Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) position title within ...
Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing...
Wealth Advisor Open
Wealth Advisor Open
Job DescriptionCompany Description Biltmore Family Office, LLC is a multi-family office firm serving ultra-high-net-worth individuals and families nationwide with comprehensive, client-centered wealth management solutions. Based in Charlotte, NC, the firm focuses on long-term relationships, objective advice, and tailored strategies that align with each client’s goals and values. Biltmore Family O...
Wealth Advisor Open
Wealth Advisor Open
Job DescriptionAbout Certuity
Certuity was founded in 2004 and became the private family office of golf champion and entrepreneur Jack Nicklaus in 2014. Over the past 20+ years, we’ve evolved into a bespoke multifamily office that is purpose-built to meet entrepreneurs, business leaders, and multigenerational families — and the advisors who serve them — exactly where they are.
Today, Certuit...
Wealth Strategist Open
Wealth Strategist Open
Job DescriptionWealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning and wealth transfer.
Advise clients on estate and wealth transfer strategies in collaboration with relationship teams and external advisors
Serve as expert on estate, gift, and income tax law changes and their impact on client plans
Represent ...
Position Title: Wealth Client Onboarding Specialist-Wealth AdvisorsLocation: Hybrid • Poughkeepsie Mill St Office - Poughkeepsie, NY 12601Salary Range: $55,000.00 - $70,000.00 Hourly Overview Salary Range $55,000.00 - $70,000.00 Hourly Position Type Full Time Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the st...
Job DescriptionBankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Wealth Management Trainee, you will:
Build a client base by growing relationships with your network and pro...
Job DescriptionYTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.
With a modern, family-orien...
UHNW Wealth Advisor Open
UHNW Wealth Advisor Open
Job DescriptionUHWN Wealth Advisor
Multi-Family Office
Midtown
Overview
Dynamic, fast-growing Multi-Family Office is seeking a Ultra High Net Worth
Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.
Key Responsibilities
This role partners directly with the founder and the firm's...
Job DescriptionFounded in 1997, Gresham Partners, LLC is a $13.8 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 attorney with background in soph...
Job DescriptionMB Attorney Search is conducting a confidential search for a Private Wealth Associate to join the nationally recognized Private Wealth practice of an Am Law 100 law firm. This opportunity may be based in one of the firm's offices (with a preference for Phoenix, AZ or Milwaukee, WI), offering hybrid flexibility while working as part of a collaborative national team.
This opportunity ...
About the Job:This client-facing role is part of a dynamic, growing team that designs and delivers comprehensive estate and business plans, thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients with complex planning needs. The Senior Director will provide sophisticated case consultation and strategic guidance, quickly pivot across a br...
Job DescriptionVOYlegal is partnering with an AmLaw firm, a repeat client, on several active Partner and Associate needs. The firm has a national presence coast to coast with 500+ attorneys across 20+ offices. This firm also does cater to middle market clients and won't let rate pressure hinder business development. That said, the firm frequently works alongside AmLaw 10 firms for referral work.
T...
DescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.The Virtual Wealth Advisor is a key role within our ...
Job DescriptionKey Responsibilities
Review and process new brokerage account applications and supporting documentation.
Verify new account documentation for accuracy, completeness, signatures, required disclosures, and proper account registration.
Process a variety of account types including individual, joint, IRA, Roth IRA, trust, corporate, partnership, custodial, and other brokerage accounts...
Job DescriptionWho You’ll Work With:
The Legal and Compliance Department is responsible for ensuring compliance with all of the legal and regulatory requirements to which AB is subject, protecting the firm from regulatory and reputational risk across the globe, and strengthening the firm’s culture of compliance. We do this through collaborative partnership with the business units we support by ...
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