- Vanguard (Scottsdale, AZ)
- …a seamless client experience. + Foster trust and reliability through consistent, high -quality service. + Educate clients on Vanguard's product and service offerings ... to enhance the client experience and fulfill investment needs. Qualifications: + Active FINRA Series 7 and 63 licenses. + 1-3 years of experience in financial services. + Strong relationship management skills. + Excellent communication and interpersonal… more
- Edward Jones (Dallas, TX)
- …experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office ... answered yes to these questions, joining the Edward Jones High Net Worth team could...the wealth management services that our clients need. The Senior Planner will serve as a conduit between the… more
- UMB Bank (Kansas City, MO)
- …** Senior Private Banker** will source & maintain relationships with high net worth clientele. The Senior Private Banker primarily delivers private ... the UMB footprint through an exclusive delivery model. A Senior Private Banker may be called upon to provide...spend your time:** + Call on prospective and existing high net worth clients to… more
- Charles Schwab (Westlake, TX)
- …employees regarding their equity compensation plans. As a ** Senior Team Manager, High Net Worth Representative** (People Leader) on the Executive ... + Train, set expectations, empower, and supervise the teams' interactions with high profile clients and safeguard material non-public and inside information. +… more
- Wipfli LLP (Denver, CO)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... a timely manner + Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for firm initiatives and… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... a timely manner + Provide training, direction, and supervision to staff and senior accountants + Participate in and provide leadership for firm initiatives and… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …attention to detail. + Professional presence, with the ability to interact confidently with high - net - worth clients and senior leadership. + Positive, ... an essential role in supporting both the internal team and the firm's high - net - worth clientele. If interested in hearing more and for faster consideration,… more
- Truecare Homecare Agency (Brooklyn, NY)
- …+ Market Expansion: Identify and pursue new referral channels within high - net - worth communities, including luxury senior living, concierge medical ... skills. + Familiarity with the needs and expectations of high - net - worth families and private care...worth families and private care referral networks. For Senior Outreach & Marketing Lead (10+ Years Experience): +… more
- Cognizant (Dallas, TX)
- ** Senior Full Stack Developer- . Net ** The Senior Full Stack Developer- . Net will play a pivotal role in designing developing and maintaining software ... C# SQL Angular JS Angular 12+ AWS Javascript and . Net Framework . NET Core the candidate will...collaboratively in a dynamic environment. **Job Location:** Dallas -Forth Worth , TX **What you will do:** + Develop and… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge… more