- Citigroup, Inc. (Huntington, NY)
- …the entire continuum of wealth clients. The unified business supports ultra- high - net -worth individuals and family offices through Citi Private Bank, operates ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth...to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth… more
- AllianceBernstein Holding LP (Minneapolis, MN)
- ABOUT BERNSTEIN Bernstein Private Wealth Management advises high - net -worth clients on planning for-and living with-the complexities that come with wealth ... always working for you, looking for new opportunities. Our high -con-viction approach aims to deliver investment clarity and better...by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and … more
- Citigroup, Inc. (Smithtown, NY)
- The Wealth Regional Director is a senior leader...Metro area with $500MM+ in revenue and a strong high net worth client base. Individual will be ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: Regional Director is responsible… more
- Pacifica Continental (Miami, FL)
- …role, you will be responsible for developing and managing relationships with high - net -worth individuals and families, providing them with comprehensive wealth ... needs and objectives. Responsibilities: Identify and cultivate relationships with high - net -worth individuals and families. Conduct in-depth financial needs… more
- Mariner (Los Angeles, CA)
- …Overview: The Senior Wealth Analyst position works on our Ultra High Net Worth advisory team, working with our wealthiest and most complex clients. ... The work can be demanding, but those who do well in this role are excited by the uniqueness and challenges of the populations we service. In this role, you are responsible for providing technical support to the advisory team by data gathering, scenario… more
- OHNWARD BANCSHARES (Marion, IA)
- …Trust Operations and administration. Ability to manage and communicate with high net -worth (HNW) multi-generational clients EDUCATION AND EXPERIENCE Bachelor's ... Inc. www.ohnward.com About Us Careers Apply Now POSITION SUMMARY The Senior Market Investment Officer is responsible for managing client relationships (with… more
- EY (New York, NY)
- …will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a ... to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...professionalism Ideally you'll also have A proven record in high net -worth tax planning A proven record… more
- Goldman Sachs, Inc. (Chicago, IL)
- …investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net worth individuals, ... Job Description ASSET & WEALTH MANAGEMENT Across Wealth Management, Goldman...lifecycle management for millions of Marcus customers across our high yield savings and CD products. We're a data… more
- UBS Financial Services, Inc (Miami, FL)
- …Senior Vice President, Financial Advisor in Coral Gables, Florida. Provide comprehensive wealth management advice for ultra- high net worth international ... clients in Latin America. Requires 7yrs. exp. Qualified Applicants apply through ###@ubs.com. Please reference 001313. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNP. recblid fruihg7opus26cpzl2dm7q5a2i75kk more
- Citigroup, Inc. (Houston, TX)
- …its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. Responsibilities: Investment counselors ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in the… more
- State Street Corporation (Boston, MA)
- …State Street Investment Management ("State Street IM") is looking for a high -performing, inspirational leader that will develop and lead its client coverage ... with key clients around the world and build a high performing team that creates trusted relationships with existing...achieves above industry rate of inflows and growth in net new revenues for State Street IM. The role… more
- BDO USA (Charlotte, NC)
- …a high touch approach, we have extensive experience serving high net -worth individuals, their families, family offices, C-Suite executives, athletes, ... and people skills to provide tax compliance and consulting services to our high net -worth clients. Job Duties: Manages tax and consulting engagements and… more
- MassNAELA (Beverly, MA)
- …Trusts) Conduct client meetings Advise and guide clients with moderate to high - net -worth estates Conduct legal and tax research Communicate with clients; ... an interest and/or experience with tax matters a plus Knowledge of Wealth Counsel Familiarity with Medicaid Application Excellent written and verbal communication… more
- HSBC (New York, NY)
- …people, our investors, our communities and the planet we all share. As a Senior Wealth Planner, you will work closely with high and ultra- high net ... Banking teams to provide outstanding client service. As our Senior Wealth Planneryou will: + Commitment to...and/or at a wealth management firm advising high and ultra- high net worth… more
- Citigroup (Hewlett, NY)
- …the entire continuum of wealth clients. The unified business supports ultra- high - net -worth individuals and family offices through Citi Private Bank, operates ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth...to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth… more
- Citigroup (Downey, CA)
- …the entire continuum of wealth clients. The unified business supports ultra- high - net -worth individuals and family offices through Citi Private Bank, operates ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth...to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth… more
- Edward Jones (St. Louis, MO)
- …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, This could ... opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs...upcoming changes in legislation and regulatory environment may impact High Net Worth estate/legacy planning and proposed… more
- HUB International (Bethesda, MD)
- …and building success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor, you will work directly with referral partners, and ... Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive ...and financial planning + Depth of experience working with high net worth or ultra- high … more
- HUB International (Albuquerque, NM)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral partners, and prospective ... Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive ...and financial planning + Depth of experience working with high net worth or ultra- high … more
- Edward Jones (Dallas, TX)
- …objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the...wealth management services that our clients need. The Senior Planner will serve as a conduit between the… more
