Finance Banking Partner Jobs

KPB Family Wealth Strategist Duties: The candidate will be the senior advisor that exclusively works with UHNW families with a net worth of greater than $25MM. Serves as the primary point ..

Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..

Senior Wealth Planning Analyst Duties: The candidate partners with Wealth Strategists, WMAs and other specialists to deliver discovery experience to prospects and clients with a general focus on clients with greater ..