- Umpqua Bank (Henderson, NV)
- Private Client Advisor Wealth Management Reno, Nevada Greenwood Village, Colorado Henderson, Nevada San Diego, California **Description** **About Us:** At ... for people. Together for business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth… more
- JPMorgan Chase (Las Vegas, NV)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Umpqua Bank (Henderson, NV)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... Senior Wealth Advisor Wealth Management Portland, Oregon Boise, Idaho Bellevue,...management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth… more
- US Bank (Henderson, NV)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Zions Bancorporation (Las Vegas, NV)
- …banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in either the Las Vegas, NV or Reno, ... which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/Advanced… more
- WTW (Las Vegas, NV)
- …unlock potential. Learn more at wtwco.com . **Job Description** As a Benefit Advisor , you will have the rewarding opportunity to speak with Medicare eligible ... style based on the region of the call, the client , and the medical needs of each caller. You...in order to be eligible to enter the Benefit Advisor Training program. * After passing the licensing exam… more
- Deloitte (Las Vegas, NV)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Deloitte (Las Vegas, NV)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- Deloitte (Las Vegas, NV)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Citigroup (Las Vegas, NV)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Deloitte (Las Vegas, NV)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Zions Bancorporation (Las Vegas, NV)
- …offer a complete range of consumer (https://www.nsbank.com/) , private (https://www.nsbank.com/ private /) , and business banking ... products. + Seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts....Recommends the appropriate solutions to clients as a trusted advisor to meet the objectives of clients. + Meets… more
- Deloitte (Las Vegas, NV)
- …group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Deloitte (Las Vegas, NV)
- …regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client ... Pass-through lease + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first...of business tax services is relevant for public and private companies, and range from tax planning to tax… more
- Deloitte (Las Vegas, NV)
- …related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy ... client engagements and participate in the targeting of new...of business tax services is relevant for public and private companies, and range from tax planning to tax… more