- JP Morgan Chase & Co. (New York, NY)
- …as CTFA or paralegal certificate, with paralegal experience in trust and estates practice preferred.J.P. Morgan Wealth Management Solutions comprises a ... Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management … more
- Deloitte (Jersey City, NJ)
- …needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax ... and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business… more
- First Citizens Bank (New York, NY)
- …Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management , Insurance Planning, Trust & Estate ... engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high… more
- Fidelity Investments (New York, NY)
- …with our clients and that's a key component to the role of the Wealth Management Planning Consultant.The Expertise We're Looking ForFINRA Series 7 & 63 ... and teamwork, you are a key player on the Wealth Management team as you directly support...allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as… more
- Bank of America Corporation (Jersey City, NJ)
- …Trusteed IRA, Philanthropic Solutions, Charitable Gift Fund, Fiduciary & Personal Tax Services, Trust and Estate Settlement Services, Wealth Planning, and ... Compliance and Operational Risk Team, you will provide risk management oversight of Bank of America Personal Trust... management oversight of Bank of America Personal Trust Services, the largest provider of personal trust… more
- Northern Trust (New York, NY)
- …trust -oriented services (eg personaltrusts, living trusts, wills, investment management ,security custody, financial consulting, estate ,and tax planning).11. ... About Northern Trust :Northern Trust , a Fortune 500 company,...Consults with clients and their attorneys onthe benefits of estate planning products/services.Analyzes property/assets, and developsalternatives (eg creation of… more
- Citizens Financial Group, Inc (New York, NY)
- …clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to ... day management and administration of trust accounts, and for working with CCPW partners to...their advisors as appropriate. Educate clients and beneficiaries on estate and trust planning strategies to include… more
- Deloitte (New York, NY)
- …needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax ... and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business… more
- US Bank (New York, NY)
- …PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, ... Bank is strong and stable, and committed to our clients and employees.At Private Wealth Management , we are uniquely positioned for growth and are making… more
- The Blackstone Group LP (New York, NY)
- …high-net worth investors. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private ... of 7 years of experience, preferably in investment banking, asset management , consulting or wealth management . Outstanding record… more
- Deutsche Bank (New York, NY)
- Job Description:Job Title Wealth Management Tax Advisory ManagerCorporate Title Vice PresidentLocation New York, NYOverviewThe Wealth Management (WM) Tax ... Advisory Manager is responsible for the management and oversight of Deutsche Bank WM's fiduciary, custody,...an external tax preparation accounting firmReview, analyze, and interpret trust documents and wills and be knowledgeable about tax… more
- KeyBank (New York, NY)
- …serve as the lead advisor for a large and complex UHNW family* Establishes deep trust and confidence with Family Wealth clients while to position the team as ... and external referrals for FW prospects* Has a command of the Family Wealth value proposition and family office capabilities* Responsible for revenue growth on the… more
- Prudential Financial (New York, NY)
- Job Classification:Investment Management - InvestmentsPGIM: 2025 Real Estate , Investment Analyst ProgramLocation(s): Newark, NJ (Equity & Debt); New York, NY ... fostering an inclusive workplace culture that is rooted in trust , respect, and equality. PGIM was ranked #3 in...all identities and backgrounds.With $208B in gross assets under management and administration ($131B net), PGIM Real Estate… more
- Blue Owl (New York, NY)
- …a collaborative manner to ensure delivery of the highest level of service to wealth management clients. The successful candidate will work closely with the team, ... private wealth platforms and continually develop relationships at the management , research team and advisory team levels.Understand and maintain a working… more
- Ernst & Young (New York, NY)
- …Diligence - SeniorEY is a leader in serving the global real estate , hospitality, and digital infrastructure companies. We work with REITs, leading private ... equity firms, sovereign wealth funds, and operators involved in acquisitions or divestitures....stage of growth.The opportunity As a Transaction Diligence Real Estate Senior, you'll be involved in the heart of… more
- Fidelity Investments (New York, NY)
- …family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)Retirement, financial, investment, and ... client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity's high net...work experience within a public accounting, law practice, or wealth management industry environmentFINRA Series 7 and… more
- Charles Schwab (New York, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Banking & Lending Management , Insurance & Risk Management , and Estate PlanningAbility to adapt and...in additional to furthering your own professional development in Wealth Management . What's in it for you:At… more
- The Goldman Sachs Group, Inc (New York, NY)
- …of open roles is determined based on business. DIVISIONS AND JOB FUNCTIONSPrivate Wealth Management (PWM) secures, develops and manages relationships with high ... PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and … more
- PWC (New York, NY)
- …Financial planning; Wealth transfer planning; and,Business succession planning or trust and estate work. Demonstrates thought leader-level abilities and/or ... leader:Financial planning; Wealth transfer planning; and,Business succession planning or trust and estate work.Possessing comprehensive technical skills with… more
- PWC (New York, NY)
- …areas:Financial planning; Wealth transfer planning; and,Business succession planning or trust and estate work. Demonstrates intimate-level abilities and/or a ... leader:Financial planning; Wealth transfer planning; and,Business succession planning or trust and estate work.Possessing comprehensive technical skills with… more
