- Guardian Life (Providence, RI)
- …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
- Charles Schwab (Boston, MA)
- …of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & Estate/Tax Specialist , you will: + Develop and handle strong ... mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team...JD, LLM, CPA, CTFA, AEP + Extensive experience advising high net worth clients +… more
- Citizens (Westwood, MA)
- …of manual underwriting guidelines. + Advanced knowledge and experience of complex underwriting of high /ultra high net worth borrowers to include analysis ... Description As the Underwriter QA Review Sr. Specialist , you will serve as the lead for...goals and deadlines. + Demonstrated ability to maintain a high -level degree of confidentiality. + Knowledge of ACES, Epic… more
- Truist (Boston, MA)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. **ESSENTIAL...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more