- American Heart Association (Dallas, TX)
- …your career. The American Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning ** ** Advisor ** in our Mission ... with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning...covering WY, CO, NM, OK, TX, and AR requesting charitable estate planning information from… more
- American Heart Association (Boca Raton, FL)
- …so does your career. The American Heart Association has a great opportunity for an ** Advisor , Charitable Estate Planning ** based in **Florida.** This is ... LA, MS, PR** ) in support of the national Charitable Estate Planning (CEP) program.... actions to achieve goals and meets with donors' estate planner or financial advisor in tandem… more
- Robert Half Finance & Accounting (Dallas, TX)
- …services industry, located in Dallas, Texas, and we are looking for a detail oriented Estate Advisor . In this role, you will be discussing and planning ... Oversee the planning and execution of advanced estate planning . * Discuss with clients their...Advise clients on different options such as retirement plans, charitable giving, and insurance. * Advocate on behalf of… more
- Robert Half Legal (Atlanta, GA)
- … estate and financial planning services, managing fiduciary income tax returns, estate and gift tax filings, and charitable trust returns. This role is ... Description Our client is seeking an Estate Planning Probate Paralegal or Paraplanner...planning considerations to be reviewed by Wealth Transfer Advisor or Director of Wealth Transfer. * Act as… more
- Morgan Stanley (New York, NY)
- … planning * Retirement and educational tax planning * Business succession planning * Philanthropic and charitable planning * Asset protection and risk ... thought leader in the areas of tax, trust & estate planning broadly, and in order to...and teamwork * Self-confidence - Initiative to proactively address Advisor and client situations as they arise * Exceptional… more
- Bank of America (Las Vegas, NV)
- …across a broad range of wealth planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement ... is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning...address their high- and ultra-high net worth clients' trust, estate /wealth transfer, and financial planning needs. Key… more
- Bank of America (Clayton, MO)
- … estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting ... Wealth Strategies Advisor Minneapolis, Minnesota;Chicago, Illinois; Kansas City, Missouri; Clayton,...families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position,… more
- Bank of America (New York, NY)
- … estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston,...families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position,… more
- DA Davidson Companies (Lincoln, NE)
- …Cannon or other field specific program*Knowledge of current developments in estate planning and trust administration.*Effectively administer fiduciary accounts ... client accounts. *Keep abreast of changes in legislations and regulations affecting estate planning and trust administration.*Perform any other duties as… more
- American Heart Association (Chicago, IL)
- …within their assigned area for major giving, serves as a connection point for charitable estate planning and provides subject matter expertise on specific ... American Heart Association has an excellent opportunity for an ** Advisor , Individual Giving focused on fundraising in Chicago and...well as deferred giving with the support of the charitable estate planning team. +… more
- US Bank (San Francisco, CA)
- …Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and fiduciary ... PWM has specialized capabilities in business-sale advisory and pre-transaction planning . The Private Wealth Advisor (PWA) is...alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame,… more
- US Bank (Reno, NV)
- …Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and fiduciary ... PWM has specialized capabilities in business-sale advisory and pre-transaction planning . The Private Wealth Advisor (PWA) is...alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame,… more
- US Bank (Orlando, FL)
- …advise clients holistically and comprehensively on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and fiduciary ... PWM has specialized capabilities in business-sale advisory and pre-transaction planning . The Private Wealth Advisor (PWA) is...alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame,… more
- DA Davidson Companies (Portland, OR)
- …Cannon or other field specific program* Knowledge of current developments in estate planning and trust administration.* Effectively administer fiduciary accounts ... client accounts. * Keep abreast of changes in legislations and regulations affecting estate planning and trust administration.* Perform any other duties as… more
- Truist (Charlotte, NC)
- …Provide financial planning guidance in the areas of estate planning , estate administration, charitable , philanthropic, and risk solutions. + ... below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet… more
- The Salvation Army (Hartford, CT)
- Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Non-exempt, Full-time Hours Per Week: 35 Schedule: ... Position: Assist with securing funding through bequests, gift annuities, charitable trusts, and other planned giving vehicles. Serve as...vehicles. Serve as a critical member of the gift planning team and be responsible for coordinating all gift… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …managing risks to the family's wealth, including insurance and asset protection strategies. Estate Planning + Preparing for the transfer of wealth across ... their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have...generations, including wills, trusts, and succession planning . Philanthropy + Managing charitable giving and… more
- CRC Insurance Services, Inc. (AL)
- …on the proposed plan. 7. Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation ... or insurance carrier platform 15. Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance taxation… more
- JPMorgan Chase (Newark, DE)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and ... families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law to… more
- NBT Bank (West Hartford, CT)
- …personal and real property sales or transfers, cost basis adjustments, income and estate death tax planning and tax filings. Maintains ongoing communications ... and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed… more