Senior Estate Strategist- High Net Worth - West Palm Beach

This is a hybrid position, based out of our various region office locations. As an Account Manager on the High Net Worth team, you'll inform and educate clients about coverage and collect premium payments when applicable. You will also resolve billing issues and service requests ...

This is a hybrid position, based out of our various region office locations, that may require in person client facing meetings. As an Account Manager on the High Net Worth team, you'll inform, educate and make recommendations to clients. · Generous time off · ...

This is a hybrid position, based out of our various region office locations, that may require in person client facing meetings. · Inform, educate, and make recommendations to clients · ...

We're building relationships with advisors and professionals who work with $5M+ net worth individuals and are open to strategic referral partnerships. · Our firm specializes in advanced retirement and tax-efficient structuring for high-net-worth households. · We offer competitive ...

We're building relationships with advisors and professionals who work with $5M+ net worth individuals and are open to strategic referral partnerships. · Our firm specializes in advanced retirement and tax-efficient structuring for high-net-worth households. · We offer competitive ...

We are looking for a motivated appointment setter to help connect us with financially established individuals who are interested in learning about advanced wealth structuring strategies. · Our firm works with a select group of high-net-worth individuals and families focused on im ...

This could be powerful. · Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research.what you do every day helps people achieve and protect their financial goals. · ...

Estate Planner / Trusts & Estates Attorney - Palm Beach, FL · A respected and growing law firm in Palm Beach is seeking an experienced Estate Planner to join its private wealth and advisory practice. This is an excellent opportunity for an attorney with a strong background in est ...

We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs. · As a Senior Manager in Wealth Tax – Trusts & Estates, you will serve as a senior technical and client-facing leader, · ...

· Company Description · Klassic Recruiting in partnership with our client is searching for a Family Office Supervisor for their firm.  · Job Description · SPECIFIC RESPONSIBILITIES INCLUDE: · Assumes full responsibility for supervising engagements and special assignments. · Exec ...

+Support Senior planner and partner with home office and third-party experts to support financial advisors and deliver the high-quality Advice Planning Products and Services APPS required to meet our High Net Worth clients wealth management tax planning needs.+Serve as a subject ...

Accelerate your career at the pinnacle of global wealth management. · Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. · Your meticulous attention to detail, strong communication, and organizational skills will be essential in ...

+Job summary · We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs.As a Managing Director in Wealth Tax & Private Client Services, you will serve as a senior leader responsible fo ...

Day Pitney's Private Client Department (PCD) is seeking an associate with a minimum of three years of experience to join our nationally recognized, Chambers-ranked Trusts & Estates practice in our Boca Raton or West Palm Beach office. · This position offers an excellent opportuni ...

Korn Ferry has partnered with a rapidly growing private credit fund focused on delivering attractive risk-adjusted returns through disciplined underwriting and active portfolio management. With strong performance and increasing investor demand, we are expanding our Investor Relat ...

Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · Litigation Associate / West Palm Beach / International & High Net Worth Clients · This Jobot Job is hosted by: Anne-Laure McGrory · Are you a fit? Easy Apply now by ...

EisnerAmper seeks a dynamic Tax Manager to oversee multiple client engagements and demonstrate proficiency in reviewing complex returns. · ...

Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · UHNW, Trusts, Estates, Gift tax · This Jobot Job is hosted by: Albert Simons · Are you a fit? Easy Apply now by clicking the "Easy Apply" button · and sending us you ...

Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. · ...

This position is part of our Private Client Services group and is focused on UHNW clients. · 7+ years of experience working with high net work individuals and closely held businesses · ...