- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Management team. The firm is committed to delivering exceptional service to high - net - worth individuals and families, while fostering a culture of ... Client Relationship Management + Serve as a trusted advisor to high - net - worth clients, delivering personalized financial planning and investment advice.… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …personal fulfillment, and empowerment. These roles offer the opportunity to work with high - net - worth clients, contribute to firm-wide initiatives, and grow ... within the firm. Key Responsibilities: + Serve as a trusted advisor to high - net - worth clients. + Deliver tailored financial planning and investment advisory… more
- JPMorgan Chase (San Francisco, CA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- Robert Half Accountemps (Walnut Creek, CA)
- …process tax returns for individuals, partnerships, corporations, and trusts with a focus on high - net - worth clients. * Handle sales and use tax filings ... tax regulations and preparation. * Ability to handle complex tax scenarios for high - net - worth individuals and entities. * Exceptional attention to detail and… more
- JPMorgan Chase (Los Angeles, CA)
- …management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- Gavin de Becker & Associates (San Francisco, CA)
- …Be comfortable and have experience managing the day to day relationship and communications with high net worth clients and staff + Collaborate with senior ... + 3+ years of experience managing a residential security team for high - net - worth clients/at-risk clients + International or domestic field/travel… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Manager plays an essential role in supporting both the internal team and the firm's high - net - worth clientele. If interested in hearing more and for faster ... detail. + Professional presence, with the ability to interact confidently with high - net - worth clients and senior leadership. + Positive, adaptable, and… more
- Charles Schwab (Los Angeles, CA)
- …experience and providing timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director of ... + Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning concerns and planned giving alternatives.… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax -Strong ... staff) -Excellent communication and client relationship skills Requirements Experience with high net worth individual tax, partnership, trust, estate tax… more
- City National Bank (Beverly Hills, CA)
- …Rochdale (CNR) client teams in delivering investment analysis and financial planning materials for high - net - worth and ultra- high - net - worth ... individuals and families. Provide analytical and financial support and expertise through technological tools and software. WHAT WILL YOU DO? * Provide in-depth customized analysis materials for all Advisors by creating sophisticated portfolio and market… more