- Truist (Lexington, KY)
- …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
- Deloitte (Frankfort, KY)
- …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