- Robert Half Finance & Accounting (San Rafael, CA)
- …flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high - net - worth individuals, families, and business owners. This is a ... without ego. Responsibilities + Design and execute advanced tax strategies for high - net - worth individuals, executives, and multi-generational families. +… more
- Truist (Tampa, FL)
- …is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and deepen and ... manager, or other investment-related activities with a focus on high net worth clients. 3....financial solutions, such as GRATs, CRUTs, IDGT, and complex insurance strategies. * Is able to navigate the complexity… more
- New York State Civil Service (Albany, NY)
- …. NET , Power Platform, and related technologies.* Develop and maintain high -quality . NET applications, including web APIs, microservices, and backend systems, ... this critical service at any time. As a Senior . NET & Power Platform Developer, you will be a...experience Benefits of Working for NYS Generous benefits package, worth 65% of salary, including: Holiday & Paid Time… more
- Robert Half Management Resources (San Francisco, CA)
- …CFO to oversee the establishment and management of a family office for a high - net - worth individual. This role requires an experienced and detail-oriented ... * Lead the setup and operational framework of a family office for a high - net - worth individual. * Conduct thorough cash flow analysis to ensure… more
- TIAA (Dallas, TX)
- …Consultant partners with Wealth Management Advisors in delivering client service and supporting high - net worth and complex clients. Working under limited ... job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their...Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical… more
- Robert Half Finance & Accounting (Marin County, CA)
- …financial success and personal well-being. This is an excellent opportunity to lead high - net - worth client relationships and contribute to the firm's ... competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high - net - worth individuals and families, delivering tailored financial and… more
- Citigroup (Atlanta, GA)
- …experience preferred + Extensive and proven experience in Private Banking having covered the High Net Worth and/or legal market clients. Extensive experience ... offices through Citi Wealth, operates in the affluent and high - net worth segments through Citigold(R)...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Robert Half Finance & Accounting (Greenwich, CT)
- …Family Office Services and offers an exciting opportunity to lead and manage high - net - worth tax strategies, oversee partnership taxation, and ensure ... from you. Responsibilities: * Manage and oversee tax planning and compliance for high - net - worth individuals and partnerships. * Provide expert guidance on… more
- KeyBank (New York, NY)
- …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... Opportunities as well as any other banking, lending, or insurance needs. + Fosters close business relationships to develop...needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax,… more
- Edward Jones (West Palm Beach, FL)
- …has developed a new wealth management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we need your help launching this new ... will play a critical role in helping serve our high - net - worth clients. This role works...preferred or obtained within 3 months of hire + Insurance license preferred + Advanced industry designations (FPQP, AAMS,… more