- American Heart Association (St. Petersburg, FL)
- … planning , and with staff members, to provide technical assistance. Success in the Sr. Charitable Estate Planning Advisor role requires mastery of the ... The American Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning ** ** Advisor ** in our Mission Advancement… more
- Adecco US, Inc. (Webster Groves, MO)
- …meetings independently. + Provide guidance on retirement planning , tax strategies, estate planning , cash flow, charitable giving, and risk management. ... **Financial Advisor , Registered Investment Advisor Representative -** **Fiduciary Financial Planning ...and other entities. These services include asset management, retirement planning , estate planning , and comprehensive… more
- US Bank (Seattle, WA)
- …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 (Naples, 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
- NAI Hiffman (Oak Brook, IL)
- …of our people that we are now one of the largest privately-owned commercial real estate services companies in the country. The Talent Acquisition Advisor plays a ... and hiring top talent to support our commercial real estate and property management business. This is a mid-level...to leaders on compensation, talent availability, and strategic workforce planning . What sets us apart. . Culture: We believe… more
- Truist (Nashville, TN)
- …Provide financial planning guidance in the areas of estate planning , estate administration, charitable , philanthropic, and risk solutions. 3. ... Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … opportunities + Provide internal guidance to wealth advisors on tax‑related topics and planning considerations + Knowledge in estate and gift tax planning ... + Experience in tax planning and direct client interaction + Familiarity with estate and gift tax planning + Ability to work independently while managing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and charitable planning ; business transition ... Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise....business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax… more
- Deloitte (San Juan, PR)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
- Deloitte (St. Louis, MO)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
- Alaka'ina Foundation Family of Companies (Washington, DC)
- …hoteling or free-addressing. Strategic Occupancy Analysis/Surveys: Survey 20% of the total real estate portfolio on an annual basis and collaborate with GSA and SPMD ... with increased space efficiency, reduced square footage per person and new planning concept. Graphic Designer: Responsible for graphics design and use, operation,… more
- City National Bank (Wilmington, DE)
- *TRUST OFFICER* *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are… more
- Dorsey & Whitney LLP (Seattle, WA)
- …and executives, corporate fiduciaries, and charitable organizations in all areas of estate and tax planning . Qualified candidates will have: - JD degree from ... international law firm of Dorsey & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the United States as well as… more
- Vanguard (Malvern, PA)
- …leadership and consultation based on specific client needs. This may include Wealth Estate Planning Services (WEPS), Investment Strategy Group (ISG), Personal ... Advisor Services (PAS), Portfolio Review Department (PRD) and Vanguard Charitable Endowment Program (VCEP). Follows up with client to ensure guidance/advice was… more
- Robert Half Finance & Accounting (Monroe, NJ)
- …Foundation). + Advise clients on tax planning , estate strategies, and charitable giving. + Respond to client and advisor inquiries on tax, asset, and ... liability matters. + Collaborate with attorneys and employers on compensation, RSUs, and tax issues. + Oversee or prepare financial reports including net worth summaries and cash flow statements. + Support clients with ad-hoc projects (eg, LLC filings,… more
- NorthPoint Development (Dallas, TX)
- …Maryland/Washington, DC metro areas,** or **remote.** NorthPoint is a real estate developer built on entrepreneurial spirit and team empowerment. We are ... Flexible Spending Account + Living Generously program with 100% charitable contribution match **What You-ll Do** + Cultivate and...market for power delivery. + Serve as the key advisor to NorthPoint's leadership and power team on all… more