- 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
- Vanguard (Dallas, TX)
- …supportive team with opportunities to grow and develop others and self. Qualifications: + CFP (R) designation required . + Series 7, 63 or 66 (or ability to acquire ... a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + In-depth knowledge of financial… 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
- Regions Bank (Birmingham, AL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Estate Settlement Administrator is accountable for the administration of a book of ... to manage risk. The position requires technical experience and knowledge in estate administration, in-depth knowledge of regulatory and compliance requirements, and … more
- Edward Jones (St. Louis, MO)
- …Schedule:** Full-Time **Team Overview:** Do you have a strong background in trust and estate management? Do you have a desire to work on a face-paced team? If ... Will Do:** + Daily management of complex probate and estate settlement trusts in accordance with the language provided...Experience You Need:** + Bachelor's degree and CTFA, JD, CFP or equivalent professional certification required + At least… more
- Edward Jones (St. Louis, MO)
- …to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding ... for complex cases requiring deep technical knowledge and extensive estate planning expertise. Need to demonstrate ability to understand...+ Insurance license required 6 months of hire + CFP (R) preferred or obtained in accordance with firm policy… more
- Edward Jones (St. Louis, MO)
- …**Job Overview** **Position Schedule:** Full-Time The Director of Tax & Estate Strategy is responsible for providing thought leadership and strategic development ... experienced and specialized professionals that support the delivery of tax and estate planning that is part of the comprehensive and personalized financial planning… 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
- 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
- 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 (Boston, MA)
- …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
- 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
- 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
- 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
- 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
- Regions Bank (Orlando, FL)
- …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
- 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
- Citizens (Wilmington, DE)
- …responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth ... members and their advisors as appropriate. + Educate clients and beneficiaries on estate and trust planning strategies to include state fiduciary law and practices,… 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