- 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
- Edward Jones (Phoenix, AZ)
- …to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding ... ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of our...preferred or obtained within 6 months of hire + CFP (R) required + 9+ years of experience in the… 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
- Commerce Bank (Leawood, KS)
- …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the… more
- Fifth Third Bank, NA (Indianapolis, IN)
- …tree and business entity structure, and the current structure of the estate and wealth transfer plans, supervising Analysts, Strategists, and leveraging Life360 and ... cash flow projections at a high level, current preliminary estate flow illustrations, and other illustrations as needed, supervising...SKILLS AND ABILITIES REQUIRED: + Bachelor's degree required. + CFP , JD, CPA, or LLM required. JD, CPA or… more
- HSBC (San Francisco, CA)
- …producing timely, original thought leadership on trust, tax and estate planning, business succession planning, preimmigration and expatriation planning, philanthropy ... and business acumen. Deep technical expertise in trust, tax and estate planning, business succession planning, pre-immigration and expatriation planning is required.… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …among multiple family members + Facilitate the execution of the terms of estate plan documents in which Fifth Third Private Bank serves as Trustee, Executor, ... in the industry with regard to fiduciary matters (eg estate planning, probate, estate , gift and income...preferred; Willingness to work toward professional licenses (eg CTFA, CFP , CPA) preferred + Minimum of 2 years 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
- Bank of America (New York, NY)
- …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. **Skills:** + Business Development + Critical Thinking… more
- Zions Bancorporation (Dallas, TX)
- …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
- 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
- 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 ... to and required by one's duties. **Education:** + BA or equivalent degree + CFP (R) designation or progress toward CFP (R) preferred **Experience:** + 5+ years of… more
- JPMorgan Chase (Boston, MA)
- …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 (Little Rock, AR)
- …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
- 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