- 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. ... Qualifications, Capabilities, and Skills** + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Robert Half Finance & Accounting (Memphis, TN)
- …Responsibilities: * Prepare federal and state income tax returns for complex entities and high - net - worth families. * Review basic federal and state tax ... tax returns while fostering strong client relationships and demonstrating high standards of professionalism. This position offers excellent opportunities for… more
- SitusAMC (New York, NY)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... + Proven track record of originating and closing a high volume of CRE loans + At least 15+...various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with… more
- PennyMac (Moorpark, CA)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... gyms and cafe style dining (select locations) + Retirement benefits, life insurance , 401k match, and tuition reimbursement + Philanthropy Programs including matching… more
- Robert Half Finance & Accounting (Atlanta, GA)
- …on a diverse portfolio of complex tax engagements. These include tax preparation for high net worth individuals, partnerships, corporations, as well as gift, ... comprehensive benefits, and a clear path for career advancement for high -performing professionals. Key Responsibilities: + Prepare and file complex tax returns… more
- Robert Half Legal (Doylestown, PA)
- …comprehensive financial planning and wealth management, with a niche focus on serving high - net - worth professionals. The team is known for its collaborative ... and attention to detail. * Manage multiple cases simultaneously while maintaining high levels of accuracy and efficiency. Requirements * Minimum of 5 years'… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …banking, and treasury management products and services to corporate, institutional, and high - net - worth (HNW) clients.** **Job Summary** Under general ... reviews. + Rules and regulations of the Federal Deposit Insurance Corporation (FDIC); Office of the Comptroller of the...as collaboratively within a team environment. + Provide a high level of customer service. + Establish and maintain… more
- Robert Half Legal (Irvine, CA)
- …matters, and some large bankruptcies. This firm works with Fortune 100 companies and high net worth individuals on large, complex litigation matters. The ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- City National Bank (Irvine, CA)
- …National's Private Banking group, you will help deliver tailored financial solutions to high - and ultra- high - net - worth families, select professional ... (testamentary and intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …Solve problems for clients in industries such as real estate, professional services, and high net worth individuals + Manage engagements and provide ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/benefits/) which includes annual bonus, medical,… more