- 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
- Edward Jones (Scottsdale, AZ)
- …Setting expectations with tax planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized ... execution of tax planning advice between the third-party service provider and High Net Worth team. + Lead or actively contribute to key strategic… 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
- Charles Schwab (Orlando, FL)
- …self and others positively + Bachelor's degree highly preferred + Must have Ultra High Net Worth client experience + Wealth Management designation, eg, ... a Schwab Wealth Consultant at Charles Schwab you are responsible for providing high -touch service , on-going comprehensive guidance and advice to clients in the… 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 ... **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Previous experience of conducting sales, service , and solicitation of all forms of insurance business + Knowledge… 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 ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… 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 ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… 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 ... We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join...brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity,… 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 ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… 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 ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Huntington National Bank (Kalamazoo, MI)
- …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... + Performs other duties as assigned. Basic Qualifications: + High School Diploma + 2 years customer service... High School Diploma + 2 years customer service experience in banking or Wealth & Investment Financial… more
- Bank of America (Cleveland, OH)
- …financial institution focusing on client service and sales. Administrative experience desired. + High net worth client service and sales experience ... monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client,...+ Decision Making + Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… 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
- 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 + ... the performance review of team members + Provide timely / quality feedback to service team members; assist team members in acquiring new skills + Help to identify… more
- Wipfli LLP (Loveland, CO)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- Wipfli LLP (Detroit, MI)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- Bank of America (Florham Park, NJ)
- …of 4 years of experience with a financial institution focusing on high net worth client service and sales + Trust administration experience desired ... as an additional point of contact to clients and supporting other service associates as needed. **Responsibilities:** * Supports Trust and Estate Officers with… more
- Bank of America (Melville, NY)
- …of 4 years of experience with a financial institution focusing on high net worth client service and sales + Investment administration experience desired ... new business opportunities from existing books of business, and assisting other service associates as needed. Job expectations include serving as an additional point… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Following… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …and maximize impact. + Stand up and demonstrate excellence in ultra- high - net - worth relationship management in service of partnership building. Maintain ... intent and action, ensuring philanthropy supports lasting change. We engage with ultra- high - net - worth individuals (UHNWI), corporate and private foundations,… more