Personal Lines Account Executive, High Net Worth - Cleveland

This role is for a Senior Institutional Wealth Consultant to manage high-value institutional and organizational clients. The consultant will provide strategic guidance and coordinate resources across the firm to deliver a seamless experience. · ...

Senior Wealth Advisor · Succession Planning · Overview · Independent RIA seeks a Senior Wealth Advisor to solve for next generation succession planning and join the leadership team, with a focus on providing high touch service and growing the client base over time (Average client ...

· Midwest · Succession Planning · Overview · Independent RIA seeks a Senior Wealth Advisor to solve for next generation succession planning and join the leadership team, with a focus on providing high touch service and growing the client base over time (Average client is 15M+ in ...

You will serve as the relationship leader on high-net-worth client accounts, partnering closely with the firm's lead advisor to deliver exceptional service, disciplined portfolio management and an experience clients genuinely feel. · Act as a trusted client-facing partner on comp ...

Position Overview · Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. · Bernstein Pr ...

This role requires creating and managing loans and deposit products for high net-worth clients. The ideal candidate will have excellent client service skills and be able to work closely with financial experts to provide top-notch service. · ...

LHH is partnering with a Cleveland-area wealth management firm to help find an in-house Tax Planning Attorney. This role is ideal for someone who wants face-time with clients, who enjoys the problem solving nature of tax planning, and who wants to combine their legal expertise wi ...

· The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. · This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. ...

LHH is working with the Practice Group Leader of an AmLaw 100 firm on a senior-level T&E attorney role with succession planning opportunities. · The ideal candidate will possess 10+ years of mid to large firm experience concentrated on high net worth T&E matters. · These roles ...

+Job summary · Calling all financial professionals looking for a role 100% focused on sales · +Responsibilities · Convert prospects to clients by showcasing the Fisher difference · Engage with high-net-worth prospects to evaluate their personal financial situation and provide sol ...

Calling all financial professionals looking for a role 100% focused on sales As a Regional Vice President of Sales,you will cover a local territory within driving distance and manage the other parts of your business remotely. · ...

Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. · 5+ years experience working in financial services · FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred · ...

Calling all financial professionals looking for a role 100% focused on sales As a Regional Vice President of Sales,you will cover a local territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is pro ...

Calling all financial professionals looking for a role 100% focused on sales As a Regional Vice President of Sales,you will cover a local territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is pro ...

Regional Vice President of Sales · We're seeking a seasoned sales professional to join our team as a Regional Vice President of Sales. As the head of sales for one region, you'll be responsible for growing revenue and expanding our client's portfolio management services. · About ...

Our client is seeking an experienced Tax Vice President to join our Personal Tax Advisory practice. This executive-level role is responsible for overseeing high-net-worth individual and business-owner client relationships, managing complex tax engagements, and leading a team of t ...

We are recruiting an Office Manager who will ensure seamless daily operations while delivering exceptional client service.The ideal candidate takes pride in excellence, interacts confidently with high-net-worth individuals, brings calmness under pressure, · and wants to help buil ...

Position Overview · Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.  · Bernstein P ...

Connexa has partnered with a highly respected, full-service law firm in Cleveland, Ohio is seeking a Trust & Estate Associate to join their team. This is an excellent opportunity for an attorney who enjoys working closely with individuals, families, and closely held business owne ...

· Our client is seeking a Tax Senior Manager. This role focuses on managing high-net-worth individual and business-owner client relationships, overseeing sophisticated tax engagements, and leading a team of tax professionals. · The ideal candidate brings deep experience in indiv ...