- Plante Moran (Wakefield, MA)
- …is required; experience in public accounting is preferred Experience with high net worth individuals, S-corporations, C-corporations, partnerships, ... LLCs, trusts, and private foundations is required with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax… more
- Orr Group (Washington, DC)
- …an experienced project manager, and a strong relationship builder with expertise in high - net - worth donor engagement. They will collaborate with a team ... an ever-evolving philanthropic landscape. Position Summary Orr Group is seeking a Senior Director, Campaigns to be the project lead for major fundraising campaign… more
- Plante Moran (Wakefield, MA)
- …a Bachelor's Degree in Accounting CPA or Bar License required Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, ... trusts, and private foundations is required with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and… more
- National Multiple Sclerosis Society (Denver, CO)
- …Use advanced AI tools and predictive analytics to identify, score, and prioritize high - net - worth individuals, foundations, and corporate prospects based on ... partners closely with the VP, Donor Relations & Operations and other senior leaders to deliver data-driven insights that fuel donor acquisition, engagement,… more
- UMB Bank (Kansas City, MO)
- …** Senior Private Banker** will source & maintain relationships with high net worth clientele. The Senior Private Banker primarily delivers private ... the UMB footprint through an exclusive delivery model. A Senior Private Banker may be called upon to provide...spend your time:** + Call on prospective and existing high net worth clients to… 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
- Edward Jones (St. Louis, MO)
- …and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth Consultation team could be the right opportunity for ... wealth offering tailored to meet the unique needs of high net worth clients and...plan to portfolio strategy. **What You Will Do:** The Senior Investment Consultant is an investment specialist who partners… more
- Edward Jones (Tempe, AZ)
- …may close early due to the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions, a team in the Wealth Management ... matter expertise. This position is known internally as a Senior Product Manager** Edward Jones' compensation and benefits package...industry networks and centers of influence + Experience in High Net Worth client wealth… more
- Wipfli LLP (Southfield, 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
- Wipfli LLP (Denver, CO)
- …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 (Newport Beach, CA)
- …the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high ... clients in the context of a dedicated relationship. The Senior Wealth Consultant 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
- BMO Financial Group (Los Angeles, CA)
- …and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... maintain overall service standards. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develops… 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
- Manulife (Boston, MA)
- Global High - Net - Worth (HNW) is a leader in the HNW and ultra HNW insurance market with capacity to write insurance on residents in over 150 countries. For 20 ... into new markets and rapidly grow sales. This position is for a senior marketing professional, responsible for bringing our well-known life insurance brand to life… more
- Wipfli LLP (Southfield, 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
- 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
- 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
- Truist (Atlanta, GA)
- …advanced planning advice to current and prospective clients with a primary focus on Ultra- High Net Worth (UHNW) clients and prospects. Engages in activities ... and other planning information for High and Ultra- High Net Worth clients and...may change from time to time. 1. Impact: The Senior Advice and Planning Analyst's primary purpose is providing… 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
