wealth crossing

EY is seeking a Senior Manager in Private Tax to lead delivery of tailored tax advice for high net worth individuals and family-owned businesses. You will steer complex planning, governance, and cross-border strategies, collaborating with specialists across tax lines to deliver comprehensive solutions. Regularly travel to engage clients and manage...

Job Description What is the opportunity? The purpose of the Wealth Strategist – Cross Border opportunity is to increase PCG holistic cross border planning focused on financial planning as part of the core client experience and wealth transfer and business planning for US based clients by working primarily with Canadian Financial Advisors (FAs) to...

Santander Private Banking International in Florida seeks a Private Banker to deliver a high-touch service to affluent clients, with a focus on Brazil. You will expand AUM by acquiring new clients and deepening existing relationships, coordinating with Investment Advisors and product specialists to deliver tailored wealth solutions. A Bachelor’s degree is...

J.P. Morgan's International Wealth Advisory within Private Bank seeks an experienced wealth adviser to guide sophisticated clients through tax, estate planning, trusts, and cross-border structuring. You will collaborate with private bankers, trust officers, and external advisors to deliver tailored solutions. The role requires a law, tax, or accounting...

Description Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,...

EXPERIENCE OUR CULTURE! JOIN OUR TEAM! Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their...

About the Role:Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain...

Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives,...

Sorren in Chicago is seeking a seasoned tax leader to oversee the strategy and execution of the tax function for high-net-worth clients. Your role will include managing complex tax engagements, leading a high-impact team, and ensuring compliance with evolving tax legislation. The ideal candidate will have over 10 years of tax preparation experience,...

JPMorgan Chase & Co. in New York, NY is seeking an ultra-high net worth Investment Specialist to advise Greek and European clients and manage cross‑asset portfolios across equities, fixed income, derivatives and alternatives.You will develop investment policy statements, advise on asset allocation, and conduct portfolio reviews. This role requires up to...

Sorren seeks a senior tax leader to drive the tax function across complex client portfolios, including high-net-worth individuals, family offices, and cross-border entities.You will oversee the most complex engagements from planning through compliance, and act as the primary advisor on advanced tax strategies. The role requires leadership of internal and...

Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology,...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be...

The Job/What You’ll Do:The Director of Advanced Planning plays a critical role within AssetMark’s Wealth Solutions group. You will influence the strategic direction, development, and delivery of comprehensive financial planning and estate strategies for high-net-worth (HNW) & ultra-high-net-worth (UHNW) clients and advisors across the organization. In...

Job Description Summary Job Description As a Wealth Consultant, you will serve as an enterprise-level subject matter expert, partnering with Private Wealth Consultants (PWCs) to drive adoption and advanced use of Wealth Studios for high-net-worth and ultra-high-net-worth clients, typically with $5M+ in investable assets. You will consult on complex planning...

Overview We’re recruiting for a Wealth Advisor on behalf of a local bank in Fairfield County with an established Wealth Management division. Candidates should have a proven track record in establishing new and maintaining existing HNW/UHNW client relationships. Responsibilities - Establish new client relationships (typical minimum account size $1M) -...

Position SummaryThe Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Wealth Advisor leads client meetings, collaborates...

Principal Wealth Advisor The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities - Network and meet people to set personal planning meetings - Build relationships and...

Application Deadline:10/08/2026Address:100 King Street WestJob Family Group:Wealth Sales & ServiceLeads and manages the provision of specialized and advanced wealth planning, guidance and counsel to BMO’s Personal Wealth Distribution businesses (Private Wealth Canada). Leverages extensive experience in leading planning professionals and utilizes deep...