- Edward Jones (Scottsdale, AZ)
- …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! This ... management services that our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high - net -… 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 ... downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital property… more
- Manulife (Boston, MA)
- …Chief Risk Officer. This position has extensive access to and interactions with the Global High Net Worth Chief Executive Officer, and will have frequent ... strategic Chief Compliance Officer (CCO) to lead the compliance function for our Global High Net Worth (GHNW) business. This role is critical in ensuring the… more
- Edward Jones (West Palm Beach, FL)
- …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
- 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
- Manulife (MA)
- …high - net worth individuals and affiliated entities. The Investigator - High Net Worth Due Diligence position independently plans and executes ... enhanced due diligence investigations to support internal Manulife international high net worth (HNW) business. Conduct high -quality analytical research… more
- Edward Jones (West Palm Beach, FL)
- …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
- JPMorgan Chase (New York, NY)
- We are looking for dynamic leader to join the High Net Worth (HNW) Card Product team, focusing on driving growth and delivering on our product vision for our ... executive leadership and other forums by crafting a comprehensive story of the High Net Worth Card Product strategy **Required qualifications:** + 8+ years… more
- Charles Schwab (Lone Tree, CO)
- …corporations and their employees regarding their equity compensation plans. As a Manager - High Net Worth Representative of the Executive Services Trading ... areas + Ability to deliver training and coaching related to trading skills and high net worth client service + Ability to educate clients on their individual… more
- Charles Schwab (Westlake, TX)
- …now have a unique opportunity to expand our lending capabilities by targeting Schwab's high net worth (HNW) clients and registered investment advisory (RIA) ... internal and external partners to develop analysis, deliver thoughtful, insightful, and high impact contributions across a range of " high -stakes" strategic… 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
- 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
- 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 (Denver, 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
- HSBC (New York, NY)
- …economy, including founders, operations executives and venture capitalists in the high -growth tech and life sciences sector(s). + Proficiency in working with ... partner loans + Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years of relationship management… 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
- 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 (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
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