- Edward Jones (Scottsdale, AZ)
- …Setting expectations with tax planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized ... execution of tax planning advice between the third-party service provider and High Net Worth team. + Lead or actively contribute to key strategic… more
- HUB International (Davie, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.… more
- Edward Jones (St. Louis, MO)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...to a fiduciary standard, and collaborate with 3rd party service providers to deliver on an elevated and personalized… more
- HUB International (Encino, CA)
- …Lines Account Manager II provides critical support to clients, manages a book of high net - worth clients, operating with the highest degree of ... a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We care...or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience… more
- HUB International (Encino, CA)
- …experience required) or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience within the ... **THE OPPORTUNITY:** Our service professionals play a vital role in supporting...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Denver, CO)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… more
- Wipfli LLP (Loveland, CO)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Wipfli LLP (Detroit, MI)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Huntington National Bank (Westlake, OH)
- …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... + Performs other duties as assigned. Basic Qualifications: + High School Diploma + 2 years customer service... High School Diploma + 2 years customer service experience in banking or Wealth & Investment Financial… more