Wealth Strategist

Oxford Financial Group, Ltd. is hiring a Senior Wealth Strategist that may be located in one of the following office locations: Indianapolis, Atlanta, Grand Rapids, Chicago or Cincinnati.POSITION SUMMARYAs a key member of the Family Office Services team, the Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth...

This is a great opportunity to join Larson Maddox's collaborative and client-focused team as a Wealth Transfer Strategist. We value strategic thinking and long-term client relationships.Responsibilities include:Developing and implementing tax-efficient estate planning strategies.Drafting and reviewing wills, trusts, operating agreements, and shareholder...

6 days ago Be among the first 25 applicantsGresham Partners, LLC provided pay range This range is provided by Gresham Partners, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range $250,000.00/yr - $400,000.00/yrFounded in 1997, Gresham Partners, LLC is a $10 billion Chicago-based...

Founded in 1997, Gresham Partners, LLC is a $10 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country as a multi-family office. The firm is known for its independent thinking, investment approach, and performance results. We are seeking an experienced trusts and estates...

We're seeking a highly motivated Private Wealth Management Strategist to join our team at William Blair. As a key member of our Private Wealth Management team, you'll be responsible for leading and managing employees who perform middle office operations in billing, client reporting, merchant banking, and alternative investments.The successful candidate will...

At Northern Trust, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.Job DescriptionThe Senior Wealth Advisor for the Ultra High Net Worth team acts as a technical expert in complex individual and family...

Job DescriptionYOUR IMPACTAre you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box? Our executive financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and...

ResponsibilitiesThe Wealth Management Market Executive is responsible for:Leading a team of Wealth Advisors to provide financial and investment guidance and expertise to existing and prospective High Net Worth clients.Developing deep relationships with internal partners and clients to drive business growth and improve client satisfaction.Identifying and...

Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth Third's discovery experience to prospects and clients with a general focus...

About the Role:We are seeking an experienced professional to lead our direct indexing and model portfolios strategy. As a key member of our commercial team, you will drive growth across various financial services channels with a focus on wealth management. Your expertise in index-based investing, personalized indexing, and model portfolio management will be...

What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they...

About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

About Northern Trust:Northern Trust is a Fortune 500 company and a globally recognized, award-winning financial institution.We have been in continuous operation since 1889, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our mission is to deliver exceptional financial services to our...

Key ResponsibilitiesThe successful candidate will be responsible for leading the development and implementation of our Client 360 initiative, which includes:Designing and implementing data models to support our business needsCollaborating with cross-functional teams to integrate data from various sourcesDeveloping and maintaining reusable data products and...

About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

Visionary LeadershipWe're seeking a visionary leader to shape the future of our Direct to Consumer (D2C) Retail Wealth Management platform. As a product manager, you'll be responsible for developing and executing a comprehensive strategy that drives business outcomes and fosters customer satisfaction.This role requires a unique blend of technical, business,...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

About Northern Trust:Northern Trust has established itself as a leader in the financial services industry through its commitment to innovation, expertise, and integrity. With a rich history spanning over 130 years, we have built a reputation as a trusted partner to the world's most successful individuals, families, and institutions.We pride ourselves on our...