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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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The Personal Lines Risk Solutions Consultant role provides risk assessment support to Hanover’s Personal Lines Prestige (aka High Value/High Net Worth) clients. Consult with policy holders on risk management services such as proactive home maintenance, disaster preparedness, security, and loss mitigation aids.
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The Associate Client Strategist will participate in a two-year comprehensive sales career and skills development program where the individual will gain the skills, knowledge and experience to ultimately offer BNY Mellon Wealth Management's full suite of services to high-net worth individuals primarily through face-to-face meetings and networking with various centers of influence.
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Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
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The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high-net-worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.
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Understanding of U.S. GAAP, budgeting, financial analysis, and accounting functions generally performed by an ultra-high net worth family. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals.
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Minimum of 5 to 10 years of recent, relevant experience specializing in High Net-Worth Individuals as well as Estate & Gift, Trust, or Flow Through Entity Taxation. High Net-Worth & Entity.
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Opportunities available across multiple return and entity/client types (Partnerships, Corporations, High Net Worth Individuals, Trust and Estates, etc.) As a Tax Professional you will be responsible for providing and overseeing high level compliance, review and consulting services.
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The Director of Major Gifts will be responsible for identifying strategic opportunities, developing, and implementing initiatives to identify, cultivate and solicit high-net worth donors to ensure a strong base of perpetual financial support.
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3 plus years’ personal lines insurance experience with High Net Worth clientele. 3 plus years’ personal lines insurance experience with High Net Worth clientele. Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
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We're looking for an Awards Manager to join our team and serve as the client lead and primary relationship manager for ultra-high net worth donor partners who sponsor customized competitions.
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Join our esteemed financial services firm as an Income Tax Professional, where you'll play a pivotal role in providing sophisticated advice related to income tax planning, wealth transfer, and philanthropic planning to our ultra-high net worth (UHNW) clients.
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Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Self-starter with high initiative and comfort working in a fast-paced environment.
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Coordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas.
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Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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high net worth jobs in Worth, IL
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