- Vaco by Highspring (Boulder, CO)
- …and integrating tax expertise into broader financial planning strategies. You'll advise high - net - worth individuals, families, and privately held businesses, ... wealth management setting). Preferred: Master's in Taxation or MBA. Experience advising ultra- high - net - worth clients or family offices. Familiarity with… more
- Plante Moran (Wakefield, MA)
- …is required; experience in public accounting is preferred Experience with high net worth individuals, S-corporations, C-corporations, partnerships, ... to specialize or would rather gain exposure across many service lines, you won't be limited at Plante Moran....and private foundations is required with the emphasis on high net worth individuals. Sophisticated… more
- SheWorks! (Fort Lauderdale, FL)
- …customer service means. What You'll Do Serve as the main contact for high - net - worth clients via phone, email, and SMS Deliver personalized, luxury-level ... Elevate Every Interaction. Are you passionate about delivering white-glove service ? Do you thrive in a high -touch,...white-glove service ? Do you thrive in a high -touch, fast-paced environment where no detail is too small… more
- KW Advantage Realty (Oviedo, FL)
- …to worry about prospecting-we provide you with a steady stream of pre-qualified, high - net - worth clients. Unparalleled Support : From advanced training ... opportunities. Your Responsibilities Will Include: Building Client Relationships : Connect with high - net - worth individuals to guide them through the luxury… 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, ... to specialize or would rather gain exposure across many service lines, you won't be limited at Plante Moran....and private foundations is required with the emphasis on high net worth individuals. Sophisticated… more
- Daisy Co. (Alameda, CA)
- …key local accounts, including architectural, building, or interior design firms, and high - net - worth clients. Business Development Identify and pursue new ... achieves its sales goals while maintaining Daisy's standard of excellence in client service . What You'll Be Doing Area Sales Leadership Take full ownership of sales… more
- Graham Partners (Newtown Square, PA)
- …and university endowments, foundations, funds-of-funds, insurance companies, pension plans, high - net - worth individuals, and other institutional investors. ... company events that foster engagement and culture-building, such as service days and team-building activities, 1:1 and group mentoring...and processes Why Join Us? Be part of a high -impact team that is shaping the employee experience at… 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 ... Boards of Directors. Build and manage strong client relationships, ensuring high -quality work and providing expert guidance throughout engagements. Stay abreast of… more
- Charles Schwab (Lone Tree, CO)
- …+ Ability to deliver training and coaching related to trading skills and high net worth client service + Ability to educate clients on their individual ... regarding their equity compensation plans. As a **Manager - High Net Worth Representative** of...equivalent related work experience + 3-5 years of financial service experience + Active and valid FINRA Series 7… more
- AON (Chicago, IL)
- …CPCU, CIC, CPRM, CPRIA, AFIS, ARM or CAPI + 5+ years of High Net Worth client service experience + Insurance industry experience (preferably personal ... CPRM, CPRIA, AFIS, ARM or CAPI + 5+ years of High Net Worth client service experience + Insurance industry experience (preferably personal lines)… more
- Edward Jones (St. Louis, MO)
- …Setting expectations with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and ... execution of estate planning advice between the third-party service provider and High Net Worth team. + Lead or actively contribute to key strategic… more
- HSBC (Miami, FL)
- High Net Worth and...handling of any subsequent claims + Required to be client- service orientated and proactively look for ways to increase ... Ultra High Net Worth Insurance Specialist/Producer Brand: HSBC Area of Interest: Insurance...revenues, improve customer service , and add value to our internal Group partners… more
- Robert Half Legal (Minneapolis, MN)
- …you an accomplished Family Law Attorney with experience handling complex divorce cases for high - net - worth individuals? Are you seeking an opportunity to join ... mid-size downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- Charles Schwab (Westlake, TX)
- …by creating a consistent, responsive and world class service experience for our high net worth clientele. The **Concierge Team Manager** will lead and ... unique service expectations that is inherent with high net worth clients. You...a white glove service experience for our high net worth clients and… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: Starting ... local firm) + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift… more
- BMO Financial Group (Los Angeles, CA)
- …diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... both internal and external. + Performs client sales and service support activities as required to meet client needs...as required to meet client needs and maintain overall service standards. + Acts as a trusted advisor to… 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 ... Experience establishing and cultivating industry networks and centers of influence + Experience in High Net Worth client wealth management + Progress toward… more
- World Insurance Associates, LLC. (Seattle, WA)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private...from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's… more
- HUB International (Encino, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... **THE OPPORTUNITY:** Our service professionals play a vital role in supporting...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
