- Truist (Mclean, VA)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... delivery of a broad range of wealth products and services to high net worth individuals. **Following is a summary of the essential functions for… more
- Truist (Mclean, VA)
- …needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... Act 6. Proven success in the acquisition of new high net worth & ultra-... wealth management and financial planning considerations for high net worth and ultra-… more
- Citigroup (Washington, DC)
- … Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such ... entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, operates… more
- Grant Thornton (Arlington, VA)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... As the Private Wealth Services Tax Manager, you'll conduct primary and...+ Providing tax planning and consulting to our firm's high net worth clients for… more
- Citigroup (Vienna, VA)
- The Wealth Relationship Manager SAFE Act is a seasoned...to gain incremental wallet share of the affluent and High Net Worth segment through ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Charles Schwab (Tysons Corner, VA)
- …as a Tax, Trust, and Estate attorney strongly preferred + Extensive experience advising high net worth clients. + Shown experience in discovering unstated ... you to provide detailed, highly sophisticated advice to entrepreneurs and other high - net - worth individuals with sophisticated financial affairs, substantial… more
- Bank of America (Vienna, VA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- Bank of America (Bethesda, MD)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- HUB International (Rockville, MD)
- …markets and sales teams by providing **technical case design and analysis** for high - net - worth individuals and business owners. + Develop customized ... are highly desirable. + Experience working with **financial advisors, CPAs, attorneys, or high - net - worth clients** . + Familiarity with tax laws, estate… more
- Citizens (Washington, DC)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... and identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized … more
- Bank of America (Mclean, VA)
- …structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. Responsibilities: * Leads the growth of funded ... client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a… more
- Cherry Bekaert (Tysons Corner, VA)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure . Cherry Bekaert… more
- Wells Fargo (Washington, DC)
- …research conferences + Collaborate with WIM leadership and provide counsel on events for ultra- high net worth clients + Lead planning efforts for large ... multi-day event plans that support the Corporate & Investment Bank (CIB) and Wealth & Investment Management (WIM) lines of business. The individual in this role… more