- Regions Bank (Dallas, TX)
- …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 more complex client relationships and expands services to existing clients… more
- American Heart Association (Dallas, TX)
- …Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning** **Advisor** in our Mission Advancement department based in Dallas, ... at heart.jobs. **Responsibilities** This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and… more
- Deloitte (Austin, TX)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Deloitte (Westlake, 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 ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Charles Schwab (Westlake, TX)
- …with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Planning ... such as: retirement, college, risk management, asset allocation, and estate planning needs. This position will be responsible for...services experience to lead and coach their team of CFP (R) professionals. Managing performance - Part of this role… more
- Truist (Fort Worth, TX)
- …wealth team members on the most complex financial, tax, legacy and estate planning matters including summarizing and evaluating complex financial documents, trust ... may include: Complex review, analysis and diagram of existing estate plan and modeling of advanced estate ,...the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or comparable advanced knowledge course of… more
- Truist (Houston, TX)
- …description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning expertise to enhance ... clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive...JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP , CPA or comparable advanced knowledge course of study… more
- Charles Schwab (Westlake, TX)
- …of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly ... Demonstrate the value and importance of partnering with a CFP (R) professional on an ongoing basis. + Partner with...+ Master's level or equivalent Financial Planning-related designation + CFP (R) designation is required. + Active and valid FINRA… more
- Charles Schwab (Westlake, TX)
- …our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, ... + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, CFP , CFA,… more
- Vanguard (Dallas, TX)
- …Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? Vanguard ... To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + CFP (R) designation required . + Series 7, 63 or 66 (or… more