- Deloitte (San Antonio, TX)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
- Moss Adams LLP (Dallas, TX)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. **Responsibilities** : + Serve as the primary engagement manager with… more
- AIG (Dallas, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- Truist (Houston, TX)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... strong consultative and client management skills with the ability to sell a wide range of products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted client mandates and coordinated… more
- Bank of America (Waco, TX)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to… more
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- Bank of America (Austin, TX)
- …structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. **Responsibilities:** * Leads the growth of ... funded loans and revenue, while mitigating risks and adhering to regulatory requirements * Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility * Creates a client-centric culture by applying… more
- Robert Half Finance & Accounting (Carrollton, TX)
- …and active engagement in sustaining and growing a successful practice of high - net - worth clients. Responsibilities: * Develop long-term relationships with ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- Moss Adams LLP (Dallas, TX)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. **Responsibilities** : + Advise clients on corporate, partnership,… more
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more