Carson Wealth Locations Jobs in Usa

Doctor of Medicine | Urgent Care

Location: Carson City, NV

Employer: Weatherby Healthcare

Pay: Competitive weekly pay (inquire for details)

Shift Information: 3 days x 12 hours

Start Date: ASAP

LocumJobsOnline is working with Weatherby Healthcare to find a qualified Urgent Care MD in Carson City, Nevada, 89701!

Interested? Give Weatherby a call today and speak with one of our specialty-specific consultants for available dates and details.

• 12-hour shifts, 8 am - 8:30 pm, Saturdays and Sundays
• Up to 40 patients per day
• Urgent care setting
• Suturing required
• Will float to other urgent care locations
• 4 - 5 shifts per week
• Hospital privileges required
• Paid malpractice insurance; pre-paid travel and housing expenses
• Assignment details and time entry in online portal
• Competitive compensation
• 24-hour access to your Weatherby Healthcare consultant
• Charter member of NALTO

About Weatherby Healthcare

Weatherby Healthcare is part of the CHG Healthcare family of staffing companies, which leads the locum tenens industry in size and quality. Since 1995, we’ve leveraged our nationwide network to connect locums professionals with the best jobs. We offer specialty-focused consultants for nearly 100 specialties of physicians, PAs, and NPs. These experts simplify the locums process from start to finish, backing you up with award-winning 24/7 support. In addition to providing competitive pay and malpractice coverage, we assist you with credentialing, licensing, travel, and housing. To learn more about how we make your life easier, visit

1714616EXPPLAT

Doctor of Medicine | Gastroenterology

Location: Carson City, NV

Employer: Weatherby Healthcare

Pay: Competitive weekly pay (inquire for details)

Start Date: ASAP

LocumJobsOnline is working with Weatherby Healthcare to find a qualified Gastroenterology MD in Carson City, Nevada, 89703!

Interested? Give Weatherby a call today and speak with one of our specialty-specific consultants for available dates and details.

• 4-5 weeks coverage from May to December
• 14-16 patients per day
• Moderate sedation required
• Hospital privileges required
• Paid malpractice insurance; pre-paid travel and housing expenses
• Assignment details and time entry in online portal
• Competitive compensation
• 24-hour access to your Weatherby Healthcare consultant
• Charter member of NALTO

About Weatherby Healthcare

Weatherby Healthcare is part of the CHG Healthcare family of staffing companies, which leads the locum tenens industry in size and quality. Since 1995, we’ve leveraged our nationwide network to connect locums professionals with the best jobs. We offer specialty-focused consultants for nearly 100 specialties of physicians, PAs, and NPs. These experts simplify the locums process from start to finish, backing you up with award-winning 24/7 support. In addition to providing competitive pay and malpractice coverage, we assist you with credentialing, licensing, travel, and housing. To learn more about how we make your life easier, visit

1703559EXPPLAT

A MISSION WORTHY OF A CAREER!

If you’re looking for “just a job,” then stop reading right now. But, if you’re looking for a long-term federal law enforcement career, one that makes a difference every day to our country and its citizens, then the U.S. Border Patrol (USBP) would like you to take the first step to becoming an entry level Border Patrol Agent. 

USBP is hiring immediately to fill full-time,entry-level, career positions in federal law enforcement where your prior experience in public safety, security, military police or law enforcement may qualify. Train and work with an elite team of professionals whose camaraderie, pride, and sense of purpose are hallmarks of their daily mission of protecting America. 

Now is the time to make your move because, along with excellent base pay, exceptional benefits, and job stability, USBP is offering up to $60,000 in additional incentives (see details below).

Salary and Benefits

Annual base salary for newly appointed BPAs varies per grade, as follows: GL-5/GL-7 $51,632 - $92,219 per year. Border Patrol Agents are eligible to select from an array of federal employment benefits that include health, dental and other insurance plans, a generous annual and sick leave program, and participation in the Thrift Savings Plan, a retirement plan akin to a traditional ROTH 401(k) offering.

*Recruitment Incentive* Newly appointed Border Patrol Agents (as defined in 5 CFR 575.102) will be eligible for up to $20,000 in incentives. The first $10,000 will be paid upon successful completion of the Border Patrol Academy, with the remaining $10,000 awarded for accepting a prioritized location such as Sierra Blanca, Presidio, Sanderson, Comstock, Freer or Hebbronville, TX; Lordsburg, NM; or Ajo, AZ.

*Retention Incentive* Newly appointed Border Patrol Agents may also qualify for up to $40,000 in additional incentives distributed over their first four years.

Duty Locations

IMPORTANT NOTICE: Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.

U.S. Border Patrol determines duty assignments at the time of offer based on operational needs, which may or may not align with candidates’ first-choice preferences. RELOCATION MAY BE REQUIRED. 

Duty location impacts pay rates; locality pay for federal law enforcement is higher in some locations than others. A fully trained BPA may be eligible for up to an additional 25% of base pay per the BPA Pay Reform Act of 2014. This is a career ladder position with a grade level progression of GL-5, GL-7, GL-9, GS-11, and GS-12. You will be eligible for a promotion to the next higher grade level (without reapplying) once you successfully complete 52 weeks in each grade level. 

Duty Locations: You will be asked to select your preferred location for one of the following mission critical locations:

• Big Bend Sector Stations - *Presidio, Van Horn, *Sanderson, Alpine, *Sierra Blanca, Marfa

• Buffalo Sector Stations - Wellesley Island

• Del Rio Sector Stations - Del Rio, Brackettville, *Comstock, Eagle Pass North, Eagle Pass South, Carrizo Springs, Uvalde

• El Paso Sector Stations - Alamogordo, Clint, Deming, El Paso, Fort Hancock, Las Cruces, *Lordsburg, Santa Teresa, Ysleta

• El Centro Sector Stations - El Centro, Indio, Calexico

• Grand Forks Sector Stations - Pembina

• Havre Sector Stations - Havre, Malta, Plentywood, Scobey, Sweetgrass

• Houlton Sector Stations - Calais, Fort Fairfield, Jackman, Rangeley, Van Buren

• Laredo Sector Stations - Laredo South, Cotulla, *Hebbronville, Laredo West, *Freer, Laredo North, Zapata

• Rio Grande Valley Sector Stations - Rio Grande City, Fort Brown, McAllen, Brownsville, Falfurrias, Weslaco, Kingsville, Harlingen

• San Diego Sector Stations - Boulevard, Brownfield, Campo, Chula Vista, Imperial Beach, Murrieta, San Clemente

• Spokane Sector Stations - Colville, Curlew, Metaline Falls, Oroville

• Swanton Sector Stations - Beecher Falls, Burke, Champlain, Newport, Richford

• Tucson Sector Stations - *Ajo, Tucson, Nogales, Douglas, Brian A Terry, Sonoita, Casa Grande, Three Points Substation, Willcox

• Yuma Sector Stations - Blythe, Yuma, Wellton

Duties and Responsibilities

As a BPA, you will be part of our 60,000+ workforce that strives to protect the American people by safeguarding our borders, deterring illicit activity, and enhancing the nation’s economic prosperity. Being a BPA makes you a valuable member of the Federal Law Enforcement Officer (LEO) profession. 

Typical assignments include: 

• Detecting and questioning people suspected of violating immigration and custom laws and inspecting documents and possessions to determine citizenship or violations
• Preventing and apprehending undocumented noncitizens and smugglers of noncitizens at or near the borders by maintaining surveillance from covert positions to include using infrared scopes during night operations
• Interpreting and following tracks, marks, and other physical evidence of illegal entry of persons or contraband
• Performing farm checks, building checks, traffic checks, city patrols, and transportation checks
• Patrolling the international boundary and coastal waterways using a variety of government assets such as vehicles, horses, vessels, watercraft, off-road vehicles, ATVs, snowmobiles, and motorcycles for the accomplishment of the USBP Mission.

Qualifications

You qualify for the GL-5 grade level if you possess one of the following: 

Experience: One (1) year of general work experience that demonstrates the ability to take charge, make sound decisions, and maintain composure in stressful situations; to learn regulations, methods, and techniques through classroom training and/or on-the-job instruction; and the ability to gather concise information through questioning, observation, and examination of documents and records; OR 

Education Substitution: A bachelor's degree or successful completion of a full four-year course of study in any field leading to a bachelor's degree from an accredited college or university; OR 

Combination of Experience and Education: A combination of general work experience AND successfully completed college education. This will be calculated using your resume and official or unofficial transcripts submitted with your application. 

You qualify for the GL-7 grade level if you possess one of the following: 

Experience: One year of specialized work experience that shows you have the skills necessary to: 

• Make sound judgments and decisions in the use of firearms.
• Deal effectively with people in a courteous and tactful manner in connection with law enforcement matters.
• Analyze information rapidly and make prompt decisions where you will be expected to make arrests after the completion of required training and apply these skills in a law enforcement capacity such as criminal code enforcement, determining violations of laws, correctional or rehabilitation work involving criminal offenders, security, military, etc.

The above experience will be applied in connection with the following: Make arrests and exercise sound judgment in the use of firearms; deal effectively with people in a courteous manner in connection with law enforcement matters; analyze information rapidly and make prompt decisions; or develop and maintain contact with a network of informants.

Education Substitution for the GL-7 grade level: A bachelor's degree with superior academic achievement, which is based on (1) class standing, (2) grade-point average (i.e., GPA of 3.0 or higher out of a possible 4.0), or (3) honor society membership. Or will receive a bachelor's degree with Superior Academic Achievement. Or one full year of graduate-level education in a field of study related to law enforcement (e.g., criminal justice, homeland security, justice studies, law enforcement, courts and judicial systems, forensic technology, forensic psychology, or corrections and rehabilitation) from an accredited college or university; OR 

A Combination of Experience and Education: This will be calculated using your resume and official or unofficial transcripts submitted with your application. 

Note: If you have previous or current law enforcement or military law enforcement experience, you may qualify at the GL-9 and or GS-11 grade level. Please refer to the BPA GL-9 - 11 announcement.

Other Requirements

Citizenship: You must be a U.S. Citizen to apply for this position. 

Residency: You must have had primary U.S. residency (includes protectorates as declared under international law) for at least three of the last five years. 

Age Restriction: In accordance with Public Law 100-238, this position is covered under law enforcement retirement provisions. Candidates must be referred for selection to the Border Patrol Agent position before reaching their 40th birthday in accordance with Department of Homeland Security Directive 251-03. The age restriction may not apply if you are currently serving or have previously served in a federal civilian law enforcement (non-military)

Are you a trusted advisor who thrives on helping clients protect and grow their legacy? Do you love translating complex tax and estate law into real, meaningful strategies for individuals and families?

On behalf of our confidential client, ProSearch is seeking an experienced Wealth Strategist with expertise in trusts and estate planning for a direct hire position based in Portland, Maine. This is a unique opportunity to join a prestigious wealth management firm known for delivering personalized estate, tax, and fiduciary strategies to high-net-worth clients. If you are a JD-qualified professional with deep knowledge in fiduciary law, tax law, and complex estate planning, we invite you to apply for this permanent role in one of Maine’s leading financial advisory teams.

ProSearch is partnering with a highly respected, innovative wealth management firm in Portland, Maine to find an experienced Wealth Strategist. This is an ideal role for someone who enjoys building client relationships, collaborating with top-tier professionals, and shaping the future of estate and wealth transfer planning.

If you're ready for a new challenge and want to make a lasting impact with a firm that values integrity, strategy, and long-term thinking, we’d love to hear from you.

What You’ll Be Doing

As the Wealth Strategist, you’ll lead estate and wealth planning conversations with high-net-worth individuals and families. You will be the subject matter expert in trusts, estates, tax planning, and fiduciary strategy, helping clients make confident, informed decisions about their financial future.

You will also play a leadership role within the firm by mentoring advisors, developing planning tools, and contributing thought leadership to strengthen the firm's estate planning offerings.

Day-to-Day

1. Designing and leading custom estate and wealth transfer plans based on each client's unique goals
2. Identifying tax and fiduciary planning opportunities and collaborating with client advisory teams to execute strategies
3. Preparing detailed estate schematics and delivering clear, actionable presentations to clients
4. Staying up to date on trusts and estates law, tax regulations, and fiduciary trends and sharing relevant insights with the team
5. Strengthening client relationships through thoughtful service and ongoing support
6. Mentoring junior planners and advisors in estate planning principles and best practices
7. Collaborating across internal departments to improve the firm’s wealth planning and trust services

Requirements:

1. 7+years of experience in legal, tax, or wealth management, with a focus on estate and trust planning
2. JD (Juris Doctor) is required
3. Expertise in fiduciary law, estate tax planning, and multigenerational wealth strategies
4. Strong presentation and communication skills with the ability to simplify complex concepts
5. Experience mentoring team members and contributing to strategic planning initiatives
6. Must be able to work onsite in Portland, Maine

Why This Role Stands Out

1. Join a respected wealth management firm with a strong reputation for integrity and innovation
2. Work with engaged clients who value high-level planning and personal relationships
3. Step into a leadership position that allows you to shape the firm's estate and trust planning strategy
4. Live and work in Portland, Maine, a thriving coastal city known for its quality of life
5. Competitive salary and a full benefits package
6. Strong growth opportunities

Apply Now

ProSearch is managing the hiring process on behalf of this confidential client. If you are interested in this Wealth Strategist position in Portland, Maine, please apply today. Your application will be handled with the highest level of discretion and professionalism.

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

What you are good at-

Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• CFP® designation, CFA® designation required (may consider 24 month condition of employment)
• Bachelor’s Degree required
• Active and valid FINRA Series 7 license required
• Active and valid FINRA 66 license required (may consider a 120-day COE)
• Active and valid FINRA 9/10 required (may consider a 120-day COE)
• Five plus years’ experience in the financial services industry
• Minimum of 2 years supervisory experience strongly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.

Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.

The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.

Qualifications

• Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
• Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
• Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
• Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
• Positive attitude and willingness to learn and grow
• Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
• Establishes and maintains effective working relationships with peers and strategic partners
• Must be articulate, organized, and attentive to instructions and deadlines
• Self-starter with the ability to juggle several deadlines, and high personal accountability
• Approaches problems with a sense of urgency, creativity, and tenacity
• The ability to operate in a dynamic and fast-paced environment is essential
• Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
• Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
• Collaborative and able to work effectively in a team environment as a participant or leader
• Versatile, flexible, and a willingness to work within constantly changing priorities

What We Offer

Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Private Wealth Advisor – Seattle, WA

Represented by Addison Group | Wealth Management Firm

Addison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth Advisor to join their growing team and deliver exceptional client service through personalized financial and strategic guidance. Excellent opportunity to get your foot in the door in wealth management and advisory.

Responsibilities:

• Serve as a trusted advisor to clients, developing tailored financial and wealth management strategies.
• Review client portfolios and provide strategic investment ideas and planning aligned with client objectives and risk tolerance.
• Prepare and participate in client and financial advising meetings, supporting relationship management and client engagement.
• Collaborate with internal tax, estate, and investment specialists to ensure comprehensive client solutions.
• Ensure immediate execution of wires, trades, and investment transactions with accuracy and compliance.
• Prepare client presentations and customized wealth management solutions, and present financial planning and strategy recommendations to clients.
• Create ad hoc financial analyses, reviewing cash flow, projections, and liquidity needs to support client decision-making.
• Analyze complex financial data, tax implications, and portfolio performance to identify opportunities and risks.
• Prepare and present financial plans, investment proposals, and performance reviews.
• Maintain strong client relationships through proactive communication, follow-up, and ongoing portfolio monitoring.

Qualifications:

• Minimum 3 years of experience
• CPA license highly preferred, or CFP (or in progress).
• Stable experience in public accounting, tax, or advisory.
• Strong understanding of financial statements, cash flow, investment principles, and tax concepts.
• Professional and excellent interpersonal skills, analytical, and have a client-first mindset.
• Bachelor’s degree in Accounting, Finance, or a related field.

Our client offers:

$120,000 to $135,000 base salary range dependent on experience, plus discretionary bonus, and equity. Medical, dental, vision 401K match, PTO, and paid holidays.

• Hybrid in-office schedule. Downtown Seattle.

Growing well-respected law firm located in Chicago, is seeking an experienced Wealth Preservation Attorney to join their expanding team. This is an excellent opportunity for legal professionals who are passionate about helping clients preserve and pass on their wealth, and who value a supportive, mentorship-driven environment.

Key Responsibilities:

• Advise high net-worth clients on wealth preservation strategies, including advanced trust and estate planning, asset protection, and tax minimization.
• Draft and review a variety of estate and wealth transfer documents, including wills, trusts, family limited partnerships, and charitable giving vehicles.
• Assist clients with probate and trust administration, as well as complex tax issues related to wealth transfer.
• Collaborate closely with a team of experienced attorneys and paralegals to deliver customized solutions.
• Develop and maintain strong client relationships through attentive and responsive service.

Qualifications:

• Juris Doctor (JD) degree and active Illinois bar license.
• 4+ years of experience in wealth preservation, estate planning, or related practice areas.
• Strong technical background in estate and tax law.
• Excellent communication and interpersonal skills.
• Commitment to high ethical standards and continuous learning.

Why Join This Firm?

• Supportive, friendly culture that emphasizes mentorship and career development.
• Collaborative work environment where knowledge-sharing is encouraged.
• Opportunities for professional growth through challenging assignments and access to experienced colleagues.

Interested candidates please forward resume directly to and for immediate consideration.

Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields.

• 
  
• Investment counselors joining Citi Wealth are distinguished and highly accomplished at establishing, growing, and managing investment relationships. They are experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates possess credibility to cultivate trusting relationships with established clients and prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
  
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
  
• Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
  
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  

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• 10+ years of related experience.
  
• Expertise in providing investment advice and solutions.
  
• CFA, MBA degree or other advanced degree a plus.
  
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions.
  
• US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
  

• 
  
• Bachelor's/University degree, Master's degree preferred.
  

Primary Location: San Francisco, California, United States.
Full time salary range: $200,000.00 - $300,000.00.

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit . Available offerings may vary by jurisdiction, job level, and date of hire.

Citi offers a range of benefits and incentives. For additional information regarding benefits, refer to company benefits page.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Position Type: RegularAs a Sr.

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.

You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.

SWA's advice philosophy will empower you to use a vast array of products (i.e.

stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.

You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors.

You'll also have the opportunity to mentor junior SWA team members.

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

Required Qualifications

CFP designation or CFA designationBachelor's degreeActive and valid FINRA Series 7 licenseMay be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license requiredMay be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Preferred QualificationsFive or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities.At Schwab, you're empowered to shape your future.

We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Position Type: RegularAs a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.Required Qualifications

Bachelor's degreeActive FINRA Series 7 license(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)Active FINRA Series 66 license(May be obtained within the first 120 days)Three or more years advisory experience, including creating and customizing financial plans and portfolios for clientsFive or more years in the financial services industry working directly with clients Preferred Qualifications

CFP or CFASuperior relationship management and client retention experiencePolished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities.At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

Required Qualifications:

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license
  • May be obtained with a 120-day condition of employment
• Active and valid FINRA Series 66 license required
  • May be obtained with a 120-day condition of employment
• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

• Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought  meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

Required Qualifications:

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license
  • May be obtained with a 120-day condition of employment
• Active and valid FINRA Series 66 license required
  • May be obtained with a 120-day condition of employment
• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

• Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

The Wealth and Estate Planning Strategist provides subject matter and operational process expertise to the Advisory team in a one-to-one working relationship, primarily to the CEO and secondarily to other advisors. The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects.

The Wealth and Estate Planning Strategist must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities.

The Wealth and Estate Planning Strategist will work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion.

Responsibilities:

Advisor Support

• Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies.
• Facilitate data collection and management.
• Receive, process, and disseminate data to team.
• Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters.
• Provide internal professional opinions, advice, and recommendations to advisors. Client Proposals
• Manage development and maintenance of client facing materials and library.
• Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports.
• Create case analysis, narrative, spreadsheets, schematics, and calculations.
• Prepare and deliver multi-life employer and employee communications.
• Schedule, prepare for, and participate in multi-life employee meetings.

Plan Implementation

• Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed.
• Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies.
• Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc.

Research

• Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans.
• Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc.

Requirements:

• Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support.
• BA/BS degree in Business, Finance or related.
• CPA, CLU, CFP,or Law Degree.
• Measured competency in mathematics and financial spreadsheets.
• Knowledge of life insurance products and marketing techniques.
• Strong initiative, critical thinking, flexibility, accountability.
• Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines.
• Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors.
• Ability to work autonomously and perform well under pressure.
• Expert level written and verbal communication skills.
• Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs.
• Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner.

Compensation: $175,000-200,000+ DOE, plus discretionary bonus and benefits.

Location: Irvine, California. The role is hybrid.

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm's core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.

Private Wealth Paralegal

The Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This position requires appropriate client and advisor contact. Maintains professionalism and strict confidentiality in all client and firm matters.

Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).

The Private Wealth Paralegal can sit in our Charlotte, Chicago, Dallas, Los Angeles, New York or Washington D.C. office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).

Client billable hour requirement: 1,550 hours annually

Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Oversee all aspects of trusts and estates in probate.
• Prepare and file probate documents in order to open and/or close estates, as well as prepare all requisite documents relative to trusts and estates in probate.
• Collect and distribute estate/decedent's assets by contacting banks, brokerage houses, and appraisers.Prepare receipts and releases.Open, establish, and maintain estate checking accounts.
• Compile all information required to prepare gift and estate tax returns.Prepare and file Illinois state and federal estate tax returns including the court inventory.Review completed tax returns, prepare checks, obtain necessary signatures, and forward to the IRS.Forward executed tax returns to accountants; maintain archival files.
• Coordinate asset transfers and funding of trusts.If necessary, communicate with necessary parties relative to appropriate funding.
• Prepare for federal audit or state gift/estate tax audits.
• Research and investigate any requests, problems or issues, and resolve with appropriate parties.
• Prepare initial drafts of client correspondence and memos.
• Responsible for client contact and communication to clients.
• Perform file organization and maintenance.
• Maintain up-to-date time reports to ensure accurate client billing.

Supervisory Responsibilities

• On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff. Carries out supervisory responsibilities in accordance with the firm's policies and applicable laws. Responsibilities include interviewing, training, and providing input into the performance appraisal process.

Knowledge, Skills And Abilities

• Bachelor's degree and five or more years progressive trust administration experience managing all aspects of trust accounts are required, preferably in a law firm environment; or equivalent combination of education and experience.Legal research knowledge and ability to use law library are required.Paralegal certificate from an ABA accredited paralegal program a plus.
• Computer proficient with experience and working knowledge of Westlaw and other trust-related databases , Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in West's Federal Estate Tax program and fiduciary income tax forms and extensions.Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable.
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, conduct legal research, and perform essential duties.
• Excellent organizational skills including record keeping, data collection, and system information.Ability to compile and analyze complex data and furnish concise, detailed information in report format, written correspondence, e‐mail, or verbally.
• Excellent interpersonal, verbal, and written communication skills.Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.
• Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment.Ability to act independently and make decisions within scope of the position's responsibilities.
• Ability to identify and analyze probate trust/estate issues and inquiries and to recommend and implement solutions.
• Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
• Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
• Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare probate and trust/estate-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
• Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
• Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
• Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
• Work occasionally requires more than 37.5 hours to perform the essential duties of the position.
• Ability and availability to travel to other firm locations when required.

For our Los Angeles and Washington D.C. Offices, the annualized salary range for this position is $110,000 to $140,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.

We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.

Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsible for servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, banking regulations, federal/state laws, and internal policies and procedures. Accounts will vary in nature, size, and complexity, but the types of accounts serviced include but are not limited to: custodial accounts, discretionary investment accounts, IRAs; estates; and various types of trusts including revocable, irrevocable, ILIT, supplemental needs, delegated, and testamentary. Responsibilities include, but are not limited to:

• Administer accounts in accordance with stated account agreements and/or legal documents to ensure fiduciary duties and responsibilities are fully satisfied.
• Administer and settle trust and estates in accordance with a decedent's Last Will & Testament, Trust Agreement, and/or applicable documents.
• Respond to inquiries or requests for information from clients/beneficiaries, accountants, attorneys, courts, interested parties, auditors, regulators, and internal Bank personnel, as appropriate.
• Document account files and systems to reflect client/beneficiary communications, instructions, and authorizations
• Work with portfolio managers (internally and externally) in the development and implementation of investment objectives and policy statements.
• Maintain updated account files and ensure trust accounting system reflects accurate coding for regulatory and risk management purposes.
• Daily review of account activity.
• Perform annual reviews and any other applicable regulatory reviews
• Analyze, recommend or determine discretionary distribution decisions in accordance with legal instrument and internal policies and procedures.
• Direct and oversee the transfer of funds, distributions, and payment of invoices.
• Manage, secure, insure, value, and oversee unique/non-standard assets in accounts.
• Prepare interim and final accountings for trusts and estates, as needed.
• Coordinate and work with third-party professionals as needed (e.g. real estate appraisers and brokers, attorneys, accountants, etc.).
• Develop and maintain relationships with Wealth Management personnel, both internally and externally, and market area centers of influence (COIs) for new business opportunities.
• Supervise assigned personnel in accordance with all relevant corporate policies
• Provide guidance and training support to Trust personnel and internal/external business partners as needed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

• Perform other related duties as assigned or directed.

Education, Training and Requirements:

• J.D. or B.S., B.A., or M.B.A. degree with a major in Business, Accounting, Marketing, Finance, Economics or related field preferred
• All applicants must be 18 years of age or older
• Preference will be given to candidates with a Certified Trust and Fiduciary Advisor (CTFA) certification, a pending certification, or relevant coursework in progress. All others are still encouraged to apply.

Skills:

• Strong inter-personal skills; strong written and verbal skills including comfort level for public speaking; strong analytical and problem solving skills; ability to analyze, comprehend, and interpret legal documents; mathematic skills; accounting knowledge; income tax knowledge and/or experience; strong attention to detail with ability to work independently and manage deadlines/workflow; self-starter; strong computer skills including use of Word, Excel, and PowerPoint; knowledge of trusts, estates, investments, employee benefits; valid driver's license.

Experience:

• Minimum of five (5) years' experience in trust or wealth management industry or related position preferred.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.