- Guardian Life (Jefferson City, MO)
- …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
- Edward Jones (St. Louis, MO)
- …the future - in the here and now. **Job Overview** **Position Schedule:** Full-Time Our High Net Worth (HNW) team provides an end-to-end client experience by ... services, and ongoing reporting and support. The Client Service Specialist will play a critical role in helping serve...will play a critical role in helping serve our high - net - worth clients. They work in… more
- Commerce Bank (Kansas City, MO)
- …includes quality review functions to ensure Asset Market Value correctly reflected on High - Net - Worth Trust Client Reporting. + Perform complex pricing ... range for some roles. This compensation range is for the Senior Securities Specialist - Wealth Operations job and contemplates a wide range of factors that… more
- Deloitte (St. Louis, MO)
- …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