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Family Office Jobs

Family Office Jobs


JOB TITLE
LOCATION
POSITION DESCRIPTION
APPLY
Family Office Client Specialist Pittsburgh PA Boutique Multi-Family Office / Registered Investment Advisory Firm seeks Client Specialist to offer concierge level service for high net worth and ultra high net worth (Learn More)
Family Office Job Application
Single Family Office Trust Attorney Reno, NV Established Multi-Billion Single Family Office seeks Trust Attorney to act as Trust Officer with fiduciary oversight responsibility for complex trusts including generation skipping (Learn More)
Family Office Job Application
Succession Plan for Retiring Tax Partner Northern, CA Boutique Accounting Firm seeks HNW Accountant to lead client engagements. Manage the process of preparation and review of individual, estate and trust tax returns (Learn More)
Family Office Job Application
Single Family Office Trust Attorney Salem, NH Established Multi-Billion Single Family Office seeks Trust Attorney to act as Trust Officer with fiduciary oversight responsibility for complex trusts including generation (Learn More)
Family Office Job Application
Business Development Officer Southern, CA Boutique Entrepreneurial Multi-Family Office seeks Business Development Officer to expand market reach within the Ultra High Net Worth marketplace in Southern, CA(Learn More)
Family Office Job Application
Trust & Estates Tax Senior or Manager Garden City, NY Regional Public Accounting Firm on Long Island NY seeks Trust & Estates Tax Senior or Manager with strong fiduciary and estate tax background. (Learn More)
Family Office Job Application
Senior Relationship Manager Atlanta, GA 20B+ Private Client division of Top Tier Global Financial Services Firm seeks Senior Relationship Manager/Team Lead to work alongside Financial Advisor (Learn More)
Family Office Job Application
Business Development Officer Southeast, FL Boutique Entrepreneurial Multi-Family Office seeks Business Development Officer to expand market reach within the Ultra High Net Worth marketplace in Southeast, FL (Learn More)
Family Office Job Application
Senior Planning Strategist Chicago, IL Top Tier National Wealth Management Firm seeks Senior Planning Strategist to advise HNW clients on sophisticated wealth planning strategies including estate planning (Learn More)
Family Office Job Application
HNW Tax Senior Jupiter, FL Regional Public Accounting Firm in Jupiter FL seeks High Net Worth Tax Senior or Manager with individual tax background to prepare and review HNW returns (Learn More)
Family Office Job Application
Tax Director Palo Alto, CA Boutique UHNW Financial Advisory Firm seeks Tax Director to coordinate with clients and their advisors with regards to tax planning, research, compliance, and (Learn More)
Family Office Job Application
UHNW Tax Manager Palo Alto, CA Boutique UHNW Financial Advisory Firm seeks Tax Manager to review UHNW returns for individuals and family clients. Manage staff and be an internal technical resource (Learn More)
Family Office Job Application
Sales Manager – Boutique RIA Southeastern, MI Boutique RIA seeks Sales Manager to lead the team of two Senior Financial Advisors and their associates in managing a pipeline of leads, generating new leads and closing (Learn More)
Family Office Job Application
UHNW Tax Senior San Francisco, CA Nationally recognized UHNW Multi-Family Office in San Francisco CA seeks Tax Senior with individual tax background to review and prepare UHNW returns for individuals (Learn More)
Family Office Job Application
Senior Planning Strategist Northern, CA Top Tier National Wealth Management Firm seeks Senior Planning Strategist to advise HNW clients on sophisticated wealth planning strategies including estate planning (Learn More)
Family Office Job Application
Senior Planning Strategist Los Angeles, CA Top Tier National Wealth Management Firm seeks Senior Planning Strategist to advise HNW clients on sophisticated wealth planning strategies including estate planning (Learn More)
Family Office Job Application
Tax and Wealth Planning Analyst New York City, NY Work alongside senior team members in advising high net worth clients (5mm-1B+) on sophisticated wealth planning strategies including estate planning, income tax, (Learn More)
Family Office Job Application
Trust Advisor Portland, OR Top Tier National Wealth Management firm seeks Trust Advisor to manage high net worth relationships with an emphasis on trust advisory. Collaborate with other trust (Learn More)
Family Office Job Application
Trust Advisor Anchorage, AK Top Tier National Wealth Management firm seeks Trust Advisor to manage high net worth relationships with an emphasis on trust advisory. Collaborate with other trust (Learn More)
Family Office Job Application
Senior Financial Advisor Atlanta, GA Global Wealth Management Firm seeks Senior Financial Advisor in Atlanta to drive revenue from fee based financial planning. Must be capable of advising HNW clients on (Learn More)
Family Office Job Application
HNW Tax Review Seniors Parsippany, NJ Multi-Billion National RIA in Parsippany seeks HNW Tax Review Seniors with individual tax background to focus on review of clients returns. Will work with (Learn More)
Family Office Job Application
Wealth Advisor Philadelphia, PA Boutique National Wealth Management Firm seeks Wealth Advisor to assist Senior Wealth Advisors in managing relationships and providing trust administration, (Learn More)
Family Office Job Application
Senior Wealth Planner Los Angeles, CA Global Wealth Management Firm seeks Estate Planning Advisor in Los Angeles to work with HNW and UHNW clientele (10mm-100mm+) regarding sophisticated estate and (Learn More)
Family Office Job Application
UHNW Tax Professional New York City, NY Boutique Multi-Family Office seeks High Net Worth Tax Senior or Senior Tax Manager to work with high net worth clientele with regards to tax planning and (Learn More)
Family Office Job Application
Lead Financial Advisor Atlanta, GA Utilize a collegial team based approach to service high net worth clients providing investment management, cash-flow analysis, tax and estate planning (Learn More)
Family Office Job Application
Financial Advisor – Boutique RIA Evansville, IN Boutique Registered Investment Advisory Firm seeks Financial Advisor to counsel high net worth clients regarding investment advisory, financial planning (Learn More)
Family Office Job Application
UHNW Wealth Planner Los Angeles, CA Work in tandem with senior wealth strategist in dealing with cutting edge, sophisticated issues for ultra high net worth clientele, 50-100mm+ net worth range. (Learn More)
Family Office Job Application
UHNW Wealth and Tax Planner Palo Alto, CA Family Office Environment. Sophisticated tax research and planning for ultra high net worth families. Tax compliance as needed. (Learn More)
Family Office Job Application
Senior Financial Planner Atlanta, GA Fee-based Top Tier Financial Services firm seeks strong technical planner with ability to work with bankers and investment professionals regarding tax and estate (Learn More)
Family Office Job Application
Financial Planner Edison, NJ Boutique Registered Investment Advisory Firm seeks Financial Planner to counsel high net worth clients (5mm-15mm level clientele) regarding investment advisory (Learn More)
Family Office Job Application
Lead Investment Advisor Philadelphia, PA Top 10 Global Financial Services Firm seeks Lead Investment Advisor to manage client relationships with high net worth clients (1-10mm) and provide fee based (Learn More)
Family Office Job Application
Investment Advisor San Diego, CA Well Established Fee-Only RIA seeks Lead Investment Advisor to provide fee based investment management and comprehensive financial planning advice to high net worth (Learn More)
Family Office Job Application
Relationship Manager Pittsburgh, PA Top Tier Multi-Family Office seeks Business Development Officer to lead the overall expansion efforts of the firm. Strong emphasis on collaborating with internal (Learn More)
Family Office Job Application
Financial Advisor Chicago, IL Boutique Registered Investment Advisory Firm seeks Financial Advisor to develop business, manage relationships, and counsel high net worth clients (1mm+ level clientele) (Learn More)
Family Office Job Application
Relationship Manager Atlanta, GA Well established National Wealth Management Firm seeks Relationship Manager to lead HNW and UHNW client relationships and provide holistic, fee based investment (Learn More)
Family Office Job Application
Expatriate Tax New York City, NY Prepare returns and tax projections for UHNW clientele (5mm – 1B+) including, gross up calculations and tax equalizations. (Learn More)
Family Office Job Application
Senior Wealth Strategist San Francisco, CA Top Tier National Wealth Management Firm seeks Senior Wealth Strategist to work with HNW and UHNW clientele (10mm-500mm+) regarding sophisticated tax and (Learn More)
Family Office Job Application
HNW Tax Senior Atlanta, GA Successful Wealth Management Firm seeks High Net Worth Tax Senior or Manager from public accounting to assist Senior Wealth Strategist with tax and estate (Learn More)
Family Office Job Application
UHNW Tax Manager New York City, NY Multi-Family Office in NYC seeks Tax Manager focusing on internal technical resource for 35+ person department. Technical review of 1040s and 709’s, extensive (Learn More)
Family Office Job Application
Business Develop Officer Washington, DC Successful Financial Services firm seeks Business Development Professional to assist in transitioning Wire House teams to an RIA platform. This is a Top 50 (Learn More)
Family Office Job Application
Wealth Strategist Denver, CO Top Tier National Wealth Management Firm seeks Wealth Strategist to work with High Net Worth (HNW) clientele regarding sophisticated tax and estate planning (Learn More)
Family Office Job Application
Financial Planner San Francisco, CA Top Tier National Wealth Management Firm seeks financial planner to support senior planner with HNW clients (5mm-50mm) on sophisticated wealth planning (Learn More)
Family Office Job Application
Senior Relationship Manager San Francisco, CA Well established National Wealth Management Firm seeks Relationship Manager to lead HNW and UHNW client relationships and provide holistic, fee based investment (Learn More)
Family Office Job Application
Executive Leadership Position Fairfield County, CT Connecticut division of 70B+ National Financial Services Firm seeks Next Generation Firm Leader as the current Managing Director looks towards retirement. (Learn More)
Family Office Job Application
Financial Planner Los Angeles, CA Global Wealth Management Firm seeks financial planning professional in Los Angeles to support senior wealth strategist in advising HNW clients on sophisticated wealth planning (Learn More)
Family Office Job Application
Senior Client Advisor New York City, NY Boutique Wealth Management Firm seeks Senior Client Advisor with strong HNW tax background to advise clients with regards to tax review, tax compliance, (Learn More)
Family Office Job Application
Senior Relationship Manager New York City, NY Boutique Wealth Management Firm seeks Senior Relationship Manager to advise HNW clients with regards to asset allocation and investments, financial planning, (Learn More)
Family Office Job Application
Senior Wealth Planning Strategist Atlanta, GA Quality Entrepreneurial Wealth Management Firm in Atlanta seeks Senior Wealth Planning Strategist to advise HNW clients on wealth planning strategies including (Learn More)
Family Office Job Application

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