- Cherry Bekaert (Raleigh, NC)
- …middle-market clients in industries such as manufacturing, real estate, professional services, and high net worth individuals + Manage engagements and ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/benefits/) which includes annual bonus, medical,… more
- Cherry Bekaert (Rockville, MD)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/benefits/) which includes annual bonus, medical,… more
- SitusAMC (Dallas, TX)
- …covenant tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... Team and Servicing team to deliver accurate, timely and consistently high -quality services. Candidates should possess strong analytical skills, advanced Excel skills… more
- Gavin de Becker & Associates (Los Angeles, CA)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. Experience working in one of ... Training Academy, plus continual training and qualifications + Medical/Dental/Vision Insurance + Exceptional 401(k) with Automatic $3k Employer Contribution and… more
- Citigroup (New York, NY)
- …globally so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job Family Group:** Internal ... outlining IA's contributions, and oversee audit's coverage and reporting on common high risk areas + Provide independent assurance on the design and operating… more
- Robert Half Finance & Accounting (Incline Village, NV)
- …in income tax preparation, planning, and related services for high income and high net worth clientele in the Reno/Tahoe area. This is potentially ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- TEKsystems (Quincy, MA)
- …customer service to clients who are booking trips through the company, working with high - net - worth individuals - emphasis on providing a "white glove" ... * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and… more
- SitusAMC (New York, NY)
- …covenant tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... and quarterly asset reports as required to ensure Situs high standards are achieved in terms of quality, accuracyand...various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …active funds. Capital is sourced from institutional investors, family offices, and ultra- high - net - worth individuals. With a broad investment mandate spanning ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- Wells Fargo (Miami, FL)
- …(wellsfargojobs.com) **In this role, you will:** + Participate in developing new and managing existing High Net Worth Client relationships + Work as part of ... Industry Essentials (SIE) exam co-requisite is required. + US Only: Designated insurance license requirements must be completed within a 90 or 180-day time… more