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Prestigious & Well-regarded High Net-worth Clientele - Finance Industry jobs

Viewing 1 - 10 of 36 jobs

  • Senior Tax Manager – Full-Service, Top CPA Firm with Prestigious Clientele

    Premier Financial Search - Palo Alto, CA

    Senior Tax Manager – Full-Service, Top CPA Firm with Prestigious Clientele Our client is looking for a Senior Tax ... Responsibilities: * Review tax compliance for high net worth individuals, partnerships, corporations and...

    12 days ago from Premier Financial Search

  • Client Services Associate - High Net-Worth Investors

    Robert Half - Palo Alto, CA

    of the most prestigious and well-regarded high net-worth clientele in the Bay Area? If so, a well-regarded 20-year ... scale it's client services department and build out its high net-worth clientele base. If you are interested in...

    8 days ago from Robert Half

  • Client Services Associate - High Net-Worth Investors

    Robert Half Finance & Accounting - Palo Alto, CA

    of the most prestigious and well-regarded high net-worth clientele in the Bay Area? If so, a well-regarded 20-year ... client services department and build out its high net-worth clientele base. If you are interested in applying please...

    9 days ago from Robert Half Finance & Accounting

  • Senior Tax Manager – High Net Worth Clients

    Premier Financial Search - Palo Alto, CA

    of financial services to a diversified, prestigious clientele specializing in audit, compliance, estate planning, ... Responsibilities: * Review tax compliance for high net worth individuals, partnerships, corporations and...

    12 days ago from Premier Financial Search

  • Investment Specialist

    Robert Half Finance & Accounting - San Francisco, CA

    management companies and manages over 70 billion $ for high net worth individuals and institutional investors. Due ... Advisor and a thorough understanding of the investment industry. An outgoing personality and excellent...

    12 days ago from Robert Half Finance & Accounting

  • Relationship Manager - Wealth Management $70 billion AUM

    Robert Half Finance & Accounting - San Francisco, CA

    management companies and manages over 70 billion $ for high net worth individuals and institutional investors. Due ... build strong relationships with the existing high net worth clientele, educate them on how to achieve their financial...

    2 days ago from CareerBuilder

  • Sr. Business Advisor - 5 year track to Partner!

    Cybercoders - Los Angeles, CA

    from well-known firms! What You Will Be Doing Manages a high profile clientele in the entertainment industry ... directors, producers, entertainment companies and other high net-worth individuals. Maintains relationships with...

    3 days ago from CyberCoders

  • Private Wealth Management Analyst

    Morgan Stanley - San Francisco, CA

    procedures, products, and portfolio enhancements to high net worth clients -Prepares performance measurement for ... Service -Understanding of financial services industry and global capital markets -Fixed Income Product Knowledge...

    30+ days ago from Morgan Stanley

  • Personal Lines - Private Client Group Producer

    Willis Group Holdings - Dallas, TX

    and renewal of existing business of our high net worth clientele. This is a superb opportunity for an enthusiastic ... and the unique needs of Private Client/High Net Worth clientele required Excellent communication (written, verbal...

    30+ days ago from Willis Group Holdings

  • Business Manager / Accountant for Entertainment CPA Firm

    Spectrum Search Associates - Los Angeles, CA

    involving daily accounting and business management for high net worth clients working in the entertainment industry. ... and Experience 10 plus years experience in handling high net worth Entertainers and Individuals CPA preferred...

    30+ days ago from CareerBuilder