- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... financial services - ideally with Lending experience in a High Net Worth or Ultra...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Bank of America (Vancouver, WA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...(CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client… more
- First Horizon Bank (Greensboro, NC)
- …Bankers (PB), you are responsible for business development of professional associations with target High Net Worth Clients The PB Relationship Manager will ... credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention...portfolio of high net and ultra- high net worth clients with… more
- HUB International (New Orleans, LA)
- …mutual funds, money manager programs, insurance and financial planning + Previous experience with high net worth or ultra- high net worth ... **About Us:** HUB is a global insurance and employee benefits broker, providing a broad...advisor team to provide comprehensive wealth management advice to high - net - worth clients + Prepare thoughtful,… more
- Huntington National Bank (Chicago, IL)
- …Qualifications: + Securities and life insurance licenses. + Demonstrated success working with high net worth clients. + Proven ability to build strong ... experience in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may… more
- 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 ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Huntington National Bank (Flint, MI)
- …banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... in the Huntington Private Bank responsible for developing, delivering, and managing a high - net - worth client's Wealth Plan. Duties and Responsibilities: +… more
- CIBC (Atlanta, GA)
- …you will support Private Wealth relationship management efforts by delivering exceptional service to high net worth and family office clients. You'll respond ... Hours** 40 **Skills** Client Reporting, Client Service, Cross-Functional Teamwork, Family Office, High Net Worth Individuals, New Accounts, Presentation… more
- Citigroup (Paramus, NJ)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi… more
- Citigroup (Washington, DC)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi… more