- Sutherland Global Services (Indianapolis, IN)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become one of ... the newest members of our team , supporting one of our customers, a global financial...the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the… more
- Lincoln Financial Group (Indianapolis, IN)
- …Review, identify, and communicate recommendations on complex and high net worth cases to advisors and other team members. * Utilize Lincoln approved ... Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort Worth , TX (Texas); Gainsville, FL (Florida); Glen Allen, VA...plans. * Collaborate and consult with advisors and other team members to build complex financial plans and models… more
- Robert Half Finance & Accounting (Indianapolis, IN)
- …working with a leading firm specializing in providing tax and financial planning services to high net worth individuals and families. Our mission is to help ... reviewing tax returns and providing tax planning services for high net worth individuals and...worth individuals and families and provide guidance to team members and clients on their implications + Maintain… more
- Fifth Third Bank, NA (Indianapolis, IN)
- …at Fifth Third Bank. Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable ... Strategy to propose. Remains engaged with the Private Bank team in executing on the Wealth Strategy and assists...and sales officers to create strategies and opportunities for high net worth client base.… more
- Bank of America (Indianapolis, IN)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Cherry Bekaert (Indianapolis, IN)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... such specialization to other engagements and offices throughout the Firm. + Lead a team that provides tax and consulting services to flow through entities and their… more
- World Insurance Associates, LLC. (Indianapolis, IN)
- …resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our… more