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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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In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients.
Full-timeExpandUpdated 20 days ago - UpvoteDownvoteShare Job
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Advisory: CORE acts as an outsourced Chief Financial Office (CFO) and Chief Investment Officer (CIO) for growing real estate companies and high net worth (HNW) family offices. Direct Investments: Sahara Investment Group is a fund manager which raised its first fund in 2022 and is currently deploying capital through Sahara Investment Fund I, LP, which is focused on a high yield real estate debt strategy.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Extensive experience in Tax Advisory and Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families.
Full-timeExpandUpdated 20 days ago - UpvoteDownvoteShare Job
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Past experience with either eMoney, Navi-Plan, MoneyGuide Pro, or similar high net worth planning tools. This is a fast paced and highly skilled firm that works with high net worth individuals in a true comprehensive fiduciary planning capacity.
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Frazier & Deeter is currently seeking a Tax Manager to focus on our High Net Worth clients. Review and manage the preparation of tax returns for our high net worth individual clients, business returns and trust returns.
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Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
Part-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Establish strategies for low users, high users and engage members that haven't used our service for some time, seeking out roadblocks to their use and helping the member and/or Ten navigate these.
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Over the past 50 years SMC has acquired and managed over 6,000 apartment units and five million square feet of office, retail, mixed-use and industrial space valued at over $2 billion, across 12 states and 25 cities throughout the U.S. SMC’s investment partners have included, Northwestern Mutual, Kemper Insurance, Prudential, as well as, multiple high net worth, private equity and family office investors of both domestic and foreign sources.
Full-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Las Vegas, NV Metro area! High Net Worth Representative \u00A0.
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Eight or more years of experience interacting with High and Ultra High Net Worth clients. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
$129,455 - $167,530 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The ideal candidate will have 5+ years of experience in estate planning for high-net-worth individuals and families, trust and estate administration, and estate, gift, and generation-skipping transfer tax planning.
Full-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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Create complex "high touch" itineraries for our VIP and other high net worth members. As a Travel Agent, you will immerse yourself in the realm of opulent travel, high end dining, VIP events and assist our discerning clients in curating their ideal itineraries.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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2-5 years of insurance experience, with personal lines and high net worth clients a plus. Builds relationships with clients, colleagues and centers of influence that facilitate asking for and receiving high quality referrals that become clients.
Full-timeExpandUpdated 1 month ago - UpvoteDownvoteShare Job
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Certified public accounting firm specializing in income tax planning for businesses and high net worth individuals with an emphasis in the areas of estate and trust taxation. Our firm is currently seeking a high energy, positive individual to join our team as a Tax Manager.
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high net worth jobs in Las Vegas, NV
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