Meet with wealth advisors and financial planners to review, fund, and maintain estate plans for high net worth clients.
Learn advanced planning strategies and build a book of ultra-high-net-worth clients.
Review and summarize existing estate planning documents, making recommendations based on changes in law and family circumstances.
Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and more. With over 42,800 families served and ranked #1 RIA firm by Barron's, the company has a flexible, inclusive culture with over half of employees being women.
Drives sales and relationship management for estate and trust solutions, building networks with referral sources.
Develops and maintains COI relationships, presents information sessions, and attends industry events for business growth.
Ensures client satisfaction by coordinating trust administration and adhering to service standards and legislation.
EQ Bank is a challenger bank serving nearly 4 million Canadians with a variety of financial services including banking, lending, trust, and credit union solutions. The company employs around 4,000 people and fosters a culture of innovation and inclusion.
This role drives the success of financial planning by maintaining unified processes and training teams.
Leads a team of planners, overseeing day-to-day activities, training, and development.
Creates visibility for the firm through thought leadership and collateral on financial planning.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800+ families across 110+ cities, are ranked #1 RIA firm by Barron's, and have a culture where more than half of employees and client-facing professionals are women.
Apply tax expertise to HNWI individuals, Trusts & Estates for client recommendations.
Technically review tax returns and collaborate with partners, clients, and senior accountants.
Research and resolve complex tax issues to foster client relationships.
This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation with an excellent array of benefits and long-term career progression.
Lead and oversee a team of Portfolio Consultants, driving strategic alignment and exceptional service delivery.
Manage investment portfolios, communicate investment philosophy, and ensure efficient workflows and processes.
Demonstrate expertise in capital markets, portfolio design, and financial services with a focus on continuous improvement.
Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.
Provide concierge-level service, communicating investment strategies and proactively updating wealth advisor teams on portfolio implementations.
Manage complex portfolio transitions and implementations for high net worth clients, ensuring strategic alignment and exceptional client experience.
Collaborate with cross-functional teams to optimize processes, audit outcomes, and support organic growth through investment deliverables for prospective clients.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. With over 40 years of experience, they serve 42,800+ families across 110+ cities and are ranked #1 RIA firm by Barron's for two consecutive years, with a diverse and flexible workforce.
Orchestrate the transition to holistic financial wellness programs by working closely with clients to understand their unique needs and goals.
Develop and implement tailored financial wellness strategies aligned with client objectives and culture.
Foster strong client relationships, ensure program success, and drive participant engagement through education and advocacy.
CAPTRUST is a wealth management and retirement planning firm that provides financial wellness and advisory services to clients. The company fosters a collaborative culture and offers opportunities for professional growth, with a focus on high standards and employee engagement.
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts.
Nurture long-standing client relationships, onboard new accounts, and coordinate account opening processes.
Direct Trust Administrators in processing trades, transfers, and reconciliations while ensuring compliance and audit readiness.
Newport helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services. The company fosters a collaborative, idea-sharing environment with professional development and generous reward programs.
Part of the operations team responsible for client relationship management across multiple offices.
Prepare related forms, process trades, and assist with client onboarding and maintenance paperwork.
Assist with multiple projects while ensuring compliance with firm requirements and developing marketing efforts.
Choreo is a wealth management firm servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we foster a collaborative and inclusive culture.
Develop and execute Spire's strategic growth plan and annual operating budget, partnering with executive leadership to drive business expansion.
Create and implement business development strategies to build relationships with RIAs, financial advisors, and industry partners, expanding market awareness.
Recruit, mentor, and lead financial planning professionals, fostering a culture of collaboration, innovation, and accountability while ensuring exceptional client outcomes.
Spire Outsourcing helps financial professionals save time and deliver high-quality financial plans to their clients. It is part of Cambridge, a financial solutions firm supporting thousands of independent advisors, offering a collaborative and supportive culture.
Lead the overall financial strategy, planning, and fiscal management of the organization.
Partner with executive leadership, the Board, and operational leaders to drive sustainable growth and key business decisions.
Oversee finance and accounting functions, including cash flow, capital management, financial reporting, risk, and M&A opportunities.
Benesch is a growing, multi-disciplined planning, engineering, and professional services firm that enhances infrastructure and communities across the country. The firm is nimble enough to remain responsive to client needs yet large enough to offer exceptional bench strength, with an inclusive work environment where everyone feels valued and respected.