High Net Worth Financial Planning Expert

Job SummaryWe are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing and servicing high net worth client accounts, providing tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.Key...

Job Title: HNW Personal Lines Account ManagerThis role involves managing and servicing high net worth client accounts, offering tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.Key Responsibilities:Serve as the primary point of contact for high net worth clients, providing expert advice and...

Job Title: High Net Worth Tax Senior ManagerWe are seeking a highly skilled and experienced Tax Senior Manager to join our team at Withum Smith+Brown P.C. as a High Net Worth Tax Senior Manager. In this role, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key Responsibilities:Provide tax...

Unlock Your Potential as a Financial AdvisorTalent Focus Executive Search and Consulting is partnering with a prestigious international wealth management institution to identify a seasoned Financial Advisor for their Private Client practice in a dynamic setting.Key Responsibilities:Develop and maintain strong relationships with high net worth clients,...

Job SummaryWe are seeking a seasoned Personal Lines Account Executive with extensive experience working with high-net-worth clients. In this role, you will strengthen relationships with clients, staff, and carriers while providing expert account management and risk solutions.Key Responsibilities:Lead the servicing of high-net-worth accounts, directing...

Senior Wealth Advisor OpportunityWe are seeking a seasoned Senior Wealth Advisor to join our team at Leah Yosef International. As a key member of our multi-family office, you will be responsible for managing ultra-high net worth client relationships, providing comprehensive wealth management, complex tax and estate planning strategies, investment management,...

Job SummaryWe are seeking a highly skilled and experienced Chief of Staff to join our team. As the right-hand person to a high-net-worth entrepreneur, you will be responsible for managing all aspects of their personal and family life.Key ResponsibilitiesOversee household staff of 6, including hiring, offboarding, performance management, and...

About the RoleWe are seeking a highly skilled and experienced Tax Senior Manager to join our team at Withum. As a Tax Senior Manager, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key ResponsibilitiesProvide tax planning and compliance services to high net worth individuals and...

Job Title: Chief of Staff to a High-Net-Worth EntrepreneurBloom Talent is seeking a highly skilled and experienced Chief of Staff to join our team. As a key member of our family office, you will be responsible for managing all aspects of the Principal's personal and family life.Responsibilities:Manage and oversee the household staff of 6, including hiring,...

Join Our Team as a Tax ManagerCPS, a leading regional CPA firm, is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for reviewing complex returns, planning, projection, and compliance projects for high-net-worth individual clients.Key Responsibilities:Review and analyze complex tax returns to ensure accuracy...

Senior Wealth Advisor OpportunityOverviewLeah Yosef International is seeking a seasoned Senior Wealth Advisor to manage complex relationships with ultra-high net worth clients. The ideal candidate will possess extensive experience in comprehensive wealth management, tax and estate planning, investment management, and family office services.Key...

Join Our Team as a Tax ManagerCPS is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for reviewing complex returns, planning, projection, and compliance projects. You will also provide thoughtful feedback to preparers and initial reviewers, correspond with clients, and manage overall projects.Key...

Company OverviewRoot Financial Partners is a rapidly growing Registered Investment Advisor (RIA) dedicated to empowering individuals to achieve their financial goals. Our mission is to provide exceptional financial planning and investment services, guided by a human-first approach that prioritizes clients' needs and aspirations.Role SummaryWe are seeking a...

About Root Financial PartnersRoot Financial Partners is a rapidly growing Registered Investment Advisory (RIA) firm dedicated to helping individuals achieve their financial goals. Our mission is to provide exceptional financial planning and investment management services, guided by a human-first approach that prioritizes our clients' needs and...

Unlock Your Potential as a Lead Financial AdvisorAt Root Financial Partners, we're on a mission to empower individuals to achieve their most cherished financial goals. As a Lead Financial Advisor, you'll play a pivotal role in creating positive financial outcomes for our clients.Key Responsibilities:Collaborate with our founder to develop and implement...

Job Title: High Net Worth Tax Managing DirectorWe are seeking a highly experienced and skilled Tax Managing Director to lead our client engagements for significant clients of the firm. The ideal candidate will have a proven track record of handling complex tax matters, developing client relationships, and supervising tax teams.Key Responsibilities:Develop...

Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA.Key Responsibilities:Develop and execute a relationship management plan to acquire and retain high net worth and ultra high net worth clients.Lead or support client management activities with clients...

Job Summary:We are seeking a highly skilled Senior Software Engineer - .NET Expert to join our team at Diverse Lynx LLC. As a key member of our engineering team, you will be responsible for designing and developing complex software solutions using .NET technologies. Key Responsibilities: Design and develop scalable and efficient software solutions using .NET...

About the RoleMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will work closely with clients to understand their needs, develop personalized investment strategies, and provide ongoing guidance to help them achieve their objectives.Key...

Job OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA. As a key member of our team, you will be responsible for developing and executing a relationship management plan to acquire and retain high net worth and ultra high net worth clients.Key...