Six plus years of work experience in Private Banking or Financial Services ... Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start...
Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of...
Title: . Private Bank - Private Banker - VP Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Title Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from...
Title . Private Bank - Private Banker - Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
opportunities are available at one of Connecticut's largest law firms. Practice areas include corporate, tax, litigation, real estate, and other fields. Associates are given reasonable billing requirements, good mentoring and training, and useful feedback. The firm is now looking to...
Title: Fiduciary Tax Accountant Job Responsibilities: - Identifying, collecting, analyzing, abstracting, organizing, and maintaining facts and documents in accordance with correct legal practice and procedure. - Identifying, collecting, analyzing, abstracting, organizing, and maintaining financial statements and spreadsheets related to client investments. - Developing and...
Title: Associate General Counsel, Tax Job Responsibilities: - Advise on tax aspects of private credit transactions, including origination, structuring, workouts, and dispositions. - Provide guidance on partnership taxation, including Subchapter K, and the tax implications of multi-tranche, cross-border financing structures, with attention to...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: 1. Advisory: - Lead the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current...
Title: Assistant General Counsel (Pro Builder) Job Responsibilities: The Assistant General Counsel will provide comprehensive legal support for the Pro Builder business of the company, which involves the sale and installation of home appliances and other products in new home and...
Title: Distressed Debt/Commercial Real Estate Finance Associate Law Firm: **Members Only** Department: Real Estate Salary: $175K - $210K Experience: 5-9 years H1: Experienced Distressed Debt/Commercial Real Estate Finance Associate H2: Join a Leading Law Firm...
Title . Private Bank - Private Banker - Vice President/Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
law firm seeks a skilled Distressed Debt/Commercial Real Estate Finance Associate to join its team. This position is tailored for an experienced attorney with 5-9 years of expertise in restructuring and distressed debt, particularly in representing institutional and private lenders...