- The Bahnsen Group (Phoenix, AZ)
- …a high degree of tax competency, a desire to engage with high - net - worth individuals, and a strong client -service attitude. The role provides service ... 85 employees. The firm manages over $8.0 billion of client capital and is widely recognized as one of...Provide exceptional tax planning, compliance, and advisory services to high net - worth and Family Office… more
- Linn T. Hodge & Sons (Scottsdale, AZ)
- …to provide the highest quality of service to all clients, specializing in the needs of high net worth individuals. We are proud to serve members of the ... is expected to meet the agency's defined standards for client service, professionalism, ethics, and work attitude. TAM EPIC...You: You have superior critical thinking skills and a high level of intelligence. You view the world optimistically… more
- Colorado Railroad Museum (Phoenix, AZ)
- …and attract new clients or business for the Firm. Prepare returns for Real Estate, High Net - Worth Individuals, and Manufacturing clients. Work with staff to ... developing their career. Gather relevant tax-related information from the client so an accurate tax return can be prepared....take on the challenge of leading a team of high -performing individuals. You have knowledge of and exposure to… more
- Regal Executive Search (Phoenix, AZ)
- …and attract new clients or business for the Firm. Prepare returns for Real Estate, High Net - Worth Individuals, and Manufacturing clients. Work with staff to ... developing their career. Gather relevant tax-related information from the client so an accurate tax return can be prepared....take on the challenge of leading a team of high -performing individuals. You have knowledge of and exposure to… more
- Vanguard (Scottsdale, AZ)
- …with a passion for building meaningful client relationships? Join our team as a High Net Worth Client Case Representative for our Personal Investor ... they are, and ensure they feel supported when they call in to Vanguard. As a High Net Worth Client Case Representative, you will: + Serve as the primary… more
- Edward Jones (Tempe, AZ)
- …knowledge of High Net Worth products and services + Experience in High Net Worth client wealth management + Progress toward advanced degree ... everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm...the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions,… more
- Edward Jones (Tempe, AZ)
- …+ Experience establishing and cultivating industry networks and centers of influence + Experience in High Net Worth client wealth management + Progress ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions,… more
- Vanguard (Scottsdale, AZ)
- … client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with… more
- World Insurance Associates, LLC. (Scottsdale, AZ)
- … client solve any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and ... prospect, and cultivate new business opportunities, focusing on High - Net worth and Private Client accounts, including affluent individuals, family… more
- Edward Jones (Tempe, AZ)
- …**Team Overview:** The Edward Jones Generations(R) team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...teams to provide ongoing client services including holistic financial planning, tax and estate… more
- Edward Jones (Tempe, AZ)
- …and implement frameworks to provide ongoing proactive support through daily monitoring of the high - net - worth client accounts and coordinating with the ... Concierge Specialists (CCS) that have a critical role in helping serve our high - net - worth clients. The Client Concierge Specialists work in collaboration… more
- US Bank (Scottsdale, AZ)
- …from Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of ... experience - 10 or more years of experience in high and ultra- high net worth client wealth management activities Preferred Skills/Experience -… more
- US Bank (Scottsdale, AZ)
- …for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and ... growth of assigned client relationships. Partners with Private Wealth Management Product Specialists...of experience interacting with High and Ultra High Net Worth clients Preferred… more
- Edward Jones (Tempe, AZ)
- …financial services, specifically wealth management, asset management, investment advisory, financial planning, and/or high net worth client services + ... could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything… more
- Edward Jones (Tempe, AZ)
- …advanced level case management support to meet the needs of our high - net - worth clients based on client objectives, risk profile, account mandates, ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...early due to the volume of applicants. **Team Overview:** High Net Worth Consultation partners… more
- City National Bank (Phoenix, AZ)
- …MANAGER* WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra- high net worth clients that will require additional white glove servicer, ... and operational needs. As the operational expert for the client , the Account Officer/Manager is positioned to proactively execute...and reporting * 5 years of experience working with high - net worth clients * Excellent… more
- City National Bank (Phoenix, AZ)
- …Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in ... account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...Investment Management * 2 years of experience in the High Net Worth or Ultra… more
- Edward Jones (Tempe, AZ)
- …seeking a Sr. Brand Content Strategist to lead omnichannel content strategies for our high net worth (HNW) investor business segment. This role requires ... everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm...financial services industry, particularly for investors who have a high net worth and … more
- BMO Financial Group (Scottsdale, AZ)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue… more
- Guardian Life (Phoenix, AZ)
- … client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... working with financial representatives who provide planning strategies to high income/ high net worth...planning recommendations to prospects and clients and educate a client 's professional tax and legal advisors on concepts and… more
