- BMO Financial Group (Chicago, IL)
- …comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic , will, estate and trust planning in connection with their ... overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue… more
- Perkins & Co (Portland, OR)
- …expertise-it's about leadership, collaboration, strategic thinking, and delivering outstanding client service. We're not a one-size-fits-all firm, and we don't ... diverse talents and perspectives to better serve our broad client base-and we're looking for someone who brings all...(Forbes) + We AAM to Serve award for Corporate Philanthropic Efforts (Association for Accounting Marketing) + Best Accountant… more
- Colliers Engineering & Design (Miami, FL)
- …+ Additional projects as directed by the Project Services Manager or Project Manager . + Ability to travel based on client or project needs. + Additional ... Miami, FL office. Under the guidance of the Project Manager or Project Services Manager , the Project...a key role in supporting project priorities, timelines, and client expectations, ensuring seamless project execution and alignment with… more
- Truist (Philadelphia, PA)
- …solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
- Colliers Engineering & Design (Phoenix, AZ)
- …+ Additional projects as directed by the Project Services Manager or Project Manager . + Ability to travel based on client or project needs. + Additional ... our operations, helping to keep projects on track, meet client needs, and deliver results that make an impact....mailing, and filing documents. + Track correspondence between project manager and various outside parties to ensure timely responses,… more
- Vanguard (Charlotte, NC)
- …Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Senior Wealth ... work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy &… more
- Colliers Engineering & Design (Conshohocken, PA)
- …will serve as a representative of Colliers Engineering & Design to communicate the client program to customers and acquire land rights on behalf of the client ... to determine property ownership. + Adhere to and Monitor Client and Company Standards and Procedures (eg safety, use...Document landowner communications and send customer concerns to Project Manager . + Serve as notary in acknowledgment of legal… more
- Colliers Engineering & Design (Columbia, MD)
- …+ Collaborate with other GDL's within the region and with the Regional Manager . + Responsible for productivity, profitability, client satisfaction and quality of ... Colliers Engineering & Design's Health & Safety program. + Assist with project manager 's efforts to prepare for and/or attend client /agency meetings with, or… more
- Bank of America (Pennington, NJ)
- …gift, and tax planning, and risk management. **Responsibilities:** + Leads the client wealth planning engagement process, including the new business review and ... in concert with the clients' advisors, where appropriate + Expands existing client relationships and acquires new assets to achieve assigned goals for Merrill… more
- Bank of America (Walnut Creek, CA)
- …in concert with the clients' advisors where appropriate + Expands existing client relationships and assists Advisors in new business opportunities with high- or ... and cash flow modeling, sale of business entities, and philanthropic planning + Stays up-to-date with major developments in...10% Travel Expected **Key Qualifications:** + Ability to gain client 's respect and trust by listening to the … more