- Deloitte (Fort Worth, TX)
- …experience in global mobility compliance or personal income tax and compliance- specifically HNW tax compliance and planning + Bachelor's Degree + One of the ... following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible, one of the other designations listed below based on role requirements and business approval: + Licensed Attorney… more
- City National Bank (Austin, TX)
- …behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High ... markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability...clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills *… more
- Edward Jones (Dallas, TX)
- …ongoing relationship. In addition, the Senior Planner leverages the High Net Worth ( HNW ) team and other internal home office subject matter experts (ie- tax, estate, ... Home Office and third-party experts to deliver an end-to-end HNW client experience by partnering within and outside of...to the client's financial plan. + Develop and execute HNW team objectives, accountability measures and drive team performance… more
- City National Bank (Houston, TX)
- …officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, ... and Wealth Strategist in developing integrated estate and financial plans for U/ HNW clients through partnering with colleagues and COIs. Assist in setting the… more
- Wells Fargo (Austin, TX)
- …including WIM referral activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset ... management services, including: * Personal trust services * Estate services * Philanthropic services * Closely held asset management * Real estate and loan asset management * Oil, gas and mineral management * Legacy trust services * Special needs trust… more
- Wells Fargo (Dallas, TX)
- …including WIM referral activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset ... management services, including: * Personal trust services * Estate services * Philanthropic services * Closely held asset management * Real estate and loan asset management * Oil, gas and mineral management * Legacy trust services * Special needs trust… more
- Charles Schwab (Westlake, TX)
- …tools to trade globally. International Financial Consultants manage a practice of HNW international clients located in their assigned region. The Asia Pacific region ... includes China, Taiwan, Australia, and Malaysia. International Financial Consultants are expected to manage a large group of assigned client households while simultaneously developing new and existing relationships within their region through proactive and… more