- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: Starting ... local firm) + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift &… more
- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... ideal candidate brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity, innovatively solving… more
- WTW (Houston, TX)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... Champion the proper advocacy of claims + Participate in stewardship meetings + Support Client Management team in identifying and closing rounding opportunities Pipeline Management: + Identify prospects for business from existing and prospective clients +… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... an integrated delivery of a broad range of wealth products and services to high net worth individuals. Following is a summary of the essential functions for… more
- Bank of America (Fort Worth, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are… more
- Truist (Houston, TX)
- …Truist Wealth team is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra- high net worth ... skills that establish the leader and the team as credible and capable financial partners to high net worth and ultra- high net worth clients *… more
- Raymond James Financial, Inc. (TX)
- …customized lending solutions for high - net worth (HNW) and ultra- high net worth (UHNW) clients of the firm. The ideal candidate will help lead ... integrity and confidentiality. + Conduct transactions for high profile and high net worth clients. + Research and analyze financial statements, perform… more
- University of Texas Rio Grande Valley (Mcallen, TX)
- …mission. * Leads the qualification, cultivation, solicitation and stewardship of a portfolio of high net worth prospects ensuring that each receive regular ... Leads the qualification, cultivation, solicitation and stewardship of a portfolio of high net worth prospects ensuring that each receive regular and… more
- Charles Schwab (Westlake, TX)
- …as a Tax, Trust, and Estate attorney strongly preferred + Extensive experience advising high net worth clients. + Shown experience in discovering unstated ... you to provide detailed, highly sophisticated advice to entrepreneurs and other high - net - worth individuals with sophisticated financial affairs, substantial… more
- Bank of America (Frisco, TX)
- …**Job Description:** Responsible for delivery of integrated credit solutions to corporate and high net worth clients. Partner closely with client-facing ... determine credit worthiness and appropriate credit product solutions + Analyzing High Net Worth Individuals' financial statements, business and personal tax… more