• Tax Manager - High Net Worth…

    Maxwell Locke & Ritter (Austin, TX)
    Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: Starting ... local firm) + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift… more
    Maxwell Locke & Ritter (08/08/25)
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  • High Net Worth Financial…

    Vanguard (Dallas, TX)
    As a High - Net - Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and ... financial solutions aligned with the unique goals and legacy aspirations of high - net - worth individuals and families. + Collaborate cross-functionally with… more
    Vanguard (09/30/25)
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  • Sales Executive - Personal Lines/ High…

    World Insurance Associates, LLC. (Houston, TX)
    …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private...from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's… more
    World Insurance Associates, LLC. (09/16/25)
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  • Manager, High Net Worth…

    Vanguard (Dallas, TX)
    …all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join...brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity,… more
    Vanguard (07/24/25)
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  • Wealth Advisor III - Dallas / Fort Worth

    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 ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Following… more
    Truist (09/02/25)
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  • Senior Advice and Planning Analyst

    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 ... collective expertise of the group, educating teammates, and improving service , processes, and systems. Will assist the wealth team...and other planning information for High and Ultra- High Net Worth clients and… more
    Truist (08/08/25)
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  • Private Banking Advisor

    Comerica (Dallas, TX)
    Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra- high net ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...cash flow analysis and budgeting, and risk management to ultra- high net worth clients. Uses… more
    Comerica (09/20/25)
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  • Citi Private Bank - UHNW Investment Counselor…

    Citigroup (Houston, TX)
    …its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
    Citigroup (07/09/25)
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  • Sr. Manager, Tax, Trust & Estate Specialist

    Charles Schwab (Westlake, TX)
    …as a Tax, Trust, and Estate attorney strongly preferred + Extensive experience advising high net worth clients. + Shown experience in discovering unstated ... you to provide detailed, highly sophisticated advice to entrepreneurs and other high - net - worth individuals with sophisticated financial affairs, substantial… more
    Charles Schwab (09/28/25)
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  • WM Client Relationship Conslt

    TIAA (Dallas, TX)
    …with Wealth Management Advisors in delivering client service and supporting high - net worth and complex clients. Working under limited supervision, ... job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their...overall book management strategy. + Ensures delivery of client service and sales support as a part of the… more
    TIAA (10/01/25)
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