- 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
- Southern California Edison (Rosemead, CA)
- **Join the Clean Energy Revolution** Become a Real Estate & Facilities Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, ... operation, facility maintenance, large and small capital construction projects. As a Real Estate & Facilities Advisor , your work will help power our planet,… more
- Fannie Mae (Washington, DC)
- …to mitigate property condition risk in the book. The Multifamily Commercial Real Estate Property Assessment Advisor role will offer you the flexibility to ... QC process to mitigate property condition risk in the book. * Provides professional support and guidance to various Fannie Mae Multifamily teams with respect to… more
- Robert Half Legal (Atlanta, GA)
- …necessary. Requirements * Proven expertise in Estate Planning and Probate & Estate Administration * 3-5 years of professional related experience * Experience ... Description Our client is seeking an Estate Planning Probate Paralegal or Paraplanner to join...libraries, and Wealth Transfer software. * Cultivate client and advisor relationships, providing excellent client service while also assisting… more
- The Hartford (Morristown, NJ)
- …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
- JPMorgan Chase (New York, NY)
- …to team member client needs. We offer a spectrum of alternative investments including real estate , private equity, and more. Our Real Estate Debt team, with a ... management. We're seeking a seasoned leader with expertise in Real Estate debt markets and institutional asset management clients, particularly insurance clients,… 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
- Amazon (Arlington, VA)
- …(AWS) is seeking a Strategic Business Development leader to focus on the 4th Estate Defense Agencies. At AWS, customer obsession is in our DNA. The successful ... architects to provide needed cloud capability to the 4th Estate Defense Agencies. This will also include the opportunity...security clearance. Key job responsibilities Serve as a key advisor and member of the leadership team for the… more
- Bank of America (Houston, 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 - Houston Houston, Texas **Job Description:** At...to being the primary bank advocate and key financial advisor for the client, the SCM is accountable for… more
- Fresenius Medical Center (Waltham, MA)
- …in the world, is seeking a **Finance Business Partner to support our Global Real Estate department** and act as a trusted advisor to the leadership teams and ... to present complex data to Legal, Compliance and Finance Leadership + Tenacious professional willing to embrace foundational work as the organization moves through a… more
- United Federal Credit Union (Mishawaka, IN)
- …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 Edison...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
- Commerce Bank (Leawood, KS)
- …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...the development of a comprehensive plan with the client's professional advisors and Commerce Trust partners. In addition, the… more
- Edward Jones (Grove City, OH)
- …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 (Toledo, OH)
- …Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Toledo, Ohio 43604 ... 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