- Morgan Stanley (Purchase, NY)
- …its full- service brokerage and investment advisory clients. In addition, the team provides high net worth full- service clients with access to ... issuer diligence * Advising on complex trading strategies by high net worth and ultra-...marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected… more
- Edward Jones (Scottsdale, AZ)
- …Setting expectations with tax planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized ... execution of tax planning advice between the third-party service provider and High Net Worth team. + Lead or actively contribute to key strategic… more
- Edward Jones (Scottsdale, AZ)
- …Setting expectations with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and ... execution of estate planning advice between the third-party service provider and High Net Worth team. + Lead or actively contribute to key strategic… more
- Edward Jones (St. Louis, MO)
- …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...to a fiduciary standard, and collaborate with 3rd party service providers to deliver on an elevated and personalized… more
- HUB International (Davie, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.… more
- HUB International (Encino, CA)
- …Lines Account Manager II provides critical support to clients, manages a book of high net - worth clients, operating with the highest degree of ... a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care...or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience… more
- Morgan Stanley (Purchase, NY)
- …**Job:** **Wealth Management* **Title:** *Executive Financial Services - Rule 10b5-1 Ultra High Net Worth Specialist* **Location:** *New York-Purchase* ... settlement of restricted trades. An important part of the service provided by EFS includes education and guidance to...and affiliates. *POSITION SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist… more
- HUB International (Encino, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- Charles Schwab (Newport Beach, CA)
- …services industry. You'll play a critical role in the operational success of the Ultra High Net Worth team, under the guidance of your Client Relationship ... have the opportunity to bring your passion for customer service to a role and a firm that will...you have** Required Qualifications: + 1+ years of Client/Customer Service experience preferred in financial services industry + Understanding… more
- Wipfli LLP (Minneapolis, MN)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Clayton, MO)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Wausau, WI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Charles Schwab (Orlando, FL)
- …Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service , on-going comprehensive guidance and advice to clients in ... needs. + Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs + Retain existing clients,… more
- WTW (Houston, TX)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... the performance review of team members + Provide timely / quality feedback to service team members; assist team members in acquiring new skills + Help to identify… more
- Wipfli LLP (Minneapolis, MN)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- Wipfli LLP (South Portland, ME)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… 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 ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Following… more
- Motion Recruitment Partners (Fort Worth, TX)
- . NET Developer / Aviation / Hybrid / Fort Worth , TX Fort Worth , Texas **Hybrid** Contract $70/hr - $80/hr This aviation company is a labor union representing ... over 15,000 professional pilots. Headquartered in Fort Worth , Texas, they are the largest independent pilots' union...solutions. They are seeking a skilled **Mid-Level to Senior . NET Engineer** to join their technology team. The ideal… more
- Bank of America (Southlake, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Motion Recruitment Partners (Fort Worth, TX)
- . NET Solutions Architect / On-Site / Irving, TX / Azure Service Bus / Angular Fort worth , TX **Onsite** Contract $80/hr - $90/hr This company is a leader in ... excellence in the automotive services industry. They are seeking an experienced . NET Solutions Architect to lead the design, development, and implementation of… more