- Grant Thornton LLP (Arlington, VA)
- …of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business ... + Providing tax planning and consulting to our firm's high net worth clients for...wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and… more
- Grant Thornton LLP (Reno, NV)
- …of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business ... + Provide tax planning and consulting to our firm's high net worth clients for...wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and… more
- Guardian Life (Holmdel, NJ)
- …We concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are also leaders ... distribution by working with financial representatives who provide planning strategies to high income/ high net worth or business owner clients! **You… more
- Guardian Life (Bethlehem, PA)
- …Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for ... growing sales of Park Avenue Securities High Net Worth solutions by...and KPIs through consistent and timely activity tracking. + Closely worth with regional wealth management teams… more
- Truist (Mclean, VA)
- …of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) ... to transfers, withdrawals, and account opening/maintenance to a virtual team 2. Work closely with a virtual team to ensure client and advisor requests are fulfilled… more
- M&T Bank (Wilmington, DE)
- …client team members to serve the unique needs of Wilmington Trust's ultra- high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop ... new client prospecting activities to support further growth of the organization's ultra- high net worth client segment. + Understand and adhere to the… more
- Grant Thornton LLP (San Francisco, CA)
- …tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies and ... we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your...thrive in your role to meet client needs, deliver high -value solutions, and help you achieve more, confidently. Your… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are in search of a Senior Tax Associate specializing in international high net worth individuals to join our team in the financial services ... are in line with our Global Framework * Work closely with internal HR, Finance, and Legal teams to...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …join the Minneapolis office. This lawyer will focus on serving high net - worth individuals and families, closely -held business owners and executives, ... corporate fiduciaries, and charitable organizations in all areas of estate and tax planning. Qualified candidates will have: - JD degree from an ABA-accredited law school - Strong academic performance - Trusts and estates experience - Excellent communication… more
- MD Anderson Cancer Center (Houston, TX)
- …with the grace and enthusiasm necessary to engage high net - worth individuals. * Demonstrated success working closely with institutional and senior ... of frontline Major Gift officers who office in a hybrid setting. Partnering closely with the Associate Vice President for Individual Giving and other members of… more
- CIBC (New York, NY)
- …is identifying, cultivating and introducing new private wealth management relationships with high net worth individuals, family offices, endowments and ... This person is aligned with Private Banking and works closely building a team around the clients that includes...not limited to, the following activities: + Lead new high net worth client relationships… more
- Bankers Trust (Phoenix, AZ)
- …cultivate pipeline of new client opportunities . Oversees a select book of developed High Net Worth customer relationships . Continually monitors and ... Apply Now (https://phh.tbe.taleo. net /phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1627) Job Brief Work with high - net worth investors, and ultra-… more
- Morgan Stanley (Seattle, WA)
- …Wealth Strategists and Associate Wealth Strategists. This includes working closely with high net worth RIA and Family Office clients, completing analysis ... requests, providing client service support, and directly assisting the sales teams on ad hoc requests as needed. *_Primary Responsibilities:_* - Collaborate with WSG/RIA Specialists and WSG/RIA Sr. Relationship Managers to effectively serve and support current… more
- Citigroup (San Francisco, CA)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- KPMG (Philadelphia, PA)
- …start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra- high net - worth individuals and families + Establish meaningful ... and on a national level Qualifications: + Minimum five years of recent focused high net - worth individual, flow-through entity and family office tax… more
- Robert Half Finance & Accounting (New York, NY)
- …providing comprehensive tax and accounting services to clients in the media, entertainment, and high net worth sectors. With a commitment to excellence, ... optimization. As a Senior Tax Accountant, you will work closely with our clients and internal teams to provide...trusts, and other entities within the media, entertainment, and high net worth sectors. +… more
- Morgan Stanley (New York, NY)
- …factored into business decisions. This is a multi-faceted role responsible for coverage of Ultra High Net Worth / Tailored Lending with a primary focus on ... Liquid and Securities Based Lending (SBL) transactions to Ultra High Net Worth (UHNW) Individuals....related to Borrowers / Guarantors. - Communicate and work closely with the Business Unit, Loan Operations and Legal;… more
- Bank of America (Cleveland, OH)
- …associates and COIs (Centers of Influence.) Works with typically large and complex high net worth clients and beneficiaries involving multi-generational ... a seasoned Trust Officer in the market. STO works closely with local Private Bank teams to achieve strategic... High level of savvy and sophistication re: high net worth clients' concerns… more
- JPMorgan Chase (New York, NY)
- …this role will partner with Financial Advisors and other internal stakeholders to provide ultra- high net worth (UHNW) clients and their families with family ... financial services including, but not limited to financial planning, Affluent/ High Net Worth solutions, working...and Lifelong learner. A strong self-motivator who can work closely with market leaders & practice partners with or… more
- Citigroup (Stamford, CT)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the...to meet the financial needs of our Affluent and High - Net Worth clients, including a… more