Company Profile

55 North Private Wealth

Company Overview

A purpose-built Fee-Only private wealth management firm for high net-worth families with taxable investment assets.

Positions Available
Sort by:
  1. Position
  2. ▲ Date
  3. Location
Show All Details
  • 21 days ago

    Wealth Advisor

    55 North Private Wealth - Winter Park, FL, United States
    1. Save

    Roles / ResponsibilitiesWe re looking for a Wealth Advisor with deep tax planning expertise to join our growing team. You ll work directly with high-net-worth clients, integrating tax strategy with investment, retirement, and estate planning. Below is a broad summary of roles and responsibilities. Deliver fiduciary wealth management and tax-focused financial planning. Develop and implement tax-efficient investment, retirement, and estate strategies. Review tax returns, identify planning ...

    See full job description
  • 21 days ago

    Investment Operations Associate

    55 North Private Wealth - Winter Park, FL, United States
    1. Save

    Roles / ResponsibilitiesWe re looking for an Investment Operations Associate who will support the portfolio management, trading, research, and back-office support functions of the firm. Support the Investment Committee through analysis, research, and internal management reporting. Manage the firm s trading process, including ownership of the portfolio management software and custodial platforms. This includes daily monitoring of client portfolios and rebalancing as needed whenever underlying ...

    See full job description