- 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 (Tempe, AZ)
- …personalized investment management and fiduciary services. **What You Will Do:** The Estate Settlement Trust Officer is responsible for the administration of trusts, ... estates and investment management accounts. As an Estate Settlement Trust Officer, your responsibilities will include: + Daily management of probate and estate … more
- American Heart Association (Fort Worth, 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
- UCLA Fielding School of Public Health (Los Angeles, CA)
- Estate Planning Instructor Apply now to Estate Planning Instructor Job #JPF09139 + Unex-Business, Management And / Continuing Education / UCLA Position overview ... experiences, perspectives, and unique identity. Division: https://www.uclaextension.edu/finance-investments/personal-financial-planning/course/ estate -planning-mgmt-x-4393 Instructor Resources: https://instructor.uclaextension.edu Qualifications Basic… 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
- Quinnipiac University (Hamden, CT)
- …certification related to estate and/or financial planning such as a CPA, CFP , JD, AB, LLM, MBA, CSPG or AEP is preferred Qualifications: + Five years ... and become a vital part of our Development and Alumni Affairs team as Director of Estate , Trust & Gift Planning. As a member of our team, you'll be at the heart… more
- Citizens (Fort Washington, PA)
- …more than three decades Clarfeld's team of CFAs, CPAs, attorneys, and CFP (R)s provide full investment and wealth management services; comprehensive income tax and ... estate tax planning, structuring, compliance and governmental representation capabilities;...advisors and departments Education/Certifications: + Bachelors Degree required + CFP Strongly Preferred - If the candidate does not… more
- Cleveland Clinic (Cleveland, OH)
- …Cleveland Clinic is seeking a board certified/board eligible Complex Family Planning ( CFP ) physician to join our growing service line. The position involves ... and Gynecology Institute within Northeast Ohio, (Cleveland Metropolitan area). The CFP primarily supports our primary maternity centers which includes 4 hospitals… 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
- Commerce Bank (St. Louis, MO)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning, insurance, lending, credit and banking services to meet the… more
- Bank of America (Cleveland, OH)
- …OCC. Involved with new business development activities with a focus on estate /financial planning and the Bank's fiduciary platform **Job Description:** The Senior ... be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable... planning experience, preferred. + Fiduciary professional with CTFA, CFP , AEP, JD, or CPA (or 6 months away… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …financial strategies through thorough research and analysis in investment, tax, estate , and financial planning. + Conducting comprehensive research on investment ... strategies, tax planning, estate planning, regulatory requirements, and market trends. Requirements +...tax return preparation + Preferred qualifications include CPA, CFA, CFP , or similar designations + Ideally on the path… more
- American Red Cross (CO)
- …in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate , or other related field required. Certification in one or more of ... the following areas is preferred: CFRE, CFP , CAP, JD, LLM + A Minimum 5 years...studies, nonprofit management, law, finance, insurance, trust services, real estate , or other related field required. Certification in one… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …financial strategies through exhaustive research and scrutiny in investment, tax, estate , and financial planning sectors. + Performing comprehensive research on ... investment strategies, tax planning, estate planning, prevailing regulations, and market trends. Requirements +...tax return preparation + Preferred qualifications include CPA, CFA, CFP , or similar designations + Ideally on the path… more
- Berkshire Bank (Boston, MA)
- …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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding and small business planning. Leads defined ... risk management concerns, including insurance. o Provides guidance on estate planning options and techniques. o Responds to and...obtain within two (2) years. * Certified Financial Planner ( CFP ) designation or ability to obtain within three (3)… more
- Bank of America (Chicago, IL)
- …personal financial objectives and priorities to deliver comprehensive financial and estate planning solutions, giving special attention to integrate their company ... suite of wealth management services. The strategist answers client's estate and financial planning questions by performing a variety...School or equivalent **Desired Designations** : JD, CPA, or CFP a plus **Shift:** 1st shift (United States of… more
- Raymond James Financial, Inc. (Columbus, GA)
- …may be allowed by the Policies and Procedures. * Proactively applies potential estate , gift, GSTT and income tax rules, changes and consequences applicable to book ... and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and...personal trust administration experience ~or~ * JD, MBA, CTFA, CFP or CPA and four (4) years personal trust… more
- Regions Bank (Birmingham, 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 + Five (5) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client interaction… more