- Charles Schwab (Newport Beach, CA)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance ... Wealth Management solutions, and client promoter scores + Partner with wealth specialists to offer solutions...positively + Bachelor's degree highly preferred + Must have Ultra High Net Worth client experience + Wealth… more
- City National Bank (New York, NY)
- …Develops and manages client relationships with high- net- worth and ultra -high-net-worth individuals and families within a specific market. Provide integrated ... May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must… more