- Regions Bank (Tampa, FL)
- …+ Prepares financial analyses for clients, including retirement analysis, estate -planning analysis, education-funding analysis, stock options analysis and risk ... **Requirements** + Bachelor's degree in a related field + Certified Financial Planner ( CFP ) + Five (5) years of financial planning experience **Preferences** + Juris… more
- Regions Bank (Coral Gables, FL)
- …and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage ... credit, and general banking services + Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities + Acquires the largest and most complex new client relationships and expands services… more
- American Heart Association (Miami, FL)
- …Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning** **Advisor** in our Mission Advancement department! **This individual can ... at heart.jobs. **Responsibilities** This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and… more
- UMB Bank (Tallahassee, FL)
- …relative to financial & estate planning + Juris doctorate + CTFA or CFP **Knowledge & Skills** **_MINIMUM:_** + General knowledge of Trust and Bank products and ... + Provides solution-oriented planning for clients + Coordination of wealth and estate planning strategies + When appropriate, for accounts without an assigned… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …retirement planning, equity compensation planning, qualified retirement plans, risk management, estate planning and education funding. Leads defined work or projects ... goals and needs of clients + Provides guidance on estate planning options and techniques. + Responds to and...obtain within two (2) years. + Certified Financial Planner ( CFP ) designation or ability to obtain within one (1)… more
- Fifth Third Bank, NA (Tampa, FL)
- …create trust optimization strategies to expand and deepen relationships, such as regular estate plan reviews, client meetings , and best practice advice. + Oversee ... + R esponsible for the review and interpretation of estate planning documents , timely and accurate administration of...related field. Advanced degree or professional certification (eg, CTFA, CFP ) preferred. + Minimum of 8 -10 years of… more
- Regions Bank (Jacksonville, FL)
- …an in-depth strategic analysis to assist them in fulfilling their retirement, estate , business succession, and other financial goals. The PWS leads the wealth ... clients and prospects. Wealth planning issues include, but are not limited to, estate and trust planning, taxation (including income, gift and estate ), business… more
- Guardian Life (Tallahassee, FL)
- …funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 ... sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable planning… more
- Truist (Orlando, FL)
- …change from time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary ... external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives. 4. Ensures...possess an advanced degree or certification (eg JD, MBA, CFP , CPA, or CTFA). 3. Experience working with Trust… more
- US Bank (Sarasota, FL)
- …financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary ... alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and...business owner - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible… more