Windward Recruiting in United States
17 jobs at Windward Recruiting in United States
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Wealth Advisor
5 days ago
Windward Recruiting Dallas, United StatesThe · Wealth Manager · role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The Wealth Manager role has responsibility for managing existing client relationships ...
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Bilingual HR Generalist
6 days ago
Windward Recruiting Pasadena, United StatesWe're looking for a Bi-lingual HR Generalist to join a growing, well-established manufacturing company just outside of Pasadena, Texas. · In this position, the HR Generalist will support the Human Resource function, and ensure accuracy and efficiency in their dynamic, multicultu ...
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Wealth Advisor
1 day ago
Windward Recruiting Northbrook, United StatesThis · Wealth Advisor · will be responsible for developing relationships with and providing financial planning advice to ultra/high net worth clients while collaborating with senior leadership to uphold the firm's commitment to excellence and client satisfaction. · DUTIES & RE ...
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Servicing Advisor
4 days ago
Windward Recruiting Northbrook, United StatesThis opportunity is for a results-driven, passionate Servicing Advisor in the Northshore suburbs of Chicago who values collaboration, initiative, and maintaining robust relationships in a niche group of professionals. · DUTIES & RESPONSIBILITIES · Provide comprehensive financial ...
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Associate Wealth Advisor
5 days ago
Windward Recruiting Nashville, United StatesWe are searching for a results-driven, passionate Associate Wealth Advisor who values collaboration, initiative, and maintaining robust relationships in a niche group of professionals. · DUTIES & RESPONSIBILITIES: · Maintain, advise, and collaborate with existing client relatio ...
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Tax Manager
5 days ago
Windward Recruiting Nashville, United StatesTax Manager · Job Summary: · As a Tax Manager, you will play a pivotal role in ensuring compliance with tax regulations, optimizing tax strategies, and supporting financial decision-making. The ideal candidate will have a strong background in tax planning, compliance, and repor ...
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Wealth Planner Associate
6 days ago
Windward Recruiting Chicago, United StatesAs a · Wealth Planner Associate , you will support high-net-worth clients and prospects through excellent client management service and planning while offering opportunities for growth and advancement. · DUTIES & RESPONSIBILITIES · Collaborate with the Senior Advisor to schedu ...
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Wealth Advisor
6 days ago
Windward Recruiting Chicago, United StatesThe · Wealth Advisor · role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The · Wealth Advisor · role has responsibility for managing existing client relatio ...
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Wealth Advisor
1 day ago
Windward Recruiting New Orleans, United StatesThis is an opportunity for an experienced, entrepreneurial · Wealth Advisor · to join a dynamic and rapidly growing team in New Orleans. · DUTIES & RESPONSIBILITIES · Develop and implement comprehensive wealth management strategies tailored to individual client needs and fina ...
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Quality Manager
5 days ago
Windward Recruiting Oak Creek, United StatesGrowing manufacturer in the greater Kenosha, Wisconsin area is looking for a Quality Manager to join their team. · Requirements: · Knowledge of Quality Management Systems. · 3+ years in a Quality Management/Supervisory role. · ISO experience · Audit experience · Strong comm ...
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Weath Advisor Associate
2 days ago
Windward Recruiting Chicago, United StatesAs a Wealth Advisor Associate, you will support high-net-worth clients and prospects through excellent client management service and planning while offering opportunities for growth and advancement. · DUTIES & RESPONSIBILITIES · Collaborate with the Senior Advisor to schedule, co ...
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Tax Manager
6 days ago
Windward Recruiting Milwaukee, United StatesOur partner is hiring a Tax Manager to assist with tax compliance and planning. You will lead tax-related assignments, stay informed of changing tax laws, ensure compliance, and minimize tax liabilities for clients. · DUTIES & RESPONSIBILITIES · Execute tax engagements from sta ...
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Investment Advisor
5 days ago
Windward Recruiting Nashville, United StatesInvestment Advisor · We ares searching for qualified candidates to join our $4b+ RIA client as an · Investment · Advisor · in Nashville, TN. · You will collaborate directly with the CIO, Senior Portfolio Managers, and President in this role. · Trade client accounts in accor ...
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Servicing Wealth Advisor
1 day ago
Windward Recruiting Northbrook, United StatesThis opportunity is for a · Servicing Wealth Advisor · in the Northshore Suburbs of Chicago. This Servicing Advisor thrives on building and fostering client relationships while collaborating with Senior Wealth Advisors and leadership staff. · DUTIES & RESPONSIBILITIES · Maint ...
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Wealth Advisor
5 days ago
Windward Recruiting Nashville, United StatesThe · Wealth Advisor · role involves exposure to a wide variety of Wealth Management areas including financial planning, client relationship management, portfolio management, and tax planning. The · Wealth Advisor · role has responsibility for managing existing client relatio ...
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Recruiter - Tax Specialist (on-site)
5 days ago
Windward Recruiting Mequon, United StatesWe are a boutique recruitment firm specializing in Financial Services, Wealth Management, Tax and Trust. We are seeking a skilled and dynamic recruitment professional to play a key role in helping us continue to grow in the competitive tax landscape. · In this on-site position, ...
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Tax Manager
6 days ago
Windward Recruiting Nashville, United StatesTax ManagerJob Summary: As a Tax Manager, you will play a pivotal role in ensuring compliance with tax regulations, optimizing tax strategies, and supporting financial decision-making. The ideal candidate will have a strong background in tax planning, compliance, and reporting, w ...