- Edward Jones (St. Louis, MO)
- …experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office ... answered yes to these questions, joining the Edward Jones High Net Worth team could...the wealth management services that our clients need. The Senior Planner will serve as a conduit between the… more
- Edward Jones (Phoenix, 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! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of… 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 ... plan to portfolio strategy. **What You Will Do** The Senior Portfolio Strategistis the investment specialist responsible for bringing...expert level consultations that meet the needs of our high - net - worth clients based on client… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Edward Jones (Phoenix, AZ)
- …**What you'll do:** + Partner with the Senior Planner, Financial Advisor, and high net worth team to deliver an end-to-end HNW client experience. ... answered yes to these questions, joining the Edward Jones High Net Worth team could...extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients… more
- Edward Jones (St. Louis, MO)
- …WMAS functional capabilities through risk consultation and risk assessment. The Risk Manager - High Net Worth partners with leaders in the Wealth Management ... (WMAS) division to manage the risks associated with the High Net Worth (HNW) products...educational/development opportunities. *This position is known internally as a Senior Risk & Control Associate Edward Jones' compensation and… more
- Gelfand Rennert & Feldman (Austin, TX)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... + 4+ years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within entertainment business management… more
- Wipfli LLP (Billings, MT)
- …+ Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and Estate tax returns + Lead client ... At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow… more
- Morgan Stanley (Purchase, NY)
- …**Job:** **Wealth Management* **Title:** *Executive Financial Services - Rule 10b5-1 Ultra High Net Worth Specialist* **Location:** *New York-Purchase* ... and affiliates. *POSITION SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist...ideal candidate must have proven experience with speaking to senior level executives and provide a concierge type service… more
- Wipfli LLP (Sterling, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... a timely manner + Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for firm initiatives and… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge… more
- Morgan Stanley (San Francisco, CA)
- … Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial ... to support the Firm's goal of providing private banking products to Ultra High Net Worth clients and/or prospects . Establish a reputation of execution… more
- M&T Bank (Williamsport, PA)
- …assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business ... individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing experts in Financial Planning, Carriers,… more
- HSBC (San Francisco, CA)
- …and the planet we all share. You will work closely with high and ultra- high net worth individuals and families to advise on wealth and generational ... their families, in particular those in the target Ultra High Net Worth segment. You...expatriation planning, philanthropy and family governance topics As our Senior Wealth Planner you will: + Commitment to Excellence.… more
- KPMG (Dallas, TX)
- …- worth individuals and Family Offices + Serve as the trusted advisor to ultra- high net worth families on matters relating to current and forward-looking ... **Business Title:** Senior Manager, Business Tax Services - Private Clients...growing KPMG's private client tax practice, which focuses on ultra- high net - worth individual, trust and… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank... High level of savvy and sophistication re: high net worth clients' concerns / ... for managing a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving multi-generational families. Key… more
- International Rescue Committee (New York, NY)
- …IRC by engaging, cultivating, soliciting, and stewarding significant, multi-year commitments from ultra- high net worth individual supporters that are based ... will work closely with the team's Director to handle high -level partnerships and opportunities. The Senior Officer...Major Responsibilities: * Oversee a dynamic portfolio of 50+ high net worth individuals by… more
- KPMG (Philadelphia, PA)
- …start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra- high net - worth individuals and families + Establish meaningful ... **Business Title:** Tax Manager/ Senior Manager, Private Client **Requisition Number:** 113215 -...level Qualifications: + Minimum five years of recent focused high net - worth individual, flow-through entity… more
- KPMG (Santa Clara, CA)
- …to owners and senior executives of KPMGs private client base which focuses on ultra- high net worth individual, trust and estate clients + Prepare complex ... **Business Title:** Senior Associate, Business Tax Services - Private Enterprise...to the firm Qualifications: + Minimum two years of ultra- high net worth individual and/or… more
- Citigroup (Queens, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...to meet the financial needs of our Affluent and High - Net Worth clients, including a… more