- Robert Half Finance & Accounting (Mount Kisco, NY)
- …accounting. * Familiarity with wealth management, family office operations, or high - net - worth client services is highly desirable. * Strong understanding ... looking for an experienced Controller to join a dynamic wealth management firm. This position offers an exciting opportunity...provide financial planning, tax coordination, and accounting services to high - net - worth clients. * Contribute to… more
- JPMorgan Chase (San Diego, CA)
- …a Relationship Manager in JPMorgan Private Client, you will nurture and develop high - net - worth client relationships by earning their trust, comprehensively ... spirit, resilience, and persistence in prospecting efforts to expand business. + Maintain a high - net - worth referral network to develop a new book of business… more
- JPMorgan Chase (New York, NY)
- …the Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- Truist (Atlanta, GA)
- …and delivering advanced planning advice to current and prospective High and Ultra- High Net Worth clients and prospects. Engages in activities that ... debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million.… more
- KeyBank (Westlake, OH)
- …coordination and product delivery. The Associate consistently meets the needs of our high - net - worth clients by providing efficient service and problem ... a timely manner, shared across multiple markets. + Service high - net - worth client accounts based on...Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts… more
- Robert Half Finance & Accounting (Greenwich, CT)
- …with public accounting exposure + Experience with wealth management, family office, or high - net - worth clients is a plus + Strong GAAP knowledge and ... Description Controller - Wealth Management / Family Office Location: Greenwich, CT...Collaborate with client-facing teams to provide accounting support for high - net - worth individuals and families +… more
- Coldstream Wealth Management (Seattle, WA)
- …an employee-owned wealth management firm that offers personalized services to high - net - worth individuals and families. Coldstream was founded in 1996 ... Initial drafting and preparing tax returns primarily for business entities, but also for high - net - worth individuals + Managing client excise tax compliance +… more
- US Tech Solutions (Charlotte, NC)
- … Wealth Management partners on client income tax planning strategies directed to high - net worth individuals. + Communicate with senior leadership team to ... partners to deliver sophisticated income tax planning advisory services for Client's highest net worth and most influential clients. + Serves as an expert… more
- KeyBank (Pepper Pike, OH)
- …staff of professionals. + Demonstrated track record of sales success. + Experience managing a high net worth book of business. + Ability to use: office ... portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide...to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio… more
- Commerce Bank (Wichita, KS)
- …who are accountable for the delivery of wealth management advisory services to high - net worth clients of Commerce Trust. Essential Functions + Perform ... century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax...experience required + 5+ years of experience in providing high level client service in a similar role required… more