- Guardian Life (Concord, NH)
- …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 (Manchester, NH)
- …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
- Citizens (Manchester, NH)
- …+ Provide high quality, high touch telephone based client service to high net worth individuals and institutional clients. + Ability to make ... is accountable for providing exceptional service to our ultra high new worth trust and estate clients...Officers (TOs). The TA will have knowledge of the wealth management industry and have experience in working with… more