June 2020 Wealth Management Opportunities

Strategic Financial Planning

Managing Director | 15+ years
Boutique RIA – 5mm-30mm level clientele  
 * New York, NY

Wealth Planner | 5-10 years
National Wealth Management Firm- 10mm-100mm level clientele * Louisville, KY
* Naples, FL  

Vice President/RM | 6+ years
Multi-Family Office – 30mm-1B+ level clientele
* Orange County, CA    

Cross Border Wealth Strategist | Bilingual-10+ years
National Wealth Management Firm – 50mm-100mm level clientele

* Miami, FL    

Director | 8+ years
Boutique RIA – 5mm-30mm level clientele  
* New York, NY    

Financial Planning Associate | 3-7 years
Wealth Management Firm – 10mm-50mm level clientele
* Los Angeles, CA
* San Francisco, CA
* New York, NY  

Trust & Estate

V.P./Trust Officer | 4+ years
Start-up Trust Company – 25mm-1B+ level clientele
* Reno, NV    

Associate Vice President | 6+ years
Multi-Family Office – 30mm-1B+ level clientele
* Orange County, CA    

Compliance Associate | 5+ years
Boutique Trust Company – 10mm-100mm level clientele
* Reno, NV    

Compliance Officer | 8+ years
Multi-Family Office – 25mm-1B+ level clientele
* Reno, NV
* Newport Beach, CA    

Estate Planning Partner | 15+ years
Established Multi-City Law Firm – 10mm-100mm level clientele
*  New York, NY    

Trust Officer – Real Estate Trust| 6+ years
Wealth Management Firm – 5mm-50mm level clientele

* California  

Estate/Wealth Planner | 5+ years
Boutique RIA – 25mm+ level clientele
* North Palm Beach, FL    

Cross Border Wealth Strategist | Bilingual-10+ years
National Wealth Management Firm – 50mm-100mm level clientele
* Miami, FL    

Estate Settlement Manager | 10+ years
Top Tier Wealth Management Firm – 7mm-50mm level clientele

* New York, NY
* Delaware
* Northern CA
* Southern CA  

Relationship Management

Relationship Manager | 6+ years
Multi-Family Office – 30mm-1B+ level clientele
* Orange County, CA  

Senior Relationship Manager | 10+ years
Established RIA- 10mm-100mm+ level clientele
* Seattle, WA    

RM/Wealth Advisor| 5+ years
Investment Management Firm- 5mm-50mm+ level clientele

* Columbus, OH
* Pittsburgh, PA  

Ultra-High Net Worth Tax

International  Tax Manager | 6+ years
Multi-Family Office – 50mm+ level clientele
* New York, NY    

Tax/Wealth Planning Associate | 4+ years
Boutique RIA- 5mm-30mm level clientele
* New York, NY    

Tax Manager | 6+ years
Financial Services Firm – 50mm+ level clientele
* Atlanta, GA    

Tax/Wealth Specialist | 4+ years
Boutique Wealth Management Firm – 10mm-200mm level clientele
* Jupiter/North Palm Beach area, FL    

Managing  Director | 15+ years
Boutique RIA – 50mm+ level clientele
* New York, NY    

Director | 8+ years
Boutique RIA – 5mm-30mm level clientele  
* New York, NY    

Tax/Wealth Associate | 3-7 years
Wealth Management Firm – 10mm-50mm level clientele
* Los Angeles, CA
* San Francisco, CA
* New York, NY  

Investment ManagementWealth Advisor | 4+ years Established RIA – 10mm-100mm level clientele
* Seattle, WA    

Wealth Advisor | 5+ years
Investment Management Firm – 5mm-50mm level clientele
* Columbus, OH
* Pittsburgh, PA    

Portfolio Manager | 8+ years
Multi-Family Office – 30mm-1B+ level clientele  
requires connections in tech space
* San Francisco, CA  

Financial Advisory/Business Development

Business Development Advisor | 5+ years
Top-Tier Wealth  Management Firm-10mm+ level clientele
requires book or team liftout scenario
* Tri State area
* Boston, MA 
* Florida 
* California
* Illinois
* Texas    

Portfolio Manager | 8+ years
Multi-Family Office – 30mm-1B+ level clientele  
requires connections in tech space
* San Francisco, CA    

Wealth Advisor | 5+ years
Investment Management Firm – 5mm-50mm level clientele
* Columbus, OH
* Pittsburgh, PA    

Business Development Advisor | 6+ years
Wealth  Management Firm-10mm+ level clientele
* Los Angeles, CA
* San Francisco, CA
* Newport Beach, CA
* Las Vegas, NV
* Denver/Boulder, CO

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