- Sutherland Global Services (Harrisburg, PA)
- …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 (Harrisburg, PA)
- …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
- JPMorgan Chase (Newark, DE)
- …leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- M&T Bank (York, PA)
- …assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business ... meet the individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing experts in Financial Planning,… more
- Bank of America (Lancaster, PA)
- …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 (Exton, PA)
- …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 (Bel Air, MD)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Citizens (Harrisburg, PA)
- …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
- City National Bank (Newark, DE)
- …* Management of real time risk, reporting, and escalation * High Profile and High Net Worth Client and Advisor service * Data driven approach to ... skills, business acumen, and leadership abilities of new or recent graduates and high -performing, high -potential colleagues. The goal of the LEAP program is to… more