- Moss Adams LLP (San Francisco, CA)
- …solving complex and interesting business challenges. The Family Office Senior works with high - net - worth families to ensure their complex financial needs are ... basis, and manage/reconcile client data to identify and resolve issues for ultra- high - net - worth family units and related entities \(clients\) + Analyze… more
- Truist (Raleigh, NC)
- …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... risk solutions, and family governance solutions. 3. Demonstrated ability to advise and deliver ultra- high net worth families on a wide variety of both… more
- HUB International (Albuquerque, NM)
- …, mutual funds, money manager programs, insurance and financial planning + Depth of experience working with high net worth or ultra- high net worth ... clients + Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) + Highly effective interpersonal, relationship management, and communication skills + Proven success selling business to new and existing clients +… more
- Bank of America (San Francisco, CA)
- …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( ... and estates with a focus on planning experience for UHNW families and individuals + Strong Tax , legal research and writing skills + Series 7 & 66 or the ability to… more
- Matter Family Office (Denver, CO)
- …preservation of the filing cabinet integrity. + Enter and track changes to client net worth statements, utilizing reporting software. + Analyze large amounts of ... bill pay, and portfolio management? Do you thrive in a fast-paced, high -volume, deadline-driven work environment? Matter Family Office is looking for an Accounting… more
- City National Bank (Beverly Hills, CA)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their...explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and… more
- JPMorgan Chase (New York, NY)
- …who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial ... in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (New York, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... of the trust, including distributions and coordination with investments, tax and operations. + Interpret and apply the terms...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Requirements Qualifications * 5-7 years' work experience working in accounting preferably the high net worth area. * Relevant undergraduate degree required. ... Chicago's top companies. Overview The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management,… more
- Robert Half Legal (Los Altos, CA)
- …sessions related to estate disputes when necessary. * Develop customized plans for high - net - worth individuals and families, addressing complex estate needs. ... will specialize in trust and estate planning, probate administration, and estate tax strategies, providing tailored legal solutions to meet the unique needs of… more