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We’d love to meet you if your professional track record includes these skills: 5 years’ personal lines insurance experience with High Net Worth clientele Property & Casualty (P&C) License Client service orientation with balance on managing expectationsAbility to travel for client and company meetings as neededThese additional qualifications are a plus, but not required to apply:Bachelor’s degree Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
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Our wealth management clients provide direct-to-consumer investment advice and management, financial planning, asset protection, risk transfer services, customized securities-backed credit and lending, and tax services to individuals and families (e.g., retail investors, qualified plan participants, high-net worth clients.
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We deliver white glove trust and wealth management services to high net worth and ultra high net worth individuals and institutions. We deliver white glove trust and wealth management services to high net worth and ultra high net worth individuals and institutions.
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Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. Demonstrates thorough knowledge of automation & digitization in a professional services environment including but not limited to:Innovating through new and existing technologies, along with experimenting with digitization solutions;Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; and,Utilizing digitization tools to reduce hours and optimize engagements.
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Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years.
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Exposure to automation & digitization in a professional services environment including: innovating through new and existing technologies, along with experimenting with digitization solutions; and, working with large, complex data sets to build models and leverage data visualization tools.
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No matter what you need, odds are high that you can find it at Walmart, with electronics, home furnishings, furniture, groceries, pharmacy products, clothing and so much more. About Walmart As the world's largest retailer and company by revenue, Walmart is an Arkansas-based chain that had $482.2 billion in net sales for the 2015 fiscal year.
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We are New Jerseys premier accounting firm, offering full-service business management and multi-state tax services to high profile and high net worth clients. Job Title: Tax Senior- Boutique CPA Firm.
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The Business Development Banker must engage with a range of stakeholders, including high-net-worth individuals, local businesses, and key influencers, such as Centers of Influence, to broaden their network and enhance their business portfolio.
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Previous personal lines insurance experience with High Net Worth clientele. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National.
$117,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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We are a forward-thinking multi-disciplinary accounting, tax, and financial services consulting firm serving the needs of closely held companies, family-owned businesses, not-for-profit entitles, government and high-net-worth individuals.
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Minimum four years of recent federal, or multi-state and local tax experience preferred; federal and state partnership experience preferred; high net worth individual tax experience preferred.
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Provide clients a variety of tax compliance, consulting, planning strategies and research services to a diverse group of partnerships, investment advisors and high net worth clients primarily within the alternative asset investment space.
$320,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Proactively makes phone calls to existing high net worth clients and provides consultative advice to enhance, grow and retain client relationships. Knowledge of bank’s products, services, sweep accounts, concept & Techniques and cash management services.
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Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
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high net services jobs in Florham Park, NJ
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