• JPMorgan Private Client Relationship…

    JPMorgan Chase (Los Angeles, CA)
    …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help… more
    JPMorgan Chase (08/15/25)
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  • Tax Manager - Public

    Robert Half Finance & Accounting (Larkspur, CA)
    …based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. ... for a variety of clients, including corporations, partnerships, and individuals with high net worth . * Recognize and execute opportunities to minimize… more
    Robert Half Finance & Accounting (07/15/25)
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  • JP Morgan Advisors - Relationship Manager

    JPMorgan Chase (San Francisco, CA)
    JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
    JPMorgan Chase (10/01/25)
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  • JPMorgan Private Client Relationship…

    JPMorgan Chase (San Diego, CA)
    … Manager in JPMorgan Private Client, you will nurture and develop high - net - worth client relationships by earning their trust, comprehensively ... resilience, and persistence in prospecting efforts to expand business. + Maintain a high - net - worth referral network to develop a new book of business and… more
    JPMorgan Chase (09/04/25)
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  • Tax Manager

    Robert Half Finance & Accounting (Menlo Park, CA)
    …in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax -Strong ... successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is...-Excellent communication and client relationship skills Requirements Experience with high net worth individual tax,… more
    Robert Half Finance & Accounting (08/28/25)
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  • Tax Analyst/ Manager /Director

    Robert Half Finance & Accounting (San Jose, CA)
    …seeking a Senior Tax Professional to manage complex returns and strategic planning for high - net - worth individuals and trusts in our client's San Jose office. ... to detail. * Knowledge of pre-IPO stock tax strategies and experience advising high - net - worth individuals. * Availability to work extended hours during tax… more
    Robert Half Finance & Accounting (10/03/25)
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  • Senior Manager , Charitable Consulting- Bay…

    Charles Schwab (San Francisco, CA)
    …experience and providing timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director of ... + Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning concerns and planned giving alternatives.… more
    Charles Schwab (10/02/25)
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  • JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (San Francisco, CA)
    …Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net ... you will focus on addressing the wealth needs of High Net Worth and Ultra...as an ongoing resource to clients * a Wealth Manager that acts as the day-to-day manager … more
    JPMorgan Chase (10/04/25)
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  • Merrill Financial Solutions Advisor (Partially…

    Bank of America (El Segundo, CA)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (09/30/25)
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  • Branch Manager Countyline District

    Wells Fargo (Newbury Park, CA)
    …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager… more
    Wells Fargo (10/05/25)
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