- Trust Counsel PL (Coral Gables, FL)
- …purpose-driven law firm? Are you a sharp and driven Attorney with extensive Estate Planning experience, dealing with sophisticated high-net-worth clients? Do you ... protect their legacy, and we are seeking a driven and dedicated Experienced Estate Planning & Asset Protection Attorney who shares our mission and values to join… more
- Carolina Estate Planning (Winston Salem, NC)
- …produce more qualified leads Conduct initial client consultations to sell legal services for estate planning and probate Follow up with potential new clients who ... have not yet retained us Manage the end-to-end sales process from consultation to engagement, as well as data tracking Qualifications: High school diploma or GED is required, bachelor's degree preferred Current US driver's license and the ability to travel by… more
- Usaa (Phoenix, AZ)
- …planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care ... Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement… more
- Grimaldi Law Firm (Hollywood, FL)
- …that's redefining what it means to support families through life's biggest decisions. From estate planning to real estate closings, we help people protect ... how families build and protect their legacy. We provide premium estate planning , seamless real estate closings, and wealth-protection legal services… more
- Midland States Bank (Joliet, IL)
- …or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in ... prospects and clients of the Bank to market financial planning , trust and investment management services, as well as...services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies… more
- Usaa (Plano, TX)
- …needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. ... volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For… more
- NYL - Matthews (Charlotte, NC)
- …our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance. When you ... join New York Life, youre joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How We Will Compensate You You have the power to determine your own income… more
- Usaa (Phoenix, AZ)
- …special and impactful. The Opportunity As business process owner, leads planning for highly complex processes including problem definition, evaluation of ... volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For… more
- Usaa (San Antonio, TX)
- …requirements, goals and objectives and, incorporate USAA and Corporate Real Estate and Workplace Services standards and guidelines deliver intended business ... Advanced knowledge of construction management processes. Experience in Real Estate /Facilities Management/Architectural Design/Construction Management. Experience with project cost control… more
- Heritage Bank (Bellevue, WA)
- …and customized solutions to business clients; advanced knowledge of commercial real estate and C&I lending practices - preferred. Must have excellent business ... of credit underwriting, loan structuring, credit/credit quality and commercial real estate and C&I lending practices required. Strong relationship management and… more
- Roers Companies LLC (Austin, TX)
- …Today Top Workplace and a national leader in multifamily real estate investment, development, construction, and property management. Headquartered in Plymouth, ... in 2012, Roers Cos. has developed more than $4 billion in real estate , representing 15,000+ homes across the Midwest, Mountain Southwest, and Sunbelt regions. Our… more
- Usaa (Plano, TX)
- …Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement ... volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For… more
- San Diego Housing Commission (San Diego, CA)
- …Waiting List Selection Intake/Eligibility Processing Voucher Issuance/RFTA New Admission Real Estate Development (RED) Facilitate the integration of RED project data ... into Voyager for portfolio analysis, funding assessments, and long-term planning . Maintain accurate financial and operational data for RED properties, including… more
- Reed Smith LLP (Philadelphia, PA)
- …Leveraging the Firm's Travel Department while overseeing all aspects of travel planning , logistics, details and execution, to attorney's preferences, aiming to be ... and county) Maintain paper and electronic filings. Maintain paper files for certain Estate Accounts (ie, for purposes of tax filings); Retrieve documents from files… more
- NorthPoint Development LLC (Kansas City, MO)
- …Ohio; Philadelphia, Pennsylvania; or Dallas, Texas. NorthPoint is a real estate developer built on entrepreneurial spirit and team empowerment. Were seeking ... Manage consultants and contractors to deliver private substations. T&D: Capacity, planning , design, ISO/RTO, PUCs Technical Vetting : Review and validate substation… more
- American Heart Association (St. Petersburg, FL)
- …American Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning ** **Advisor** in our Mission Advancement department! **This ... and at heart.jobs. **Responsibilities** This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current… more
- Robert Half Legal (Worcester, MA)
- Description We are looking for a dedicated Estate Planning Attorney to join a dynamic Trust & Estate firm based in the Greater Worcester area. In this role, ... provide expert guidance and legal support to clients, helping them navigate estate planning , tax matters, and probate processes. This position is ideal for an… more
- Robert Half Legal (Oak Brook, IL)
- …partnering with a mid-sized law firm located in Oak Brook that's seeking to hire an Estate Planning Paralegal with at least 5+ years of experience to join their ... team. This Estate Planning Paralegal will be supporting attorneys handling estate planning , estate administration, and business succession … more
- Robert Half Legal (Chicago, IL)
- …is partnering with a mid-sized law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+ years of experience to join ... their team. This Estate Planning Paralegal will be supporting attorneys handling estate planning , estate administration, and business succession … more
- Robert Half Legal (Edmonds, WA)
- …A well-regarded midsized law firm in the North Seattle area is seeking an Estate Planning and Probate Lawyer to join their firm. This highly collaborative, ... client-focused firm specializes in estate planning , probate, corporate law, civil litigation, and more. With plans to significantly expand the team, this is a… more
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