- Fidelity TalentSource LLC (Las Vegas, NV)
- … Net Worth Representative\u00A0We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Las Vegas, ... to support our clients remotely.\u00A0 The\u202FPurpose\u202Fof Your Role\u00A0As a High Net Worth Representative, you...assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will… more
- Bank of America (Henderson, NV)
- …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
- Raymond James Financial, Inc. (Las Vegas, NV)
- …Administrative & Support Services **Primary Location:** US-NV-Las Vegas-Las Vegas **Organization** High Net Worth Services **Schedule** Full-time **Job ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and… more
- KPMG (Las Vegas, NV)
- …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
- US Bank (Las Vegas, NV)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... to business need. Job postings in areas with a high volume of applicants, such as customer service... high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open… more
- Zions Bancorporation (Las Vegas, NV)
- …all client inquires. Responsibilities: + Manage and support client investment portfolios for high - net worth individual and institutional clients. + Ensure ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American Banker as one of the… more
- Bank of America (North Las Vegas, NV)
- …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
