- Guardian Life (Sacramento, CA)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park ... this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the Western… more
- Insight Global (Sacramento, CA)
- …clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be ... Job Description We are looking for a Customer Support Specialist to work for a leader in the financial...creating high customer loyalty and provide great customer support. We… more
- Deloitte (Sacramento, CA)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more