- 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
- 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
- Guardian Life (Oklahoma City, OK)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... working with financial representatives who provide planning strategies to high income/ high net worth...+ Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well… 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 ... + Advise Clients: Act as the lead advisor for high - net - worth individuals and families, delivering...Financial Plans: Develop and adjust comprehensive plans covering retirement, tax , estate, investment, and risk management. + Mentor &… 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 ... on estate planning, trust administration, and succession planning for high - net - worth individuals. * Draft and...of 5 years of experience in estate planning or tax law. * Proven expertise in business succession planning,… 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....dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- Robert Half Legal (Chicago, IL)
- …offers an excellent opportunity to collaborate with a team of attorneys and tax professionals, representing high - net - worth individuals, business owners, ... * Provide strategic gift and estate tax planning services for high - net - worth individuals and families. * Manage trust and estate administration processes… more
- Robert Half Legal (San Francisco, CA)
- …downtown San Francisco (close to BART/MUNI). The firm services the estates of many of the Bay Area's high net worth and ultra- high net worth ... comfortable working on rush assignments, and dedicated to providing high quality legal work product to law firm clientele....Court proceedings. * Experience preparing federal gift and estate tax returns is a plus. * Preferred expertise in… more
- JPMorgan Chase (Los Angeles, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection… more