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Private Client Advisor-
The candidate will focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individiuals, business owners, and families. Focus is new sales revenue through client acquisition and expansion of existing clients. Working through the Relationship Manager, assess client's current financial sit... read more
WM Fiduciary Administrator 1
The candidate will administer the client account and/or responds to client requests regarding trust and/or agency/custody accounts individually or in a team environment in order to service FMS relationships while managing the risk of those accounts. Will work under general supervision, duties typically include: reading, interpreting and applying trust document language to specific situations; making frequent distributions of cash or assets; co... read more
Associate - Tax Services
Duties: Serve as members of various client service teams. Receive both formal and on-the-job training to hone and develop their technical skills. In addition to the preparation of tax returns, associates also participate in the tax planning and consultation process for clients. Responsible for basic tax research.
WM Fiduciary Administrator 2
The candidate administers the client account in order to service WM FMS relationships while managing the risk of those accounts. Duties may include: setting up, administering, terminating and distributing moderately complex accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives and asset allocations. Communicates directly with clients, WF Partners and centers of influence a...
Deputy Chief Compliance Officer
The candidate will work directly with the Company’s Chief Compliance Officer to oversee all aspects of the Company’s compliance and ethics program. Will work collaboratively within the business assurance team to accomplish the team’s objectives. Work with business units across the enterprise to create effective compliance procedures, to provide training and support on all compliance matters and to provide practical, knowledgeable and e...
Private Client Advisor II
The candidate reports to the Market Executive. Leads client team members and partners with other internal specialists to provide clients access to the full array of firm capabilities and services, as required to meet their specific needs. Provides advice to clients with complex financial needs. Focuses on sales to new and existing High Net Worth (HNW) clients. Act as trusted advisor to, and advocate for, clients and prospects; provide integrated r...
Private Client Advisor II
The candidate will reports to the Market Executive. Leads client team members and partners with other internal specialists to provide clients access to the full array of firm capabilities and services, as required to meet their specific needs. Provides advice to clients with complex financial needs. Focuses on sales to new and existing High Net Worth (HNW) clients. Act as trusted advisor to, and advocate for, clients and prospects; provide integra...
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Senior Wealth Manager
The candidate serves as the trusted advisor to high net worth clients and their families, as well as charitable trusts and foundations. Will work with co-trustees to establish investment objectives, exercise fiduciary discretion and communicate appropriately with beneficiaries. Will provide support to their local Wealth Managers and Wealth Directors with existing client relationships; collaborate on potential new opportunities; and enhance and expand ...
Private Wealth Services Senior Manager
The candidate will be responsible for leading the practice and providing tax consulting services to our clients. Work with other professionals in Private Wealth Services and General Tax to build a profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and c...