- Robert Half Finance & Accounting (Brookfield, WI)
- …focuses on providing specialized tax preparation and planning services for high- net -worth individuals, with an emphasis on collaboration and efficiency. The ideal ... in individual income tax preparation, with a focus on high- net -worth clients. * Strong knowledge of wealth management and...with CCH ProSystem fx and Holistiplan. * Series 65 license or equivalent must be obtained within 180 days.… more
- Bank of America (NC)
- …through all aspects of their financial lives and primarily targets affluent, high net worth and ultra-high net worth clients. MLBTC conducts four principal ... and Dual Currency Products and Deposit Sweeps. MLBTC has a Category B bank license and does not conduct domestic banking business in the Cayman Islands, nor does… more
- Robert Half Finance & Accounting (Woodbridge, NJ)
- …in the Edison area is seeking a Senior Tax Accountant with experience in high net worth and partnership tax in a quality CPA firm. This position offers an ... Edison several times a month. Responsibilities include extensive high net worth, corporate, and partnership tax preparation and planning...required. * Possession of a Certified Public Accountant (CPA) license is mandatory. * Minimum of 5 years of… more
- PNC (Columbus, OH)
- …on a regular basis. The ideal candidate will have extensive experience working with high net worth and ultra high net worth clients, preferably with an existing ... **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License (s) **Pay Transparency** Base Salary: $80,000.00 - $230,000.00 Salaries… more
- Palo Alto Networks (Santa Clara, CA)
- …closely with their partner counterparts to promote joint sales plays and drive net -new business and incremental market share. The role will focus on delivering ... measurable results, including increased bookings and increased net -new customer acquisition through sales and marketing efforts. You will collaborate with… more
- Sales Focus Inc. (Raleigh, NC)
- …million customers in 5 states. Duke's goal is to transition to clean energy of net -zero methane emissions from its natural gas business by 2030 and net -zero ... problem-solver + Reliable personal transportation as well as a valid drivers license is required Key Characteristics/Traits: + A High Level of Professionalism +… more
- Graphic Packaging International, LLC (Pineville, NC)
- …+ **CERTIFICATES, LICENSES, REGISTRATIONS -** Company issued Fork Truck Operator's License **EDUCATION / KNOWLEDGE:** + High School Diploma, GED or equivalent ... Safety Glasses, Hearing Protection, Cut resistant Safety Gloves, Hair Net , Beard Net **GPI's Benefit Program** + **Competitive Pay** + **401(k) w/employer… more
- HUB International (Houston, TX)
- …As a Private Client Producer, you will prospect for Affluent and High Net Worth clients based on your local networks, connections, and communities. As a ... who is able to sell and develop strong High Net Worth relationships. We are seeking confident professionals who...influence + Maintain a Texas Property and Casualty Insurance License **Benefits** At HUB International we want you to… more
- KeyBank (Columbus, OH)
- …ARM works to identify growth opportunities in an existing book of high- net -worth clients or through dedicated internal referral channels to achieve individual sales ... written and verbal communication skills. + Experience in working with high- net -worth individuals and their financial issues preferred. + Experience working in… more
- Stantec (Sacramento, CA)
- …BCPL also supports the BC Operations Leader in meeting established targets net revenue, gross margin, selling, general, and administrative costs, and operating ... income target in the BC. - Responsible for net revenue forecasts by period, quarter, and year end....relevant design software. - Must have a valid driver's license and good driving record. Education and Experience -… more