- VNA Health (Santa Barbara, CA)
- …messaging and engagement strategies to meet the needs of diverse stakeholders, including high - net - worth donors, board members, and executive leadership. + ... the health and dignity of those we serve. Why Join Us: + Fully-paid insurance premiums including dental, vision, basic life, disability, and AD&D insurance . +… more
- AIG (Los Angeles, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... each colleague - empowering our people to grow as insurance professionals and add more value to our customers...senior member of the team, you will set a high standard of customer service to brokers and clients… more
- Robert Half Legal (Santa Monica, CA)
- …(California-Based) A respected California-based law firm with a strong reputation for handling high -stakes, high - net - worth trial litigation is seeking an ... The firm's main office leads major fire cases statewide and handles only high -value, large-scale trial cases, not high -volume work. Target Salary: Approximately… more
- City National Bank (Beverly Hills, CA)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... customized strategy explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a… more
- Umpqua Bank (Irvine, CA)
- …Pursues business development opportunities to establish, maintain, and build relationships with high - net - worth clients.This is first and foremost a sales ... planning, delivery and regular review with clients. Deliver a high degree of personal contact and open communication with...preferred. + (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. **Job Location(s):** This… more
- Wells Fargo (Milpitas, CA)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- AIG (San Francisco, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... each colleague - empowering our people to grow as insurance professionals and add more value to our customers...need to succeed + Minimum 5 years of Commercial Insurance Company, Agency or Brokerage experience. + Bachelor's degree… more
- Citigroup (Irvine, CA)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent...within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL … more
- US Bank (San Francisco, CA)
- …+ Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** + Requires established network ... clients holistically on wealth and estate planning, investments, banking, credit, insurance , charitable giving, and fiduciary administration. In addition, PWM has… more
- Wells Fargo (Alameda, CA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more