- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Lead Marketing Consultant - High - net - worth segment to join the Wealth and Investment Management (WIM) Marketing ... team. The team focuses marketing programs targeting high - net - worth and ultra- high - net - worth clientele for WIM businesses. The Lead Marketing… more
- HUB International (Fort Myers, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private Client Practice area. There will be elements of account management, but you'll… more
- Guardian Life (Bethlehem, PA)
- …Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for ... growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the country! **You are** + Self-motivated and can… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... local firm) + Experience providing tax consulting and compliance services to high net - worth individuals and families including personal, estate/gift & trust… more
- Gelfand Rennert & Feldman (Austin, TX)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... + 4+ years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within entertainment business management… more
- HSBC (San Francisco, CA)
- …and manage existing relationships to generate new AUM and Gross Revenue. As our Ultra High Net Worth / High Net Worth Relationship Manager you ... will: + Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk + Maintain HSBC internal control standards, including timely implementation of internal and… more
- Truist (Myrtle Beach, SC)
- …Certification in field of endeavor 3. Experience with Excess and Surplus lines 4. High Net Worth coastal experience **General Description of Available ... Benefits for Eligible Employees of TIH:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …independent investment advisory firm with offices in Seattle and Menlo Park. They serve ultra- high - net - worth families and have over $4.0 billion in assets ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An Equal Opportunity Employer.… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... and/or tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- WTW (Dallas, TX)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... Champion the proper advocacy of claims + Participate in stewardship meetings + Support Client Management team in identifying and closing rounding opportunities Pipeline Management: + Identify prospects for business from existing and prospective clients +… more
- Truist (Naples, FL)
- …Prospect, quote, sell, place new business, cross-selling additional products and services including referrals to other lines of business, as appropriate. Assist in ... **The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** Need Help? (https://www.brainshark.com/bbandt/careers-site-faq) _If you… more
- Wipfli LLP (Missoula, MT)
- …+ Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and Estate tax returns + Lead client ... relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on technical matters and special projects + Proactively build relationships and communicate effectively with the… more
- Wipfli LLP (Denver, CO)
- …+ Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and Estate tax returns + Lead client ... relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on technical matters and special projects + Proactively build relationships and communicate effectively with the… more
- Bank of America (Southlake, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are… more
- Motion Recruitment Partners (Chicago, IL)
- …with financial experience is required. They specialize in pensions, financial institutions and high net worth individuals. Required Skills & Experience + ... Senior . NET Engineer Chicago, Illinois **Hybrid** Contract $70/hr - $75/hr...10+ years of financial experience + . NET Core + C# + Angular + SQL Server +… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are in search of a Senior Tax Associate specializing in international high net worth individuals to join our team in the financial services ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An Equal Opportunity Employer.… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... integrated delivery of a broad range of wealth products and services to high net worth individuals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a… more
- M&T Bank (York, PA)
- …assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business ... individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing experts in Financial Planning, Carriers,… more
- CIBC (New York, NY)
- …is identifying, cultivating and introducing new private wealth management relationships with high net worth individuals, family offices, endowments and ... responsible for, but not limited to, the following activities: + Lead new high net worth client relationships and become trusted advisor through regular… more