- Citigroup (Glendale, CA)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the ... including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time off packages,… more
- Robert Half Finance & Accounting (Oklahoma City, OK)
- Description HYBRID role!! High net worth family group is seeking an experienced Accounting Manager to join their tenured team. Ideal candidate will have 5+ ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- Robert Half Finance & Accounting (Palos Verdes Estates, CA)
- …skilled Tax Manager to lead client engagements and support a diverse portfolio of high - net - worth individuals and small to mid-sized businesses. This role is ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high - net - worth families and private business owners. Seeking ... Researches and provides recommendations related to risk management concerns, including insurance . * Designs and recommends a tailored financial analysis or… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …the Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high - net - worth businesses or individuals. The Tax Manager will be ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- Diageo (NY)
- …and unlock a brighter, more exciting future. Join us to build a career worth celebrating. **Which company will you join?** From Arthur Guinness to Johnnie Walker, ... proud of what they do. Diageo teams constantly set high goals and then try hard to exceed them....Financial NAM market constitutes approximately 39% of the overall net sales and one half of operating profit for… more
- Truist (Tampa, FL)
- …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
- Fox Rothschild LLP (Philadelphia, PA)
- …+ Experience in trusts and estate planning, administration, and taxation (including for high net - worth individuals and sophisticated estates). + Experience ... related to planning structures. + Experience planning for family-owned businesses and life insurance structures. + LLM in Taxation would be helpful but not required.… more
- Gavin de Becker & Associates (Fort Lauderdale, FL)
- …+ 3+ 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