- Vanguard (Scottsdale, AZ)
- …a seamless client experience. + Foster trust and reliability through consistent, high -quality service. + Educate clients on Vanguard's product and service offerings ... to enhance the client experience and fulfill investment needs. Qualifications: + Active FINRA Series 7 and 63 licenses. + 1-3 years of experience in financial services. + Strong relationship management skills. + Excellent communication and interpersonal… more
- Edward Jones (Dallas, TX)
- …experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office ... answered yes to these questions, joining the Edward Jones High Net Worth team could...the wealth management services that our clients need. The Senior Planner will serve as a conduit between the… more
- Edward Jones (St. Louis, MO)
- …to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, ... Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our...upcoming changes in legislation and regulatory environment may impact High Net Worth estate/legacy planning… more
- Wipfli LLP (Minneapolis, MN)
- …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
- Wipfli LLP (Detroit, MI)
- …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
- Charles Schwab (Westlake, TX)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance ... clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of...strong culture of compliance, adherence to policy and Schwab's high standards + Demonstrates good judgment in selecting methods… more
- Wipfli LLP (Loveland, CO)
- …Responsibilities: + 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… more
- Wipfli LLP (Detroit, MI)
- …Responsibilities: + 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… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... a timely manner + Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for firm initiatives and… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... a timely manner + Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for firm initiatives and… more
- HSBC (New York, NY)
- …our investors, our communities and the planet we all share. As a Senior Relationship Manager, you will acquire maintain, and grow profitable long-term relationships ... principally focused on HNW and UHNW individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new AUM and Gross Revenue. Here's… more
- International Rescue Committee (New York, NY)
- …business development department a plus. + Experience working with high net - worth individuals and/or senior partners a plus. Demonstrated Skills ... and the Global Board Engagement team, you will be responsible for providing high -level administrative and logistical support to advance the work of the President/CEO… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge… more
- US Tech Solutions (Charlotte, NC)
- …on client income tax planning strategies directed to high - net worth individuals. + Communicate with senior leadership team to provide operational ... to deliver sophisticated income tax planning advisory services for Client's highest net worth and most influential clients. + Serves as an expert resource for… more
- Wells Fargo (Chicago, IL)
- …address clients' unique needs and aspirations. Provides support to WIM in providing services to affluent, high net worth and ultra- high net worth ... activity. **About this role:** Wells Fargo is seeking a Senior Custom Credit Banker - Senior Lead...credit solutions to existing and new clients across the high net worth and ultra-… more
- Wells Fargo (Dallas, TX)
- …trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs. May ... (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary...directors and their donors + Experience working within the High Net Worth (HNW) Ultra… more
- M&T Bank (Bear, DE)
- …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
- KeyBank (Toledo, OH)
- …responsibilities of KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries. Within the relationship ... + Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. + Fulfills… more
- KeyBank (Pepper Pike, OH)
- …fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the ... Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs. - Fulfills… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... + 8+ years of relevant experience in financial services - ideally with Lending experience in a High Net Worth or Ultra High Net Worth… more