- Zions Bancorporation (Houston, TX)
- …and present complex financial modeling. + Exhibit a track record of building and managing high net worth client relationships, with a proven history of ... division within the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses. These services… more
- City National Bank (Houston, TX)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their...explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and… more
- Truist (Houston, TX)
- …States of America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their ... planning group in that area. Keeps current on estate, tax and planning trends and their application to solutions...advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency… more
- JPMorgan Chase (Dallas, TX)
- …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive ... services. Job Responsibilities + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Bank OZK (Dallas, TX)
- …in trust administration or other relevant work experience, required. + Experience with high net worth planning and administration, preferred. + Active ... administration activities. + Advises fiduciary team regarding Trust and tax related issues, as well as provides guidance on...Corresponds, communicates, and meets with clients ensuring that a high level of client service is provided, and strong… more
- Volvo Group (Houston, TX)
- …Greensboro, NC, US, 27409Houston, TX, US, 77066Mira Loma, CA, US, 91752Fort Worth , TX, US, 76155S. Plainfield, NJ, US, 07080 Position Type: Professional Transport ... Supports the management of consignment parts inventory while ensuring high turnover of these parts. + Collects all relevant...+ State-of-the-art training and personal development + PTO and tax deferred retirement plans, varied by business We also… more
- ATI Physical Therapy (Fort Worth, TX)
- …Incentive Payment System (MIPS) with a 90% patient satisfaction rate and a 74% Net Promoter Score. + **Outstanding Reputation** : Our clinics boast a 4.9/5 Google ... Discounted rates.\* + **Health Savings & Flexible Spending Accounts:** Tax -saving options. + **Short- & Long-Term Disability:** Income protection plans.… more
- Truist (Houston, TX)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more