- Wells Fargo (Minneapolis, MN)
- …external customers, Accountants and Attorneys + Work a book of fiduciary relationships for highly complex high net worth and ultra- high net worth ... 401(k) Plan + Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident insurance + Parental leave + Critical caregiving… more
- US Bank (Minneapolis, MN)
- …from deepening relationships with the existing clients. Expands Ascent's presence in the ultra- high net worth market including representation of the business ... experience - 10 or more years of experience with ultra- high net worth clients -...dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability… more
- Robert Half Finance & Accounting (Woodbury, MN)
- …advanced tax strategies and consulting services. This role focuses on advising high - net - worth individuals, successful families, and business owners with ... while leveraging technology to streamline compliance tasks. Key Responsibilities: + Advise high - net - worth families and business owners on complex tax… more
- Robert Half-Robert Half Corporate (Minneapolis, MN)
- …ERM, CRM, Cloud, Security, InfoSec, IT Audit/Risk, Vulnerability, UX/UI, Big Data, Java, . Net , C++).** The primary focus will be filling job orders for our clients ... very fast-paced recruiting role, continually striving for quality while managing a high volume of candidates. **Qualifications:** + 2+ years of proven IT recruiting… more
- Wells Fargo (Rochester, MN)
- …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 (Minneapolis, MN)
- …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
- US Bank (Minneapolis, MN)
- …+ 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 (Minneapolis, MN)
- …to deliver a "white glove" service and best-in-class products to Wells Fargo's high - net - worth clients. + Investment Solutions:Center of Excellence that ... + **Gain on-the-job experience:** Working as part of a high -performing team in your business group, you will gain...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Wells Fargo (Monticello, MN)
- …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
- Dorsey & Whitney LLP (Minneapolis, MN)
- …to work both individually and collaboratively with a wide variety of clients, including high net worth individuals, and have demonstrated excellent judgment ... regardless of gender. Dorsey's benefit package includes: comprehensive medical insurance with coverage for infertility, gender-affirming care, behavioral health, and… more
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