- Guardian Life (Trenton, NJ)
- …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
- Lincoln Financial Group (Trenton, NJ)
- …Clearwater, FL (Florida); Dallas, TX (Texas); Denver, CO (Colorado); Fort Worth , TX (Texas); Gainsville, FL (Florida); Glendale, CA (California); Greenwood Village, ... We are excited to bring on a **Relationship Management Specialist ** for our Local Market Account Management Team. In...in a timely manner ensuring resolution and delivery of high -quality customer service. + You will identify, recommend, and… more
- Truist (Philadelphia, PA)
- …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
- Deloitte (Philadelphia, PA)
- …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