On Site Wealth Structuring Jobs

A highly regarded and established wealth management firm is looking to expand their US presence. We are working on an exclusive basis to find a highly qualified and experienced Wealth Advisor to join their growing team across key markets in the U.S. This firm is particularly known for its strong wealth planning, collaborative environment, and abili...

A highly regarded and established wealth management firm is looking to expand their US presence. We are working on an exclusive basis to find a highly qualified and experienced Wealth Advisor to join their growing team across key markets in the U.S. This firm is particularly known for its strong wealth planning, collaborative environment, and abili...

Senior Financial Planning Strategist / Estate Planning SpecialistLocationHybrid role requiring a minimum of 4 days per week in office. Candidates should be based near one of the following hubs: Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ; Berwyn, PA; or St. Petersburg, FL. Remote candidates are not being considered at this time.Compensat...

Key ResponsibilitiesManage a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, including families, entrepreneurs and private clientsOversee the administration of trust structures, ensuring compliance with regulatory and internal requirementsAct as the primary point of contact for clients, intermediaries, and a...

Key ResponsibilitiesManage a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, including families, entrepreneurs and private clientsOversee the administration of trust structures, ensuring compliance with regulatory and internal requirementsAct as the primary point of contact for clients, intermediaries, and a...