Senior Wealth Advisor for High-Net-Worth Clients
1 settimana fa
A leading financial services firm in Naples seeks an Associate Wealth Advisor to serve as the primary trusted advisor to high-net-worth clients. The position involves business development and delivering comprehensive financial planning. Ideal candidates have a Bachelor's degree, minimum 3 years of experience, and a CFP designation. Strong client focus, investment knowledge, and sales aptitude are essential. Join a collaborative team committed to making a significant impact on clients' financial lives.#J-18808-Ljbffr
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Senior Wealth Advisor for High-Net-Worth Clients
1 settimana fa
Casalnuovo di Napoli, Italia Altro A tempo pienoA leading financial services firm in Naples seeks an Associate Wealth Advisor to serve as the primary trusted advisor to high-net-worth clients. The position involves business development and delivering comprehensive financial planning. Ideal candidates have a Bachelor's degree, minimum 3 years of experience, and a CFP designation. Strong client focus,...
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Napoli, Italia Mercer Advisors A tempo pienoA leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients. The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills. Responsibilities include being a trusted advisor, managing client...
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Principal | Wealth Advisor
4 settimane fa
napoli, Italia Cerity Partners LLC A tempo pieno**Position Summary:**The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client...
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Tax Senior Manager
3 settimane fa
napoli, Italia Altro A tempo pienoWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...
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Tax Senior Manager
1 giorno fa
Napoli, Italia Altro A tempo pienoWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients.You'll...
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Tax Manager
1 settimana fa
Napoli, Italia Altro A tempo pienoWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients.You'll...
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Tax Manager
1 settimana fa
napoli, Italia Altro A tempo pienoWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...
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Tax Senior Manager
3 settimane fa
napoli, Italia Altro A tempo pienoWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...
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UHNW Tax Senior Manager: Estate
1 settimana fa
napoli, Italia Altro A tempo pienoA leading professional services firm in Campania is seeking a Tax Senior Manager to provide expert tax services to ultra-high net worth clients. The ideal candidate will have over 8 years of public accounting experience, a strong background in private client taxation, and exceptional communication skills. This role offers a competitive salary and the...
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Tax Senior Manager
2 settimane fa
Napoli, Italia Altro A tempo pienoWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients.You'll...