- Guardian Life (Richmond, VA)
- …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
- Citizens (Glen Allen, VA)
- …of manual underwriting guidelines. + Advanced knowledge and experience of complex underwriting of high /ultra high net worth borrowers to include analysis ... Description As the Underwriter QA Review Sr. Specialist , you will serve as the lead for...goals and deadlines. + Demonstrated ability to maintain a high -level degree of confidentiality. + Knowledge of ACES, Epic… more
- Truist (Richmond, VA)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... needs and objectives of the client and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and… more