JOB TITLE
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LOCATION
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POSITION DESCRIPTION
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APPLY
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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| 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) |
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