- Robert Half Finance & Accounting (Dallas, TX)
- …services industry, located in Dallas, Texas, and we are looking for a detail oriented Estate Advisor . In this role, you will be discussing and planning with ... any trust funds. * Develop training manuals for different estate levels, focusing on aspects like revocable trusts, life...titling. * Oversee the planning and execution of advanced estate planning. * Discuss with clients their plans for… more
- American Heart Association (Dallas, TX)
- …relationships, and consults with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, ... and at heart.jobs. **Responsibilities** This senior level fundraising position engages with professional estate planning and wealth advisors as well as current… more
- Deloitte (Fort Worth, TX)
- …on issues related to work/life fit. The Team As global leaders in providing professional services to the Real Estate industry, Deloitte works with clients to ... Are you a strategic and creative federal tax professional who likes solving complex federal tax issues?...federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who… more
- Bank of America (Dallas, TX)
- …of the largest providers of construction, development, and permanent financing to professional developers and investors of real estate including retail, office, ... Sr. Relationship Manager - Commercial Real Estate Dallas, Texas **Job Description:** At Bank of...to being the primary bank advocate and key financial advisor for the client, the SCM is accountable for… more
- Deloitte (Fort Worth, TX)
- …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 ... of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for you as a Senior… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, ... PICS and select professional firms, managing a portfolio of approximately 25-50 clients....a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important… more
- USAA (Plano, TX)
- …issues, root-cause and remediation across USAA Insurance, Banking, Investing and Real Estate lines of businesses and functional areas. + Applies advanced functional ... perspectives. + Routinely interacts with senior management becoming their trusted advisor on ICFR issues; makes recommendations to solve current and long-term… more
- CoStar Realty Information, Inc. (Dallas, TX)
- …(NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index ... is on a mission to digitize the world's real estate , empowering all people to discover properties, insights and...clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing… more
- CoStar Realty Information, Inc. (Dallas, TX)
- …(NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index ... is on a mission to digitize the world's real estate , empowering all people to discover properties, insights and...Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.… more
- JPMorgan Chase (Dallas, TX)
- …partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community. + Develop, retain and deepen client ... + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument...JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in… more
- RE Tech Advisors LLC (Dallas, TX)
- …and ambitious client base that includes numerous commercial real estate portfolios, private equity investors, federal agencies, industry associations, and ... and global sustainability initiatives providing you the opportunity to realize your own professional growth objectives in the ESG arena. RE Tech Advisors is seeking… more
- RE Tech Advisors LLC (Dallas, TX)
- …and ambitious client base that includes numerous commercial real estate portfolios, private equity investors, federal agencies, industry associations, and ... global sustainability initiatives providing you the opportunity to realize your own professional growth objectives in the ESG arena. **Summary Description** RE Tech… more
- Morgan Stanley (Dallas, TX)
- …documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples * Input orders at the direction of clients ... and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients...training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and… more
- Public Storage (Plano, TX)
- …US and Europe, and more than 170 million net rentable square feet of real estate , we're also one of the largest landlords. We've been recognized as **A Great Place ... support corporate business objectives. + Act as a trusted advisor to corporate business leaders on HR-related matters, including...build strong relationships at all levels. + Trustworthy HR professional with the ability to handle and maintain a… more
- Charles Schwab (Westlake, TX)
- …tomorrow. This position works within Schwab Wealth Advisory Inc. (SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co. Inc. As a Senior ... including private equity, private credit, hedge funds, private real estate , and the like. If you have a passion...tax issues and liquidity management + Advanced education or professional designations preferred + CAIA or CFA, or progress… more
- Charles Schwab (Westlake, TX)
- …and advice to clients in the context of a dedicated relationship. The Wealth Advisor works across a wide spectrum of investment needs to help clients manage large ... our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading,… more
- Deloitte (Dallas, TX)
- …deliver as-a service solutions, improving finance, shared service and real estate operations, and helping clients develop strategies to support enterprise-wide ... Our Finance & Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We...Eight plus years of relevant consulting experience in a professional services environment, with a large or boutique consulting… more
- Deloitte (Dallas, TX)
- …- USDC - GPS Are you experienced and passionate about technology? A system's professional who wants to work in a collaborative environment. As an experienced EPM/One ... your mission promise. Our Finance & Enterprise Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We advise, implement and operate… more
- CBRE (Dallas, TX)
- …and/or industry. * Develops a reputation as an opinion leader and trusted advisor . * Drives innovation and thought leadership and effectively manages and leads team ... approach and develops innovative solutions. **CERTIFICATES and/or LICENSES** Real Estate sales, brokerage or appraisal license required as appropriate for… more