• Managing Director, Private Wealth Advisor

    PrincePerelson & Associates (Salt Lake City, UT)
    …reputable and established team in providing investment and wealth planning for HNW and UHNW clients, offering an exceptional experience to deepen existing client ... relationships, cultivate new opportunities and increase the growth of the firm. **Responsibilities:** + Advise and educate individuals and families by delivering personalized investment solutions and providing guidance in retirement, tax management, investment… more
    PrincePerelson & Associates (07/12/25)
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  • Private Wealth Advisor / Relationship Manager

    BMO Financial Group (Minneapolis, MN)
    …education and experience. + MBA certification preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is ... preferred. + Broad knowledge of all facets of wealth management. + In-depth knowledge of Bank products, services and capabilities. + Deep knowledge and technical proficiency gained through extensive education and business experience. + Verbal & written… more
    BMO Financial Group (07/10/25)
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  • PWM Wealth Strategist

    US Bank (Charlotte, NC)
    …- 10 or more years of financial planning experience with HNW /UHNW clients **Preferred Skills/Experience** - Insurance consultation and planning experience, including ... overseeing a wealth plan from engagement to implementation - Demonstrated new business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection and legal… more
    US Bank (07/04/25)
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  • Relationship Manager- Wealth Management

    Vanguard (Charlotte, NC)
    …in Relationship Management and owning a book of business of self-directed HNW /UHNW clients, preferred + Experience utilizing service to sales, consultative sales or ... experience positioning financial services. + Ability to conduct conversations with clients surrounding topics such as: ETFs, Mutual Funds, legacy planning, estate planning, trusts, charitable giving, and other wealth management topics, highly preferred +… more
    Vanguard (07/04/25)
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  • Tax Senior Manager - Trust and Estate

    Wipfli LLP (Chicago, IL)
    …degree in Accounting + Active CPA license + 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting + Deep understanding of ... estate, gift, and trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and… more
    Wipfli LLP (07/02/25)
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  • Marketing Strategist, Advisor Education

    Wellington (Boston, MA)
    …such as privates, multi-strategy funds, hedge funds, and other products into HNW client portfolios. The candidate will understand the importance of advisor education ... in effectively positioning an asset manager as a partner of choice. **Responsibilities** Specific responsibilities include but are not limited to: + Setting the long-term advisor education strategy for Wellington's US Wealth line of business and overseeing its… more
    Wellington (06/28/25)
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  • Tax Senior Manager - Trust and Estate

    Wipfli LLP (Detroit, MI)
    …degree in Accounting + Active CPA license + 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting + Deep understanding of ... estate, gift, and trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and… more
    Wipfli LLP (06/28/25)
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  • SR TAX Accountant

    Robert Half Finance & Accounting (Los Angeles, CA)
    …years in tax (business management or public accounting) + Strong knowledge of HNW and entertainment-related tax matters + Proficiency in tax software (eg, CCH, ... ProSystem fx) Perks Include: + Employer-paid health/vision/dental + 401(k) match, generous PTO + Hybrid schedule + career development support Apply confidentially to join a respected, growth-focused team. For confidential consideration, please email your… more
    Robert Half Finance & Accounting (06/24/25)
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  • Senior Wealth Management Relationship Manager…

    Citigroup (New York, NY)
    …with a focus on estate planning, tax strategies, and business succession for HNW and UHNW clients. + Strong analytical and portfolio management skills, including ... risk management and compliance expertise. + Proven track record in client acquisition and business development + Effective communication, interpersonal, and relationship management skills. Skilled in negotiation + Ability to mentor junior staff and contribute… more
    Citigroup (06/20/25)
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  • Account Manager, Personal Lines

    HUB International (San Francisco, CA)
    …experience + Are currently licensed in good standing + Have experience with various HNW carriers - AIG, Chubb, Cincinnati, Pure + Have the confidence and demeanor to ... effectively interact with all levels within the organization + Are computer literate - Microsoft Office Suite and Outlook If this describes you, then keep reading. **WHY CHOOSE HUB?:** Throughout our network of more than 450 HUB offices in North America, we… more
    HUB International (06/19/25)
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