- Citigroup (Beverly Hills, CA)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Bank of America (Chico, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high - net - worth individuals, families, and business owners. This is a ... without ego. Responsibilities + Design and execute advanced tax strategies for high - net - worth individuals, executives, and multi-generational families. +… more
- CIBC (San Francisco, CA)
- …portfolio of clientele, ensuring exceptional service delivery and satisfaction. + Interface with High Net Worth Clients and their intermediaries and external ... Advisors, CIBC Specialists ( Wealth Strategies, Investment, Trust, Tax, Operations, Legal, Compliance, Marketing),...the ability to use these skills to communicate with high net worth clients, intermediaries,… more
- Wells Fargo (San Francisco, CA)
- …tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW (Ultra High Net Worth ) clients that have investable assets of $10MM **Job ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …Tax Planning CPA to join its team and provide advanced tax strategy support to high - net - worth individuals, families, and business owners. This role is ideal ... + Design and implement advanced tax strategies tailored to high - net - worth clients + Collaborate with...of experience in tax planning (not preparation), ideally within wealth management, family office, or public accounting + Proven… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …seeking a highly experienced Senior Tax Planning CPA to join its team and support high - net - worth clients with advanced tax strategies. This role is ideal for ... goals. Key Responsibilities: + Develop and implement sophisticated tax strategies for high - net - worth individuals, families, and business owners + Collaborate… 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 ... Description A boutique, San Francisco-based wealth advisory firm is seeking a highly capable...RIA, or UHNW environment. + Strong communication skills with high - net - worth individuals and their professional… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …Tax Planning CPA to play a pivotal role in delivering advanced tax strategies to high - net - worth individuals and families. This is an opportunity to go beyond ... tax compliance-to be part of an elite wealth management team that integrates tax, estate, and investment...office, or public accounting environment. + Proven experience advising high - net - worth clients with complex financial… more
- Bank of America (Santa Barbara, CA)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Barbara/Advisor-Development-Program Financial-Solutions-Advisor-Trainee--Santa-Barbara-Financial-Center\_25034572) **Job Description:** Merrill Wealth Management is a leading provider… more