- Sutherland Global Services (Frankfort, KY)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Guardian Life (Frankfort, KY)
- …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 Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- Bank of America (Lexington, KY)
- …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 (Lakeside Park, KY)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Park, Kentucky; Cincinnati, Ohio; Miamisburg, Ohio **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Morgan Stanley (Lexington, KY)
- …Manager. *DUT**I**E**S and RESPONSIBILITIES:* *P**r**oduction-Related* . Build a client base of high net worth households by prospecting and developing ... efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a...corporate marketing initiatives to help increase market share in High Net Worth households. *T**e**am… more
- Morgan Stanley (Louisville, KY)
- …credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial ... conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides… more
- Cherry Bekaert (Louisville, KY)
- …knowledgeable review of complex individual and partnership returns + Build and serve our high net - worth individual clients with estate, gift and trust tax ... accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure . Cherry Bekaert… more