- Bank of America (Minneapolis, MN)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Advisory + Account Management + Client Experience… more
- Truist (Houston, TX)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …implementation. + Deliver clear and precise communication to institutional clients and high - net - worth individuals. + Ensure all administrative tasks related ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- KeyBank (Southfield, MI)
- …to execute and advise on the client's needs. The RM is responsible for serving high - net - worth clients in their existing book as well as collaborating with ... 7 and 66 (or 63 & 65) (required) and + Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) **Tactical Skills**… more
- Bober Markey Fedorovich (Akron, OH)
- …network of professional contacts and centers of influence + Strong corporate tax and/or high net worth individual background and technical skills Benefits ... paid for by the firm include: dental, vision, short term disability, and life insurance . Generous paid time off in addition to 10 paid holidays, bereavement leave,… more
- Gavin de Becker & Associates (Anchorage, AK)
- …+ 2+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. Experience working in one of ... This is a full-time position with benefits, including: Medical, Dental, Vision, Life Insurance , and 401(k). Your Role as a Protector: + Monitor property while… more
- TEKsystems (St. Petersburg, FL)
- …or 8:30AM to 5:30PM Laptop provided **Must have 3-5 years of experience processing HNW ( High Net Worth - (USD)1MM+) loans** **Experience with Encompass POS ... * 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
- PennyMac (Plano, TX)
- …of FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... gyms and cafe style dining (select locations) + Retirement benefits, life insurance , 401k match, and tuition reimbursement + Philanthropy Programs including matching… 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
- Robert Half Finance & Accounting (Los Angeles, CA)
- …Senior Tax Accountant to handle complex tax compliance and planning for high - net - worth individuals, entertainers, and entrepreneurs. Key Responsibilities: + ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more