- Ryder System (Miami, FL)
- …completion of real estate transactions. + Work with the broader real estate Facility Planning and Construction team to coordinate and ensure completion of ... here (http://ryder.com/job-applicant-privacy-policy) ._ **Job Description** : **Summary** The Associate Real Estate Portfolio Manager will act as a team lead in the… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …unavailable + Develop, maintain, and supervise office procedures + Prepare documentation for estate planning meetings with attorneys + Review and manage client ... estate planning documents + Research tax, trust,...estate planning documents + Research tax, trust, and ...constraints + Preferred: + Familiarity with tax, trust, and estate planning + 7 & 66 licenses… more
- Guardian Life (Tallahassee, FL)
- …of various sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable ... + CFP/CLU/ChFC preferred + Expert knowledge of tax planning , exit planning , business succession, executive benefits, asset protection, estate , retirement … more
- Raymond James Financial, Inc. (Naples, FL)
- …comprehensive financial plans. + Research and analyze investment, tax, retirement, and estate planning strategies. + Prepare client meeting materials and follow ... plans as client needs and circumstances evolve. + Stay current on planning concepts, regulations, and best practices. **Skills** + Strong analytical, organizational,… more
- Williams Parker (Sarasota, FL)
- …are passionate about working with high-net-worth clients and their families on sophisticated estate planning matters. The scope of work includes wills, revocable ... framework to carefully address and answer all questions pertaining to estate planning , transfer tax planning , business succession, charitable giving, and… more
- Regions Bank (Orlando, FL)
- …direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate , ... finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning , trust services, estate taxes and other relevant ... applications including computer based trust accounting systems and other common estate planning software programs. **Ability to** : * Function in a professional… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. + Responsible for ... the complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and charitable planning ; business transition… more
- Kestra Financial (Tampa, FL)
- …of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an ... understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a… more
- Fox Rothschild LLP (Sarasota, FL)
- …(including but not limited to corporate, litigation, bankruptcy, labor & employment, tax, real estate , estate planning , estate administration, trust ... planning , trust administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's… more