- HSBC (New York, NY)
- …our communities and the planet we all share. The role of the High Net Worth Wealth Supervisor works closely with sales management and with various ... participating in branch promotional activities and special projects as required As our High Net Worth Wealth Supervisor you will: + Ability to provide timely… more
- Grant Thornton (Arlington, VA)
- …of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business ... + Providing tax planning and consulting to our firm's high net worth clients for...wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and… more
- Grant Thornton (Reno, NV)
- …of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business ... + Provide tax planning and consulting to our firm's high net worth clients for...wills and trusts taxation, and individual income taxes. Interact closely with client's other advisers, such as attorneys and… more
- Guardian Life (Columbus, OH)
- …where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are also thought ... working with financial representatives who provide planning strategies to high income/ high net worth...and disability insurance, mutual funds and annuities. + Work closely with Guardian's broker dealer (Park Avenue Securities) to… more
- Truist (Atlanta, GA)
- …of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) ... and account opening/maintenance to a virtual team 2. Work closely with a virtual team to ensure client and...work-related experience 2. Five years of experience working with High - Net - Worth Clients 3. Excellent organizational… more
- Guardian Life (New York, NY)
- …We concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are also leaders ... distribution by working with financial representatives who provide planning strategies to high income/ high net worth or business owner clients! **You… more
- Bank of America (Charlotte, NC)
- …us! Responsible for delivery of integrated credit solutions to corporate and high net worth clients. Partner closely with client-facing teammates in both ... determine credit worthiness and appropriate credit product solutions + Analyzing High Net Worth Individuals' financial statements, business and personal tax… more
- Edward Jones (St. Louis, MO)
- …+ Business Development-Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects via strong financial ... serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth… more
- Edward Jones (Phoenix, AZ)
- …and application + Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects via strong financial planning ... serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth… more
- Edward Jones (Glendale, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth ... are part of the durable, client-facing team that works closely with the Senior and Associate Planners (and other...expert level consultations that meet the needs of our high - net - worth clients based on client… more
- Morgan Stanley (Purchase, NY)
- …**Job:** **Wealth Management* **Title:** *Executive Financial Services - Rule 10b5-1 Ultra High Net Worth Specialist* **Location:** *New York-Purchase* ... plans for top executives and affiliates. *POSITION SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this position… more
- HSBC (San Francisco, CA)
- …Supervisor you will: + Primary point of contact for policy related questions for all High Net Worth Registered Representatives, covering the HNW NY- Office ... all share. The role of the Wealth Supervisor works closely with sales management and with various WPB Wealth...+ Ability to multi-task and work under pressure + High level of professional and personal integrity + Minimum… more
- Truist (Jupiter, FL)
- …job description:** Provides support to a team of Wealth Advisors, managing a portfolio of high net - worth clients. Closely works with assigned team ... organizational skills with the ability to work on numerous tasks simultaneously with a high attention to detail. 3. Flexible; able to adapt to change as well as… more
- Grant Thornton (Chicago, IL)
- …tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies and ... we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your...thrive in your role to meet client needs, deliver high -value solutions, and help you achieve more, confidently. Your… more
- Robert Half Finance & Accounting (Berkeley, CA)
- … High Net Worth and Ultra High Net Worth client relationships, and working closely with internal stakeholders. This role will be a part of ... client relationships, while collaborating with internal teams to manage High Net Worth (HNW) clients..... Bachelor's degree in Finance, Accounting, Economics, or a closely related field is preferred. . Strong expertise in… more
- FlexStaff (Hicksville, NY)
- …must have experience with planning for pass-through entities designed for high - net - worth individuals and experience with closely held entities. ... RESPONSIBILITIES * Responsible for completion of federal and state income tax returns including all related analysis and support * Conduct tax planning * Liaison with operating management on tax issues and accounting staff on tax accounting issues * Ensuring… more
- Robert Half Finance & Accounting (Oak Brook, IL)
- …and consult on tax issues related to partnership; high net worth , non profit and other closely held businesses. Requirements To apply, please send ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An Equal Opportunity Employer.… more
- Truist (Atlanta, GA)
- …Truist Wealth team is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra- high net worth ... the team as credible and capable financial partners to high net worth and ultra-...compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships. Work closely… more
- Citigroup (New York, NY)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts...accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They… more
- Fifth Third Bank, NA (Indianapolis, IN)
- …Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable ... client relationship managers and sales officers to create strategies and opportunities for high net worth client base. Additional expectations for broader… more