- Fidelity TalentSource LLC (Westlake, TX)
- …working with external investment advisors to assess proposed investments in private equity, real estate , private credit, hedge fund, and other alternative and ... certifications is preferred.Strong understanding of alternative investments, including private equity, real estate , private credit, hedge funds, and other… more
- PNC (Louisville, KY)
- …managing, liquidating, and distributing all assets a decedent may have owned, both real estate and personal property, tangible and intangible; management of ... opportunity to contribute to the company's success. As an Estate Settlement Advisor Sr. within PNC Private...spectrum of special assets (eg, closely held business interests, real estate and mineral interests, contractual rights… more
- Deloitte (Columbus, OH)
- …who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking ... complex federal tax issues? Do you have experience serving real estate owners and operators? Are you...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Federal Reserve Bank (Boston, MA)
- **Company** Federal Reserve Bank of Boston Title: Vice President Department: Real Estate Services Group Division: Enterprise Services Division **Vice President - ... Real Estate Services Group** **_This role leads...First District. We serve as an important business community advisor in areas of economic and workforce development. Our… more
- Marriott Vacations Worldwide (Galloway, NJ)
- …months of employment. Must be active employee to be eligible.* **_Qualifier: Valid NJ Real Estate License & 1 year sales experience_** Currently offering a ... required to maintain an active and in-good standing professional Real Estate License where mandated by law...Process when presenting to owners and guests. + Establish trust with the prospective owner and Owners throughout the… more
- Regions Bank (Nashville, TN)
- …Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... and estate planning and advice, legal, insurance, real estate , asset management, trusts, estates, wills,...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- BP Americas, Inc. (Louisville, KY)
- …with minimal approved travel. **Requirements** * Minimum of five years commercial and real estate law experience, preferably in the retail industry. * Ability ... with focuses on EV charging technologies and offers. **Responsibilities** * Be a trusted advisor and leader to the business teams. Counsel on day to day operations… more
- MetLife (Kansas City, MO)
- …including significant experience leading the review and negotiation of agricultural/commercial real estate mortgage loan transactions. * Excellent oral and ... And we work in an environment founded on integrity, trust , candor, and respect, where new challenges and diverse...also in Latin America. MIM is a registered investment advisor representing affiliated and non-affiliated clients. The senior counsel… more
- United Federal Credit Union (Holland, MI)
- …Job Category Sales Description General Summary(What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial ... Mortgage Advisor Job Details Level Experienced Job Location Holland...and product awareness to Credit Union members regarding their real estate financing needs and generates investment… more
- Anywhere Real Estate (Chestnut Hill, MA)
- …within the New England region. **What you'll do:** Source and network within the real estate landscape. Develop relationships with high-performing real ... **Regional Talent Advisor ** This role is a hybrid position requiring...opportunities and grow with one of the world's leading real estate companies. + Professional personality, creating… more
- Office of General Counsel (Denver, CO)
- …Experience for this position includes: Demonstrated legal expertise working with real estate closings, asset management transactions, single or multifamily ... to help you grow in this position. As an Attorney- Advisor (General), you will: Identify and analyze problems and...OR Experience with federal, state and local regulations affecting real estate housing, and finance laws and… more
- Truist (Houston, TX)
- …insurance and risk management services, consumer/commercial credit, residential lending, commercial real estate , and general personal & business banking services ... of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services,… more
- David Weekley Homes (Salt Lake City, UT)
- …to consistently develop rapport & gain trust over the phone and Internet. + Utah Real Estate license with two years of Real Estate sales experience. ... Advisors + Salt Lake City, UT + Internet Sales Advisor Salt Lake City, UT Internet Sales Advisor...Demonstrated sales success. + Ability to meet and maintain real estate licensing conditions as required. +… more
- M&T Bank (Los Angeles, CA)
- …requires deep expertise in custom credit (complex structured loans, including aircraft, yacht, investor real estate , trust and estate planning solutions, ... credit, including but not limited to, custom residential mortgages and real estate related transactions, marketable securities, concentrated stock, … more
- JPMorgan Chase (Tacoma, WA)
- …Spanish fluently + A Bachelor's degree or equivalent work experience in sales and/or real estate required. + Five years of proven mortgage sales experience ... our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional...position for less than one year.). + Knowledge of real estate market in local area and… more
- CIBC (Belvedere, CA)
- …management, financial services support, and exceptional client service. As a Financial Advisor , you'll deliver on CIBC's Imperial Service approach, acting as a ... areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships. +… more
- CIBC (New York, NY)
- …management, financial services support, and exceptional client service. As a Financial Advisor , you'll deliver on CIBC's Imperial Service approach, acting as a ... of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client...+ **Values matter to you** . You bring your real self to work and you live our values… more
- Office of General Counsel (Washington, DC)
- …and HUD specific ethics laws and regulations, including restrictions on working in a real estate related business, and having Section 8 tenants, along with other ... Urban Development, Office of General Counsel. Responsibilities As a Supervisory Attorney- Advisor (General), you will: Direct, coordinate, review, and evaluate the… more
- Interior, Bureau of Indian Affairs (Okmulgee, OK)
- …and management of tenure management and rights of way under a real estate services program; 2.) oversight of trust and restricted property; 3.) protect the ... to the supervisor concerning the implementation and management of the Agency's Real Estate services. The incumbent serves as a senior realty specialist… more
- Interior, Bureau of Indian Affairs (Aberdeen, SD)
- …and management of tenure management and rights of way under a real estate services program; the oversight of trust and restricted property; protecting the ... of tenure management and rights of way under the real estate services program in the Region....program in the Region. Provides oversight to management of trust and restricted fee real property ensuring… more