- Coldstream Wealth Management (Seattle, WA)
- …Coldstream, an employee-owned wealth management firm that offers personalized services to high - net - worth individuals and families. Coldstream was founded in ... returns and provide guidance and technical advice on complex tax issues to high - net - worth individuals, families, and their businesses to help maximize tax… more
- Truist (Raleigh, NC)
- …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... solutions, and family governance solutions. 3. Demonstrated ability to advise and deliver ultra- high net worth families on a wide variety of both financial… more
- Neuberger Berman (New York, NY)
- …information + Ability to take initiative and meet clear deadlines + Familiarity with High Net Worth , Mutual Fund, UCITS, SMA, and Sub-advised business ... **Primary Responsibilities:** + Serve as a primary point of contact for high - net - worth clients, addressing inquiries related to new accounts, LOAs, account… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and investment concepts obtained through education and work experience in order to provide high net worth clients with a platform of non-traditional ... will play a role in decisions to approve alternative investments for sale to high net worth clients. As part of the process, the Alternative Investments… more
- Carnegie Mellon University (Pittsburgh, PA)
- …will be to qualify, engage, solicit, and steward prospective planned giving donors and other high net worth prospects, serve as a philanthropic advisor, and ... will include:** + Identifying and cultivating gift planning and other high net worth prospects independently and in coordination with individual… more
- Zions Bancorporation (San Antonio, TX)
- …overseeing strategic relationship building, integrated business development, and the retention of high - net - worth private banking clients. This role involves ... needs and provide expert financial advice and personalized banking solutions to high - net - worth clients. Provide holistic financial advice in coordination… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many of the world's most successful and influential individuals and families. We provide global insights informed by deep local knowledge and help deliver the complete… more
- Robert Half Finance & Accounting (Greenwich, CT)
- …and filings + Collaborate with client-facing teams to provide accounting support for high - net - worth individuals and families + Assist with financial ... with public accounting exposure + Experience with wealth management, family office, or high - net - worth clients is a plus + Strong GAAP knowledge and… more
- AON (PA)
- …insurance or financial services industry is a plus, as well as experience in the high - net - worth space + Experience conducting A/B tests for campaigns and ... or financial services industry is a plus, as well as experience in the high - net - worth space + Experience conducting A/B tests for campaigns and driving… more
- Citigroup (Chicago, IL)
- …professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net ... Worth professionals in these fields. **Responsibilities:** + Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the… more