- Regions Bank (Orlando, FL)
- …the administration of trust accounts **Preferences** + Advanced degree (eg, Juris Doctorate ( JD ), Master of Laws (LLM), Certified Public Accountant (CPA), ... section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust… more
- KeyBank (Westlake, OH)
- …Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Bank of America (Las Vegas, NV)
- Wealth Strategies Advisor Las Vegas, Nevada **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... Description: This job is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high-… more
- JPMorgan Chase (Miami, FL)
- …with the opportunity to take your career to the next level. As a Wealth Advisor in the International Private Bank, you will help ensure that our clients' estate, ... income, tax, philanthropic , and other planning needs are identified and met...wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify… more
- Bank of America (Boston, MA)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax...and cash flow modeling, sale of business entities, and philanthropic planning. + Stays up to date with major… more
- US Bank (Fargo, ND)
- …Designation is required and may include, but is not limited to: CTFA, CFP, JD , CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - ... as well as product specialty knowledge and expertise (such as IRAs, Charitable/ Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a… more
- Morgan Stanley (New York, NY)
- …educational presentations * Maintaining and developing relationships with planning attorneys, tax advisors, trust companies, etc. * JD with at least 10 years' ... * Retirement and educational tax planning * Business succession planning * Philanthropic and charitable planning * Asset protection and risk management * Executive… more