- Charles Schwab (Tysons Corner, VA)
- …Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service , on-going comprehensive guidance and advice to clients in ... lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients,… more
- Charles Schwab (Vienna, VA)
- …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
- Charles Schwab (Lone Tree, CO)
- …leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be ... cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person...What you'll do: Manager will work directly with Ultra High Net Worth clients to… more
- Trust Counsel PL (Coral Gables, FL)
- …knowledge in this practice area. MUST HAVE ENOUGH PRIOR EXPERIENCE WORKING WITH SOPHISTICATED HIGH NET WORTH (HNW) ESTATE PLANNING & ASSET PROTECTION MATTERS ... sharp and driven Attorney with extensive Estate Planning experience, dealing with sophisticated high - net - worth clients? Do you exemplify our core values: Are… more
- Linn T. Hodge & Sons (Los Angeles, CA)
- …provide the highest quality of service to all clients, specializing in the needs of high net worth individuals. We are proud to serve members of the ... Account Manager/ Customer Service Representative - (CSR) Personal Lines & Commercial...high ethical standards and commitment to excellent customer service . Major Job Responsibilities: Follow agency procedures for processing:… more
- Usaa (Baton Rouge, LA)
- …state and/or ability to obtain home state and multistate license within 90 days. High Net Worth /Private Client Experience and ability to handle sensitive ... to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the...risk and compliance policies and procedures. What you have: High School Diploma OR General Equivalency Diploma. 2 years… more
- HSBC (Miami, FL)
- High Net Worth and...handling of any subsequent claims + Required to be client- service orientated and proactively look for ways to increase ... Ultra High Net Worth Insurance Specialist/Producer Brand: HSBC Area of Interest: Insurance...revenues, improve customer service , and add value to our internal Group partners… more
- Robert Half Legal (Minneapolis, MN)
- …you an accomplished Family Law Attorney with experience handling complex divorce cases for high - net - worth individuals? Are you seeking an opportunity to join ... mid-size downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- Edward Jones (Tempe, AZ)
- …seeking a Sr. Brand Content Strategist to lead omnichannel content strategies for our high net worth (HNW) investor business segment. This role requires ... financial services industry, particularly for investors who have a high net worth and ...materials. * Serve as a bridge and translator between product/ service /wealth management/business segment teams and content marketing strategy and… more
- Charles Schwab (Westlake, TX)
- …helping us "challenge the status quo" and transform the finance industry together. Our **Ultra High Net Worth team** is apart of the broader Investor ... lending needs. As a **Client Relationship Specialist (CRS)- Ultra High Net Worth ** , you...7 and 63 licenses We place a premium on high performance, quality service and the ability… more
- JPMorgan Chase (New York, NY)
- …leadership experience in membership, loyalty, entertainment, or luxury services, with a focus on high net worth clientele. + Proven track record in ... We are seeking a dynamic and visionary Executive Director to serve as Head of High - Net - Worth Membership and Loyalty. As an Executive Director, Membership and… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: Starting ... local firm) + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift… more
- World Insurance Associates, LLC. (Scottsdale, AZ)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private...from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's… more
- HUB International (Carlsbad, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... **THE OPPORTUNITY:** Our service professionals play a vital role in supporting...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- HUB International (Fort Lauderdale, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Previous experience of conducting sales, service , and solicitation of all forms of insurance business + Knowledge… more
- Wipfli LLP (Southfield, MI)
- …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 (Denver, CO)
- …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
- Zions Bancorporation (Salt Lake City, UT)
- …A combination of education and experience may meet job requirements. + Experience working with high net worth insurers such as Chubb, AIG Private Client, ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American Banker as one of the… more
- Wipfli LLP (Loveland, CO)
- …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
