- Fidelity TalentSource LLC (Tampa, FL)
- …time of application from the approved branch sites listed below: Tampa, Clearwater, Sarasota High Net Worth RepresentativeWe have an exciting opportunity for ... a remote, licensed High Net Worth Service Associate in the Greater Tampa, FL Metro area! While you will work from home, you must reside near the Greater… more
- HUB International (Tampa, 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
- Truist (Tampa, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... an integrated delivery of a broad range of wealth products and services to high net worth individuals. Essential job functions are listed below. Other duties… more
- KPMG (Tampa, FL)
- …- worth individuals and Family Offices + Serve as the trusted advisor to ultra- high net worth families on matters relating to current and forward-looking ... key role in growing KPMG's private client tax practice, which focuses on ultra- high net - worth individual, trust and estate clients + Review and provide… more
- Bank of America (Clearwater, FL)
- …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
- Truist (Tampa, FL)
- …which are not mentioned below. Specific activities may change from time to time. 1. Meet with high net worth and ultra- high net worth clients of ... assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management. 2. Assist planners in the development of financial plans in the areas of wealth transfer and… more
- US Bank (Tampa, FL)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes… more
- Wells Fargo (St. Petersburg, FL)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... for the branch. **In this role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of… more
- KPMG (Tampa, FL)
- …law and documentation standards + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... complex tax matters in a manner client can understand + Ability to manage high volume client load with minimum supervision in addition to managing one or more… more
- PennyMac (Tampa, FL)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... within assigned client segment for invalid stipulations or identification of alternative solutions + Identify and resolve client issues/friction and escalate to management as appropriate + Manage individual service level agreements and turn times on all loans… more
- Cherry Bekaert (Tampa, FL)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/wp-content/uploads/sites/2/2021/02/Benefits-Snapshot\_February-2021.pdf) which includes annual bonus, medical,… more
- Bank of America (Tampa, FL)
- …and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net - worth clients, casual investors, and active traders ... + Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service + Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable… more
- Insight Global (Tampa, FL)
- …for tax consultants to support a busy season initiative with a national customer's high net worth individual and partnership tax organization. Candidates ... will be responsible for reviewing tax forms and providing tax compliance oversight for partnership business entities in the financial services space (private equity, hedge funds, mutual funds, joint ventures, venture capital, fund-of-fund, etc.) We are a… more
- Insight Global (Tampa, FL)
- …client of Insight Global's is a full service CPA firm offering closely-held businesses and high net worth individuals a full range of professional services ... includinga" Accounting, Tax Preparation & Planning, Business Consulting, and Assurance. In addition to offering exceptional tax and financial advice, we're deeply committed to building strong, long-standing relationships with our clients. Think of us as your… more
- Insight Global (Tampa, FL)
- …clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be ... creating high customer loyalty and provide great customer support!" We...financial planning concepts * Ability to work in a high inbound call role null We are a company… more
