• Investment Consultant

    City National Bank (Houston, TX)
    …Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in ... through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge… more
    City National Bank (05/28/25)
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  • Advanced Markets - Tax Planning Consultant

    Guardian Life (Austin, TX)
    …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... distribution by working with financial representatives who provide planning strategies to high income/ high net worth or business owner clients. **You… more
    Guardian Life (04/22/25)
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  • Family Office Principal-Tax Manager

    Bank of America (Houston, TX)
    …the administration and business development of the Merrill Family Office Services' (MFOS) ultra- high net worth clients. Key responsibilities include managing ... or reviewing complex tax returns including federal and multi-state returns for high net worth individuals, gift, S corporations, partnerships, trusts and… more
    Bank of America (05/29/25)
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  • Senior Lead Fiduciary Specialist

    Wells Fargo (Austin, TX)
    …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework....and at all levels of management. + Demonstrate a high level of organizational skills, including time and priority… more
    Wells Fargo (05/24/25)
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  • Associate Trust Officer - Associate Fiduciary…

    Wells Fargo (Austin, TX)
    …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework....and at all levels of management. + Demonstrate a high level of organizational skills, including time and priority… more
    Wells Fargo (05/16/25)
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  • Registered Citigold Private Client Service…

    Citigroup (San Antonio, TX)
    …Private Client Servicing Associate will be responsible for servicing and supporting our high - net - worth clients primarily through inbound and outbound phone ... inquiries. **Key Responsibilities:** + Fully accountable for servicing and supporting Citi's high - net - worth Investment and/or Banking clients. + Able to… more
    Citigroup (05/21/25)
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  • Vice President of Major Gifts

    Alliance Defending Freedom (Dallas, TX)
    …defined metrics and annual goals (100+ six-figure gifts, 10+ seven-figure gifts). + Develop a high - net - worth prospect program to build a pipeline of lead and ... for six and seven-figure gift pipelines, networking with C-level execs and high - net - worth individuals. + Engage organization executives and Ministry… more
    Alliance Defending Freedom (05/11/25)
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  • Director, Legal Counsel, Community Development…

    Charles Schwab (Westlake, TX)
    …as part of a dynamic legal team, in support of Schwab's lending initiatives to Affluent Clients, High Net Worth Individuals and Ultra High Net ... Worth Individuals, including its Pledged Asset Line of Credit, mortgage products, advisor loans, margin lending, unsecured lending, franchise loans and new loan products. + Provide legal support to Schwab's Investor Services and Advisor Services businesses.… more
    Charles Schwab (04/26/25)
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  • Wealth Advisor

    Zions Bancorporation (Houston, TX)
    …and present complex financial modeling. + Exhibit a track record of building and managing high net worth client relationships, with a proven history of ... division within the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses. These services… more
    Zions Bancorporation (04/23/25)
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  • Private Banking Manager

    Zions Bancorporation (San Antonio, TX)
    …overseeing strategic relationship building, integrated business development, and the retention of high - net - worth private banking clients. This role involves ... needs and provide expert financial advice and personalized banking solutions to high - net - worth clients. Provide holistic financial advice in coordination… more
    Zions Bancorporation (03/29/25)
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