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NexWealth

NexWealth Jobs in United States

10 jobs at NexWealth in United States

  • Work in company

    Junior Research Analyst

    NexWealth

    NexWealth is seeking a motivated Junior Analyst to work closely with firm leadership in supporting high-net-worth and ultra-high-net-worth client base. This role offers meaningful exposure to family office environment, including asset allocation, portfolio analytics, performance ...

    Philadelphia, PA

    3 weeks ago

  • NexWealth Job Description: · NexWealth seeks an experienced Estate Planning Attorney (LLM in Taxation) for a role that works closely with firm leadership & client advisory teams to provide sophisticated estate, · trust,&wealth transfer planning within a coordinated family office ...

    Philadelphia, PA

    1 day ago

  • Work in company

    Junior Service Analyst

    NexWealth

    NexWealth is offering an exciting opportunity for a junior analyst to work alongside firm executives to provide client servicing to high-net-worth clients. · ...

    Philadelphia

    1 month ago

  • Work in company

    Senior Research Analyst

    NexWealth

    NexWealth seeks a Senior Research Analyst to lead investment due diligence and portfolio construction for high-net-worth families. · ...

    Philadelphia

    3 weeks ago

  • Work in company

    Senior Research Analyst

    NexWealth

    NexWealth is seeking a Senior Research Analyst to lead investment due diligence and portfolio construction for high-net-worth families. The ideal candidate has prior experience in an RIA, family office or similar wealth management environment. · Lead and work closely with a team ...

    Philadelphia, PA

    3 weeks ago

  • Work in company

    Tax Planner, CPA

    NexWealth

    NexWealth is offering a Tax Planner position to work with firm executives and provide client servicing to high-net-worth clients.This individual will gain exposure to areas including asset protection, income tax efficiency, trust and estate planning. · ...

    Philadelphia

    1 month ago

  • Work in company

    Junior Research Analyst

    NexWealth

    +NexWealth seeks a motivated Junior Analyst to support high-net-worth clients in asset allocation portfolio analytics performance reporting trust estate planning coordination regulatory compliance. · +Work closely with team on portfolio analysis trading money movement account cre ...

    Philadelphia

    3 weeks ago

  • NexWealth seeks an experienced Estate and Trust Attorney to support the firm's high-net-worth client base. · Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, · and income taxation. ...

    Philadelphia

    3 weeks ago

  • NexWealth, a registered investment advisor and multi-family office, is seeking an experienced Estate and Trust Attorney to support the firm's high-net-worth and ultra-high-net-worth client base. This role works closely with firm leadership and client advisory teams to provide sop ...

    Philadelphia

    1 day ago

  • NexWealth, a registered investment advisor and multi-family office, is seeking an experienced Estate and Trust Attorney to support the firm's high-net-worth and ultra-high-net-worth client base. This role works closely with firm leadership and client advisory teams to provide sop ...

    Philadelphia

    11 hours ago