High Net Wealth Tax Senior Manager Role

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...

About UsFirst Citizens Bank is a leading financial institution committed to delivering exceptional service and tailored solutions for our clients.Job SummaryWe are seeking a seasoned Senior Portfolio Strategist to join our team, responsible for managing high net worth client relationships and providing expert investment guidance. This role involves working...

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,...

OverviewThis position partners with Wealth Management associates to manage high net worth clients. The primary investment relationship manager assists in client retention and relationship expansion, serving as a liaison between the Capital Management Group (CMG) and clients.The role informs clients on investment policy development, asset allocation,...

Strategic Investment ExpertiseFidelity TalentSource LLC is seeking a skilled Tax Strategy Manager to join our Personalized Wealth Management team in San Francisco. This role will play a key part in developing and implementing sophisticated investment solutions that cater to the complex needs of high-net-worth clients.About the RoleThe successful candidate...

Job OverviewSalaried Position: $110,000-$140,000 per annum.BakerAvenue Wealth Management is a comprehensive wealth management and investment firm serving high-net-worth individuals, families, trusts, foundations, and endowments since 2004.We prioritize relationships with our colleagues and clients, driven by values of community, excellence, trust, and...

About the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our team at First Citizens Bank. This individual will partner with Wealth associates to manage high net worth clients, providing exceptional investment expertise and portfolio management services.Key Responsibilities- Develop and implement customized investment strategies for...

Job OverviewEdgar Law Group, LLP is seeking an experienced Estate Planning Tax Attorney to join our team. As a key member of our Legal and Tax Teams, you will work closely with senior partners and paralegals to provide exceptional advisory services to high-net-worth individuals.Compensation Package$100-$200 hourlyResponsibilities:Create complex estate plans,...

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...

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...

Salary: $140,000 - $240,000">Pay Type: SalariedBMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.The role requires a seasoned professional with 7+ years of experience in wealth management, dealing with high...

Company OverviewBNY Mellon is a leading global financial services company, empowering employees to grow and succeed in a culture of excellence. As a center of the world's financial system, we touch nearly 20% of the world's investible assets, creating solutions with clients that benefit businesses, communities, and people everywhere.We are a leader in the...

Empowering Your Career:Are you passionate about helping individuals and businesses achieve financial success? Do you thrive in a collaborative environment where integrity and excellence are paramount?About Us: At our firm, we are dedicated to empowering individuals, closely held businesses, and high-net-worth individuals to reach their financial goals. With...

Company OverviewWe are a reputable mid-size San Francisco law firm, recognized as one of the Bay Area's Best Places to work. Our Private Client Industry team specializes in family wealth generated in California's technology, real estate, finance, and wine industries.About the RoleWe seek an experienced associate with 3-6 years of experience in the family...

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...

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...

Wealth Management Expertise:Fidelity Investments is seeking a highly experienced Wealth Management Advisor to join our team. In this senior-level position, you will be responsible for implementing comprehensive wealth management strategies, trust and estate planning, and delivering exceptional service to drive client loyalty.About the Role:This role requires...

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...

Job SummaryRoland Stephens Wealth Management, LLC is seeking a highly skilled Wealth Management Support Professional to join our operations team. In this critical role, you will provide comprehensive support to our financial advisors and custodians, ensuring seamless client service delivery and operational efficiency. If you possess excellent organizational...

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.