiased, a leading growth platform for Financial advisors and wealth managers in the UK. We help people make informed decisions by providing access to experts and resources.SalaryThe estimated annual salary for this role is £60,000 - £80,000 depending on experience and performance.Job DescriptionAs an Account Executive at Unbiased,...

About Our TeamAt Titan, we're a dynamic and ambitious team dedicated to revolutionizing the wealth management industry. Our collaborative environment fosters creativity, innovation, and professional growth.We're backed by leading Silicon Valley firms, including a16z and General Catalyst, which enables us to invest in cutting-edge technology and talent.Our...

About BakerAvenueBakerAvenue is a San Francisco-based wealth management firm serving high-net-worth individuals, families, trusts, foundations, and endowments since 2004.We strive to make a positive impact on society alongside financial return, with a focus on community, excellence, trust, and inclusion.Our award-winning culture has earned us recognition...