- 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
- American Heart Association (Boca Raton, FL)
- …your career. The American Heart Association has a great opportunity for an ** Advisor , Charitable Estate Planning** based in **Florida.** This is a home-based ... planning actions to achieve goals and meets with donors' estate planner or financial advisor in tandem...employee wellness program and telemedicine, and medical consultation. + ** Professional Development -** You can join one of our… more
- TravelCenters of America (Westlake, OH)
- …validate TA's real estate strategy. The ideal candidate is a well-rounded real estate professional with experience in commercial real estate and asset ... of America! For more than 50 years, millions of professional truck drivers and motorists have called our travel...company and shaping TA's future. **Summary** The Manager, Real Estate and Asset Management is a key member of… more
- Robert Half Legal (Atlanta, GA)
- …accuracy * Draft estate planning considerations for review by Wealth Transfer Advisor or Director of Wealth Transfer * Preparation and review of fiduciary income ... Participate in the development of Wealth Transfer workflows and advisor support systems * Cultivate and maintain strong client...expertise in Estate Planning and Probate & Estate Administration * 3-10 years of professional … more
- The Hartford (Hartford, CT)
- …3 days a week (primarily Tuesday through Thursday). Responsibilities: + Function as an advisor to the Real Estate and Corporate Services leaders through the ... and a bright future. The Strategic Sourcing and Real Estate (SSRE) department plays a critical role in The...The Hartford's future by operating as a trusted business advisor with deep expertise that advances The Hartford's business… more
- Deloitte (Columbus, OH)
- …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
- Charles Schwab (Bellevue, WA)
- …to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value ... in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net... to supply to a growing sector of Investment Advisor Services We believe that our values have helped… more
- Bank of America (Chicago, IL)
- …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 Chicago, Illinois **Job Description:** At Bank of...to being the primary bank advocate and key financial advisor for the client, the SCM is accountable for… more
- United Federal Credit Union (Reno, NV)
- …Category Sales Description General Summary(What is done and why) The Mortgage Advisor provides quality real estate lending expertise through financial counseling ... Mortgage Advisor Job Details Level Experienced Job Location Summit...product awareness to Credit Union members regarding their real estate financing needs and generates investment quality mortgage loans… more
- Deloitte (Columbus, OH)
- …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
- Edward Jones (Tacoma, WA)
- …you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help ... them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward… more
- Fifth Third Bank, NA (Louisville, KY)
- …knowledge of trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Louisville, Kentucky 40202 ... Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in investable...Bank team to develop, interpret, communicate an facilitate complex estate planning matters as part of the advice-based solutions… more
- DA Davidson Companies (Lincoln, NE)
- …concerns*Interaction with multiple co-trustees as well as family and professional advisors*Closely held businesses*Foundations*Administration of complex estate ... This position is also responsible for developing quality client relationships, professional contacts, soliciting new accounts, and supporting the Financial Advisors… more
- Citigroup (Beverly Hills, CA)
- Job Description The CRE Product Specialist is a strategic professional who closely follows latest trends in own field and adapts them for application within own job ... Credit Policy and Risk Acceptance standard compliance + Partnering with the Lending Advisor team to provide CRE Product expertise in the analysis, negotiations, and… more
- Turner & Townsend (Princeton, NJ)
- …difference to projects across the real estate (https://www.turnerandtownsend.com/en/expertise/real- estate /) , infrastructure ... as such must represent our company well by being professional and motivated to exceed client expectations. + Develop,...possible + Interface with project stakeholders as a trusted advisor to provide guidance and recommendations for the project… more
- Regions Bank (Mobile, AL)
- … Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate , IRA… more
- Comerica (Los Angeles, CA)
- … III Comerica Advisor Solutions Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take ... overall estate planning, and working directly with our Financial Advisor partners. This position's direct involvement in business development is expected to… more
- Truist (Houston, 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
- JPMorgan Chase (Miami, FL)
- …**Required Qualifications, Capabilities, and Skills** + Five plus years of complex estate and wealth planning experience + Professional designations required: JD ... your career to the next level. As a Wealth Advisor in the International Private Bank, you will help...Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning needs are… more