High Net Worth Financial Associate

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...

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 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...

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...

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...

**Overview of the Role**Fidelity Investments is seeking a High Net Worth Investment Specialist to join our team in the Greater San Francisco, CA Metro area. This remote, licensed position offers the flexibility to work from home while occasionally participating in-person with colleagues.In this role, you will be responsible for enhancing relationships with...

Job DescriptionThis is a challenging role that requires expertise in tax, trust, and estate planning for high-net-worth individuals. The successful candidate will work closely with financial consultants and portfolio consultants to provide detailed advice on complex financial affairs.Key ResponsibilitiesDevelop and maintain strong relationships with clients...

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,...

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...

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,...

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...

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...

About the Role: We are seeking an experienced Premier Relationship Manager to join our team at River City Bank. The successful candidate will be responsible for building and maintaining strong relationships with high net worth clients, providing expert advice on cash management services and lending solutions.Key Responsibilities:Develop and execute...

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...

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...

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,...

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...

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...

Experienced Trust and Estates Attorney WantedWe are seeking a seasoned trust and estates attorney to join our prestigious practice. The successful candidate will have extensive experience working with high-net-worth clients, providing sophisticated wealth-transfer counsel.Key Responsibilities:Develop comprehensive estate planning strategies, including...

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,...