- World Insurance Associates, LLC. (West Palm Beach, FL)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- KeyBank (Palm Beach Gardens, FL)
- …and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. Fulfills Key's ... responsibilities of KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries. Within the relationship… more
- Charles Schwab (Orlando, FL)
- …Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context ... on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active… more
- Citigroup (Miami Beach, FL)
- …deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and ... profiling skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(eg RESPA, TILA, TRID, HMDA) + Private Client Banking (PCB) services and high net worth client needs + Financial advisory practices and the integration ... levels of the organization + Builds and maintains strong relationships with Financial Advisors (FAs), providing support and resolving complex client escalations +… more
- Robert Half Finance & Accounting (Miami, FL)
- …In this role, you will play a vital part in managing high - net - worth client accounts, ensuring seamless financial operations, and delivering exceptional ... matters, offering tailored solutions. * Maintain strong relationships with high - net - worth clients by addressing their...worth clients. * Familiarity with estate and trust-related financial matters. * Series 7 or 65 certification is… more
- Citigroup (Coral Springs, FL)
- …for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. + Manage accounts ... of high net worth investors and jointly develop financial strategies with the Private Bankers. + Conduct sophisticated economic and financial market… more
- Truist (Jupiter, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...a broad range of wealth products and services to high net worth individuals. Following… more
- Citigroup (Plantation, FL)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- First Horizon Bank (Orlando, FL)
- …transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet ... using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. + Thrives...portfolio of high net and ultra- high net worth clients with… more