- Sutherland Global Services (Washington, DC)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Citizens (Arlington, VA)
- …The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial ... Private Client Relationship Manager, you will engage directly with our affluent and high - net - worth clients to exceed their expectations by thinking long… more
- Grant Thornton LLP (Arlington, VA)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... As the Private Wealth Services Tax Manager, you'll conduct primary and...+ Providing tax planning and consulting to our firm's high net worth clients for… more
- HUB International (Bethesda, MD)
- …team goals and ad hoc reporting requests from the team + Prepare various reports for high net - worth clients + Assist with office wide projects + Use ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the Gold… more
- Citigroup (Falls Church, VA)
- The Wealth Relationship Manager SAFE Act is a seasoned...to gain incremental wallet share of the affluent and High Net Worth segment through ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- JPMorgan Chase (Washington, DC)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... of a dedicated wealth management business and the global resources of one...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Bank of America (Washington, DC)
- …policies, procedures, regulatory requirements + High level of savvy and sophistication re: high net worth clients' concerns / issues + Ability to ... for managing a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving multi-generational families. Key… more
- Bank of America (Washington, DC)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Bethesda, MD)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Columbia, MD)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill....across the business to increase opportunities for affluent and high net worth client acquisition… more
- Morgan Stanley (Columbia, MD)
- …Branch Manager. DUT IES and RESPONSIBILITIES: Pr oduction-Related . Build a client base of high net worth households by prospecting and developing new client ... efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a...corporate marketing initiatives to help increase market share in High Net Worth households. Te… more
- M&T Bank (Washington, DC)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative… more
- Bank of America (Washington, DC)
- …+ A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net ... with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and… more
- Robert Half Finance & Accounting (Rockville, MD)
- …is a tremendous opportunity for a tax professional in the private weatlh management sector or high net worth tax group of a public accounting firm. It's a ... created Tax Manager/Sr. Tax Manager position on the private wealth side for multiple generations of one of the...in Accounting, Finance or similar area of study + High - Net - Worth individual tax experience +… more
- Cherry Bekaert (Bethesda, MD)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, planning… more
- Wounded Warrior Project (Washington, DC)
- …donors and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with ... including proposals, stewardship reports, and general program updates. + Utilize wealth screening information, other research, and networks of existing donors to… more
- Cherry Bekaert (Bethesda, MD)
- …and talented firm culture. + Solve problems! + Build and service our partnerships and high net - worth individuals with estate, gift and trust tax planning and ... accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure . Cherry Bekaert… more
- Cherry Bekaert (Bethesda, MD)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure . Cherry Bekaert… more
- Cherry Bekaert (Rockville, MD)
- …business tax planning services to partnerships, owners, families, family businesses, as well as high net worth individuals. Ability to service Real Estate ... accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure . Cherry Bekaert… more