- Huntington National Bank (Minnetonka, MN)
- …in the Huntington Private Bank responsible for developing, delivering, and managing a high - net - worth client's Wealth Plan. Duties and Responsibilities: ... Description Summary: The Private Bank Wealth Advisor II is the primary client relationship...insurance products and services for high or ultra- high net worth clients. +… more
- Wipfli LLP (Minneapolis, MN)
- …state in which they are practicing + Knowledge and understanding of wealth transfer planning vehicles + Experience and knowledge of comprehending trust agreement ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts + Intentionally defective grantor trust + Qualified Personal Residence Trust… more
- Bank of America (Minneapolis, MN)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in ... Wealth Strategies Advisor Minneapolis, Minnesota;Chicago, Illinois; Kansas City,...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
- Huntington National Bank (Minnetonka, MN)
- … High net worth and ultra- high net worth strategy and integration with the entire wealth continuum including Consumer and Mass Affluent ... Description Summary: The Director of Huntington Family Wealth is a member of the Wealth...Over 10 years of experience working with clients whose net worth exceeds $10 million - individuals,… more
- BMO Financial Group (Minneapolis, MN)
- …continuity strategies.** **Having JD/CFP/CPA designations is a plus!** Provides specialized wealth planning for High Net Worth / Ultra High Net ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… more
- US Bank (Minneapolis, MN)
- …+ Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** + Requires established network ... what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our… more
- US Bank (Minneapolis, MN)
- …with the existing clients. The MDCA will expand Ascent's presence in the ultra high net worth market including representation of the business segment ... addition, the MDCA has a key role in developing Ascent's presence in the ultra- high - net - worth (UHNW) market including representation of the business segment… more
- Wells Fargo (Minneapolis, MN)
- …(LO) outlined in the job expectations below + Work a book of fiduciary relationships for highly complex high net worth and ultra- high net worth ... Trust Services internally and externally. Contribute to the growth of the wealth management business by promoting Special Needs Trust Services including onboarding… more
- Wells Fargo (Minneapolis, MN)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services.… more