- Bank of America (Scottsdale, AZ)
- …Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... out new business opportunities from existing books of business and assist other service associates as needed. **Job Description:** + In addition to the ability to… more
- Bankers Trust (Phoenix, AZ)
- …cultivate pipeline of new client opportunities . Oversees a select book of developed High Net Worth customer relationships . Continually monitors and ... Apply Now (https://phh.tbe.taleo. net /phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1627) Job Brief Work with high - net worth investors, and ultra-… more
- Bank of America (Phoenix, AZ)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Chandler, AZ)
- …and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net - worth clients, casual investors, and active traders ... Financial Service Representative- Retirement and Benefits Investment Specialist Jacksonville, Florida;Chandler, Arizona **Job Description:** At Bank of America, we… more
- Bank of America (Phoenix, AZ)
- …and governance + Expertise in advanced high -tension multiparty facilitation with ultra- high - net - worth (UHNW) individuals and families + Experience and ... experience in multiparty facilitation, which may be applied to high -tension scenarios, as well as a proven track record...10 years of professional experience with UHNW families ($50MM+ net worth ), focused on family meeting facilitation,… more
- KPMG (Tempe, AZ)
- …with that list + Proven experience with pass-through entities, partnerships, corporations and high net - worth individuals and families + Experience managing ... client relationships + Advise clients and be accountable for delivering high quality tax service and advice + Manage risk and financial performance of… more
- Charles Schwab (Phoenix, AZ)
- …of experience in the financial services industry **Preferred Qualifications** + Experience servicing high net worth clients + Bachelor's Degree + Schwab ... investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As… more
- KPMG (Tempe, AZ)
- …business, finance, or accounting + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... conformity with tax law and documentation standards + Manage high volume client load with minimum supervision in addition...on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year.… more
- Moss Adams LLP (Phoenix, AZ)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... visa status now or in the future \(eg,H-1B status\). + Excellent customer service skills + Creative problem solving, critical thinking and research skills + Strong… more
- Bank of America (Sun Lakes, AZ)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- World Insurance Associates, LLC. (Peoria, AZ)
- …resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the… more