- World Insurance Associates, LLC. (Iselin, NJ)
- …experience including remarketing and new business placement . + Demonstrated experience in High - Net Worth . + Strong functional knowledge of Excel specific ... in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail. +...environment + Able to work independently and enjoy a high degree of interaction with team members. + Self-motivated… more
- Robert Half Legal (Minneapolis, MN)
- …you an accomplished Family Law Attorney with experience handling complex divorce cases for high - net - worth individuals? Are you seeking an opportunity to join ... mid-size downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital… more
- Robert Half Legal (Vienna, VA)
- …Attorney with a strong background in tax and estate planning to support high - net - worth families. This role involves crafting sophisticated strategies for ... * Develop and implement comprehensive tax and estate planning strategies tailored to high - net - worth clients. * Provide expert guidance on trust and… more
- Robert Half Finance & Accounting (Parsippany, NJ)
- Description Highly successful and established wealth management firm seeks an experienced high net worth tax accountant/preparer to join their organization. ... proper tax handling of various items. Strong experience with HIGH NET WORTH 1040's, understanding...at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and… more
- Huntington National Bank (Winston Salem, NC)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... and life insurance licenses. + Demonstrated success working with high net worth clients. +...Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.… 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...at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and… more
- Robert Half Finance & Accounting (Greenwich, CT)
- …Family Office Services and offers an exciting opportunity to lead and manage high - net - worth tax strategies, oversee partnership taxation, and ensure ... * Manage and oversee tax planning and compliance for high - net - worth individuals and partnerships. *...at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and… more
- Robert Half Finance & Accounting (Wayzata, MN)
- …on delivering exceptional tax compliance, consulting, and wealth management services to high - net - worth individuals, families, and their associated entities. ... planning and consulting services tailored to the needs of high - net - worth clients. * Stay up-to-date...at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and… more
- Robert Half Finance & Accounting (Rogers, AR)
- …firms for final filings. This firm specializes in wealth management, serving high - net - worth individuals, families, and small businesses with advanced ... selecting partners and solidifying agreements. * Provide expertise in tax planning for high - net - worth individuals, small businesses, and trusts. * Educate… more
- BMO Financial Group (Winnetka, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... thus driving increased profitability, improved share of wallet and Net Promoter Scores. + Provides customized advice and specialized...property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.… more