- KeyBank (Pepper Pike, OH)
- …staff of professionals. + Demonstrated track record of sales success. + Experience managing a high net worth book of business. + Ability to use: office ... and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies,… more
- Robert Half Finance & Accounting (Stamford, CT)
- …a small, specialized team. This role focuses exclusively on individual tax, supporting high - net - worth clients, CPA clients, and family offices. What you'll ... 401(k) plan with a generous company match + Opportunity to work with high -profile clients in a small, supportive team environment Requirements + Prior tax experience… more
- Gavin de Becker & Associates (Miami, FL)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. + Experience working in one ... subject-matter experts for specific assignments + Collaborate with senior leadership on high -level decisions + Plan shift schedules and make adjustments based on… more
- Wells Fargo (Los Angeles, CA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... for the branch. **In this role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of… more
- BMO Financial Group (Wausau, WI)
- …excel in sales and relationship management, boasting a robust network of COIs, Business Owners, and High Net Worth clients in Mid / Northern / West Wisconsin ... internal stakeholders to build capability and drive business growth. + Meets high -quality service standards to maximize relationship retention and growth. + Develops… more
- Bank of America (Los Angeles, CA)
- …position * 7+ years of successful experience in managing relationships with high - net - worth clients or equivalent financial services/business experience * ... + Collaboration + Decision Making + Financial Analysis **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st… more
- Charles Schwab (Phoenix, AZ)
- …industry working directly with clients **Preferred Qualifications:** + Experience servicing high - net - worth clients + General understanding of brokerage ... Advisor, this could be the opportunity for you. We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... It will be essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. .People… more
- Eastern Bank (Boston, MA)
- …for small and midsize businesses, nonprofit organizations, business professionals and high - net - worth individuals within the Bank's assessment area. ... its competitive position. + Other duties as assigned **Education and Experience** + High school diploma or GED. + Bachelor's degree in business, finance, or related… more
- Cherry Bekaert (Boston, MA)
- …knowledgeable review of complex individual and partnership returns + Build and serve our high net - worth individual clients with estate, gift and trust tax ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/benefits/) which includes annual bonus, medical,… more