- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...financial planning subject courses: General Principals, Income Tax Planning, Estate and Gift Planning, Retirement Planning, Risk Management and… more
- Deloitte (Columbus, OH)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- American Heart Association (Dallas, TX)
- …Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning** **Advisor** in our Mission Advancement department based in Dallas, ... heart.jobs. **Responsibilities** This senior level fundraising position engages with professional estate planning and wealth advisors as well as current and… more
- Deloitte (Columbus, OH)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to demonstrate basic understanding of Subchapter… more
- UMB Bank (Kansas City, MO)
- …financial & estate planning. + Juris doctorate. + CTFA or CFP . **Compensation Range:** Minimum: $57,760.00 - Maximum: $149,000.00 _The posted compensation range ... on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please… more
- Bank of America (Chevy Chase, MD)
- …financial plans, analysis, and models, which may encompass investment, retirement, estate , gift, and tax planning, and risk management. Reviews, analyzes and ... flowcharts estate planning documents and drafts initial financial projections. Assists...+ Various analytical and stochastic models. + Qualifications: + CFP (R) or enrollment in a CFP program… more
- Zions Bancorporation (Salt Lake City, UT)
- …The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and ... Financial Planning: Develop comprehensive financial plans, including retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate… more
- Citizens (Boston, MA)
- …is focused on offering sophisticated wealth management services, including estate planning, tax strategies, investment management, and philanthropic advisory, ... Advisor to deliver customized financial plans that integrate investment, estate , and tax planning strategies. * Serve as a...Bachelor's degree in Finance, Economics, or a related field ( CFP preferred or Series 65). * 5+ years of… more
- Truist (Charlotte, NC)
- …wealth team members on the most complex financial, tax, legacy and estate planning matters including summarizing and evaluating complex financial documents, trust ... may include: Complex review, analysis and diagram of existing estate plan and modeling of advanced estate ,...the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or comparable advanced knowledge course of… more
- Truist (Raleigh, NC)
- …financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets ... to clients and prospects. Completes complex diagnostic review of financial and estate planning documents, along with client objectives and priorities, leading to… more
- Bank of America (Clayton, MO)
- …U/HNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning ... range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments,...clients. + JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred. **Shift:** 1st shift (United States of America)… more
- Berkshire Bank (Albany, NY)
- …Meets regularly with clients and provides input on long-term financial and estate planning matters. + Implements investment strategies determined by the investment ... related to and required by ones duties. Education: + BA or equivalent degree + CFP designation or progress toward CFP preferred Experience: + 5+ years of Wealth… more
- US Bank (San Francisco, CA)
- …financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary ... client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.… more
- JPMorgan Chase (Los Angeles, CA)
- …Management, you will need an understanding of tax and trusts & estate laws and relevant financial planning concepts including retirement, cash flow, insurance, ... in the areas of financial, tax and trust & estate planning strategies as well as in concentrated position...4-year college degree and either a JD or a CFP designation + At least 7 years of relevant… more
- Regions Bank (Mobile, AL)
- …Trust Advisor is responsible for the acquisition of Personal Trust, Estate , IRA and Investment Management client relationships. Responsibilities include prospecting, ... accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client interaction… more
- HSBC (San Francisco, CA)
- …and business acumen. Deep technical expertise in trust, tax and estate planning, business succession planning, pre-immigration and expatriation planning is required. ... Experience working with international estate planning and wealth structuring is a must, given...+ Private practice experience preferred + LLM, CPA or CFP preferred + Must have Mandarin language fluency +… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …trends and changes in the industry with regard to fiduciary matters (eg estate planning, probate, estate , gift and income tax planning, guardianships, special ... SKILLS REQUIRED: + Bachelor's degree preferred; professional designations (eg CTFA, CFP , CPA) preferred + Demonstrated fiduciary sales/client service experience and… more
- Bank of America (Dallas, TX)
- …of business and will be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable for, trust product sales and ... identify issues / new business opportunities, and provide trust, estate , and wealth transfer planning advice + Proactively engage... planning experience, preferred. + Fiduciary professional with CTFA, CFP , AEP, JD, or CPA (or 6 months away… 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 building ... and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while...of planning-related work experience desired + JD, CPA, or CFP desired + LLM, MST, MBA (or in progress)… more
- Charles Schwab (Orlando, FL)
- …our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, ... + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, CFP , CFA,… more