- Guardian Life (Sacramento, CA)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... working with financial representatives who provide planning strategies to high income/ high net worth...for Guardian's various product lines, including life and disability insurance , mutual funds and annuities, by: + Preparing business… more
- JPMorgan Chase (Los Angeles, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- Wells Fargo (Irvine, CA)
- …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....+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …leadership track. This firm partners exclusively with a select group of ultra- high - net - worth individuals, multi-generational families, founders, and elite ... family office, RIA, or UHNW environment. + Experience working directly with ultra- high - net - worth individuals and their advisors. + Familiarity with… more
- JPMorgan Chase (Los Angeles, CA)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...through delivering Home or Business lending needs **FEDERAL DEPOSIT INSURANCE ACT:** This position is subject to Section 19… more
- JPMorgan Chase (San Diego, CA)
- …a Relationship Manager in JPMorgan Private Client, you will nurture and develop high - net - worth client relationships by earning their trust, comprehensively ... in prospecting efforts to expand business. + Maintain a high - net - worth referral network to develop...Hold a college degree or military equivalent. **Federal Deposit Insurance Act:** This position is subject to Section 19… 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 Finance & Accounting (San Francisco, CA)
- …and managing bespoke single-family office platforms for a select group of ultra- high - net - worth individuals, including founders, elite investors, and ... a family office, RIA, or UHNW environment. + Strong communication skills with high - net - worth individuals and their professional networks. + Familiarity with… more
- Robert Half Legal (San Francisco, CA)
- …downtown San Francisco (close to BART/MUNI). The firm services the estates of many of the Bay Area's high net worth and ultra- high net worth ... projects on time, comfortable working on rush assignments, and dedicated to providing high quality legal work product to law firm clientele. This is an excellent… more
- Robert Half Finance & Accounting (Larkspur, CA)
- …based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. ... tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth . * Recognize and execute opportunities to… more