- Edward Jones (Dallas, TX)
- …experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office ... answered yes to these questions, joining the Edward Jones High Net Worth team could...the wealth management services that our clients need. The Senior Planner will serve as a conduit between the… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge… more
- Wells Fargo (Watauga, TX)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... us! **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Truist (Fort Worth, TX)
- …advanced planning advice to current and prospective clients with a primary focus on Ultra- High Net Worth (UHNW) clients and prospects. Engages in activities ... and other planning information for High and Ultra- High Net Worth clients and...may change from time to time. 1. Impact: The Senior Advice and Planning Analyst's primary purpose is providing… more
- Deluxe (Fort Worth, TX)
- …for an experienced Senior Full Stack Developer to join our Fort Worth office with a primary focus on modern front-end technologies such as JavaScript, ... TypeScript, Angular, React, and Node.js, along with solid experience in C# 8, . NET Core, and Microsoft SQL Server for backend support. This role will design and… more
- Grant Thornton (Dallas, TX)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... Your day-to-day may include: Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual… more
- AIG (Milano, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Senior Financial Lines Underwriter Join us as a ... member of the team, you will set a high standard of customer service to brokers and clients -… more
- Citigroup (Irving, TX)
- …products and services across the different client segments, from affluent to ultra- high - net worth through Citigold/Citigold Private Clients, Wealth at ... The Senior Auditor is an intermediate level role responsible...degree or equivalent experience This job description provides a high -level review of the types of work performed. Other… more
- Grant Thornton (Dallas, TX)
- …in other tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies ... As a Partnership Tax Senior Associate, you'll perform compliance for complex tax...we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your… more
- Deloitte (San Antonio, TX)
- UKG HRCO WFM Senior Manager Are you passionate about helping clients realize their ROI related to technology transformations? Do you love finding the right support ... UKG Technical Architecture, including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+ years of experience in… more
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