- Denovo Review (Chicago, IL)
- …with extensive experience established in Chicago, IL is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and ... businesses and high-net-worth individuals and families in complex and sophisticated estate planning , wealth transfer , business succession planning… more
- Mercer Global Advisors Inc. (San Francisco, CA)
- …your family." We connect the dots of our clients' financial lives by unifying planning , investing, taxes, estate , insurance, trust, and more. Today, we proudly ... Mercer Advisors is a different kind of wealth management firm. We exist so that our...on driving sales momentum for one of our financial planning teams. The Regional Vice President will work in… more
- Zions Bancorporation (Dallas, TX)
- …candidate will have a strong background in financial planning , estate planning , wealth transfer planning , family office services, risk ... We are seeking an experienced and highly motivated Senior Wealth Planning Strategist to join our team... Planning : Develop comprehensive financial plans, including retirement planning , estate planning , risk management/insurance… more
- Bank of America (Clayton, MO)
- …for U/HNW families. Focus may be on transfer of inter-generational wealth , estate planning , diversification of a concentrated position, philanthropy, ... wealth planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement planning and… more
- Bank of America (New York, NY)
- …for U/HNW families. Focus may be on transfer of inter-generational wealth , estate planning , diversification of a concentrated position, philanthropy, ... wealth planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement planning and… more
- Bank of America (Las Vegas, NV)
- …to address their high- and ultra-high net worth clients' trust, estate / wealth transfer , and financial planning needs. Key responsibilities include ... wealth planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement planning and… more
- Robert Half Legal (Los Angeles, CA)
- …estates paralegal will have: + 5+ years of transactional law experience + Tax, estate planning , wealth transfer , and/or probate administration experience ... + Experience drafting estate planning documents from templates + Experience preparing individual and... tax returns + Experience with GEMS, Lacerte, Lackner, Wealth Counsel, or similar programs is strongly preferred +… more
- Bank of America (Dallas, TX)
- …identify issues / new business opportunities, and provide trust, estate , and wealth transfer planning advice + Proactively engage other specialists ... the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving + Creative… more
- JPMorgan Chase (New York, NY)
- … tax purposes, it is the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers ... kept to a minimum + Knowledge of trust and estate law, income, transfer , and generation skipping...and deepen client relationships New Business + Assist the Estate Officer and partner with Wealth Advisors,… more
- Bank of America (Providence, RI)
- …in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving + ... to drive business development and retention, assisting clients with wealth planning needs, and managing risk. **Job...+ Engages with clients and prospects to build and transfer wealth tailored to their unique goals,… more
- Fifth Third Bank, NA (Columbus, OH)
- …and memorialize the entirety of the client's and prospects current financial structure ( estate & wealth transfer , family tree, business entity, etc.) ... effort. The Senior Analyst will assist in the training and supervision of Wealth Planning Analysts and Junior Analysts, monitor and disseminate best financial… more
- Comerica (San Francisco, CA)
- …of financial and advanced planning techniques as well as relevant tax and wealth transfer rules and regulations. * Participate in the ongoing improvement of ... Senior Wealth Planning Strategist, Senior Vice President:...planning strategies, often involving complex financial, tax and estate planning issues. Position Competencies: Successful incumbents… more
- Fifth Third Bank, NA (Naples, FL)
- …their family tree and business entity structure, and the current structure of the estate and wealth transfer plans, supervising Analysts, Strategists, and ... Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high...related to the use of various complex tax and estate planning strategies under consideration by clients… more
- Truist (Richmond, VA)
- …typically with families with assets under management at Truist of $10MM and above, including wealth transfer tax planning , income tax planning , capital ... complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with… more
- JPMorgan Chase (Boston, MA)
- …wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning , investments, corporate executive issues ... Wealth Planning & Advice is a...concepts including retirement, cash flow, insurance, equity compensation, charity, wealth transfer and more. You must be… more
- JPMorgan Chase (San Diego County, CA)
- …successfully meeting their goals. You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to ... scale + Educate the integrated team about the value Wealth Planning can bring to a relationship;...in financial planning , basic tax, trust and estate planning , retirement, educational, and philanthropic … more
- Bank of America (Chevy Chase, MD)
- …insurance, investments, retirement planning , and cash flow modeling. + Estate Planning Skills: + Basic understanding of the transfer tax system and core ... and tax planning , and risk management. Reviews, analyzes and flowcharts estate planning documents and drafts initial financial projections. Assists in the… more
- Truist (Greenville, SC)
- …and integration of a broad range of wealth products and services (financial planning , asset management, personal trust and estate planning , insurance and ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products… more
- Deloitte (Columbus, OH)
- …family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make ... needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services.… more
- JPMorgan Chase (Columbus, OH)
- …training Preferred Qualifications, Skills and Capabilities + Knowledge of trust and estate law, income, transfer , and generation skipping taxation, with ability ... to apply that knowledge to post-mortem planning exercises and account administration. + Advanced degree such...or paralegal certificate, with paralegal experience in trust and estate practice JP Morgan Wealth Management Solutions… more
