- Fidelity TalentSource LLC (Houston, TX)
- …to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don t ... you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build… more
- WTW (Houston, TX)
- …+ 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
- Truist (Houston, 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
- Bank of America (Houston, TX)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in wealth ... on topics impacting the U/HNW client segment, or provide service to clients. Assist with the retention of U/HNW...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
- Morgan Stanley (Houston, TX)
- …Bank, NA is seeking a high potential candidate to help grow our Sales Ultra High Net Worth team serving this client segment (UHNW). The Senior Ultra ... High Net Worth Sales Specialist...marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected… more
- Bank of America (Houston, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Truist (Houston, TX)
- …and sales skills that establish the leader and the team as credible and capable financial partners to high net worth and ultra- high net worth ... and relationship management skills previously demonstrated in wealth management in the high - net - worth marketplace + Excellent written, verbal, problem… more
- Volvo Group (Houston, TX)
- Service Technician - Prevost/Volvo Buses Location: Houston, TX, US, 77066Mira Loma, CA, US, 91752Fort Worth , TX, US, 76155S. Plainfield, NJ, US, ... Planfield, Secaucus), Tennessee (Goodlettsville), Florida (Jacksonville, Orlando), Texas (Fort Worth , Houston), California (Mira Loma, San Francisco), Illinois (Chicago,… more
- PNC (Houston, TX)
- …or in the field on a regular basis. The ideal candidate will have extensive experience working with high net worth and ultra high net worth ... Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held… more
- Cherry Bekaert (Sugar Land, TX)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... status updates and communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as they arise. + Work to wrap-up tax… more
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... be essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. + You will… more
- CIBC (Houston, TX)
- …The Business Development Officer is responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. ... solutions through appropriate business development activities. This includes establishing a high and positive profile within the market. + Manage select client… more
- Truist (Houston, TX)
- …of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet ... client interaction 10. Continually render extraordinarily responsive and personal service to Wealth clients QUALIFICATIONS Required Qualifications: The requirements… more
- Morgan Stanley (Houston, TX)
- …in the market. * Drives corporate marketing initiatives to help increase market share in High Net Worth households. *Team Building:* * Builds effective teams ... also include maintaining a superior and consistent level of client service , developing cohesive teams, providing consistent leadership, and assuming accountability… more
- Moss Adams LLP (Houston, TX)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... stays + Motivated to meet client deadlines and provide excellent client service + Experience managing multiple client engagements + Creative problem solving and… more
- Moss Adams LLP (Houston, TX)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... visa status now or in the future \(eg,H-1B status\). + Excellent customer service skills + Creative problem solving, critical thinking and research skills + Strong… more
- KPMG (Houston, TX)
- …multi-state and local tax experience preferred; federal and state partnership experience preferred; high net worth individual tax experience preferred + ... mental health. Depending on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year. Additionally, each year… more
