- Neuberger Berman (New York, NY)
- …of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of ... working with complex client relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and… more
- Wells Fargo (Purchase, NY)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking an Estate Services Senior Manager for the Northeast division Working at Wells ... discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate… more