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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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Nice to have skills: EA, Ultra Tax, Enrolled Agent, CPA, S Corp, High Net Worth, Partnership, Tax Returns, Tax Accountant, and Tax Associate. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Collaborate with Regional Wealth Advisor in design and modelling of wealth plans for ultra-high net worth clients where a Regional Wealth Advisor is engaged. Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Bernstein Private Wealth Management ("Bernstein"), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and institutions to help them reach specific financial objectives.
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As the largest not-for-profit healthcare system in Texas and one of the largest in the United States, Baylor Scott & White Health has the resources to offer a variety of career opportunities to meet your personal and professional goals.
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Description for Job Radiologic Technician Limited, under general direction, performs Diagnostic Imaging procedures on a limited basis for ambulatory patients in a Physician Office and Clinic Settings as requested by a physician or other licensed provider and under general supervision of a Radiologist/Clinician.
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Baylor Scott & White Health is the largest not-for-profit health care system in the State of Texas and one of the largest in the United States. Baylor Scott & White Health is seeking Board Certified / Board Eligible Palliative Care physicians throughout the Dallas/Ft. Worth area.
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The Ambulatory RN will be responsible for providing messages that address motivation to comply with screening recommendations; addressing barriers to clinical care and diagnostic follow up; linking patients with the resources for screening and follow-up care available in their county (primary care providers, oncology, or surgical facilities); and arranging for payment of clinical services.
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Established in 1903, the hospital opened with 25 beds and has grown to 914 licensed beds, cares for more than 300,000 people each year and serves as the North Texas flagship hospital of Baylor Scott & White Health.
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Baylor University Medical Center, part of Baylor Scott & White Health is a nationally recognized, faith-based, not-for-profit hospital in Dallas that cares for more than 300,000 people each year.
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The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
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The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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We are looking for a strong candidate to fill the Allegro IT Lead role for the AMS project. The successful candidate will be responsible for helping client manage IT operations of their mission critical systems including ETRM and other wholesale applications, covering everything from incident management and release management to batch operations.
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high net worth not for profit jobs Title: associate in Dallas, Dothan, Alabama
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