- Guardian Life (New York, NY)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in ... tailored case design, and value-added insights focused on the unique needs of high - net - worth individuals and families. Success is measured by GDC growth… more
- Charles Schwab (Boston, MA)
- …of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & Estate/Tax Specialist , you will: + Develop and handle strong ... mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team...JD, LLM, CPA, CTFA, AEP + Extensive experience advising high net worth clients +… more
- Huntington National Bank (Raleigh, NC)
- …Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service Specialist II is also responsible for ... NC, and Charlotte, NC Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and...+ Performs other duties as assigned. Basic Qualifications: + High School Diploma + 2 years customer service experience… more
- Vanguard (Scottsdale, AZ)
- …for building meaningful client relationships? Join our team as a Client Transfer Specialist for our Personal Investor clients at Vanguard. At Vanguard, we have a ... they call in to Vanguard. As a Client Transfer Specialist , you will: + Serve as the primary point...client experience. + Foster trust and reliability through consistent, high -quality service. + Educate clients on Vanguard's product 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...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
- JPMorgan Chase (San Francisco, CA)
- …Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... best meet the objectives of each client. The Client Specialist provides high level advice and counsel,...you will focus on addressing the wealth needs of High Net Worth and Ultra… more
- Wells Fargo (Dallas, TX)
- …trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs. May ... a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | Jobs and...directors and their donors + Experience working within the High Net Worth (HNW) Ultra… 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 -...role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers… 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 ... services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve...will play a critical role in helping serve our high - net - worth clients. This role works… more
- Truecare Homecare Agency (Brooklyn, NY)
- …advisors. + Market Expansion: Identify and pursue new referral channels within high - net - worth communities, including luxury senior living, concierge medical ... standards for what's possible. Position Title: Private Client Outreach Specialist - Private Pay Division Position Title: Senior Private...skills. + Familiarity with the needs and expectations of high - net - worth families and private care… more