- Vanguard (Scottsdale, AZ)
- …with a passion for building meaningful client relationships? Join our team as a High Net Worth Client Case Representative for our Personal Investor ... they are, and ensure they feel supported when they call in to Vanguard. As a High Net Worth Client Case Representative, you will: + Serve as the primary… more
- Edward Jones (Tempe, AZ)
- …+ Experience establishing and cultivating industry networks and centers of influence + Experience in High Net Worth client wealth management + Progress ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions,… more
- World Insurance Associates, LLC. (Scottsdale, AZ)
- … client solve any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and ... prospect, and cultivate new business opportunities, focusing on High - Net worth and Private Client accounts, including affluent individuals, family… more
- Edward Jones (Tempe, AZ)
- …and implement frameworks to provide ongoing proactive support through daily monitoring of the high - net - worth client accounts and coordinating with the ... Concierge Specialists (CCS) that have a critical role in helping serve our high - net - worth clients. The Client Concierge Specialists work in collaboration… more
- US Bank (Scottsdale, AZ)
- …from Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of ... experience - 10 or more years of experience in high and ultra- high net worth client wealth management activities Preferred Skills/Experience -… more
- US Bank (Scottsdale, AZ)
- …for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and ... growth of assigned client relationships. Partners with Private Wealth Management Product Specialists...of experience interacting with High and Ultra High Net Worth clients Preferred… more
- Edward Jones (Tempe, AZ)
- …**Team Overview:** The Edward Jones Generations (TM) team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...teams to provide ongoing client services including holistic financial planning, tax and estate… more
- USAA (Phoenix, AZ)
- …home state and/or ability to obtain home state and multistate license within 90 days. + High Net Worth /Private Client Experience and ability to handle ... and compliance policies and procedures. **What you have:** + High School Diploma OR General Equivalency Diploma. + 2...to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker… more
- Edward Jones (Tempe, AZ)
- …advanced level case management support to meet the needs of our high - net - worth clients based on client objectives, risk profile, account mandates, ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...early due to the volume of applicants. **Team Overview:** High Net Worth Consultation partners… more
- City National Bank (Phoenix, AZ)
- …attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC ... account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...Investment Management * 2 years of experience in the High Net Worth or Ultra… more