Co-Founder of D.A.C. Investment Partners

Chief Technology Officer

Advisor moves: Wells Fargo bags $3.1B advisor duo from JPMorgan

Janney Montgomery Scott: Warren-Fantano Wealth Management Joins Delaware Offices With Over $1 Billion In Assets

NIL deals creating opportunities for advisors even though some call it 'madness'

Huntington eyes a Texas-sized growth spurt in 2026

Senior Registered Private Client Associate

Janney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments. As a Senior Registered Private Client Associate, you will play an integral role in the success of the Janney branch by assisting in client relationship management and supporting Financial Advisors.

Senior Registered Private Client Associate - Garden City, NY

Janney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. As a Senior Registered Private Client Associate, you will assist in administering, marketing, and growing client relationships while working closely with Financial Advisors to enhance their business.

Managing Director, Head of Chase Travel Platform Product

Managing Director, Consumer Bank, General Manager, Growth Financial Products

Chase’s Philadelphia retail head talks banks growth plans, search for affluent-focused financial center

‘Trust me’: Jamie Dimon to defend JP Morgan’s $2bn-a-week bill

Chase details locations of 14 Philadelphia-area branches opening in 2026

Chase to Open More Than 160 Branches in Over 30 States in 2026

Private Client Sales Strategy Support Analyst, Senior Associate

Chase is a leading financial services firm dedicated to helping affluent clients achieve their banking, lending, and investment goals. As a Sales Strategy Support Analyst, you will work with sales and service professionals to provide actionable insights, lead projects, and enhance operational efficiency while fostering a culture of continuous improvement.

Founder & CEO

Private Client Senior Associate Attorney

OpusLex Partners is a woman-owned, full-service legal recruiting and staffing firm headquartered in Atlanta, Georgia. They are seeking a Senior Associate for their Private Client practice, designed for an associate with significant experience handling sophisticated estate and trust matters for high-net worth clients, offering rapid growth under experienced mentorship.

Partner

Managing Partner - Tampa

Jonathan Gomez Joins Shutts & Bowen as Chief Financial Officer

Jack E. Delcamp Joins Shutts & Bowen as Partner in Tampa Office

Shutts & Bowen Partner Aleksey Shtivelman Earns Board Certification

Germán Morales Joins Shutts & Bowen as Partner in Fort Lauderdale Office

Senior Associate - Private Client Services

Shutts & Bowen LLP is a full-service law firm that has provided high-quality legal services to businesses and individuals for over a century. They are seeking a Senior Associate for their Private Client Services Practice who will focus on estate planning, estate and gift taxation, and trust administration for individuals and organizations.

Senior Associate - Private Client Services - Sarasota

Chief Executive Officer

COO - Fixed Income

AI will help solve the advisor shortage: Raymond James CEO Paul Shoukry

This is how Raymond James and its advisors are handling Iran War volatility

Sumitomo Mitsui Trust to Ally With US Firm Raymond James

Sumitomo Mitsui Trust said to ally with Raymond James in U.S.

0.625 Senior Registered Client Service Associate

Raymond James is celebrating over 60 years in the Financial Services industry and is seeking a dynamic Registered Client Service Associate. This role provides essential administrative support to Financial Advisors and their clients, requiring effective communication and organizational skills in a fast-paced environment.

Senior Registered Client Service Associate (Century City, CA)

Forvis Mazars revenue rises 11% to $5.7bn in FY24–25

Senior Associate, Tax - Private Client

Forvis Mazars is a firm that provides sophisticated tax compliance, consulting, and planning services to individuals and families. The Private Client Tax Senior Associate serves as a trusted advisor, providing tax services and developing client relationships while managing various engagements.

CEO of Card Services and Connected Commerce

CEO, Morgan Health

Standard Chartered appoints JP Morgan’s Kinexys co-head to lead payments

Dimon rejects Trump’s $5bn debanking lawsuit

Eric Trump Says JPMorgan, Wells Fargo And Bank of America Trying To Block Americans From Getting Higher Yields On Savings By Sabotaging Clarity Act

CEO of America's largest bank Jamie Dimon outlines AI's integration at JP Morgan; notes 600-plus use cases that reduce errors and ...

Senior Client Service Associate

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of clients. As a Senior Client Service Associate within the Latin America Private Bank, you will maintain and deepen client relationships while serving as the primary point of contact for all service-related needs of Private Banking clients.

Latin America Private Bank- Senior Client Service Associate (Portuguese speaking)

Global Chairman and CEO

Managing Director, Chief Financial Officer

Senior Associate – Private Client Services

Andersen is a leading professional services organization specializing in Tax, Valuation, and Business Advisory. The Senior Associate in Private Client Services will manage and support a team on multiple engagements for sophisticated clients, including wealthy families and business entities, while engaging in tax planning, preparing complex tax returns, and mentoring junior staff.

Raymond James is a company with over 60 years of history in the Financial Services industry, seeking a dynamic Registered Client Service Associate. This role provides essential administrative support to Financial Advisors and clients, requiring effective communication and organizational skills in a fast-paced environment.

Product Designer – Client Experience, Private Bank Digital, Senior Associate

JPMorganChase is a premier global financial institution seeking a talented Product Designer to enhance the digital experience for US private banking clients. In this role, you will execute UX/UI design work, collaborating with various teams to create user-centric digital solutions that redefine client interactions with their finances.

Group Chief Executive Officer

Head CTO for Core Technology & Platforms

Carlyle and CVC reportedly agree to share fees with UBS for distribution to wealthy clients

UBS fee-sharing deals with Carlyle and CVC spark conflict of interest fears

Swiss lawmakers tell UBS to curb lobbying campaign

No UBS, Chilov reorganiza wealth management; Gross vai liderar Brasil

UBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Senior Registered Client Service Associate to join their Wealth Advice Center team, where the primary responsibility is to provide excellent service to clients and financial advisors while handling time-sensitive service requests.

Senior Registered Client Service Associate, UBS Wealth Advice Center

Chairman and CEO

Chief Executive Officer (CEO)

Core Scientific Secures Up to $1 Billion From Morgan Stanley for Pivot From Bitcoin Mining to AI

Morgan Stanley to cut 2,500 jobs amid strategic shift – report

Report: Morgan ​Stanley cuts 2,500 jobs

CleanSpark sells 553 BTC for $36.6M in February as miners offload Bitcoin

Morgan Stanley is a leading financial services firm that provides exceptional service to clients through its Senior Registered Client Service Associates. This role involves supporting Financial Advisors in building client relationships, executing transactions, and managing client account information while ensuring a high level of client satisfaction.

Managing Director

ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS ANNOUNCES THE LAUNCH OF THE A&M TRUST COMPANY

, powered by Kanon 2 Enricher, Kanon 2 Embedder, and Kanon Universal Classifier.

Legal battle over Labour’s inheritance tax reliefs set for March hearing

L&G enters $1bn strategic partnership with Enosis Capital

Senior Associate, Federal Tax (Private Client)

Alvarez & Marsal (A&M) is a global consulting firm dedicated to helping clients achieve their long-term goals. They are seeking a Senior Associate in their Federal Tax Private Client Services team to provide tax and consulting services to high net worth individuals, assist with tax compliance, and support a multidisciplinary team in tax planning responsibilities.

India Ranks Third Globally With $2.4 Bn FinTech Funding In 2025

ISG Announces 2025 ISG Paragon Awards™ and ISG Software Innovation Awards™ Winners for North America

Texas County Continues Recovery From Library Cyber Attack

Bellway partners with Land Rover at Weaver Green in Macclesfield

Tax Senior Associate or Supervisor - Private Client Services

Weaver is a full-service national accounting, advisory and consulting firm that values a human element in accounting. They are seeking a Tax Senior Associate or Supervisor to help manage and preserve clients' personal wealth through services like tax planning and preparation, while working independently and collaboratively with the team.

EVP & Chief Financial Officer

Executive Assistant and Project Manager

Banking & Finance Quarterly: Enduring Headwinds

East West Bancorp Reports Record Net Income for 2025 of $1.3 Billion and Diluted Earnings Per Share of $9.52; Increases Dividend 33%

Spearmint Energy Lands Kyuden Equity Investment For Two 200 MWh ERCOT Battery Projects

East West Bancorp Announces Dates for 2025 Fourth Quarter and 2026 First Quarter Earnings Calls, February Conference Participation

Senior Private Client Associate

East West Bank is a top-performing commercial bank with a strong foundation and a commitment to integrity. The Senior Private Client Associate plays a critical role in supporting senior Private Bankers and Relationship Managers in delivering exceptional banking services to high-net-worth clients, requiring professionalism and attention to detail.

Chief Financial Officer

Partner-in-Charge, Advisory Services

PKF Investment Banking Announces the Promotion of Alberto Sinesi to Partner

PKF O'Connor Davies Appoints Leaders to Drive Growth Across Nine Key Sectors

PKF O'Connor Davies Named One of "America's Most Recommended Tax and Accounting Firms of 2026"

PKF O'Connor Davies Welcomes Dave Hollander as Partner

Senior Tax Associate/ Supervisor – Private Client Group

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with a commitment to exceptional client service. They are seeking a Senior Tax Associate/Supervisor to join their Private Client Group, responsible for preparing tax returns, supervising associates, and providing high-level financial compliance services.

Executive Director, Creative Services

Here's How Morgan Stanley Beats the Market From Here

Fidelity, Charles Schwab and E*TRADE Dominate with Top Brokerage Experiences in Corporate Insight's 26th Annual e-Monitor Awards

Patricia Landry Commissioned as Director of Customer Success at EQ

Key facts: Morgan Stanley shares rise 4.7%; equity revenue up 80%; E*Trade trades up 24%

E*TRADE from Morgan Stanley is a leading financial services firm committed to providing exceptional service. The Senior Registered Client Service Associate will support Financial Advisors and Private Wealth Advisors by building trusted client relationships and assisting with their everyday needs, while also providing administrative support.

Partner and Chief Technology Officer 

Private Equity Wire® European Awards 2026 winners announced

2026 Great Workplaces in Minnesota

North American PE finds comfort zone following record year of blockbuster buyouts

EisnerAmper Earns Best of Accounting Award for Client Service Excellence for Ninth Consecutive Year

Tax Senior Associate - Private Client Services

EisnerAmper is one of the largest accounting and advisory firms, and they are seeking a Tax Senior Associate to join the Private Client Services team. The role involves supervising engagements, preparing tax returns, conducting research on tax laws, and mentoring junior staff.

Chief Operating Officer

Mid-market TMT M&A data pulse

Baker Tilly International appoints Ian Halligan as global tax head

Baker Tilly International expands Middle East footprint

Baker Tilly Posts 20% Surge in Global Revenue After US Merger

Tax Senior Associate, Private Client Services

Baker Tilly is a leading advisory, tax and assurance firm, and they are seeking a Tax Senior Associate in their Private Client Services group. The role involves delivering tax advisory and compliance services to high net worth individuals and flow-through entities, while also providing opportunities for professional growth and development.

Senior Registered Private Client Associate   Garden City, Ny

Senior Registered Private Client Associate Garden City, Ny in united states (1000+)