- Grant Thornton (Baltimore, MD)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... + Providing tax planning and consulting to our firm's high net worth clients for...to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns… more
- Commerce Bank (St. Louis, MO)
- …experience required + Proven track record of driving client acquisition and revenue growth in the high net worth and ultra- high net worth ... management sales + Strong understanding of wealth management concepts important to high - net - worth clients, including financial products, services, and… more
- Grant Thornton (Philadelphia, PA)
- …include complex tax returns preparation, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients. ... + Provide tax planning and consulting to our firm's high net worth clients for...to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns… more
- TD Bank (Greenville, SC)
- …of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will ... of contact for HNW clients across banking lending and High Net Worth Investing with...or 66 + Valid and active Life & Health insurance licenses + Certified Financial Planner (CFP), preferred +… more
- HSBC (New York, NY)
- …with Advisors to embed wealth planning as part of HSBC Wealth offering to clients in Ultra High Net Worth as well as Premier clients in Wealth clients + ... wedge for access to centres of influence in tax, insurance and legal services. The Head of Wealth Planning...families, and in particular those in the target Ultra High Net Worth segment +… more
- Neuberger Berman (Dallas, TX)
- …Management business and requires a candidate who can confidently engage with ultra- high - net - worth clients. **Key Responsibilities** **Marketing Duties** + ... Professional and polished demeanor, with the ability to represent the team to ultra- high - net - worth clients + Well-spoken, articulate, and highly professional… more
- CIBC (Chicago, IL)
- …in Microsoft Office with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint + You understand high net worth and ultra- high net worth ... Thinking, Business, Client Service, Client Support, Communication, Credit, Customer Experience (CX), High Net Worth Individuals, Post-Sales Support, Private… more
- Robert Half Legal (San Ramon, CA)
- …in San Ramon, California. In this role, you will provide expert guidance to high - net - worth clients, focusing on estate planning, trust administration, and ... Provide strategic advice on estate planning, trust administration, and succession planning for high - net - worth individuals. * Draft and analyze complex estate… more
- Robert Half Finance & Accounting (Louisville, KY)
- …to join a boutique firm in Louisville, Kentucky. This role focuses on serving high - net - worth clients and managing tax matters related to operating entities, ... to thrive. Responsibilities: * Manage and oversee tax compliance processes for high - net - worth individuals and their associated entities. * Provide… more
- JPMorgan Chase (Summit, NJ)
- …decision making + Present in an easily digestible, conversational manner + Be comfortable working with high net worth and ultra- high net worth ... including, but not limited to, financial planning, goals-based investing, Private Banking, Affluent/ High Net Worth solutions, and retirement strategies +… more