- CIBC (San Francisco, CA)
- …doing** As a Relationship Manager, you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... investment objectives and organizational policies. + Expand your portfolio: Acquire new high - net - worth clients with complex financial needs by engaging… more
- 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...+ Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial success and personal well-being. This is an excellent opportunity to lead high - net - worth client relationships and contribute to the firm's ... + Advise Clients: Act as the lead advisor for high - net - worth individuals and families, delivering...Financial Plans: Develop and adjust comprehensive plans covering retirement, tax , estate, investment, and risk management. + Mentor &… 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
- 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 ... comfortable working on rush assignments, and dedicated to providing high quality legal work product to law firm clientele....Court proceedings. * Experience preparing federal gift and estate tax returns is a plus. * Preferred expertise in… 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
- BMO Financial Group (Los Angeles, CA)
- …Advisor will serve as the face of BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth (HNW) and Ultra High Net ... vehicles (eg, donor-advised funds, private foundations, charitable trusts) and their tax implications. + Facilitates family conversations around legacy, purpose, and… more
- CIBC (San Francisco, CA)
- …Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client ... (checks, ACH, wires, journal transfers) + Manage clients' quarterly tax payments and annual IRA contributions/RMDs + Supervise all...the ability to use these skills to communicate with high - net - worth clients and colleagues +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …their team. This is a great opportunity to contribute to the financial success of high - net - worth clients in a firm that values excellence, collaboration, and ... RIA or similar organization, with a proven track record of engaging directly with high - net - worth clients. + Certified Financial Planner (CFP) designation is… 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