- Fidelity TalentSource LLC (Seattle, WA)
- … Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Seattle Metro area! ... capability to support our clients remotely. The\u00A0Purpose\u00A0of Your Role As a High Net Worth Representative, you will be focused on enhancing… more
- Fidelity TalentSource LLC (Houston, TX)
- …listed below: Houston Memorial, Friendswood, Highland Village, Houston (Fannin), KatyChampion Forest High Net Worth Representative\u00A0We have an exciting ... opportunity for a remote, licensed High Net Worth Service Associate in the Greater Detroit Houston area! While you will work from home,… more
- Fidelity TalentSource LLC (Atlanta, GA)
- …professional with a proven track record of success in the Family Office and High Net Worth marketplace. Primary Responsibilities Manage the entire sales ... Degree required At least 10 years of industry experience with a concentration in ultra high net worth sales. Series 7 and 66 required or attained within 90… more
- CohnReznick LLP (Boca Raton, FL)
- …Manager will work predominately with our Trust and Estate clients, as well as high net worth individuals. This position offers opportunity for advancement, ... fiduciary accounting for trusts and estates;Provide tax planning and consulting to high net worth clients for estate and individual income taxes;Research and… more
- CohnReznick LLP (Parsippany-Troy Hills, NJ)
- …to: Will work predominantly with our local Trust and Estate clients, as well as high net worth individuals. Demonstrate your expertise in tax research, tax ... fiduciary accounting for trusts and estates.Provide tax planning and consulting to high net worth clients for estate and individual income taxes. Research… more
- Amerant Bank (Coral Gables, FL)
- …Senior Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth ... such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer… more
- EY (New York, NY)
- …performing high quality review of complex tax returnsKnowledge/experience in handling High Net Worth and Individual Tax Returns, or complex ... could include reviewing complex individual tax returns, income tax planning of high - net - worth individuals and families, partnership tax compliance, or… more
- EY (Dallas, TX)
- …technical planning and advising of clients that include high -profile individuals of extremely high net worth , to preparation of their various tax return ... a balanced hybrid environmentIdeally, you'll also have A proven record in high net - worth tax planningA proven record in a professional services… more
- EY (New York, NY)
- …private entities (including C-Corp, S-Corp and Partnerships) as well as individuals/families with ultra- high net worth , and expectations to match. That will ... and attributes for successPreparing or Reviewing US federal and state tax returns high net worth US citizens living abroad or US residents holding non-US… 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 ... your area of technical professionalismIdeally you'll also haveA proven record in high net - worth tax planningA proven record in a professional services… more
- Creative Financial Staffing (New York, NY)
- …is a boutique investment management firm located in Manhattan. They are working with high - net worth individuals and have been in business approximately 20 ... Responsibilities will include: Client Services - Manage incoming request from high - net - worth clientele Open Accounts Retirement account questions Assist the… more
- Creative Financial Staffing (Denver, CO)
- …step right into the managerial duties right away. We are a multi-family office for high net worth individuals. Company Highlights: Multi-family office for ... high net worth individuals Beautiful office downtown- great culture due to their commitment to employees 5 flexible workdays per month Unlimited PTO… more
- Creative Financial Staffing (Denver, CO)
- …hard" mentality Work with a diverse client base from large corporations to high - net - worth individuals 100% onsite with flexibility Compensation: $75k-$95k ... skills and Microsoft Office Strong organizational skills Strong communication skills and ability to work with high - net - worth individuals #INMAY2024#LI-DS1 more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …strategy and promoting annual guidance reviewsIdentifying opportunities for asset consolidation and/or High Net Worth product development, and other more ... highest level of customer service to Fidelity s most sophisticated and highest net worth client.\u00A0 Through frequent communication and collaboration, you are… more
- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …or law firm Significant experience providing complex gift and estate planning strategies to high net worth clients Significant experience in working with ... of closely held companies, family-owned businesses, not-for-profit entities, government, and high - net - worth individuals. They are dedicated to providing… more
- Central Bank (Clayton, MO)
- …and creation of specialized private banking products and services tailored to high - net - worth clients, including wealth management solutions, credit ... in a leadership role. Deep understanding of the needs and preferences of high - net - worth clients, along with a demonstrated ability to develop and deliver… more
- WSFS Bank (Berwyn, PA)
- …the client and Wealth Advisor or Investment AdvisorServe as first point of contact for many high net worth clients, as well as build and maintain those ... our mission and our purposeThe Client Service Associate Responsible for providing high level service delivery to trust and agency clients, Wealth Advisors,… more
- Creative Financial Staffing (New York, NY)
- …a portfolio of clients, including but not limited to corporations, partnerships, and high - net - worth individuals. Conduct thorough tax research and analysis, ... and guidance to a team of tax professionals, ensuring high -quality and timely delivery of tax services. Manage and...CCH ProSystem fx, Thomson Reuters Checkpoint, and Microsoft Excel. High ethical standards and integrity, with a commitment to… more
- Fidelity TalentSource LLC (Palo Alto, CA)
- …for your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious ... are your "go to" attributes Our Investments in YouFidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate… more
- CohnReznick LLP (Jupiter, FL)
- …bank and general ledger reconciliations Contacting outside parties on behalf of high - net - worth clients Preparing personalized financials, cash flow ... statements and budgets and researching and resolving discrepanciesYOUR EXPERIENCE. The successful candidate will have: Associates degree and/or three or more years of experience in an accounting setting Experience with A/R, A/P, general ledgers, payroll and… more
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