- 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 ... downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital property… more
- AIG (New York, NY)
- The High Net Worth business is a key portfolio within Global Personal Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to ... will be responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including Actuarial, Operations, HR, CUO to… more
- Edward Jones (Dallas, TX)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... has developed a new wealth management offering tailored to meet the unique needs of high net worth clients and we need your help launching this new offering… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and maintain… more
- Robert Half Legal (Minneapolis, MN)
- Description High Net Worth Divorce Paralegal Are you a skilled paralegal and do you already have a passion for family law or think you'd be interested in ... Practice is supporting a well-respected law firm in downtown Minneapolis, MN seeking a High Net Worth Divorce Paralegal to join their dynamic team. This role… 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
- Edward Jones (Tempe, AZ)
- …due to the volume of applicants. **Team Overview:** Do you have experience working directly with High Net Worth clients? Do you have Expertise in banking? If ... developed a new wealth management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we need your help launching this new… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …servicing experience including remarketing and new business placement. + Demonstrated experience in High - Net Worth . + Strong functional knowledge of Excel ... in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail. +...environment + Able to work independently and enjoy a high degree of interaction with team members. + Self-motivated… more
- Bank of America (Washington, DC)
- Ultra High Net Worth Portfolio Strategist Washington, District of Columbia **Job Description:** At Bank of America, we are guided by a common purpose to help ... role supporting Financial Advisors + Self-motivated, adaptive, positive attitude and high energy are a must. + Bachelor's degree or equivalent experience.… more
- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... ideal candidate brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity, innovatively solving… more
- Wipfli LLP (Naperville, IL)
- …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 (Loveland, CO)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual 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… 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
- HUB International (Winter Park, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... the appropriate state licensing with 90 days of hire + Preference given to those with existing insurance licensure and/or industry designations + Ability to work under pressure and within deadlines + Good listening skills and ability to determine clients'… 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 ... 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… more
- Charles Schwab (Westlake, TX)
- …Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context ... clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards + Demonstrates good judgment in selecting methods and approaches for… more
- 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
- WTW (Boston, MA)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... Champion the proper advocacy of claims + Participate in stewardship meetings + Support Client Management team in identifying and closing rounding opportunities Pipeline Management: + Identify prospects for business from existing and prospective clients +… more
- Wipfli LLP (Denver, 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
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