- 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 ... & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and families… more
- Robert Half Finance & Accounting (Louisville, KY)
- …to join a boutique firm in Louisville, Kentucky. This role focuses on serving high - net - worth clients and managing tax matters related to operating entities, ... to thrive. Responsibilities: * Manage and oversee tax compliance processes for high - net - worth individuals and their associated entities. * Provide strategic… more
- Perkins & Co (Portland, OR)
- We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have substantial ... experience working with high net worth individuals and the trust and estate issues that often go hand in hand with those types of returns. Of course, it… more
- JPMorgan Chase (Summit, NJ)
- …decision making + Present in an easily digestible, conversational manner + Be comfortable working with high net worth and ultra- high net worth ... including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/ High Net Worth solutions, and retirement strategies +… more
- JPMorgan Chase (San Francisco, CA)
- …leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. ... program whereby you will be supporting the team of Private Bankers covering Asia's ultra- high net worth clients. At the end of the three-year program, top… 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
- Grant Thornton (Baltimore, MD)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... day-to-day may include: + Providing tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual… more
- HUB International (New Orleans, LA)
- …consulting, mutual funds, money manager programs, insurance and financial planning + Previous experience with high net worth or ultra- high net ... your wealth advisor team to provide comprehensive wealth management advice to high - net - worth clients + Prepare thoughtful, customized comprehensive financial… more
- HonorHealth (AZ)
- …strategies to cultivate, solicit, and steward seven-, eight-, and nine-figure gifts from high - net - worth individuals, foundations, and corporations. As a key ... Donor Cultivation, Solicitation & Stewardship - Personally manage a portfolio of high - net - worth donors and prospects, leading solicitations starting at the… more
- Commerce Bank (St. Louis, MO)
- …experience required + Proven track record of driving client acquisition and revenue growth in the high net worth and ultra- high net worth ... management sales + Strong understanding of wealth management concepts important to high - net - worth clients, including financial products, services, and… more